Taiwan panel industry competitive pressure is too decentralized brewing integration

Taiwan third, the world's fifth largest CPT panel company (hereinafter referred to as CPT) denied the end of the month may sell the news. However, the company spokesman Li Xuelong 9, the first financial daily said, the company does not exclude foreign cooperation, or even the merger".

The outside world has been rumored, Hon Hai Guangda intends to acquire CPT "gossip". Hua Ying, general manager of the largest shareholder of Datong, Ulsan 7, said publicly that Hua Ying will make a decision before September. As the largest shareholder, Datong holds 30.7% stake in Hua ying.

"Lin Ulsan general manager did not say the end of the month, industrial integration is not" matchmaker ". However, Hua Ying for cooperation is an open attitude, does not exclude cooperation with peers, including the merger." Li Xuelong said.

The acquisition of the highest voice and Quanta have Hon Hai's panel industry - the former for the latter's Innolux, as qdi. CPT 2005 4.5 new and 6 generation panel production line two, if successful acquisition is expected to exceed Guihui Innolux or CMO, become the Taiwan area second, the world's fourth largest panel enterprises, namely in Taiwan only surpassed AUO, after the global ranked Samsung, LG PHILPS, friends of photoelectric.

The overall size of the Taiwan panel industry has been ranked first in the world, but mainly focused on "panel Wuhu" (AUO, CMO, CPT, Guang Hui, color crystal) hands, too scattered, affecting the overall competitiveness. In the positive competition with Samsung, LG PHILPS Korean manufacturers, fall in the leeward.

Taiwan panel industry as a whole is a serious loss of the integration of the industry in Taiwan, the direct cause of the gradual rise of the argument. Only in the first half of 2005, the total loss has reached 30 billion yuan (NT $7 billion 500 million). Share to each, roughly Guihui about NT $8 billion 400 million, about 1 billion 659 million to about 3 billion 653 million AUO, CMO, color crystal is about 7 billion 408 million, while CPT losses reached 7 billion 314 million.

At the same time, competition pressure from the Korean manufacturers are also growing. Samsung announces 6 days this month, will invest $1 billion 710 million, will increase the 7 generation of Samsung factory total capacity to 150 thousand pieces, a direct threat to the AU Optronics and Chi Mei's market position, but also indirectly exacerbated the CPT, color crystal, Guang Hui, and other second tier manufacturers with the speed of tpo.