The CMO's biography and Qili brewing renamed crystal electric merger talks

In Chi Mei Industrial exit CMO (3481) after operation, the CMO will also be renamed to odd beautification ", several key components factory and the original with CMO and Chi Mei Industrial investment, with the Chi Mei Industrial fade panel industry, the future is uncertain. CMO spokesman Lin Zhenhui stressed that as long as the company's components are competitive, will fully support. But outside of the legendary beauty of LED epitaxial plant Qili (5241) and (2448) to negotiate with crystal electric, EPISTAR spokesman Zhang Shixian said no comment.

However, Zhang Shixian said, crystal electric has always been an open attitude, and to maintain the idea of the industry together to do together for the development of the main considerations.

Crystal power: to select complementary partners

Zhang Shixian said, now to get the cheap production capacity is very easy, Chinese before government subsidies to buy the machine so that the production cost is very low, but this is not the way to crystal, crystal electric to improve their competitiveness, the choice of way to expand capacity, but can have complementary effect of the partners is the most important.

When the CMO founded LED epitaxial plant, is focused on the LED backlight demand, only limited in Qili production capacity, technology and patent restrictions, the grain production is not supplied to the Qili CMO, so let Qili merged with crystal electric, also find the "good home for qili".

Qili capital of about 2 billion 300 million yuan, of which the CMO holding approximately 33%, Chi Mei Industrial Holding approximately 25%, blue MOCVD machine is about 50 units, for 4 yuan MOCVD red machine crystal electric currently has 60 units, 165 Taiwan Blu ray, if coupled with 60 Taiwan huga, on 225 taiwan.

Qili is not the main supplier

At present, Taiwan grain supply LED backlight used, mainly for crystal electric and canyuan (3061), but the grain at this stage of the CMO is mainly composed of crystal electric supply, give Yao Kai (3610) and (2317) the Hon Hai Group under the rongchuang packages to the CMO, Qili do not touch the root.

Lin Zhenhui said, Qili is epitaxial plant, grain production must be out of the package, the CMO can use.

Therefore, the main supplier of Qili not CMO of LED, to beautify the odd are the whole and after considerable opportunities.

In addition to Qili, plant components was established by the CMO industry, such as plant materials, Polaroid Chi Mei backlight factory Ling, after going to the odd landscaping, CMO future procurement strategy is also of concern.

The CMO Council will not adjust the purchasing strategy? Lin Zhenhui stressed that as long as the components are competitive, the CMO will fully support, though the order of priority components subsidiary, but in consideration of the interests of shareholders and the overall competitiveness, preferential treatment in quantity, but there is no price discount.

AUO's lextar extension lighting

In addition to Qili may be combined with crystal electric, in fact AUO (2409) under the banner of the Ronda (3698), in the relevant layout panel also began to converge back, a positive start toward lighting development, different from Qili, because Ronda is the 1 Dragon production mode, from upstream to downstream packaging epitaxial to finished all inclusive, so more terminal product development potential.