The only 10 generation panel factory in the world - Sharp's factory

Here, is the president of Hon Hai Group, Guo Taiming, countering the latest base camp of Samsung Electronics.

On August 10th, Business Weekly interviewed the team and came to Bengbu, a 10-minute drive from Osaka, Japan. It has the most advanced and cost-effective in the world, with a price of 4.8 billion US dollars, even Samsung can not match, the world The only LCD panel 10 generation plant (SDP, Sakai Display Product, referred to as the factory).

The population of Handan City is only 840,000, which is less than the 1.2 million employees owned by Guo Taiming. Sharp has set up the world's largest panel factory in Linhai District, north of Handan City, covering 127 hectares of plutonium, which is 2.1 times that of AU's 8.5-generation plant in Zhongke.

On this day, the sky was clear and cloudless, and the good weather for the next 10 days of holiday in Japan was announced. At 5:30, when the time came to work, the employees of the factory went out of the gate, and there was no feeling of relaxation before the holiday. When the reporter went to inquire about the factory. Everyone was snorted when they were acquired.

A month ago, Guo Taiming remitted his personal NT$25.2 billion to Sharp, officially acquiring a 37.61% stake in the most advanced panel factory. Guo Taiming also renamed the factory “Sakai International Corp.” and became a company.

Sharp is eager to find someone to pick up the hot potato, Guo Dong, cheap, buy more than 30% stake

Hon Hai employees have quietly entered the factory, local taxi drivers know that every day at 8 o'clock in the morning, a group of Taiwanese will take a bus from the station to Sharp. "They live in a weekly apartment in Osaka, some live. In the hotel in Handan City." A driver revealed that even on the weekend, Hon Hai's personnel continued to go to work in Sharp.

The factory, which used to be the pride of Sharp's high-generation panel technology, cost NT$145 billion five years ago. Why is it now that Guo Taiming can buy more than 30% of the shares for NT$25.2 billion and nearly 1/6?

Because the å º factory has now become the largest cancer in Sharp's operation.

According to Sharp's latest financial measurement figures, it is the liquid crystal panel division that has to face a loss of operating loss of 105 billion yen in fiscal year 2012.

A panel industry source revealed that Sharp actually opened a $100 million corporate bond as early as the end of 2011, looking for global panel makers to buy shares, but all panel makers saw this big hole and declined, because "the factory is the largest The burden of packaging."

In order to defeat Samsung, Guo Taiming not only boldly squandered his pocket, but also pledges 370,000 shares to win a 37.61% stake in the factory. I also made a hobby at the shareholders meeting. "With Sharp's technical foundation and the strength of Hon Hai, we will definitely be the world's number one in two years."

“Someone commented on the factory, 'Sharp made a wrong investment', '堺Factory is a malignant tumor and should be removed', but I don’t think so.” In May 2012, Guo Taiming accepted an interview with Nikkei BP. It also shows that "My expectation is that the profit-loss point will be exceeded within two years, the profit will be realized in the third year, and the stock will be listed in the fourth to fifth years."

On August 5, when Hon Hai announced that he would re-negotiate with Sharp, Guo Taiming publicly stated that the factory will return to Taiwan in 2014. Compared with the statement three months ago, Guo Taiming’s plan to raise funds for the listing of the factory is obviously already Significantly 2 to 3 years ahead.

Because, if you calculate the account of the factory, it is shocking. The factory has raised NT$29 billion per year (edited by 5 years of depreciation), and according to Sharp’s newly announced financial results, the LCD panel division expects an operating loss of approximately NT$40 billion in 2012, a large part of which The loss is from the factory.

In the future, if the factory continues to lose money and affects the stock price of the group, Guo Taiming will continue to recognize investment losses and the pressure on pledge stocks will increase.

Where does Guo Taiming look at the factory? "Business Week" reporter visited the second largest city in Osaka Prefecture: å º, a solution.

Decryption 1: The upper and lower reaches of the factory area of ​​the factory are concentrated in the Osaka government, and the exclusive road transport panel is opened.

When you walk to the factory of the factory, you will see Corning on the left side of the production panel. The opposite of Corning is the color filter factory in Japan and the letterpress printing. Next door is the SDP office building, and the back is the solar energy of Sharp. The business unit cooperates with Kansai Power Plant to develop solar power, and Sharp's Energy Research Institute is also located here.

Take the factory area, next to the Asahi Co., Ltd., which produces optical inspection equipment. The panel module is shipped to Da Nang, which is 10 minutes' drive away. It can be sent to Japan's Kameyama and other places for assembly and sold directly in Japan.

The people who have visited have described that the factory is almost fully automatic, and there is very little manpower required. At least 300 processes are produced for a 10th generation panel. In the previous process, the robot arm is used almost exclusively for damage prevention. In the clean room, the lifting area of ​​the robot arm has two billiard sizes, and the thin glass such as the credit card moves to the next process.

From the 5th floor of the factory, visit the walkway and look down at the clean room. A table of 3 meters high, such as a tennis court-sized etching machine, is neatly arranged, about 200 meters long, and then sent to the inspection to confirm that each piece is distributed at least. The panel with 1 million transistors is perfect before it is released.

It has the world's top panel production technology and is rarely open to the public. Only in the mass production in October 2009, open to a small number of media.

Sharp is a pioneer in the development of liquid crystal technology in Japan. The world's first 6-generation factory and 8-generation factory are all from Sharp.

The end of 2007 was a good year for the LCD industry. Sharp's 6th generation and 8th generation plants were not enough. Sharp's then president (current president) Katayama Katsuo decided to lead the industry again to build 10 generations of factories, focusing on 60 to 80-inch LCD TVs.

"å º" is selected because it is only 10 minutes drive from Osaka, and there is a transport panel on the side of Danang. It is only 30 minutes from the airport.

The Osaka government not only wanted the original landlord, Nippon Steel Co., to give up the land, but also landed the land for Sharp in the northern part of Bengbu City. It opened an elevated road connecting to Da Nang, specifically for Sharp to transport the panels. Now driving is still making iron on both sides. plant.

The Osaka government's Otsuka essay is named after the new park. It is proud to be the name of Osaka's artisan craftsmanship, "Machimachi". Today, the address of Sharp's 10th generation factory is Omachi-machi (No. 1).