The Key Puzzle Grab Both Cmo And Auo's New Led Warfare - A New Cmo, Auo - Household Appliances

< BR> 3 29 Reuters, "Taiwan's Business Weekly "The author said a few days ago with the founding and the group

Chi Mei

The merger of electricity, Hon Hai chairman Terry Gou and

AUO

Xj, Chairman Li Yao, but also opened up another battleground.


The following is the full text articles:


day Innolux officially merged with Chi Mei Optoelectronics; is, this time from the start, Hon Hai chairman Terry Gou and AU Optronics chairman Li xj Yao, but also opened up another battleground .


This day, all the group's first-line record and Chi Mei Optoelectronics group creative director Chunan plant gathered by the general manager of the new section of line built leading Chi Mei, Chi Mei opened new cadres into the army after the first meeting.


Meeting concluded, with everyone shouting "Come on! Come on! Come on!" Even a few meters away in the hall could hear, on the future challenges, build straight line segment, said, "I am excited! Do not feel tired ! "


Both key puzzle rush!


Dispute

Panel

Lead, win the LED supply chain


Just to keep Taiwan's first panel plant throne, the new CMO still missing piece of the puzzle.


Scene back a month ago, the Taipei Arena, Hon Hai's annual year-end banquet scene, seating arrangements is often interpreted that year group, the different business group the best indicator of performance can also be seen Terry Gou in mind, the pros and cons.


Was appointed this year, Guo president sitting around the stage in front of the guest of the first row, not the biggest sales of personal computers embedded business group, but the Japanese LED (light emitting diode) maker Nichia (Nichia) .


Gou need Nichia Why?


Institute under the extension 0 industry estimates, next year's panel of LED backlight notebook computer penetration will reach 95% penetration rate monitors will reach 8%, television penetration will be close to 10%. These figures represent, is as high as 180 million units LED notebooks, monitors and TV panels and OEM business.


Other words, the positive market Attacking TV assembly Hon Hai, and ready to get rid of the leading OEM TPV monitors the group boarded the record, if no more that a small, illuminated LED, as sharpshooter guns without bullets, no matter how God can not hit the target potential.


LED technology has a patented Nichia, was regarded as the most important Gou a guest, because this is the new CMO as the largest military supply chain gaps.


Xj Lee Yiu duck in the water!


Winkle talent first, then vertical integration and cost cutting

But the panel factory
the most important key puzzles, xj Yao Li Gou earlier than step up for the Friends of the completed building.


In three days before the formal merger of the new CMO, AUO Lee xj Yao Group to create the LED supplier Ronda

Electronic

Formal completion of the merger with Kai Ting technology. Lunda merged upstream electronics will have LED epitaxy and downstream packaging capacity, into the Taiwan LED industry plus billion small crystal electric light.

Yao Li xj
AUO led army, as early Ding Kai shares LED packaging factory, established in the year before epitaxial plant Lunda electronics, quietly cut into the LED field, fostering their technical corps.

Although the LED is a hot area
, but because Taiwan started late, not much talent, Li Yao's approach is to lure them away xj, from crystal power, to the UMC, TSMC, is the object of his hunters.


Than Taiwan because other epitaxial crystal power plant set up a long time, so adjust the MOCVD (organic vapor deposition) machines are the most abundant accumulation of experience; the other hand, LED should spend the semiconductor manufacturing fab Therefore, TSMC, UMC, has become the object of LED plant to lure them away.

by: gaga

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