CMO, perfect production chain billions of investment to accelerate the layout

That CMO before the date, the company will be in this piece, the gap of the production chain quickly filled, it is estimated that within two years will be the sole proprietorship in Ningbo after the module's factory scale to three million in a single month or so, estimated investment will be close to NT $10 billion yuan.

Chi Chi founder Xu Wenlong has pointed out that Chi Chi delay to set up a modular plant in the mainland, the annual cost of NT $four billion and five hundred million will cause. CMO originally take a circuitous way, and the backlight module factory in photoelectric cooperation, the establishment of Hua house, accept the CMO module after OEM production, but the original planning, is used in photoelectric as the existing plant production, but production capacity is estimated only five hundred thousand single month or so, can not meet the needs of cmo. Therefore, the initiative to change the Chi Mei, the future will undertake the original construction of the original plan, and the rapid expansion of the scale, has begun to move, it is expected that the next year will be able to see significant results. Mei believes that the focus of the layout of the module of the mainland, the main consideration is actually thinking about material supply chain downstream in the local, in Taiwan the main panel factory are already in the mainland are complete after the module program, after the module's cost competitiveness has been gradually formed, in the future the panel industry often must facing the fluctuation cycle is shortened under the condition of lower cost has to be from various aspects, to actuarial module factory program can be said to be imperative.

For as soon as possible in Ningbo after the module factory planning and push on the track, Chi Mei has been previously the company's general manager Chen Yaotong s-cell seconded to the Chinese house as general manager, it is reported that the recent Chen Yaotong and from both sides of the display, travel more frequently, Chi Mei is like a raging fire case module in.

As for the status of the industry, the subsequent LCD TV panel LCD TV as a follow-up that CMO, TFT industry development trend has been set before the spindle, LCD TV products accounted for the highest proportion of revenue of CMO, the future will not change. CMO and subsequent estimates, IT manufacturers to join the LCD TV war speed, will bring the industry's "value chain" squeezed more concentrated distribution, past by panel factory price, to lower the LCD TV terminal products offer the situation will change, including market access system manufacturers and the posterior segment (the past is a panel factory enjoy a higher profit margin), will gradually feel the changes in the market.