記事概要ですが、CPTとInnoluxは合弁すべきという株主の要望が根強いという噂が台湾メディアを駆け巡っている。
CPTがFOXCONN傘下のInnoluxに合弁されたほうが、同系列のサプライチェーンに参画できることと今後発展が見込まれるロボットやIndustry 4.0 サービスに加われるとしている。
CPTはこのような噂を否定していて単独でも健全な経営を維持できるとしている。
(原文記事は次ページ以降)
CPTがFOXCONN傘下のInnoluxに合弁されたほうが、同系列のサプライチェーンに参画できることと今後発展が見込まれるロボットやIndustry 4.0 サービスに加われるとしている。
CPTはこのような噂を否定していて単独でも健全な経営を維持できるとしている。
(原文記事は次ページ以降)
Rumors in Taiwan's media are spreading that Chunghwa Picture Tubes (CPT)
shareholders are strongly encouraging the company to merge with
Taiwan-based Innolux in an effort to remain profitable after facing
continued losses.
Shareholders believe that if CPT goes under the wing of Innolux, which Foxconn Electronics currently owns a stake in, CPT will be able to gain more integrated access into Foxconn's supply chain, particularly for new applications related to robot and Industry 4.0-based system integration services.
The rumors also stated that shareholders are concerned about the future of CPT and that it, along with fellow panel maker HannStar Display, will face major uncertainties if other panel makers such as Innolux and AU Optronics (AUO) merged.
CPT chairman Lin Wei-shan, however, has said that he is confident in CPT's outlook due to new technological advancements, improved product mix, and increased yields. He also noted that CPT previously held talks with Innolux in regards to a possible merger but that no conclusion was drawn.
Meanwhile, despite ongoing claims from Taiwan's media that Innolux and AUO will merge, former company chairman KY Lee has disputed the rumors, saying that company operations will continue as normal.
CPT will continue to focus on applications for smartphone, tablet, vehicle and touch in addition to tackling more niche markets, said Lin. The company is also bumping up cooperation for On-cell touch panel applications used in tablets with various vendors, and expects revenues from the segment to contribute to its performance in the third quarter of 2015. The company will also mass produce In-cell smartphone touch panels in the third quarter of the year.
In terms of small- to medium-size panel shipments in 2015, CPT expects around 420 million. In 2014, the company shipped 10.57 million to hold the number four spot globally and expects to rise to the number two spot within three years as the company furthers cooperation with customers abroad and works towards a more vertically integrated supply chain for the segment.
For handsets, Lin noted that feature handsets now make about about 20% of the company's overall handset panel shipments and that smartphone panel demand is on the rise even though it is matched with intense competition from other makers as well as decreased pricing. Lin added he expects new panel demand will emerge as vendors continue to focus on new recognition features for smartphones such as voice, facial and iris recognition.
Shareholders believe that if CPT goes under the wing of Innolux, which Foxconn Electronics currently owns a stake in, CPT will be able to gain more integrated access into Foxconn's supply chain, particularly for new applications related to robot and Industry 4.0-based system integration services.
The rumors also stated that shareholders are concerned about the future of CPT and that it, along with fellow panel maker HannStar Display, will face major uncertainties if other panel makers such as Innolux and AU Optronics (AUO) merged.
CPT chairman Lin Wei-shan, however, has said that he is confident in CPT's outlook due to new technological advancements, improved product mix, and increased yields. He also noted that CPT previously held talks with Innolux in regards to a possible merger but that no conclusion was drawn.
Meanwhile, despite ongoing claims from Taiwan's media that Innolux and AUO will merge, former company chairman KY Lee has disputed the rumors, saying that company operations will continue as normal.
CPT will continue to focus on applications for smartphone, tablet, vehicle and touch in addition to tackling more niche markets, said Lin. The company is also bumping up cooperation for On-cell touch panel applications used in tablets with various vendors, and expects revenues from the segment to contribute to its performance in the third quarter of 2015. The company will also mass produce In-cell smartphone touch panels in the third quarter of the year.
In terms of small- to medium-size panel shipments in 2015, CPT expects around 420 million. In 2014, the company shipped 10.57 million to hold the number four spot globally and expects to rise to the number two spot within three years as the company furthers cooperation with customers abroad and works towards a more vertically integrated supply chain for the segment.
For handsets, Lin noted that feature handsets now make about about 20% of the company's overall handset panel shipments and that smartphone panel demand is on the rise even though it is matched with intense competition from other makers as well as decreased pricing. Lin added he expects new panel demand will emerge as vendors continue to focus on new recognition features for smartphones such as voice, facial and iris recognition.
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