Despite the stubborn heart, Lenovo CEO Yang over the years has little direct evaluation of Lenovo global competitors. Recently, however, are very different, April 30, he was in Shanghai, with a slight tone of humor will reprove the four competitors over 11, insisted that Lenovo's most competitive.
This is probably the successful restructuring and Lenovo, profitability, and just released a new strategy for the mobile Internet. Company executives have reason to play up the optimism.
However, Yang also stressed that Lenovo is not without opponents, on the "Today the world", only "a target of the object", the other competitors, he said, "tell the truth, Lenovo is disdain."
Reprove four opponents
Yang said that Lenovo was "a very unique business," because it has other businesses in a particular area does not possess.
For example, Apple's hardware is worth associative learning, but does not mean "to be in all aspects of learning to it," the closed nature of Apple's model, such as chips, operating systems do have their own, "This may not be."
Probably in his mind as the only rival to Apple, he intentionally or unintentionally, will Apple and other rivals to isolate.
"People come to take a look at our competitors in this industry which, over a number one, you will join me in confidence, Lenovo is the best." He said.
PC in the field of opponents is of course HP, Dell, Acer and other giants of the. Lenovo ranked them behind the current scale, but Yang seems afraid of them.
"Our industry is now the world's largest home." He is not named, apparently, said HP. He said the company is IBM doing service learning, but IBM to sell Lenovo PC Why? Because the PC is not in the service core of the company, but the marginalization of products. This is equivalent to say that HP's PC outlet unknown. As of now, HP PC really is the industry's focus.
Dell's turn was. He is a bit humorous. "There is a business model also has the same company as Myth." He said that the company currently the slowest growth rate in previous Dali, "the fastest growing market out," Why? The problem is the business model on the mythical. He believes that Lenovo relational, transactional parallel mode, relying on a single business model than the main rivals stronger.
For Acer, probably belong to Chinese enterprises, he slightly praise tone of voice: "There is another company is relying on a high-efficiency, low cost to win market share." But Huafeng quickly turns and says, Lenovo also has high efficiency, good costs more than its competitive advantage. He believes that Lenovo is not only the efficiency and innovation embodied in the products, but also a number of aspects.
"If you can see, should be more confidence in us." He said.
Mobile internet betting
If you do not consider the new strategy, Yang's view is not new, it is easy to provoke attacks. However, Lenovo's mobile Internet strategy launched in the context of the evaluation are revealed not just confidence.
Lenovo is the new strategy, just like a new life. Yang on the "First Financial Daily" stressed, Lenovo is not the sudden birth of a new strategy, it is ready for three years, products, business models are considered mature, it is now time to send forces, but also "the beginning when the fruit."
"Today, for the time being to disclose the business model, one or two weeks, we will further explain this issue more clearly to us." He said, Lenovo's mobile Internet strategy is "everything is ready only a strong wind."
The CEO has clearly immersed these, about 10 minutes, he patiently demonstrated the new Lenovo product. He said that Lenovo will offer smaller, lighter and thinner, the product can be installed in the pocket, they always online, unlike the past, every move a local computer to switch machines to find the network, but can be used to open, many elements of which simply do not have to search online, it will be actively push hands.
But analysts say Lenovo these days should be embarrassed. Because a few days ago, HP announced the acquisition of smart phone business PALM, Lenovo also said to buy, there was Hewlett-Packard snatched.
Yang did not disappoint. He said HP's move shows that we judge the future in line to verify the association of the mobile Internet is a strategic direction, but much earlier than they are prepared to Lenovo, the Olympics had called the Beacon on the launch of the product, but at that time designed for enterprise customers, but now a new strategy for the consumer even more customers.
But Apple's mobile Internet than its earlier involvement, but Acer has also been before the Spring Festival in Beijing announced a high-profile mobile Internet strategy. Yang said the focus of competition in this field in China, "China may have world person."
"No matter how competitors look for Lenovo mobile Internet strategy in China come out on top take the lead, we have a very full and strong confidence." He said, this time not only to prepare good product, strategy development must clearly and accurately, Lenovo of China is also a channel brand. He did not forget to mention association with the telecom operators, upstream core components such as enterprise cooperation.
Slightly domineering he asserted, the real outbreak of the growth of China's mobile Internet point in time, will be successful is the marketing Lenovo Mobile Internet time, but now, the network communications infrastructure is still not perfect.
Introduction: Taiwan's "Business Week" article published today, said Terry Gou, and KY Lee has opened up a LED battlefield, in order to consolidate the momentum of high growth industries, has launched two technology Titans confront offensive.
Following is the text of the article:
March 18, 2010, record group officially merged with Chi Mei Optoelectronics; is, this time from the start, Hon Hai chairman Terry Gou and AU Optronics chairman KY Lee, has opened up another battleground.
On this day, all groups create and CMO of the first-line supervisors gathered Innolux Chunan plant, general manager of the new section of line built leading Chi Mei, Chi Mei to open a new after the first military cadres into the meeting.
Meeting the end, 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, "very excited! Do not feel tired!"
Both grab the key puzzle
Dispute panel leader, win the LED supply chain
However, we should keep the first panel factory in Taiwan the 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 in Guo Ming mind, the pros and cons.
This year has been "appointed" president sitting beside Guo, guest of the first row in front of the stage, not the biggest sales of personal computers embedded business group, but the Japanese LED (light emitting diode) manufacturers Nichia (Nichia ).
Why need Gou Nichia?
According to Topology Research Institute predicts that next year's LED notebook panel backlight 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 notebook computers, monitors and TV panels and OEM business.
In other words, its launch TV assembly market, Hon Hai, and ready to kill the leading OEM TPV monitors the group boarded the record, if no more that a small, illuminated LED, like a sharpshooter in the hands of gun without bullets, no matter how God can not hit the target potential.
LED technology has a patented Nichia, Terry Gou was a guest as the most important, because this is the new CMO into the largest military supply chain gaps.
KY Lee plugging
Winkle talent first, then vertical integration and cost cutting
But the panel works the most important key puzzles, KY Lee Terry Gou earlier than step up for the Friends of the completed building.
Just three days before the formal merger of the new CMO, KY Lee as AUO LED Suppliers Group to create the formal and Kai Ting Lunda electronic technology merger. Lunda merged upstream electronics will have LED epitaxy with the downstream packaging capacity, the Taiwan LED industry into a small "plus 100 million crystal electric light."
KY Lee, AUO led army, as early as 2006 shares Kai-ting LED packaging factory, and the year before the establishment of epitaxial plant Lunda electronics, quietly cut into the LED field, to foster its own technology Corps.
Although the LED is a hot area, but because Taiwan started late, not much talent, KY Lee's approach is to lure them away from the crystal electricity to the UMC, TSMC, is the object of his hunters.
Other than Taiwan because the epitaxial crystal power plants are long established, so adjust the MOCVD (organic vapor deposition) machines are the most abundant accumulation of experience; the other hand, LED should spend semiconductor manufacturing fab, it sets TSMC, UMC, has become the object of LED plant to lure them away.
In the early days of Lunda, AUO was recruited from the crystal blue electric technical experts in Tang Mu, who was once one of the founders Epitaxy is also a small number of long-term investment in Taiwan High-Brightness LED R & D personnel.
In order to get people, not listed Lunda follow 10 years ago TSMC, UMC, "with the stock Laiza people," an epitaxial plant director admits, to join their experienced personnel willing to knife the main cause is Now an 10 yuan a share, after the listing of possible future potential of soaring twenty times can be said that those who want to be the last wave of opportunities for tech elite.
Build capacity last year, Lunda, now has to use the MOCVD epitaxial about 27 units. An industry point out that the next six months, every month a new machine Lunda stationed, to the end of this year have the opportunity to expand to 100 units, almost half of crystal electric capacity.
When the group announced the merger of the Chi Mei Chong, the KY Lee AUO's LED full speed and action, by the end of December last year to merge Lunda and Kai Ting, the same period, AUO resources to the development of perfusion in the Lunda.
As the LED's patented technology held by the United States, Japanese companies hand, Lunda grain production is still patent considerations, so the products Lunda draped with AUO's panel shipment, with the AUO panel in this world-class plant certification, Lunda better able to avoid the United States, Japan LED plant patent landmines.
AUO to supply chain vertical integration, control LED from epitaxy, packaging, backlight module to the downstream panel TV assembly, to reduce the cost of space to the limit, when the strengthening and competitiveness of Hon Hai loggerheads.
KY Lee duck in the water, now AUO LED's strength began to show. A local broker, the researchers said, "Before we all joked Lunda really good light, no results look good; results in January of this year, I was really scared."
Had almost no shipments Lunda, this year, with AU Optronics brand products in mainland China LED TV, January shipments of 40,000 units, 50,000 units in February, to March volume as high as 10 million, doubled.
Gou come from behind
Alliance on the first plant, and then propagated plant parts
However, the development of LED Gou moves slowly in fact better than KY Lee, Hon Hai was established nine years ago, first cut into the LED street lamp Foxsemicon market, LED packaging factory was involved in the development of advanced optoelectronic private. But the two investment Steps to the Plate, advanced electricity and Pei Xin not only a loss year after year, and finally even the revocation of the advanced electric Emerging Stock Market.
Their own investment Consequently, Hon Hai Gou resorted to the strategy best at the past - alliances and acquisitions, and his number one goal is to launch the Taiwan LED companies battle over patent infringement Nichia.
Has so far set up more than five years, Japan Asia, the development of the world's first blue LED, is the leading LED manufacturers and grain of the dominant mobile phone backlight.
Gou plan to switch from the Hon Hai investment in the development of advanced optical LED packaging factory, to help Nichia factory expansion. Agreement, Foxconn will provide a guarantee of purchases by Japan Asia, to Nichia because they can not lead their own capacity to improve LED grain oversupply, and Hon Hai can get enough raw materials to support.
Because of Nichia's support, group creative enough to get a large number of high-quality grain, and even offer the traditional cold cathode fluorescent lamp (CCFL) LCD display comparable to attract single-line brand, currently group record in the LED display foundry capacity, has gone beyond the TPV as the world's largest.
Here is Terry Gou and KY Lee war strategy in the LED on the differences. As the complexity of LED patents, once encountered infringement lawsuits, the assembly is likely to Hon Hai TV, display products will not ship, so the system plant origin, Terry Gou, the access LED LED sources than its own supply chain integration more important.
Therefore, even if Terry Gou bought CMO, Chi Mei Optoelectronics get the LED epitaxial plant reinvestment Kellett technology and LED packaging factory optical Kai Yiu, the two have not been as widely expected merger, consolidation took Lunda Electronics logic.
Kellett will focus on the future of epitaxy, Kai Yiu focused package, Kai Yiu, general manager of Dingjing Long stressed, "As LED packaging and end of the application of highly relevant, so will the future development of Kai Yiu multiple differentiated packaging technology to meet the more and more diverse product needs. "
Terry Gou is counting on the one hand, in group foster Kellett and Kai Yiu, to supply the future demand in the low-end products, LED; two years, the high-end products are used on the development of advanced optical sub coupled with the LED.
Flames of war spread to the stock market
Ability to affect future fund-raising talents and capacity for war
This LED Wars, KY Lee vertical integration of technology panel factory thinking on the key components Gou train manufacturing plant system thinking, two groups of LED dispute ended in the supply chain integration, it is now also hit the capital market .
Log in February Kai Yiu just emerging, Lunda then sent Emerging applications in March, the two sides extended the battlefield to the stock market. Because the stock on behalf of the fund-raising capacity, LED for the future expansion of production capacity and talent battle chips, but will affect Taiwan's LED industry.
Further reading: LED Group war broke out, rob 66 trillion lighting business
Last October, in the "Business Weekly" cover story "electric vehicles, LED century revolution", we have reported, LED will be off the main characters battle the next hundred years, and must move towards integration and large-scale war.
Hon Hai and observe the layout of AUO, the LED will indeed prove to "the bigger the" group fighting the trend, the next like a crystal electricity, 100 million light such independent epitaxy and packaging plants, is bound to adjust its business model themselves do not, through its own development of the supply chain group was marginalized. The Hon Hai with AUO, can not be overlooked new rivals such as Taiwan Semiconductor Manufacturing Company's competitiveness, in fact, TSMC has been made even more than the former two are also more LED patent portfolio, strong strength.
The short term, LED backlight used in the market will be the first popular applications, but including Hon Hai, AU Optronics, TSMC and UMC and other major companies, the greater goal in mind, it is business as much as NT 60 6 trillion of "lighting market", with the governments to open up the timetable to ban incandescent bulbs, LED lighting market will follow to take off, then, the group battle between the LED before the official white-hot.
Further reading: Hon Hai parade of big - LED layout of the two groups
Items: raw materials (sapphire substrate)
Hon Hai Group: Xin Jing drilling, Zhao Jing
AUO Group: None
Project: upstream (epitaxy), middle (cut, picked)
Hon Hai Group: Nichia (alliance), Optical Kellett
AUO Group: Ronda
Project: downstream (package)
Hon Hai Group: Advanced development of optoelectronics, Kai Yiu
AUO Group: Ronda
Project: Assembly (backlight)
Hon Hai Group: Chi Lin
AUO Group: Fu Xiang, Kneip
Project: Terminal Application
Hon Hai Group: Hong accurate, Pei Xin, East Asia Optical
AUO Group: Wellypower, Qisda
Big Three fined 585 million U.S. dollars by the global panel or the collective action
Global LCD panel ruled that U.S. courts giant price-fixing conspiracy
Recently, a San Francisco court ruling to LG, Sharp, Samsung and other global giants into the LCD panel
"Impasse." The court file shows, the judge found the panel giant conspiracy to fix prices, leading to downstream enterprises, consumers pay a high cost.
At the same time, the court found that this is a class action case in 1999 and 2006 either directly or indirectly buy buy LCD panel LCD TVs, monitors and other products customers and consumers are on the panel makers may sue for compensation.
In response to these events, yesterday (May 4), exclusive was informed that Beijing law firm Lehman has ties with the United States Hausfeld of lawyers are being called Chinese enterprises to join transnational litigation, to the panel manufacturer for damages.
Yesterday, the reporter called related businesses, TCL, Lenovo, Aigo, Hisense and other enterprises have said: "not informed of relevant information." And Changhong said it was studying, Skyworth said it needs further observation.
Insiders pointed out that this is only a start, it is foreseeable that future global panel plant could face massive class action.
Three companies fined for price-fixing large sums of money
It is understood that since the survey in December 2006, when the U.S. Department of Justice, the EU Trade Commission, Japan and South Korea's Fair Trade Commission has to Samsung, LG, Sharp,
NEC, as well as China Taiwan of four panel makers sent a suspected monopoly and manipulation of the price of anti-monopoly investigation panel.
U.S. Department of Justice to intervene in a survey, LG, Sharp and Chunghwa Picture Tubes admitted that limit by between manufacturing price-fixing conspiracy. In the period 2001 to 2006, LG and Chunghwa Picture Tubes together to drive up sales to more than the price of LCD panels; Sharp and other LCD panel makers together to drive up to Dell, Motorola and Apple computer sales prices of LCD panels. Justice found that the three companies to exchange information, co-conspiracy in the offer to reach an agreement.
In response, the United States in 2008 and 2009 the court ruled, LG, Sharp, Chunghwa Picture Tubes paid 585 million U.S. dollars three huge criminal fines, which also became the monopoly of the third-largest fine in history, second only to vitamin manufacturers in 2001 7.52 100 million U.S. dollars and 2005, DRAM prices Union 729 million U.S. dollars.
It is understood that Sharp have to pay a fine of 120 million U.S. dollars, depending on the three affected vendors - Dell, Motorola and Apple. Among them, the Dell since April 2001 to December 2006 have been purchased between the involved components used to manufacture computer monitors and notebook computer screens; Motorola from the fall of 2005 to June 2006 have been purchased between the components involved in manufacturing Razr phone; and Apple in September 2005 to
In December 2006 during the production of iPod music players also use the components involved.
Department of Industry hidden rules?
According to industry sources, from
2001, master the LCD panel core technology of only 10 companies, including South Korea 2, Japan 3, China Taiwan 5, these enterprises in 2001 to 2005 have adopted a joint price-fixing practices, such as plasma panel Xingye Company Similarly, such a behavior, it is the unspoken rules panel industry.
The source pointed out that the LCD panel related to from the phone, MP3 to a series of flat-panel TV product prices, which account for flat-panel TVs, LCD monitors and other costs of about 50% to 60%, once the panel industry in 2004 reached the highest point of profit, the average more than 30% of profits. "LCD manufacturers monopoly price, consumers will ultimately pay the price on those who become the price-fixing."
Purchasing department of a television company disclosed that China-related enterprises often face shortages of the cold shoulder, because the giants in the procurement of these panels tend to give priority to purchase relatively large demand for Hewlett-Packard, Dell and other companies, this result is that China's relevant enterprises to want to take the cost of arrival to pay more.
In this regard, Yang Dongwen, vice president of Skyworth Group, said in an interview, compared to billions of dollars in purchases of international giants, China's flat panel TV maker purchases two years ago only a few 100 thousand, the lack of procurement experience scale more injustice. "2009 panel supply, China's flat-panel TV business in the procurement panel refused to sell even encountered the phenomenon." Yang Dongwen said.
Appliances observers Luo Qingqi that, LCD panel industry is suffering from the iron ore industry, general business experience, that is, Chinese companies often fighting single-handedly purchase panel, which led to the procurement costs than Japanese and Korean enterprises to high 5% to 10%, resulting in flat-panel TV business has lost the price advantage.
Luo Qingqi, said home appliances to the countryside with the policy of expanding domestic demand and triple play in the major trend of China's LCD panel business "and the necessary fuel," the rigid requirements, and this giant through the supply chain for the panel to control the tension in the "bargaining power" to provide space.
Difficult for Chinese enterprises to collective action into reality?
Perhaps the U.S. court ruling is a good Chinese companies.
It is understood that the panel price-fixing case affects at least a million U.S. consumers, they use computers, mobile phones and many household appliances have since included components involved in the case by him (her) interests are compromised.
In response, responsible for Lehman lawsuit law firm in Beijing Hao Junbo that the scope of collective action may be further expanded view of the fact that these businesses have been identified as the United States and the European Union constitutes a price conspiracy, and these producers management and sales throughout the world, no doubt related enterprises in China is the victim has the right to claim.
"If the U.S. or the EU to join the current litigation, these companies do not have a separate prosecution, which is conducive to the plaintiff Chouji litigation financing and negotiations." Haojun Bo pointed out that the lawyers working with foreign liaison and coordination, and prepare relevant documentation and translation.
However, Hao Junbo said, because business is to buy, so they are easy to calculate the losses should be more. Consumers to buy products from many vendors products, small amount of their losses on the one hand, while not easy to calculate. In addition, companies involved in litigation or consumers also need to provide receipts or invoices for purchases like evidence.
"We are now multiple channels to contact with the company, hoping to further delegate." Hao Junbo said.
Next, the willingness of domestic firms on the panel giants launch joint anti-trust prosecution, is still too early to say, after all, expensive and time-consuming litigation is another matter, the domestic anti-monopoly agency has not set a precedent a similar survey. Yesterday, the call-related business, TCL, Lenovo, Aigo, Hisense, etc. Most companies said that the "not informed of relevant information."
However, China Electronic Chamber of Commerce, said the Deputy Secretary-General Lu Renbo, on the one hand, the current focus of our panel upstream technology giants in the hands of these panels; other hand, the BOE and other panel production business also needs some cycles, which determine the relevant Big companies need to look at these panels of "face."
Changhong TV Ministry of Justice official said, has already expressed concern that the relevant information, are also being studied, but no specific comments.
"For the Chinese television companies abroad to fight cross-border litigation is rather strange." Yang Dongwen pointed out that Skyworth has no further intention, further understanding of observation.
A color TV enterprises not to be named told, as panel industry concentration, allowing domestic enterprises do not dare to "offend" the panel involved in giant, fear of affecting the company's panel of procurement authority. "This kind of thing to take the lead from the household electrical appliance enterprises will be better then?" The source said.
With Taiwan panel production line has been built more than a generation technology gap
Taiwan economy news conference last night announced the opening of Taiwan for more than 6 on behalf of the LCD panel production line investment in the mainland. However, this measure with additional conditions.
Yesterday announced the additional conditions include: only allows Taiwanese companies in the Mainland set up three production lines, and with the Taiwan-built panel production line has a generation or more of the technology gap, such as Taiwan's flat panel giant AUO in Taiwan has 8.5 generation LCD panel production line, which means the company can only apply for the Mainland to establish 7.5-generation LCD production line.
These additional conditions, general manager of Taiwan's flat panel business group record that section of line built "too conservative"; AU Optronics said that as soon as possible to the relevant department of Taiwan's Mainland Construction of 7.5-generation LCD panel production line applications. Ministry of Industry and Wen Jianping, deputy general manager of its Ovid advice is that the current international difference a generation LCD production line is not important, because more than 7 on behalf of the production line are very mature.
Prior to that, subject to policy constraints, build factories in the Mainland and Taiwan's flat panel business plan has been ambiguous, but the Mainland planning more production lines are showing the figures of Taiwan's flat panel business. As TCL8.5 line with the Group on behalf of countless ties record; AU Optronics Tappi in Kunshan high generation optical line completed the initial layout.
"Taiwan to the panel companies 'deregulation' will benefit flat panel industry in the Mainland, but also to Taiwan's flat panel industry provides a chance to compete with Japan and South Korea." Wen Jianping analysis, "the mainland the next panel is not only the world's largest consumer market, but also production base, Japan and South Korea have long intervention, China Taiwan's flat panel industry as competitive as the other shares, if not enter it will miss many opportunities. "
Last year in December, Samsung and LG the South Korean government approval
Display investment in the mainland factories. Earlier, Japan's Sharp has also announced plans to build 8th generation factory in Nanjing; BOE, TCL and other domestic companies have also launched a high-generation panel plant construction projects.
Jianping Wen stressed that the future is certainly a flat market from top to bottom of vertical integration, there were only upper panel, there is no machine to support not going to work; only market for Mainland enterprises have no way out without upstream support. Panel is just a benchmark, it will lead to the glass, polarizers, chemical materials and so the whole industry chain transfer to the mainland and layout, thus promoting cross-strait industrial cooperation entered a new stage.
Department of Economics yesterday also announced a temporary moratorium on opening Taiwan's wafer (silicon semiconductor integrated circuits used in production of silicon wafers) Mainland enterprises to set up the project, but can be in the form of mergers and acquisitions through equity participation and investment.
Economic Times 2010/02/10 - Panel lifting and landing six generations of the following does not control more than six generations of three wafer testing and packaging for the limited conditional release of IC design
Panel landing relaxation
6 on behalf of the following does not control more than three to six generations of wafer testing and packaging limited conditional release of IC design
[Reporter Su Xiuhui / Taipei]
Yesterday Premier Wu Den-yih (9) Japanese investment in the mainland approved draft amendments to the negative list, panel, silicon wafer, the high-end packaging and testing, low-end IC design will be relaxed landing, after a key inter-ministerial technical team to review by the can release.
Taiwan stock closed today off Year of the Ox, the Executive Yuan sent relaxed timely gift. Cabinet officials last night said the Premier Wu case has been approved in the evening, the MOEA will be received after the promulgation of the document, which the panel visit the most breakthrough.
Officials pointed out that the cabinet decision-making, landing six generations do not control panel factory, more than six generations into the West will have three of the total quantity control; for why the set of three, officials said, because Taiwan has the ability to invest in the mainland for more than six-panel factory on behalf of the enterprise not more than three. Industry estimates, the current to AUO and Chi Mei, Kwan Chong, Chi Mei Toppoly new triple the most powerful.
As the leading technology generation gap about 1-2 generations, and can not be canceled due to the West and then set up factories in Taiwan investment projects, Taiwan's investment priorities to be relatively committed to ensure the development of domestic industries, and thus can not be layoffs because of the West employees in Taiwan employment opportunities. Panel industry visit must submit investment plans, the MOEA has on labor, financial and capital made use of such technology transfer control to set the outflow of investment in non-standard elements.
This wave of industry deregulation include landing manufacturing, services, agriculture and infrastructure, including sensitive and high-tech industry panel, wafer, the high-end packaging and testing, low-end IC design the most attention, in the "local to stay in the root, must be large branches in the mainland, "the premise, the key technical groups will be responsible for checking.
As part of wafer fabrication, is currently only open 8-inch wafer fab investment and equity participation, does not include 12-inch wafer new investment projects, mainly due to non-urgent visit the current industry needs.
TSMC "passive" SMIC Semiconductor owns 10% stake in UMC case of mergers and vessels are expected to be slow, so if TSMC, UMC attention it deserves, is equal to the market in mainland China to start an alternative arrangement, the situation will be greatly beneficial. As for the design of high-end IC packaging and testing and have landed the amount of control, once the investment threshold of 5,000 million U.S. dollars, which must be sent to review.
Agriculture is lifting the food industry in the poultry, livestock and meat products. Officials said the main consideration is that these products have a market in mainland China, nor sold back to Taiwan.
Economic Times 2010/02/10 - Panel big winner TSMC UMC attention it deserves
Panel big winner TSMC UMC attention it deserves
[Reporter Lin Anni / Taipei]
Executive Yuan has approved a new investment negative list on the mainland list. Panel industry is the big winner of this wave of open, not only landing new investments, equity participation can be adopted or mergers and acquisitions, obtaining mainland industry capacity. Wafer industry, open shares, TSMC, UMC, SMIC and their respective shares and ship the case may be homeopathic attention it deserves.
Executive Yuan, the book published by the Ministry of Economic Affairs.
Focus of this wave of open, including allowing panels, wafers, semiconductor IC design, packaging and testing, renewable energy landing, and the opening of direct investment in the financial industry, petrochemical industry ardent desire of the western investment in naphtha cracker plant, determine not to open the list.
Panel industry is the big winner of this wave of open, however, the government will invoke the experience of the past management fab landing, landing against the plant for more than six generations no more than 3 of the total quantity control, and technology with Taiwan to maintain at least a generation gap.
In the semiconductor part, the government will temporarily allow the industry to the mainland to the new fab, but you can shares and gains China fab stake. Informed official said wafer industry than no landing urgency, therefore not given priority in the ranks, but after opening up shares, TSMC, UMC, SMIC and their respective shares and ship the case, you can grasp the chance to mitigate this problem.
Officials stressed that the Ministry of Economic Affairs Management landing high-tech industry there are two premises, one of Taiwan leading technology, and the second is to give priority to investment in Taiwan. [Reporter Chen Bizhu / Taipei] Premier Wu Den-yih said wafer open 8
Inch wafer fab investment and equity participation, TSMC currently "passive" SMIC Semiconductor owns 10% stake in UMC case of mergers and ships are expected to mitigate this problem. But yesterday wafer planes (9) the same day that the Act required the latest content and then the outside, but everything required by the Government as the main premise.
TSMC and SMIC in November last year, a lawsuit settlement, to be the legitimate government of Taiwan, under the premise given by the SMIC TSMC 17.
8.9 billion shares, accounting for SMIC October 31, 2009 8% of the issued share capital, with the Executive Yuan to the other side can open up the domestic equity participation fab, SMIC TSMC will become the third largest shareholder. UMC is the Board of Directors in April last year to 285 million U.S. dollars to be made (approximately NTD 9.55 billion yuan) into Suzhou and ships, in order to activate the global layout, by the end of March this year for the period.
Industry and questioned the shares in the Government said the open part of the mainland wafer fabs, is it 8-inch plant stake, or 12-inch plants, hoping to clear norms
According to Taiwan media reports, the enterprise will be second, different from the low tide when the financial turmoil last year, this year's science and technology manufacturers, including Compal, Acer have a high profile organization of annual meetings. Most notable is a brother of Hon Hai e, if the stock draw to maintain last year's level, we should send the market value of NT 700 million yuan (about 150 million yuan) in a red envelope.
This year the economy back to temperature, the electronics industry from the bottom turned up, Hon Hai, Compal, TSMC and other electronics makers have heard salary, bonuses, annual course of years will be seen as reward for industry bosses highlight of the year staff hard.
Foxconn rumored to intend spending a million heavily Jay invited artists to perform the annual on-site, with annual meetings chaired by the former anchor Dingjing Yi Tsai Kang-yung. In addition, the singer Fei Yu-ching, and Kuo dry, Tai Chi source, also in the list. The technology is different from the downstream plant extravagant annual meeting, including AUO, including the upstream plant science and technology is more than "low profile" many.
Acer, Compal, Quanta field coded fight to organize activities
OEM notebook makers Quanta, the spread will be invited singer Tsai Chin, Slank, who, as Hon Hai Tsai Chin is the regular annual session, so the market there, and Hon Hai as "looting" and other signs of interaction means. However, Hon Hai is still outside the focus of most attention, as annual pumping Guo Dong will be generous to send blue-chip stocks employees. Total market value of nearly 100 million yuan last year NT point of view, this economy back to temperature, the market expects the stock may draw more, even if only to calculate last year's level, the stock market surged this year, market capitalization soared from 300 million to 700 000 000 NT.
Beyond this year, shipments of notebook OEM Compal, Quanta a brother, not only revealed that "raise" good news, Compal hsiung, chairman of the board said this year they will restore the previous grand scale. Has been discontinued for several years the annual Acer, the market share and achieved good operating results in the global notebook market is directed at Hewlett-Packard ranked second this year, will return to host the annual event. Acer chairman JT Wang said Acer will be invited this year, all Group employees to participate in the joint organization of the annual meeting.
Technology vendors different situation low-key upstream downstream Carnival
Unlike large-scale downstream technology plant will be celebrated in this year's annual banquet upstream plant science and technology is still the tendency to "low profile" was held.
Although DRAM factory out of the inability of industry consolidation, and operates through a super ice age, but not yet making money, this year they held more than not. Formosa Plastics Group, the park and Inotera, founder Wang Yung-ching died last year, all groups have canceled the annual, although still in the discussion of this year, but tend not extravagant. However, the PSC to make money from the first in November, came to encourage the PSC staff, boost morale, will resume holding annual meetings. PSC in the DRAM plants, will run in the most impressive.
In addition, the panel makers AU Optronics, while the bottom panel super boom is over, but this year there will be no large-scale luxury the annual meeting, tend to hold their own departments. Always give the employees a good hope for the winter. As CMO, will be merged with the group record, the Group will have a new weather, but fear will not hold annual meetings this year. Because next year is the fiftieth anniversary celebration Chi Mei, on February 6 next year, but also Chinese New Year, there will be a warm and fun family day to celebrate, but also be a large wedding groups.