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标题: 面板业出大事了,奇美完蛋了 [打印本页]

作者: xkfy88    时间: 2009-11-14 20:14
标题: 面板业出大事了,奇美完蛋了
被郭台铭全额收购了,奇美没有了,以后群创是全球第一大面板企业
作者: xkfy88    时间: 2009-11-14 20:19
老郭最大的本事就是costdown,以后面板的质量更要下降了
作者: ever_Sleeping    时间: 2009-11-14 20:26
这下子要涨价了。
作者: xkfy88    时间: 2009-11-14 20:30
以后可以用更低价格买到奇美版asv技术面板了
作者: 披甲熊    时间: 2009-11-14 21:57
有本事 把所有的都收购了!然后他就可以跟咱 中石油那样 狮子大开口讹咱消费者了!
作者: zyxk    时间: 2009-11-14 23:16
看了面板又要降价了 等降价入2709
作者: 小苗苗    时间: 2009-11-14 23:30
我的笔记本电脑就是奇美屏的,默哀中。。。。
作者: zdcps    时间: 2009-11-15 01:38
真是杯具啊,难怪好长时间没见MVA屏了
作者: 陶仁贤    时间: 2009-11-15 02:29
并购可以让生产更加集中,好事
作者: 十字    时间: 2009-11-15 04:38
这个消息不是什么坏事,正常,希望以后价格更低
作者: xxxyyy    时间: 2009-11-15 07:00
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作者: newrfox    时间: 2009-11-15 07:54
是福是祸 现在还不好说啊
作者: orny    时间: 2009-11-15 12:26
鸿海的质量不差阿,高端低端都做得出来
xxxyyy 发表于 2009-11-15 07:00
不是说他质量差,现在主要大厂有谁是质量差的?主要是怕他的指导思想,怕他愿不愿意做好。
作者: orny    时间: 2009-11-15 12:27
看了面板又要降价了 等降价入2709
zyxk 发表于 2009-11-14 23:16
不可能,除非他出27tn,到时卖你3000你要吗?
作者: qazwsx555    时间: 2009-11-15 15:02
谁知道是降还是涨
作者: gz0921    时间: 2009-11-15 18:02
Innolux and CMO to merge; Foxconn strengthens its LCD TV hand
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Michael McManus, DIGITIMES, Taipei [Saturday 14 November 2009]


A day after dismissing reports that it was in talks with Innolux Display about a possible merger, Chi Mei Optoelectronics (CMO) announced that it will merge with Innolux to form Taiwan's largest LCD panel maker. Innolux is a subsidiary of Foxconn Electronics (Hon Hai Precision Industry).

The merger will be done through a share exchange whereby CMO will receive one Innolux share for every 2.05 shares of CMO common stock. The merger is scheduled to be completed by May 1, 2010 and the new company will keep the Innolux name.

The two companies indicated they can create synergies by integrating resources, reducing operating costs and expanding their business scale through their complementary customer bases. CMO is Taiwan's second largest LCD panel maker and and it has the fourth largest LCD panel capacity in the world. Innolux, on the other hand, excels in LCD integration and system assembly and has a superior client list, the two companies stated.

Taking a closer look at the two companies strengths reveals that the key to the deal may be LCD TV panel capacity.

Innolux does have LCD panel capacity but the company is a systems maker (after all, it is part of the Hon Hai Group) so its panel capacity is basically for in house production. Currently, about 90% of its panel sales come from the LCD monitor segment. Innolux is Taiwan's second largest LCD monitor maker, trailing only global leader TPV. In the third quarter of this year, Innolux shipped more than 10 million LCD monitors, and it will ship another 10 million units in the fourth quarter, according to Digitimes Research.

However, although Innolux has been steadily increasing its market share for LCD monitor products, the overall market is still stagnating. Digitimes Research data indicated that the global LCD monitor market shrank by a little more than 2% in 2008 and will only grow a slight 2.2% this year. Growth will not top 4% over the next four years.

Innolux has been looking to increase its presence in the LCD TV market, but with little success so far. The company will ship less than one million LCD TVs this year and it does not even rank among Taiwan's top five makers in terms of LCD TV shipments.

The fact is that Innolux is not very strong in the LCD TV market and one of the main reasons for this is that it lacks capacity. The company has reportedly made plans to increase its capacity by two-thirds in 2010 and it was even said to be planning to buy LCD production equipment from CMO earlier this year. However, purchasing CMO is another way to go, especially since it involves a share swap and no money changing hands.

CMO is considered one of the leading producers of LCD TV panels and based on the two LCD makers' combined capacity, Innolux should be able to achieve its goal of shipping 4-6 million LCD TVs in 2010.
作者: xkfy88    时间: 2009-11-15 18:52
最新的消息,奇美变成群创的品牌了,毕竟奇美的知名度要比群创高一些
作者: 石晓雨    时间: 2009-11-15 18:53
天那 那该怎么办啊 天下大乱辣
作者: 紫夜星辰    时间: 2009-11-15 20:10
看以后形式吧,希望价格下来
作者: cw9259    时间: 2009-11-15 20:59
价格也要重新洗牌了
作者: 二侄子    时间: 2009-11-15 22:05
有什么关系,路过...
作者: TRCG09    时间: 2009-11-16 00:22
好什么好,没有竞争那来的杀价格,没了价格,我们怎么下手
作者: 柏诚    时间: 2009-11-16 00:42
楼上说的对
作者: asmodee    时间: 2009-11-16 10:43
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作者: arju    时间: 2009-11-17 10:23
哭啥,还有友达呢
居然一堆人怕没竞争
作者: zmn4587    时间: 2009-11-17 10:53
师母已呆
作者: Indra    时间: 2009-11-17 12:05
怪不得奇美最近都在清货...
CMV222H卖999块,麻痹啊
作者: mzxnlk    时间: 2009-11-17 13:26
强强联合,打倒韩国货!
作者: reilin    时间: 2009-11-18 00:33
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