New Energy Vehicles (NEVs) in China

supersnoop

Major
Registered Member
A few corrections:

There were many Japanese panel makers, Hitachi, Sharp, Sony, Toshiba, Panasonic etc.
As they were facing financial difficulty, the Japanese government engineered a merger (minus Sharp and Panasonic) under the “Innovation Network of Japan” fund to form Japan Display Incorporated.
As mentioned Japan held many of the LCD patents.

Sony also did launch a streaming service called “Crackle”, it actually some hit exclusives like “Joe Dirt 2” and “Rob Riggle’s Ski Masters Academy” /sarcasm

Like I said, can’t really be so simple to say it’s one single problem. It certainly is not a simple case of Japanese companies failing to innovate, Plasma was still coveted until OLED came in. One of the issues is probably the rate of innovation falling behind business efficiency. An example is Japanese companies favouring domestic supply chain over lowest cost. As Chinese and Korean competition improved their quality, Japanese companies could no longer count on commanding a premium.

Swinging back on topic, the Chinese EV companies are actually hitting both targets at the same time right now which is kind of rare. XPeng is delivering competitive cars right now at a decent price. The recent win by XPeng over Tesla was big. If they had to redevelop their software, it could’ve been a major setback. Instead they were vindicated and are armed with a first to market low cost LIDAR.
 

Tam

Brigadier
Registered Member
Plus, every major American movie studio announced streaming services in the past five years. The only exception? Sony Pictures. The Japanese deliberately go out of their way to not innovate.

Sony did bought up two major anime streaming services. Trying to monopolize anime streaming in the Western world?

But you're right. Looking at Akio Toyoda's anti-EV lobbying, the Japanese deliberately go out of their way to not innovate.
 

taxiya

Brigadier
Registered Member
Sony just bought the panels from Samsung. Besides TCL, Hisense and Haier, which Chinese TV maker offer the best LED screens?
There is no LED screens. All the "LED" panels are LED backlighted LCD panels, except OLED. Most of the so called LED panels are marketing gimmick, such as QLED by Samsung which is actually "Quantum Dot Filtered LCD panel with LED back-light).

Samsung also buys LCD panels from BOE, a Beijing based maker. Samsung also begin to buy OLED panel from BOE for some of their phones.
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What you may call "the best LCD panels" is probably Samsung's QLED line. In this area, TCL also makes their own panels with Q-dot and LED back-light.

So the answer to you is TCL if you are specifically looking for a top line LCD TV, otherwise BOE.
 
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OppositeDay

Senior Member
Registered Member
There is no LED screens. All the "LED" panels are LED backlighted LCD panels, except OLED. Most of the so called LED panels are marketing gimmick, such as QLED by Samsung which is actually "Quantum Dot Filtered LCD panel with LED back-light).

Samsung also buys LCD panels from BOE, a Beijing based maker. Samsung also begin to buy OLED panel from BOE for some of their phones.
Please, Log in or Register to view URLs content!


What you may call "the best LCD panels" is probably Samsung's QLED line. In this area, TCL also makes their own panels with Q-dot and LED back-light.

So the answer to you is TCL if you are specifically looking for a top line LCD TV, otherwise BOE.

Huawei actually has their own in-house backlighting solution for their flagship TVs. Go for those if available. I'm getting one for my parents soon.

Huawei V75 Review in Mandarin
 

taxiya

Brigadier
Registered Member
Huawei actually has their own in-house backlighting solution for their flagship TVs. Go for those if available. I'm getting one for my parents soon.

Huawei V75 Review in Mandarin
25000RMB for 75 inches with Quantum Dot and mini LED is very attractive. I would buy it if it is available here in EU, but I doubt.
 

getready

Senior Member
Why are Japanese automakers hell bent on maintaining the status quo?


2030 is not that long time away in big scheme of things? I'm not an expert but is everyone on same page as the video blogger? That by that time the car industry will be dominated by EV? I still think especially in US market it will dominated by ICE vehicles
 

Tam

Brigadier
Registered Member
2030 is not that long time away in big scheme of things? I'm not an expert but is everyone on same page as the video blogger? That by that time the car industry will be dominated by EV? I still think especially in US market it will dominated by ICE vehicles


ICE vehicles = far more parts, far more complexity = requires greater capital machinery and labor to assemble = far greater cost. See how the cheapest ICE vehicles in the US continue to have their prices rise while US household real income has not grown (maybe they are getting more dollars from UBI, but these dollars are losing their purchasing power). So the eventual trajectory of the ICE car industry is downward. Its no wonder no one calls ICE automotive industry stocks growth stocks.

Maybe the US and some other countries will hold on to ICE but as China and Europe move to EV, the cost of making ICE will increase because China and Europe will begin to produce less and less automotive parts for ICE, and that's going to affect ICE prices for the rest of the world hanging on to ICE. Eventually the ICE stalwarts have to shift to EV (far less complexity and labor to produce) in order to compete in price against cheap Chinese and European EVs.
 

broadsword

Brigadier
Chinese EV brands have the first-mover advantage while the Japanese will still retain their long-established marque. What we will see is a reduced market share by the Japanese brands as EVs enlarge their share of the pie.
 

Tam

Brigadier
Registered Member
Chinese EV brands have the first-mover advantage while the Japanese will still retain their long-established marque. What we will see is a reduced market share by the Japanese brands as EVs enlarge their share of the pie.


EV revolution will see Japanese car brands disrupted just as the Japanese electronics industry got disrupted by the PC industry, which were dominated by Asian participants other than Intel and AMD. That might have a bigger impact on the Japanese economy than the total irrelevance of the Japanese electronics industry did.

We can also see the legacy US car industry finally vaporized in the long term, the final nail of a long decades decline since the Japanese car invasion, replaced instead by Tesla and other EV new brands.
 
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