「敗也疫情，成也疫情。」

打進Tesla和GM等供應鏈的群創，因為疫情WFH的遠距3C需求、以及全球電動車需求急速攀升，2020 EPS 翻正，虧轉盈啦~

不知道大家還記不記得雞蛋水餃股時期的面板雙雄，在中國面板業透過補貼大殺四方之下節節敗退。巨型企業面對價格競爭後的轉型之路，首先要做的，或許不是檢討成本、下修定價策略，看看立訊/藍思 v. 可成/鎧勝，一味和京東方(BOE)、華星光(CSOT)比價搶市，反而會讓原本技術上的優勢差距縮小，重新找尋新的利基商品，打入潛力產業的新供應鏈（e.g., 工控市場、智慧交通、電動車、液晶天線），或許才是困境中能一舉突圍的方法。

而這個轉型曙光，台灣的面板雙雄從2018後，走了3年多才看到... 實在不容易啊。

*以上資訊僅供參考，不代表投資決策建議。

撕下「慘業」標籤，友達、群創多角化轉型拚獲利！
https://technews.tw/2021/03/21/auo-and-innolux-strive-for-profit-through-diversified-transformation/

#TCL 展示 Rollable #OLED電視 的背後動機十分耐人尋味。

首先，中國面板廠在逐漸拿下 #LCD 面板供給龍頭地位後，也開始積極佈局下一個世代技術，撇除技術發展仍需要相當時間的 #MicroLED，#印刷OLED 應該會是中國面板廠下一個TV技術佈局的優先目標；

另外，TCL做為面板大廠 #CSOT 的母公司，透過Rollable OLED電視的推出，也可積極的展現面板與品牌的結合優勢，創造市場產品差異化的想像空間；

最後，目前 #白光OLED 盤據高階電視市場，透過更先進的Rollable OLED，也展現出TCL電視超越韓國強攻頂級電視市場的強烈企圖心。

#TCL’s motivations in unveiling its rollable #OLED TV are quite intriguing.

First of all, after Chinese panel makers gradually assumed market leadership in #LCD #panel supply, they have now begun actively developing their next-gen technologies. Excluding #MicroLED technology, which still requires significantly more R&D time before market viability, inkjet printed OLED will likely be the next step in Chinese panel makers’ TV technology roadmap.

In addition, as the parent company of major panel maker #CSOT, TCL will be able to leverage its vertical integration of panel manufacturing and TV brand through the release of rollable OLED TVs, thereby differentiating its products from its competitors’ in the market even further.

Finally, in light of the current dominance of white OLED technology in the high-end TV market, TCL’s release of rollable OLED, which is technologically superior to white OLED, fully demonstrates the company’s unfettered ambition in conquering the flagship TV market by overcoming its Korean competitors.