Friday, April 24, 2009

Success Factors in the Korean TFT-LCD Industry

∙ Successful Fast Follower Strategy

Samsung has pursued the “fast follower” strategy in the flat panel industry as has been the case in the semiconductor sector...

∙ Strategizing around the Industry Dynamics and Trajectories

For instance, they had successfully searched for alternative technologies such as PDP with confidence in growing market possibility. To do so, they had to read technological trajectories and estimate their likely market impact...

∙ The Market Sensing Capability and Timely Investment

For example, while the market leader, Sharp decided to invest in 11.3 inch TFT-LCD, Samsung invested in 12.1 inch panel to be competitive in terms of price, consumption power, and resolution. This strategy turned out to be a huge success.

∙ Advanced Countercyclical Investment

The Koreans screen makers’ countercyclical investment to build capacity in next-generation fab lines also paid off...

∙ Technological Advancement in both Process and Product Technology

The Korean screen makers have continuously achieved their technological advancements in TFT-LCDs in terms of production and product technology...

Note: A detailed analysis on this topic won’t be shared due to the proprietary nature of the content.

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