David Hsieh, DisplaySearch:
If this were to occur, the merger would create not only a manufacturing powerhouse, but also a technology leader.
What each company brings to the table:
- Toshiba: LTPS (Low Temperature Poly-Silicon), OCB (Optically Compensated Bend), auto-stereoscopic 3D for mobile devices.
- Hitachi Displays: IPS (In-Plane Switching), MEMS displays in cooperation with Pixtronix.
- Sony: IPS, LTPS, AMOLED.
The small/medium display space is becoming more important as enthusiasm for TVs have waned while smartphone and tablet sales have been extraordinarily strong. A small/medium display joint venture among Toshiba, Sony, and Hitachi would bring serious competition to the display industry, currently led by Korea-based Samsung and LG Display.