鴻海犧牲群創護航深超? 證交所要查 - 工程師
By Rae
at 2019-05-20T14:22
at 2019-05-20T14:22
Table of Contents
現在的群創是併購奇美電跟統寶之後的群創,跟郭董最早創立的群創已經完全不同了,群
創剛開始的主力產品都是在monitor面板跟組裝,金融海嘯後,統寶跟奇美電其實都撐不
下去,若找不到資金挹注,就會跟現在的華映一樣進入重整或破產。
而鴻海想往TV代工走,也想吃手機面板這一塊,只是以群創當時的產能跟技術,短期內
是沒辦法做到的,光一個7.5代廠的錢,就不知道可以買幾個當時的統寶跟奇美電了,所
以台灣面板業的三合一案就這樣發生了,現在的車用部門是統寶當初併購飛利浦MDS而來
,這也是為什麼車用部門主力是在荷蘭
而三合一之後的群創,就成了海公公面板事業的提款機跟人力庫,舉凡路竹LTPS、日本
夏普、廣州10.5代廠、威州面板廠,都不是群創本身去投資的,但群創都會被要求人力跟
技術支援,花錢買路竹LTPS最是直接,當初群創還是反對蓋LTPS的,為了這件事,鍋董還
跟老段搞的不愉快,結果才短短幾年的時間而已,群創反而花錢去買下LTPS,是公司策略
變了還是要為某人解套?
所以深超事件對群創來說應該習慣了,唯一差別就是現在中國廠商大舉擴張下,面板業景
氣不好,群創都快自身難保了還要被抽一手,也難免會有點怪聲出來
--
創剛開始的主力產品都是在monitor面板跟組裝,金融海嘯後,統寶跟奇美電其實都撐不
下去,若找不到資金挹注,就會跟現在的華映一樣進入重整或破產。
而鴻海想往TV代工走,也想吃手機面板這一塊,只是以群創當時的產能跟技術,短期內
是沒辦法做到的,光一個7.5代廠的錢,就不知道可以買幾個當時的統寶跟奇美電了,所
以台灣面板業的三合一案就這樣發生了,現在的車用部門是統寶當初併購飛利浦MDS而來
,這也是為什麼車用部門主力是在荷蘭
而三合一之後的群創,就成了海公公面板事業的提款機跟人力庫,舉凡路竹LTPS、日本
夏普、廣州10.5代廠、威州面板廠,都不是群創本身去投資的,但群創都會被要求人力跟
技術支援,花錢買路竹LTPS最是直接,當初群創還是反對蓋LTPS的,為了這件事,鍋董還
跟老段搞的不愉快,結果才短短幾年的時間而已,群創反而花錢去買下LTPS,是公司策略
變了還是要為某人解套?
所以深超事件對群創來說應該習慣了,唯一差別就是現在中國廠商大舉擴張下,面板業景
氣不好,群創都快自身難保了還要被抽一手,也難免會有點怪聲出來
--
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