姜青树



姜青树,资深分析师,Omdia

姜青树是研究和分析中国、日本和韩国的TFT LCDOLED电视以及桌上型显示器价值链的专家。他的研究范围包括面板、材料和元器件的供应链;供应和需求;定价趋势和成本;采购预测;以及投资信息。

2010年加入Omdia(原IHS Markit)之前,姜青树曾在乐金显示担任中国的产品策略规划师。他还曾在一家中国本土电视制造厂商工作,研究适合中国市场的产品。

姜青树毕业于中国的吉林大学,拥有电子工程学士学位。他能说流利的中文、韩文、日文和英文。


Nick Jiang, Senior Research Analyst, Omdia

Nick is an expert in research and analysisof the TFT LCD and OLED TV and monitor display value chain for mainland China,Taiwan, Japan, and South Korea. He covers the supply chain of panels,materials, and components; supply and demand; pricing trends and costs;procurement forecasts; and investment information.  

Prior to joining Omdia (formerly IHSMarkit) in 2010, Nick worked for LG Display as a product strategy planner inChina. He also spent some time with a local Chinese television manufacturer,studying products suitable for the Chinese market.

Nick is a graduate of Jilin University inChina and has a bachelor’s degree in electronic engineering. He is a fluentspeaker of Chinese, Korean, Japanese, and English.


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电视供应链动态-竞争版图及策略

随着大尺寸液晶面板产能逐渐集中于中国的几家面板企业,也随着韩国三星电子决定采用LG DisplayOLED 面板, 电视面板的资源争夺将会产生重大变化,并且两家双韩企业之间的携手合作也终将会影响中国品牌企业的未来走向。

疫情使得全球经济过热,这也让供应链格局产生了变化。如物流的紧缺,半导体芯片的缺口,玻璃等材料的供应紧张等因素的相继发生,导致整个电视产业面临成本的快速上涨,供应和需求之间的平衡也再次被打破。随着面板价格再一次崩盘,未来会发生哪些变化,面板企业和品牌企业将会有什么样的策略应对都将是非常指的关注的问题。


TV SupplyChain Dynamics, Competition Landscape and Strategy

As the production capacity of large-size LCD panels is graduallyconcentrated in a few panel makers in China, and with the decision of SamsungElectronics to adopt LG Display's OLED panels, the competition for resources ofTV panels will produce significant changes, and the cooperation between the twoKorean companies will also eventually affect the future direction of Chinesebrands.

The global economy is overheating due to the COVID-19 epidemic, whichhas also changed the supply chain landscape. Factors such as logisticsshortage, the shortage of semiconductor chips, glass and other materials supplytensions have occurred one after another, resulting in the entire TV industryis facing a rapid rise in costs, the balance between supply and demand has alsobeen broken again. With the panel price collapse again, what changes willhappen in the future, panel makers and brands will have what kind of strategyto deal with will be very refers to the issue of concern.




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