Given the nature of the keiretsu and the Japanese culture, I'd say things are really looking up.
______________________________________________
http://www.bloomberg.com/Research/stocks/priv...orporation
.....must admit when I see info like this I think of this: Nitto Denko is a member of the Mitsubishi UFJ Financial Group (MUFJ) keiretsu.
https://en.wikipedia.org/wiki/Nitto_Denko
Smartphones Help Boost Nitto Denko as TV Demand Slumps
President Yukio Nagira said in an interview at the company’s headquarters in Osaka, Japan,
The company, whose customers include Sony Corp. and Sharp Corp., also plans to expand its medical and industrial-tape businesses, Nagira said
Sony, Panasonic Corp. and Sharp, Japan’s three-largest manufacturers of televisions, are all battling slumping demand and record losses. All three are customers of Nitto Denko, according to data compiled by Bloomberg.
http://www.bloomberg.com/news/articles/2012-1...and-slumps
LG Display Will Share Future Tech With Their Partners
LG Display has also created the ‘Technology Innovation Award’, and awarded Asahi Glass, Merck and Nitto Denko Corp. for playing their part in improving the performance of LG Display’s products and helping the company move forward.
It is also worth mentioning that Sharp is in this game as well, this Japan-based company is manufacturing their JDI displays which are quite formidable as well, which makes things even more interesting.
http://www.androidheadlines.com/2015/09/lg-di...tners.html
Nitto Denko to set up front-section polarizer plant in Central Taiwan
Taipei, July 21, 2004 (CENS)--Nitto Denko Corp. of Japan, the world's largest maker of polarizers, plans to set up a new front-section polarizer production plant in Central Taiwan Science Park (CTSP) in a bid to meet the increasing demand from local thin film transistor-liquid crystal display (TFT-LCD) panel makers.
Nitto Denko was the first investor in the CTSP and it originally planned to set up only the cutting facility to meet the increasing demands from the expanded panel capacities of AUO and Chi Mei Optoelectronics Corp. (CMO)'s new panel plants. Industry sources said that the Japanese polarizer maker's new project is expected to help the local TFT-LCD panel industry develop stronger competitiveness.
Industry sources said that the top-five makers of large-sized TFT-LCD panels in Taiwan are expected to invest over NT$1 trillion (US$29.5 billion) in the coming few years for their new-generation (5.5-, sixth-, seventh- and 7.5th-generation) panel business deployment, including AUO's projects to pour a total of NT$400 billion (US$11.8 billion) and Chunghwa Picture Tubes, Ltd.'s NT$420 billion (US$12.39 billion) for mainly LCD TV panel production.
Nitto Denko currently accounts for 60% of the global polarizer supply, and the firm's polarizer business division is expected to have revenue of 198 billion yen in this fiscal year, up 42% from last year. The Japanese company currently also runs two integrated plants in Japan to produce such products from front to rear sections.
http://www.cens.com/cens/html/en/news/news_inner_6773.html
Au Optronics Corp-Spon Adr
(AUO:New York)
Suppliers Glass Substrates: The company’s major suppliers include Asahi Glass, Corning Taiwan, and Nippon Electric Glass. Liquid Crystals: The company’s major suppliers include JNC Corporation and Merck. Color Filters: The company’s major suppliers include Dai Nippon Printing and Toray Industries. Polarizer: The company’s major suppliers include BenQ Materials Corp., LG Chem, Nitto Denko, and Sumika Technology. Driver ICs: The company’s major suppliers include Novatek and Raydium Semiconductor Corporation.
Through AUO SunPower Sdn. Bhd., a joint venture that the company formed with SunPower Corporation in the United States, the company produces high-efficiency solar cells in Malaysia. The company also designs, develops, and manufactures solar PV modules, as well as produces solar PV systems and provides various value-added services for solar PV systems projects
http://www.bloomberg.com/research/stocks/snap...ticker=AUO
.....keeping in mind crossover transactions w/Nitto Denko and then AUO/3M/NanoSys and multiple suppliers
INFORMATION DISPLAY
Although some of that success was due to post-war assistance from the U.S., the major factor has been the country’s unique economic policy, which ensured close cooperation among government bodies, manufacturers, banks, unions, etc.
JDI itself is the result of a 2012 merger of Sony, Toshiba, and Hitachi’s LCD divisions (financed by the Innovation Network Corporation of Japan
When asked about the role of the Japanese display industry on a global level, JDI’s Kubota responded: “The role of Japan’s display industry is to lead in innovating technologies for display panels, related materials, parts, and production facilities.”
As for rumors of its demise as an economic superpower, they are premature. Japan continues to do quite well. Japan’s display industry itself has several factors in its favor. One is the country’s overall history of consumer-electronics excellence. Another is the willingness of different industry entities to join together in a common cause and the willingness of government to support those efforts. The formation of JDI, for example, was not a reactive cost-cutting measure, but a proactive measure designed to meet the competition.
http://informationdisplay.org/IDArchive/2015/...eview.aspx
http://www.kansai.meti.go.jp/english/accumulation_map.pdf
....interesting map
.....Kyocera Display seems most distant w/business relationships, but think they'd also pull together for National pride & World leadership
.....I don't know how tight keiretsu relationships are, but the potential for QMC to be a 1st or 2nd supplier seem good to me, (or maybe indirect).
Think Your Way
______________________________________________
http://www.bloomberg.com/Research/stocks/priv...orporation
.....must admit when I see info like this I think of this: Nitto Denko is a member of the Mitsubishi UFJ Financial Group (MUFJ) keiretsu.
https://en.wikipedia.org/wiki/Nitto_Denko
Smartphones Help Boost Nitto Denko as TV Demand Slumps
President Yukio Nagira said in an interview at the company’s headquarters in Osaka, Japan,
The company, whose customers include Sony Corp. and Sharp Corp., also plans to expand its medical and industrial-tape businesses, Nagira said
Sony, Panasonic Corp. and Sharp, Japan’s three-largest manufacturers of televisions, are all battling slumping demand and record losses. All three are customers of Nitto Denko, according to data compiled by Bloomberg.
http://www.bloomberg.com/news/articles/2012-1...and-slumps
LG Display Will Share Future Tech With Their Partners
LG Display has also created the ‘Technology Innovation Award’, and awarded Asahi Glass, Merck and Nitto Denko Corp. for playing their part in improving the performance of LG Display’s products and helping the company move forward.
It is also worth mentioning that Sharp is in this game as well, this Japan-based company is manufacturing their JDI displays which are quite formidable as well, which makes things even more interesting.
http://www.androidheadlines.com/2015/09/lg-di...tners.html
Nitto Denko to set up front-section polarizer plant in Central Taiwan
Taipei, July 21, 2004 (CENS)--Nitto Denko Corp. of Japan, the world's largest maker of polarizers, plans to set up a new front-section polarizer production plant in Central Taiwan Science Park (CTSP) in a bid to meet the increasing demand from local thin film transistor-liquid crystal display (TFT-LCD) panel makers.
Nitto Denko was the first investor in the CTSP and it originally planned to set up only the cutting facility to meet the increasing demands from the expanded panel capacities of AUO and Chi Mei Optoelectronics Corp. (CMO)'s new panel plants. Industry sources said that the Japanese polarizer maker's new project is expected to help the local TFT-LCD panel industry develop stronger competitiveness.
Industry sources said that the top-five makers of large-sized TFT-LCD panels in Taiwan are expected to invest over NT$1 trillion (US$29.5 billion) in the coming few years for their new-generation (5.5-, sixth-, seventh- and 7.5th-generation) panel business deployment, including AUO's projects to pour a total of NT$400 billion (US$11.8 billion) and Chunghwa Picture Tubes, Ltd.'s NT$420 billion (US$12.39 billion) for mainly LCD TV panel production.
Nitto Denko currently accounts for 60% of the global polarizer supply, and the firm's polarizer business division is expected to have revenue of 198 billion yen in this fiscal year, up 42% from last year. The Japanese company currently also runs two integrated plants in Japan to produce such products from front to rear sections.
http://www.cens.com/cens/html/en/news/news_inner_6773.html
Au Optronics Corp-Spon Adr
(AUO:New York)
Suppliers Glass Substrates: The company’s major suppliers include Asahi Glass, Corning Taiwan, and Nippon Electric Glass. Liquid Crystals: The company’s major suppliers include JNC Corporation and Merck. Color Filters: The company’s major suppliers include Dai Nippon Printing and Toray Industries. Polarizer: The company’s major suppliers include BenQ Materials Corp., LG Chem, Nitto Denko, and Sumika Technology. Driver ICs: The company’s major suppliers include Novatek and Raydium Semiconductor Corporation.
Through AUO SunPower Sdn. Bhd., a joint venture that the company formed with SunPower Corporation in the United States, the company produces high-efficiency solar cells in Malaysia. The company also designs, develops, and manufactures solar PV modules, as well as produces solar PV systems and provides various value-added services for solar PV systems projects
http://www.bloomberg.com/research/stocks/snap...ticker=AUO
.....keeping in mind crossover transactions w/Nitto Denko and then AUO/3M/NanoSys and multiple suppliers
INFORMATION DISPLAY
Although some of that success was due to post-war assistance from the U.S., the major factor has been the country’s unique economic policy, which ensured close cooperation among government bodies, manufacturers, banks, unions, etc.
JDI itself is the result of a 2012 merger of Sony, Toshiba, and Hitachi’s LCD divisions (financed by the Innovation Network Corporation of Japan
When asked about the role of the Japanese display industry on a global level, JDI’s Kubota responded: “The role of Japan’s display industry is to lead in innovating technologies for display panels, related materials, parts, and production facilities.”
As for rumors of its demise as an economic superpower, they are premature. Japan continues to do quite well. Japan’s display industry itself has several factors in its favor. One is the country’s overall history of consumer-electronics excellence. Another is the willingness of different industry entities to join together in a common cause and the willingness of government to support those efforts. The formation of JDI, for example, was not a reactive cost-cutting measure, but a proactive measure designed to meet the competition.
http://informationdisplay.org/IDArchive/2015/...eview.aspx
http://www.kansai.meti.go.jp/english/accumulation_map.pdf
....interesting map
.....Kyocera Display seems most distant w/business relationships, but think they'd also pull together for National pride & World leadership
.....I don't know how tight keiretsu relationships are, but the potential for QMC to be a 1st or 2nd supplier seem good to me, (or maybe indirect).
Think Your Way
