Japanese MC-live: Toshiba raise US $ 2 billion semiconductor
"Abe economics" of the yen by stimulating effect, Toshiba [Twitter] (6502:Tokyo) to its first major investment in capacity expansion in two years aimed at a semiconductor.
On August 6, it was Japan media reports, Toshiba is planning with the United States memory card manufacturers splash Reddy (SanDisk) creates a new memory chip joint venture manufacturing plants, total investment will amount to 400 billion yen (about US $ 4 billion).
In the new factory, Toshiba and splash Reddy is expected to 50% to make it. In fact, before this collaboration, Toshiba splash Reddy has set up a joint venture company, the same production of NAND-type Flash memory chips.
"Both sides recognised that business profitable is to see this block. "Toshiba computer network (Shanghai), product management Department General Manager Dong Yi said in an interview with reporters," Toshiba's semiconductor business last year made a lot of money. ”
Toshiba was released on May 8 of this year's fiscal 2012 (April 2012 to March 2013) results showed that Toshiba electronic components sector of the semiconductor business achieved revenues of 1.3353 trillion yen, operating profit of 91.4 billion yen. In contrast, TV sets, laptops, personal computers and other business's digital products unit although 1.4327 trillion yen in revenue, but a 24.4 billion yen operating loss.
"Japanese manufacturers of notebook business not a lot of money, but Toshiba is not afraid. "On August 6, Dong Yi said in an interview with reporters," the group as a whole is profitable, Toshiba's other businesses such as semiconductors and social infrastructure give us calm down. ”
Expansion of semiconductor capacity
Toshiba electronic components sector, including Flash memory, data storage drives and other semiconductor business. Among them, second only to Samsung NAND-type Flash memory market share [Twitter], ranking second in the world. According to market research data for HIS Global 2012, calculated in shipments, Samsung's share of the market for 37%, Toshiba 31%.
Globally, demand for NAND-type Flash memory market had a sharp decline after the 2008 global financial crisis. Its price and used for personal computers the DARM (dynamic memory), all the way down. Japan DARM manufacturer Elpida in this crisis because of debts, were eventually United States peer Micron Technology acquisitions.
However, one to two years, due to the rapid growth of smart phones and Tablet PC shipments, NAND-type Flash memory markets start to recover. Market survey data set state, in June this year for example, NAND-type Flash memory in late early compared with the rise in the price of approximately 2% per cent. At present, the supply module factory 32Gb product contract price in the $ 3-4, 64G product 5-6. between $ 5.
Toshiba NAND-type Flash memory business was once reduced to 30% place, but with the coming tide of mobile terminals, as well as the depreciation of the yen tends to opportunity, its Flash plant has been in a State of full capacity since the beginning of this year.
In this case, Toshiba has thus expanding production capacity was not unexpected. According to Japan media messages, Toshiba in cooperation with splash Reddy planned new factory is expected to start production in the next fiscal year, when its monthly production will raise about 20%. Toshiba plans new chip production line of the factory with 16 to 17 nm technology, technological level is also higher than 19 currently used nano-technology, which means that Toshiba can take advantage of a single crystal film to produce more chips, so as to achieve greater cost advantage.
Splash Reddy Toshiba joint venture partners are located in the United States flash chip manufacturer in Silicon Valley, part of the standard and poor's 500 index and Fortune 500 companies. Splash Reddy Corporation is selling Flash memory products to OEM channel and open market, there is still a large part of the revenue comes from licensing. Splash Reddy said, since its inception in 1988, has received more than 4,400 patent.
July 16, Flash di company China District General Manager Huang Zhihua in Guangzhou accept reporter interview Shi said, Flash di for latest paragraph smart phone, and flat computer and digital camera launched of extreme speed moved series storage card, can achieve faster of data transfer, help consumers capture more quality of photos and video, and said the products can in lingxia25sheshidu to 85 degrees Celsius Zhijian work, in 1 meters deep of brine in the soaking 72 hours.
Splash Reddy Corporation on July 17, 2013 issued second-quarter earnings, achieved revenues of us $ 1.476 billion during the period, an increase of 43%; net income of $ 262 million, far more than 13 million dollars in the same period last year.
The competitiveness of Japanese companies MC
Dong Yi, told reporters, in the areas of consumer electronics such as TVs, notebooks, in recent years Japan enterprises face considerable competitive pressure, especially in China's market environment it is difficult to adapt to, "Japan manufacturers insist on quality and quality, while the competition in the China market is to a large extent on price".
He to Toshiba of notebook business for cases said, currently in many peer take outsourcing to generation factory mode of situation Xia, Toshiba notebook of most main parts, and Board, still insisted themselves research and development and production, this aspects of investment will brings corresponding of cost increased, "Toshiba of products in warranty period Hou appeared problem of rarely, but this while also let Toshiba of cost structure and other manufacturers exists gap".
Leading market research agency Gartner survey published in July this year by 2013 global PC shipments for the 76 million in the second quarter, the top six manufacturers Lenovo, HP, respectively [Twitter], Dell [Twitter], ACER, ASUS, market shares, respectively, 16.7%, 11.8%, and 8.3%. Toshiba, Sony, Fujitsu and other Japanese manufacturers decline shows. Another Japan manufacturer NEC, then select PC business two years ago set up a joint venture with Lenovo.
"Judging from the performance of the entire group, Toshiba's other businesses such as semiconductors and social infrastructure, for portable operations considerable support. "Dong Yi said.
Of course, he also said Toshiba's Headquarters after a structure, a regional center of organization structure for product-centric, which is conducive to synergies through centralized purchasing and design to keep costs down. On August 6, Toshiba outgoing new semiconductor factory messages on the day, Toshiba computers published in Guangzhou include gaming notebook, full line, Super, tablet computers and other new products. "In 2013, the Toshiba notebook's cost will decline. "Dong Yi, told reporters.
For currently Japan enterprise in consumption electronic, Terminal market area competitiveness General fell of phenomenon, IC components network points pin platform section pass core city of implementation Deputy President Zhu Jizhi explained said, as Korea, China Taiwan, and continent electronic industry chain of rise, day enterprises had of cost advantage, now into has cost disadvantage; while Japan Terminal electronic enterprise of supply chain is closed, habits used day enterprises of electronic components, this makes its although master has electronic industry chain of high-end manufacturing technology, but cost high.
But this does not mean Japan manufacturing era was over. Chinese Academy of social sciences, Japan economic research expert Yao Haitian had previously said in an interview with reporters, Japan in MC (Materials&Components, that is, materials and parts) still has a strong competitive industry.
"MC in the upstream industry chain, relatively high profit margins, many other countries also produce not the things out, or unable to compete with the quality. "Yao Hai this day be summarized as Japan enterprises of MC-survive," MC industry with high added value, although it does not deal directly with consumers, it is the most profitable part of the chain ".
In the 2012 fiscal year, Toshiba's revenue in B2B business accounted for 80%,B2C business accounted for 20%. Toshiba recently released a 2013-2015 raised in the three-year plan for fiscal year, total revenue plan of 7 trillion yen in fiscal 2015, B2B business to raise the proportion to 90%,B2C business is the proportion dropped to 10%.mobile dvr
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On August 6, it was Japan media reports, Toshiba is planning with the United States memory card manufacturers splash Reddy (SanDisk) creates a new memory chip joint venture manufacturing plants, total investment will amount to 400 billion yen (about US $ 4 billion).
In the new factory, Toshiba and splash Reddy is expected to 50% to make it. In fact, before this collaboration, Toshiba splash Reddy has set up a joint venture company, the same production of NAND-type Flash memory chips.
"Both sides recognised that business profitable is to see this block. "Toshiba computer network (Shanghai), product management Department General Manager Dong Yi said in an interview with reporters," Toshiba's semiconductor business last year made a lot of money. ”
Toshiba was released on May 8 of this year's fiscal 2012 (April 2012 to March 2013) results showed that Toshiba electronic components sector of the semiconductor business achieved revenues of 1.3353 trillion yen, operating profit of 91.4 billion yen. In contrast, TV sets, laptops, personal computers and other business's digital products unit although 1.4327 trillion yen in revenue, but a 24.4 billion yen operating loss.
"Japanese manufacturers of notebook business not a lot of money, but Toshiba is not afraid. "On August 6, Dong Yi said in an interview with reporters," the group as a whole is profitable, Toshiba's other businesses such as semiconductors and social infrastructure give us calm down. ”
Expansion of semiconductor capacity
Toshiba electronic components sector, including Flash memory, data storage drives and other semiconductor business. Among them, second only to Samsung NAND-type Flash memory market share [Twitter], ranking second in the world. According to market research data for HIS Global 2012, calculated in shipments, Samsung's share of the market for 37%, Toshiba 31%.
Globally, demand for NAND-type Flash memory market had a sharp decline after the 2008 global financial crisis. Its price and used for personal computers the DARM (dynamic memory), all the way down. Japan DARM manufacturer Elpida in this crisis because of debts, were eventually United States peer Micron Technology acquisitions.
However, one to two years, due to the rapid growth of smart phones and Tablet PC shipments, NAND-type Flash memory markets start to recover. Market survey data set state, in June this year for example, NAND-type Flash memory in late early compared with the rise in the price of approximately 2% per cent. At present, the supply module factory 32Gb product contract price in the $ 3-4, 64G product 5-6. between $ 5.
Toshiba NAND-type Flash memory business was once reduced to 30% place, but with the coming tide of mobile terminals, as well as the depreciation of the yen tends to opportunity, its Flash plant has been in a State of full capacity since the beginning of this year.
In this case, Toshiba has thus expanding production capacity was not unexpected. According to Japan media messages, Toshiba in cooperation with splash Reddy planned new factory is expected to start production in the next fiscal year, when its monthly production will raise about 20%. Toshiba plans new chip production line of the factory with 16 to 17 nm technology, technological level is also higher than 19 currently used nano-technology, which means that Toshiba can take advantage of a single crystal film to produce more chips, so as to achieve greater cost advantage.
Splash Reddy Toshiba joint venture partners are located in the United States flash chip manufacturer in Silicon Valley, part of the standard and poor's 500 index and Fortune 500 companies. Splash Reddy Corporation is selling Flash memory products to OEM channel and open market, there is still a large part of the revenue comes from licensing. Splash Reddy said, since its inception in 1988, has received more than 4,400 patent.
July 16, Flash di company China District General Manager Huang Zhihua in Guangzhou accept reporter interview Shi said, Flash di for latest paragraph smart phone, and flat computer and digital camera launched of extreme speed moved series storage card, can achieve faster of data transfer, help consumers capture more quality of photos and video, and said the products can in lingxia25sheshidu to 85 degrees Celsius Zhijian work, in 1 meters deep of brine in the soaking 72 hours.
Splash Reddy Corporation on July 17, 2013 issued second-quarter earnings, achieved revenues of us $ 1.476 billion during the period, an increase of 43%; net income of $ 262 million, far more than 13 million dollars in the same period last year.
The competitiveness of Japanese companies MC
Dong Yi, told reporters, in the areas of consumer electronics such as TVs, notebooks, in recent years Japan enterprises face considerable competitive pressure, especially in China's market environment it is difficult to adapt to, "Japan manufacturers insist on quality and quality, while the competition in the China market is to a large extent on price".
He to Toshiba of notebook business for cases said, currently in many peer take outsourcing to generation factory mode of situation Xia, Toshiba notebook of most main parts, and Board, still insisted themselves research and development and production, this aspects of investment will brings corresponding of cost increased, "Toshiba of products in warranty period Hou appeared problem of rarely, but this while also let Toshiba of cost structure and other manufacturers exists gap".
Leading market research agency Gartner survey published in July this year by 2013 global PC shipments for the 76 million in the second quarter, the top six manufacturers Lenovo, HP, respectively [Twitter], Dell [Twitter], ACER, ASUS, market shares, respectively, 16.7%, 11.8%, and 8.3%. Toshiba, Sony, Fujitsu and other Japanese manufacturers decline shows. Another Japan manufacturer NEC, then select PC business two years ago set up a joint venture with Lenovo.
"Judging from the performance of the entire group, Toshiba's other businesses such as semiconductors and social infrastructure, for portable operations considerable support. "Dong Yi said.
Of course, he also said Toshiba's Headquarters after a structure, a regional center of organization structure for product-centric, which is conducive to synergies through centralized purchasing and design to keep costs down. On August 6, Toshiba outgoing new semiconductor factory messages on the day, Toshiba computers published in Guangzhou include gaming notebook, full line, Super, tablet computers and other new products. "In 2013, the Toshiba notebook's cost will decline. "Dong Yi, told reporters.
For currently Japan enterprise in consumption electronic, Terminal market area competitiveness General fell of phenomenon, IC components network points pin platform section pass core city of implementation Deputy President Zhu Jizhi explained said, as Korea, China Taiwan, and continent electronic industry chain of rise, day enterprises had of cost advantage, now into has cost disadvantage; while Japan Terminal electronic enterprise of supply chain is closed, habits used day enterprises of electronic components, this makes its although master has electronic industry chain of high-end manufacturing technology, but cost high.
But this does not mean Japan manufacturing era was over. Chinese Academy of social sciences, Japan economic research expert Yao Haitian had previously said in an interview with reporters, Japan in MC (Materials&Components, that is, materials and parts) still has a strong competitive industry.
"MC in the upstream industry chain, relatively high profit margins, many other countries also produce not the things out, or unable to compete with the quality. "Yao Hai this day be summarized as Japan enterprises of MC-survive," MC industry with high added value, although it does not deal directly with consumers, it is the most profitable part of the chain ".
In the 2012 fiscal year, Toshiba's revenue in B2B business accounted for 80%,B2C business accounted for 20%. Toshiba recently released a 2013-2015 raised in the three-year plan for fiscal year, total revenue plan of 7 trillion yen in fiscal 2015, B2B business to raise the proportion to 90%,B2C business is the proportion dropped to 10%.mobile dvr
car dvr
vehicle dvr
wanghao - 8. Aug, 04:03
