After Chi Mei Industrial exited Chi Mei Power, Chi Mei Electric will be renamed “Go to Chi Meiâ€, and many key component factories that Chi Mei Industrial invested with Chi Mei Power in the past, with Chi Mei Industrial fade out of the panel industry, the future is uncertain. Chi Mei stressed that as long as the company's components are competitive, they will fully support it. Outside the legendary LED epitaxial factory, Keli is negotiating with Jingdian, and Jingdian said it will not comment. However, Jingdian said that it has always adopted an open attitude, and the idea of ​​making the industry together is the main consideration.
Jingdian wants to choose complementary partners
Jingdian believes that it is easy to get cheap production capacity. Before the mainland government subsidized the purchase of the machine, the production cost was very low, but this is not the way of crystal electricity. The crystal power should improve its own competitiveness. To expand production capacity, and to choose partners with complementary effects is the most important.
At the beginning, CMI set up an LED epitaxial factory with a focus on LED backlight demand, but was limited by Kellett's capacity, technology and patent restrictions. At present, Kellett's chips are not supplied to CMO, so if Kelly and Crystal The merger also found a "good home" for Kellett.
Kellett’s capital is approximately NT$2.3 billion, of which Chimei Electric holds approximately 33%, Chimei Industrial holds approximately 25%, and Blu-ray MOCVD machines are approximately 50. As for the 4 yuan red-light MOCVD machine of Jingdian, there are currently 60 sets, and there are 165 sets of blue light. If you add 60 sets of Guang-Guang, you will see 225 sets.
Kellett is not a major supplier
At present, the chips used in the supply of LED backlights in Taiwan are mainly based on crystal electricity and enamel, and the chips of Chimei Electric are mainly supplied by Jingdian, which is handed over to Rongyao of Honor and Hon Hai Group for packaging and handed over to Chi Mei. use.
Chi Mei said that Qi Li is an epitaxial factory, and the chips produced must be packaged before Chi Mei can be used. Therefore, Kellett is not a major supplier of Chi Mei Electric LEDs, and the opportunity to be consolidated after the singularization is quite large.
In addition to Kellett, the original component factory set up by Chi Mei Industrial, such as Chi Mei, Chi Mei Materials, and the backlight module factory, Qi Ling, etc., after the singularization, Chi Mei's future procurement strategy has also received much attention.
Will Chimei Electric adjust its purchasing strategy accordingly? Chi Mei said that as long as the components are competitive, Chi Mei will fully support it. Although it will give priority to the subsidiary of the order component, there is no price preferential treatment in terms of competitiveness consideration and the interests of the overall shareholders.
Jingdian wants to choose complementary partners
Jingdian believes that it is easy to get cheap production capacity. Before the mainland government subsidized the purchase of the machine, the production cost was very low, but this is not the way of crystal electricity. The crystal power should improve its own competitiveness. To expand production capacity, and to choose partners with complementary effects is the most important.
At the beginning, CMI set up an LED epitaxial factory with a focus on LED backlight demand, but was limited by Kellett's capacity, technology and patent restrictions. At present, Kellett's chips are not supplied to CMO, so if Kelly and Crystal The merger also found a "good home" for Kellett.
Kellett’s capital is approximately NT$2.3 billion, of which Chimei Electric holds approximately 33%, Chimei Industrial holds approximately 25%, and Blu-ray MOCVD machines are approximately 50. As for the 4 yuan red-light MOCVD machine of Jingdian, there are currently 60 sets, and there are 165 sets of blue light. If you add 60 sets of Guang-Guang, you will see 225 sets.
Kellett is not a major supplier
At present, the chips used in the supply of LED backlights in Taiwan are mainly based on crystal electricity and enamel, and the chips of Chimei Electric are mainly supplied by Jingdian, which is handed over to Rongyao of Honor and Hon Hai Group for packaging and handed over to Chi Mei. use.
Chi Mei said that Qi Li is an epitaxial factory, and the chips produced must be packaged before Chi Mei can be used. Therefore, Kellett is not a major supplier of Chi Mei Electric LEDs, and the opportunity to be consolidated after the singularization is quite large.
In addition to Kellett, the original component factory set up by Chi Mei Industrial, such as Chi Mei, Chi Mei Materials, and the backlight module factory, Qi Ling, etc., after the singularization, Chi Mei's future procurement strategy has also received much attention.
Will Chimei Electric adjust its purchasing strategy accordingly? Chi Mei said that as long as the components are competitive, Chi Mei will fully support it. Although it will give priority to the subsidiary of the order component, there is no price preferential treatment in terms of competitiveness consideration and the interests of the overall shareholders.
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