中日新珠海廠 傳售陸商
Date: 2016-07-06
News Type:
市場傳出JDI將出售中日新(8266)位在珠海的模組廠給大陸模組、觸控廠商合力泰,交易金額約16.5億日圓,預定在今年第4季完成交易。 JDI是蘋果iPhone面板主要供應商,因應蘋果開始導入AMOLED面板,JDI也將投入AMOLED開發,並且調整目前LTPS的前段和後段模組生產線。
JDI在今年初就已經宣佈,因為智慧型手機用面板競爭環境激烈,而且需求極易因季節性因素而產生劇烈變動,為了強化獲利體質,將進行結構性的改革措施,以藉此進一步壓低成本、提高獲利能力。 JDI計畫于2016年內關閉日本2條面板產線,而且將對在中國的生產據點進行整併。
JDI已經和合力泰達成共識,將把中日新珠海廠所有股權出售給合力泰,預估交易金額為16.5億日圓。 包含珠海廠在內,JDI總計在中國擁有4座面板模組生產據點,不過因為中國面板廠來勢洶洶,智慧型手機面板模組生產據點的整編被JDI視為重要課題。
業內人士指出,JDI旗下有4座後段模組廠,整體產能太多,不論是前段還是後段面板產能都會逐一檢視生產效益,進行整併。 去年JDI營收當中有5成是來自于蘋果,因應蘋果iPhone將在2017年開始導入AMOLED面板,JDI也加緊腳步開發AMOLED面板、投資AMOLED面板產能。 (新聞來源:工商時報)
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