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Samsung vs Sony Star Wars Lcd

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Star Wars: Samsung, LG e SONY nel settore dei televisori LCD
Discussione Assignment #3

Descrivete la filiera nel settore dei TV LCD | I TV LCD rappresentano una delle principali applicazioni dei pannelli LCD, assieme agli schermi per computer desktop e portatili. La domanda di pannelli LCD è prevalentemente concentrata in aree geografiche occidentali, mentre la loro produzione avviene interamente in Asia (Corea, Cina, Taiwan e Giappone).Il settore dei pannelli LCD è dominato da cinque aziende asiatiche (SEC, LG-Philips, AUO, Chimei Optoelectrics e Sharp). Il settore si è contraddistinto, inoltre, per un ulteriore concentrazione dei suoi operatori, attraverso accordi e alleanze strategiche tra produttori di pannelli LCD, da un lato, e produttori di televisori e computer, dall’altro.Il settore dei pannelli LCD è caratterizzato da elevate barriere all’entrata rappresentate dagli ingenti investimenti (in media tra i 2 e i 3 mld $) in impianti produttivi. Tale livello di investimenti rende i produttori di pannelli LCD particolarmente sensibili ai volumi di vendita, in modo da sfruttare al massimo la capacità produttiva, beneficiando degli effetti positivi di leva operativa. Tali economie di volume si riflettono su riduzioni cicliche del prezzo finale dei pannelli LCD (20-25% su base annua), grazie anche all’effetto congiunto dell’innovazione tecnologica nel processo produttivo. | | | Chi sono i principali fornitori e quale forza contrattuale hanno? | I principali fornitori di pannelli LCD sono: * Samsung Electronics: grazie alla joint-venture con Sony e ad altri accordi commerciali – principalmente con Toshiba ed i principali produttori di computer – SEC ha raggiunto uno dei massimi livelli di utilizzo della propria capacità produttiva (nel 2007 è passata dal 70% al 90% di utilizzo di CP), abbattendo così il costo unitario medio dei singoli pannelli LCD. Tali economie di scala si sono riflesse su una riduzione del prezzo di acquisto del singolo pannello per i produttori di TV LCD (Sony e Toshiba in primis) e di computer portatili principalmente orientati su una bassa fascia di prezzo (HP, Dell, Lenovo e Fujitsu). Queste sono le principali considerazioni alla base di un potere contrattuale significativamente debole di Samsung nei confronti dei produttori di TV LCD; perciò, Samsung non può esimersi da una strenua difesa di questo status di “fornitore di massa”, viste soprattutto le recenti dichiarazioni di LG; * LG-Philips: seppur su scale sensibilmente minori, la strategia di business seguita dalla joint-venture LG-Philips è allineabile a quella implementata da SEC, in particolare per quanto riguarda la produzione di pannelli LCD destinata prevalentemente alla vendita a terzi sia per applicazioni TV sia per computer desktop e portatili. Data il suo intento di diventare il leader del settore entro il 2010, LG non può considerarsi un fornitore particolarmente “forte” dal momento che la sua strategia di attacco deve necessariamente prevedere un aumento della propria presenza nella filiera produttiva dei TV LCD sfruttando le leve di prezzo e di innovazione; * AUO: è leader nella produzione di pannelli nel segmento di TFT-LCD. Questo gli conferisce un significativo potere contrattuale derivante dalla tecnologia in questione (perlomeno, fintanto che non verrà sostituita da un’altra). Il vantaggio tecnologico di AUO è minacciato nel medio periodo dalla crescita volumetrica prevista di CMO. * CMO: intende sfruttare la propria specialità nella produzione di pannelli TFT-LCD con l’obiettivo di raddoppiare il proprio fatturato nell’arco di due anni, a scapito delle quote di mercato di AUO; * Sharp: quest’ultimo produttore non può considerarsi un vero e proprio fornitore di pannelli per TV LCD in quanto, da un lato, il 90% della propria produzione è destinato alla realizzazione di televisori a marchio proprio mentre, dall’altro, non si configura come fornitore nella filiera produttiva dei computer. | | | Quali sono i principali canali di vendita? | Grande distribuzione organizzata (es. ipermercati).Grande distribuzione specializzata (es. Mediaworld, Euronics, Expert, ecc.). | | | Quali attori dominano il settore TV LCD? | In termini di quote di mercato, nel 2007 risultano dominare il settore TV LCD: 1. LG; 2. Sony; 3. Sharp 4. Philips; 5. Panasonic; 6. Altri. | | | Quali sono i fattori critici di successo? | La concorrenza nel settore è impostata sul confronto di tre punti principali: * Il prezzo di vendita – il calo ciclico dei prezzi è sostanzialmente riconducibile alle economie di volume e al miglioramento della tecnologia di produzione. Inoltre, bisogna considerare il fattore psicologico che spinge i consumatori a considerare il TV-LCD come un prodotto sostanzialmente “banalizzato”. * La pubblicità – * L’innovazione di prodotto - | | | E’ un settore attrattivo? | No, in quanto: 1. la redditività media di settore è bassa; 2. gli investimenti necessari alla realizzazione degli impianti raggiungono livelli proibitivi per singoli operatori; 3. gli acquirenti di TV-LCD sono sensibilmente attenti al prezzo (generalmente tendenti al più basso). | | | Analizzate la posizione dei principali competitors del settore. | Samsung si caratterizza per essere un’azienda produttrice integrata verticalmente, dalla produzione del pannello alla realizzazione del TV-LCD. Si pone in una posizione difensiva rispetto alle mire espansionistiche di LG.LG Electronics segue lo stesso modello di produzione di Samsung in chiave più aggressiva, dal momento che mira ad aumentare la propria presenza sia nella filiera produttiva sia nella produzione di TV-LCD con marchio proprio.Sony si presenta come un concorrente indebolito sia sul piano commerciale sia sull’attenzione dei mutamenti dei gusti dei consumatori. In particolare, Sony sconta rispetto agli altri produttori di TV-LCD il ritardo della sua divisione Trinitron, recentemente colmato dalla partership con Samsung propedeutica alla realizzazione della divisione Bravia, basata appunto su pannelli LCD.Sharp si distingue per il proprio modello di business, in quanto è l’unico a destinare quasi interamente la propria produzione di pannelli LCD nella realizzazione di TV-LCD a marchio proprio.Panasonic concentra il proprio business principalmente sulla realizzazione di schermi a plasma collocati su una fascia di prezzo/qualità alta, subito dopo il leader di segmento Pioneer. | | | Come ha fatto Samsung a diventare leader di settore? | La strategia di successo di Samsung si è basata su tre linee d’azione principali: 1. Integrazione verticale. 2. Aggressività del pricing. 3. Innovazione di prodotto. 4. Ampiezza della gamma. |

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[ 1 ]. Soprattutto in virtù della joint-venture stipulata con la stessa Samsung, grazie alla quale Sony assorbe circa il 54% della produzione della casa coreana.

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