Chi Mei LCD fourth quarter into the mainland not confrontation with Hisense TCL

Recently there is news of the world's fourth largest panel manufacturers CMO, intends to acquire Hangzhou soyea technology television manufacturers. But this news has been explicitly denied soyea technology spokesman Zhang Ping yesterday in the morning. CMO today also call eNet denied the rumors.

CMO an unnamed senior said: "for the source for CMO is too small, if the choice of terminal manufacturers will also enter CMO to target more enterprises. But now there is no big move into the overall plan for LCD tv. As the upstream panel manufacturers, Mei Mei do not want to make a positive conflict with TV manufacturers. Although the company has launched its own brand of LCD TV, but this is mainly in order to showcase the needs of TV manufacturers. At the same time, this move can also make Mei Chi faster response to the terminal market."

The person in charge also revealed to eNet, four quarter plan to enter the mainland market has been finalized. Before the end of the year will be injected into the CMO LCD TV 3C store. However, the other side stressed that the main purpose of entering the mainland market is still displayed, Mei Mei and Hisense, TCL, Kang home TV manufacturers have such a positive confrontation.

Domestic brand core technology to Hisense, represented by TCL has been slowly grasp the technology gap with Europe enterprises rapidly shrinking market share, has returned to the dominant position. And as the most important core component of LCD TV panel production has been globalization. Insiders pointed out that SONY, Samsung, SHARP and TCL, Konka some models of panels are from a manufacturer, but the price advantage will make the domestic enterprises have a higher competitiveness.

In the upstream, the liquid crystal panel from Taiwan news sources said, this year, the global LCD panel supply for 55 million, LCD TV market demand is only 40 million, this will lead to the LCD panel inventory 15 million. The sources also revealed that the LCD panel manufacturers including LG, PHILPS, LCD, CMO, bright electronics, CPT, have suffered a serious inventory problems, this result makes the domestic TV manufacturing field have more initiative. They can look at the upper reaches of the competition, get a cheaper price panel. Therefore, in consideration of the interests of domestic brands will not take the initiative to take the initiative and panel manufacturers alliance. Upstream manufacturers do not want to close with a domestic enterprise and other manufacturers affected by the procurement.

The insider said, when the CPT in junior high school is not prima, consensual things. The transfer of shares is not prima Xoceco, but also a subsidiary of Xoceco group. The Chinese are also reflected holdings Xoceco, and its production capacity and scale. So compared with such first tier manufacturers AUO, CMO, Chunghwa more need to bind a downstream manufacturers to ensure the shipment.

Chi Mei also believes that from the operation of the market to see Chi Mei has a stable buyers, and mainland TV manufacturers in the manufacture of the strength and marketing ability is very good, it is not necessary to invest in CMO downstream enterprises and domestic television head-on collision.

In addition by the acquisition rumors, soyea technology stock prices have increased 5.6% to 5.1 yuan. Xiamen Overseas Chinese Electronics was acquired under the influence of the stock price from 3.6 yuan at the end of 4, soared to 5.3 yuan yesterday. It seems that the upstream manufacturers have played a considerable role in the downstream, but the greater the role of mutual constraints.