"Paper" Guess: "MediaTek" or ebook

As the most successful commercial production of electronic paper research and development manufacturing suppliers, Yuan Tai company has been betting on electronic paper technology for nearly 7 years, and through the acquisition of electronic paper Research and development company E-ink involvement in the field of research and development began nearly 20 years ago. Through the dormant period after finally in the wave of E-book readers to emerge, yuan too stable electronic paper supply leading position, 2009 years too much electronic paper market accounted for about 90%.　　It is estimated that the share of the global electronic paper market will remain 75% this year. One finally through the E-book reader market to achieve commercial electronic paper technology, as the current advantage of the technology manufacturers, how to let this technology commercial value flourish?　　How do you maintain your leading position in this field? Before the idea of "fast fish" intervened in the field of electronic paper, the company was only a "second-line factory" among Taiwan's many T-FT LCD manufacturers. E-books, founded in 1992, is the T-ft panel factory of Yongfeng investment.　　In the face of Taiwan's "Panel five Tigers" announced to build 4-generation, 5-generation factory, Yuan too only a 2.5-generation factory. Small manufacturers have the practice of small manufacturers, Yuan too in 2004 around the discovery of portable D-V-D player display screen of the blue sea market and once swung.　　Only soon, the panel tiger carrying the scale cost effect will be the yuan too blue sea instant dye to the Red Sea.　　This battle is too much for the yuan to leave a lesson: the technical advantage is not obvious, "fast fish quickly slow fish", and accumulated an experience: a small amount of guerrilla training.　　So, when the 2005-year-long group chairman of Yongfeng Hoshou phase of electronic paper industry prospects and rushed to intervene in the field of "fast fish" thinking was quickly introduced into its electronic paper strategy.　　In order to occupy the high technology, through mergers and acquisitions of Philips Display Department, South Korea H Ydis production line to become the electronic paper technology in the direction of the United States E-ink Company.　　Despite the cost of three mergers and acquisitions, but with Sony, Amazon and other customers, on the basis of achieving mass production, as the Yuan Tai Electronic paper research and development base E-ink began to take the initiative in this area and build market barriers. In fact, when the yuan too began to become Sony ebook reader supplier When the shipments are not large, the small and medium size panels as the main source of revenue.　　Even as the yuan is now in the ascendant with the E-book reader market, but more than the mature mobile phone industry accessories shipments, but also a fraction of the amount. However, the yuan too in the electronic paper market practice, just found that with the previous do TFT "a small amount of diversity" of the thinking match. "We have a strong ability to match some specific requirements to customer orientation and develop faster." In the field of electronic paper, our customers are also very many now, but we know how to serve, there are some technology inside, some business model operation and the Company's internal organization.　　Yuan Tai General manager Fu in an interview told our correspondent. How far is it from MediaTek?？ It seems that E-book readers open a window to the commercialization of meta-electronic paper, but there is still a distance between the technology's real mass production.　　E-books In addition to its own capacity expansion, where to find more outbound objects? We have no intention of introducing a cottage-wave discussion here, because in the E-book industry, the problem of Shanzhai may be not just the hardware but the content.　　But the demand performance of Shanzhai manufacturers in the mobile phone industry can at least find some answers to the business model of the future. While the development and manufacture of mobile phones is already in the process of technological maturity, chip production is no longer a problem for the market (shipments also means lower prices), in the low-end mobile phone sector, MediaTek is a comprehensive solution for the lack of research and development capabilities of manufacturers to create a "cheap and convenient assembly" value,　　Mobile phones with its rapid resource turnover and is a cheap price wantonly capture the market.　　According to this can be concluded that the yuan too electronic paper shipments further expanded, depending on whether the yuan too much of the supply of electronic paper for the downstream assembly link to facilitate the value, and lower prices will conform to the real scale of mass production to achieve. "Meta too the task is to promote the application of electronic paper." "Fu's statement just confirms this judgment. Fu Frank, Yuan is not afraid of the arrival of the cottage, and that the cottage will come. What the yuan is doing now is to provide customers with personalized solution (solutions).　　For example, in the more mature black-and-white screen of electronic paper, showing the gray level also has a variety of performance standards, the yuan too how to complete customization according to customer needs? Fu again to mention the "less-like" service thinking and the solution model of the interface of the fit. "When all these basic solutions are in place, the industry is growing faster."　　Fu Introduction said.　　How to guide the horizontal longitudinal? In the World Electronic Paper Technology Conference and Electronic Reader exhibition, Yuan is not only with a number of E-book reader big customers. In the application of electronic paper, the yuan too also took out a mobile phone keyboard, electronic watch dials and other products.　　Fu also said that the application of electronic paper is far from E-book reader, in laptops, outdoor advertising display can be a great kick. About the electronic paper color screen, bending, folding and other performance of the vision and investment, nor is it only yuan too. In view of the electronic paper market expected good premise, China Taiwan's largest flat panel manufacturer friend Tatsu Photoelectric acquisition of electronic paper manufacturer sipix31.6% shares in the third quarter of last year to achieve mass production, Bridgestone announced in the three quarter of this year to achieve mass production, with Sony,　　Hon Hai, the Amazon electronic reader who assembles two of its biggest clients, claims to be involved in the production of electronic paper.　　Unlike mobile phones, a piece of electronic paper with display function is carried out alone in many functions of electronic equipment, and becomes a key accessory of the throat of a product industry chain, which has outstanding performance in the field of E-book reader. However, for the yuan too, after all, the electronic paper technology at present the yuan is too only in black and whiteDisplay has a certain advantage, but the future color screen and other upgrades of electronic paper evolution direction, will let competitors take the opportunity to draw a city?　　Faced with the emerging market competitors, Yuan is still positioning as "electronic paper only" supplier role. If, for example, the most widely used E-book reader in electronic paper is the production process, the production of a Kindle, in addition to the yuan too to provide electronic paper and display control IC combination of a "screen", complete the Industrial Control Board (CPU, RAM, audio, battery control IC, etc.) and including batteries, shells,　　Parts assembly and packaging processes need to be completed by Hon Hai. Now that Hon Hai has a market share of more than 60% per cent of the global E-book Reader assembly industry, the high barriers to Assembly technology make its cost advantages obvious.　　Yuan is too in the need to expand market supply and share, but also have to choose a strategic alliance with Hon Hai. When a cottage factory shouted, "The technical content of e-books is not high", in addition to the key E-ink electronic paper is too monopoly, as the other parts are not any technical content, only two days to be able to make prototypes, this is a focus on the number of small solutions provider E-books will be a chance? And the application of other products in electronic paper, is the yuan too waiting for the day to come?