After the acquisition of Chi Mei, the group won the Samsung LED TV big single
Morning news on December 29, according to Taiwan media reports, after Innolux acquired Chi Mei, Xinqimei recently received South Korea's Samsung LED-backlit LCD TV panel and machine orders, showing that the combined benefits of Innolux and Chi Mei Electric gradually appeared, and The Hon Hai Group has the opportunity to squeeze out TPV and become the leading manufacturer of LCD TVs worldwide.
Samsung now locks Vizio, the largest LCD TV maker in the United States, as its rival. This time Samsung has placed a new and beautiful movie, featuring low-cost LED-backlit TV. In 2009, Samsung purchased about 12 million pieces of TV panels for Taiwan, and it was dominated by Chi Mei.
After the merger of Chi Mei Power and Innolux, the outside world believes that Samsung will reduce the order for Chi Mei Electric and establish a defense-proof front. However, some people believe that after the long-term cooperation between Chi Mei Power and Samsung, after the merger of Chi Mei Power and Group Innovation, the supply relationship will be expanded from the TV panel to the TV market and strengthen the cooperation relationship between the two parties.
Hon Hai ate the Sony Mexico factory. The goal of Hon Hai Group is to OEM. Samsung can use the cost control of Hon Hai Group and the vertical integration advantages of Xinqimei.
At the same time, this Samsung orders the whole machine to the new Chi Mei, is a large-size LED-backlit TV, and is for the Asia-Pacific region, especially the Chinese Lunar New Year's peak season demand, Samsung can increase the amount of low-cost promotions, and Vizio is a sign. This order was not given to AUO because AUO did not hand over the whole machine.
In order to achieve the effect of vertical integration, Innolux further expanded the supply chain system, and LED lead frame manufacturer Changhua followed the expansion. Changhua was originally an instructive manufacturer. Now that it is expanding, it is aimed at the demand for LED-backlit TVs. In addition, this low-cost model uses the driver IC of the company and is expected to benefit.
Samsung and Ruixuan's Vizio compete fiercely. In the third quarter, Samsung's LCD TV shipments reached 13.23 million units, replacing Vizio and becoming the leader in the US LCD TV market. Samsung also achieved a leading position in the fourth quarter of 2008; but Vizio responded in the first and second quarters of this year and won two seasons.
Samsung sold a large number of LCD TVs with LED backlights in the second quarter, and actively lowered the price of high-end models, driving sales growth. In the third quarter, US LED-backlit LCD TVs accounted for 3.7% of total shipments, up from 2.1% in the second quarter.
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