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According to Taiwan media reports, Hon Hai and AU Optronics CMO interested in a merger or alliance, the market and spread by Hon Hai chairman Terry Gou and AU Optronics chairman KY Lee personally involved.
Strategic alliance with Sony, Hon Hai, the bigger the cause of LCD TV panels, AUO challenges; AU Optronics to defend the top spot, a long-term anti-competitive situation with the CMO and instead embrace the CMO, and the formation of Two Dragons Fighting beads competing Bureau. CMO said yesterday that the news of the merger is almost once every two months pass, but no matter. Innolux said that this is speculation has long been old news.
High-level panel industry analysis, Hon Hai's panel factory base hit, on the one hand rapid expansion, on the other hand by the merger CMO, and followed the whole, and Chinese Ying and Caijing, a panel in one fell swoop the new leader. AUO began to realize that over the past decade leading position may change, fear of long-term position not be maintained, resulting in nearly two weeks ago, came from the Kuo-ming, and KY Lee shot himself robbed CMO, Chi Mei Optoelectronics at once so hot.
Affected by the merger rumors, Chi Mei Optoelectronics burst yesterday, over 12 million copies a large number of the stock tapping on the limit-NT 18.35 yuan, broke through all the short-day period moving average, or even a breakthrough line of 17.23 yuan for half a year to NT to 18 per hour late New Taiwan currency to close, up 0.85 yuan NT.
It is understood that Hon Hai since eating Sony foundry business after the huge demand for TV panels, while the group did not record TV panel production capacity. Insiders pointed out that Hon Hai has a package under the CMO's large-size TV panel capacity, the two sides from the "business" relationship into "investment or merger," a significant opportunity for the relationship.
Rumor has it, that the Hon Hai Group since the beginning of a number of contacts with the CMO and hope created by the group of consolidated CMO, CMO, but only the hope that the Strategic co-operation. Panel industry, the economy improves, CMO's financial situation has stabilized, this time to merge the CMO group created a certain degree of difficulty and therefore do not exclude the possibility of cross-shareholdings, the way co-operation to replace the combined.
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