It has only been about 30 years since Japan went from being the hegemon of the TV and household appliances world to now, and it has really been 30 years in Hedong and 30 years in Hexi. The LCD screen of Sharp "AQUAS" was synonymous with high-end back then, with a price of tens of thousands, and Sharp had long been collected by Hon Hai. Today, this once brilliant LCD panel manufacturer has changed from selling and shrinking the LCD panel business to or will shut down its production line, hoping to reduce its base and accelerate the improvement of financial fundamentals. In addition, Sharp is the only company in Japan that produces TV panels.
It is understood that the Sakai 10th generation panel factory "Sakai Display Product (SDP)", which produces large-size LCD panels under Sharp (Sharp), which is reinvested by Hon Hai, will suspend operations before the end of September, which will mean that Japan no longer has the ability to produce large panels, and the reason why it chose to stop production rather than sell is also because it is difficult to find a suitable buyer in high probability, and it is difficult for foreign-funded companies to consider taking over factories in Japan. So, for Sharp, not producing also reduces consumption. However, there has also been news recently that this factory may be transformed into an AI data center, and the OLED production line in Sakai City will be dedicated to the R&D line. Moreover, Sharp also considered seconding talents in the LCD business to the semiconductor factory of Sony Group, which is really a sense of déjà vu for three years, however, no matter how Sharp sews and patches, it cannot save the decline, and even mainland manufacturers basically no longer invest in LCD production capacity, not to mention that BOE and Huaxing Optoelectronics have dominated the LCD panel market, and even have an oligopoly position in the OLED, mini LED panel market.
Moreover, in its current form, the fall of SDP has little impact on the overall TV panel market, and the panel factory in Chinese mainland basically has price dominance, and has a very important weight in the global market, which can make the panel price flat by reducing production, unlike Sharp who can only stop losses in time by reducing production and stopping production.