Sony, Sharp 10G LCD production plant deal officially official
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The S-LCD joint venture between Sony and Samsung now has a second 8th-generation production line to its credit, as the companies announced the $1.5 billion dollar expansion is now in operation and will be capable of producing up to 70,000 glass sheets per month for 32, 46- and 52-inch HDTV screens by the end of the year. We've seen prices at that size fall sharply since the first line was introduced two years ago, and we can't help but think this bodes well for Black Friday bargain hunters in 2009 and beyond.
We've tried to look past the naming train wreck that is BlueStar Technologies ("blue" instead of "blu," known as "Blue Ray Technologies" in Spokane), but would a little consistency be too much to ask for? Anyways, the Blu-ray manufacturer is on a bit of a tear. Looking to spend down its latest cash infusion, it has announced plans to open up a plant in Rome and is eying a second US location in either California or Montana. The company is touting its eco-friendly processes, which is all well and good, but it's the Project Blue book hybrid disc that really intrigues us. BlueStar is touting its new format as pirate-proof, with faster transfer and larger capacity, so what's not to like? Well, besides the fact that we've seen "pirate-proof" promises go down in flames, we're not so sure that what Blu-ray needs is another format.
We've wondered why Matsushita Electric took such a long time to make the name switch to Panasonic, but this little factoid might explain some of the timing -- Panasonic just capped off its 300 millionth TV. Even though the company has always badged TVs with the "Panasonic" name plate in the US, 105 million units were cranked out under the "National" brand before "Panasonic" was used across all markets for the subsequent 195 million units. According to the press release, the company isn't slowing down, either -- it may have taken its sweet time (since 1961) to hit the 300 million mark, but the 400 million figure might come up in the next "few years." We figure that after the first 300 million, the company can pretty much produce TVs in its sleep.
Welp, at least we now know one company that helped Singulus beat its Blu-ray duplicator sales estimates. Germany's CDA, which was still producing 3X DVDs as of mid-February, has finally realized that Blu-ray is the victor and the sole remaining high-def format that anyone cares about. Thus, it's finally investing in a production line for Blu-ray Discs that will boast capacities of 17,000 single-layer and 12,000 dual-layer units per day. In somewhat related news, the outfit is also expanding its DVD capacity to meet "growing demand." Clearly CDA hasn't been listening to the analysts, or else it has a darn good phase in / phase out plan for 2012.
Shanghai Xinsuo Music Co. is opening a plant capable of making 500,000 Blu-ray discs per month by the end of this year. It is touted as the premier Hollywood film disc supplier in the Chinese market, and a company 51 percent owned by Sony (the other 49 percent held by Shanghai Media Group) as it continues to expand the market in China and reduce the cost of Blu-ray production. After that? More expansion, another plant in Shanghai and so on. The Chinese Blu-ray market also got a jolt with Sony announcing a 3-movie pack of Kung Fu Hustle, Spider-Man 3 and Open Season for the BDP-S300. Guess it's a good thing there's a testing center in the area.
So yeah, apparently that whole attempt to "streamline operations" back in April didn't go over so well, as Syntax-Brillian -- you know, that firm neck deep in panel partnerships and responsible for Olevia HDTVs -- has just filed for Chapter 11 bankruptcy. The Arizona-based company has also "entered into a deal to sell certain of its assets to a newly created company called Olevia International Group LLC," which has agreed to pick up some $60 million of its secured debt. We're also told that operations in Tempe have ceased, and "about eight employees" (including the finance chief, general counsel and finance staff) are sticking around with nothing better to do.
Blue Ray Technologies was expecting business to boom shortly after the format war concluded, and apparently the shock is in full effect. According to founder and chairman Erick Hansen, America's "first indie Blu-ray disc manufacturing plant is now becoming the largest indie [and Profile 2.0-friendly] Blue-ray Disc mastering facility in the US." When all is said done, the facility will be "the only indie that can handle rewritable disc mastering and will provide pre-mastering as well," not to mention being the only one that can make a rewriting stamper. Granted, most of this stuff amounts to a huge pat on the back, but the expansion of independent films on BD is certainly healthy for the industry at large. Now, if only the hardware to watch these films on were more affordable, we'd really have a match made in heaven.
Not like LG had any choice but to get savvy with OLED, but either way, it's good to hear that it's making the investment willingly. According to CEO Kwon Young-soo, LG is planning to use some of its "abundant cash" (must be nice, right?) to "increase capital spending for the active-matrix organic light-emitting diodes (AMOLED) business." He refused to dole out a proper figure at the time, noting that the company was "still watching the market to seek a proper time to implement decisive action." As for logistics, it's highly likely that a little tag-team work with Samsung SDI will take place, while it's also probable that we'll see its 3.5G AMOLED line relocated to its facilities in "Paju, Gyeonggi Province, following the relocation of the two-generation production line in Gumi." So, LG -- now that we know you're all gung ho, might we see that 32-inch OLED TV before 2011?









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