Who is the next target for Guo Taiming to achieve the global panel hegemony?

When Hon Hai’s president, Guo Taiming’s trip to Japan, is on the rise, the hottest topic in Taiwan’s panel industry is who will be the target of Guo Taiming’s next purchase? AUO has become one of the candidates under the table.

Buying AUO is a good game! Acquire large-size panel production capacity and balance Samsung
This is a simple addition. If Guo Taiming successfully shares in Sharp and gains the power to enter the board of directors, the market size of large-size panels controlled by 24.5% is close to 25.8% of LG Display, which is the highest market share. If you buy AUDA again, Achieved a market share of 41.9% and became the panel overlord.

Already have the production capacity of Chi Mei Power and Sharp, and to support Hon Hai in the assembly of LCD TVs, do you need a AUO of the same product line?

The "eyeball plan" shouted by Guo Taiming at the 2012 shareholders' meeting actually includes a touch panel called the small eyeball program, and the assembly of the LCD TV is called the big eyeball plan, which requires the production capacity and technology of the panel.

Touch screen, through cooperation with Sharp technology, combined with Chi Mei's small and medium-sized production capacity to create a one-stop model, integration has begun, Chi Mei Electric announced the cutting out of the touch panel of the business unit to Hon Hai, it is reported that this team is close Improve the back-end bonding yield of the iPhone 5, and join the Sharp front-end process in the future.

The focus of the big eyeball program is the global 200 million LCD TV assembly market. At present, Hon Hai's assembled TVs only account for about 5% of the world. Chi Mei Electric can fully support it, but the future volume will expand again. Another option for insufficient capacity is AUO. .

For the upstream oligopolistic glass factory, obtain bargaining power
Any merger is determined by its benefits and acquisition costs. The acquisition of AUO has the immediate advantage of occupying half of China's LCD TVs in the largest market, and can also eat orders for Japanese TV brands that have been released and assembled in 2012.

Second, increase the bargaining power. Glass mills such as Corning, which has an oligopolistic upstream material, have greater bargaining power. In the end, the quantitative change will produce qualitative changes. With a large market share, Samsung can develop a next-generation panel glass with Corning, and combine Sharp technology to upgrade the TV panel, and differentiate it. product price.

If Guo Taiming has an absolute majority of production capacity, he can also check and balance the past two-handed strategy between AUO and Chi Mei, as a means of price-cutting Samsung, to achieve the goal of anti-Korean.

As for the cost, it is on the side of Guo Taiming. AUO's share price has fallen to a new low price, and AUO does not have a strong and strong shareholder.

Even if it is not purchased, Guo Taiming can buy a 5% stake in AUO as long as he has a 4 billion yuan plan to buy NEC panel patents, which means "you can sit on AUO's table and bid". The board of directors has obtained a board of directors, which is also in line with Guo Taiming's purchase logic of leveraging large capacity with small money.

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