群創:與友達合併難度高 – 中時電子報
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首頁
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群創:與友達合併難度高
2015年06月09日 04:10
中國時報
蒼弘慈/台北報導
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群創董事長段行建(右二)表示,群創與友達的規模都太大,合併難度很高,也有違反美國反托拉斯法的疑慮。(蒼弘慈攝)
群創去年表現
友達與群創到底會不會合併,外界都很好奇,群創董事長段行建昨表示,台灣面板產業發展得很快,軌跡非常類似,同質性非常高,加上群創與友達合計全球市占率超過30%,規模相當大,加上合併有可能違反美國反托拉斯法疑慮下,目前沒有這個打算。不過,段行建補充,對於合併,沒有人敢講永遠不會發生,以他個人的看法,若將來有機會合併,兩家必須做一些分割後再合併,像是分割成大尺寸面板、中小尺寸面板事業等,合併會比較有機會。
群創:與友達合併難度高 - 中時電子報
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群創:與友達合併難度高
2015年06月09日 04:10
中國時報
蒼弘慈/台北報導
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群創董事長段行建(右二)表示,群創與友達的規模都太大,合併難度很高,也有違反美國反托拉斯法的疑慮。(蒼弘慈攝)
群創去年表現
友達與群創到底會不會合併,外界都很好奇,群創董事長段行建昨表示,台灣面板產業發展得很快,軌跡非常類似,同質性非常高,加上群創與友達合計全球市占率超過30%,規模相當大,加上合併有可能違反美國反托拉斯法疑慮下,目前沒有這個打算。不過,段行建補充,對於合併,沒有人敢講永遠不會發生,以他個人的看法,若將來有機會合併,兩家必須做一些分割後再合併,像是分割成大尺寸面板、中小尺寸面板事業等,合併會比較有機會。
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群創昨舉行股東會,有別於友達歷時3個半小時的股東會,群創花25分鐘就快速完成股東會程序,通過配發每股現金股息0.7元,段行建表示面板市場變化快速,不願意揣測今年表現,但去年賺216億元,他希望今年能夠超過去年。此外,段行建不改一貫風格,直指面板產業是台灣的驕傲,不應再用「四大慘業」來形容面板業,這對面板業來說是重大傷害,畢竟許多大學老師都是看媒體報導,對學生發表產業見解,這樣會讓台灣理工科的學生對產業失去熱忱。段行建強調,除了台積電以外,台灣有哪個產業像面板業一樣在全球市占率這麼高,面板業是台灣的驕傲。友達與群創昨天雙雙公布5月營收,皆為312億元,不同的是,友達月增2.2%,年衰退10.8%,群創則是月減3.7%,年衰退達14.1%。面對大陸紅色供應鏈來襲,段行建表示,儘管台灣面板業缺水、缺工、缺產業政策等,但不光是面板業而已,各個產業都要面對各種外界挑戰,群創一直以來秉持正面迎戰的態度,從負債來看,群創已從3年多前短中長期負債3000多億元,到目前已改善至685億元,因此「自立自強」是最好的出路,更強調面對大陸供應鏈的崛起,具體的策略就是「海陸空通通上」。至於面板景氣後市,段行建指出,目前電視市場還是很好,IT過去差一點,但隨著Windows 10預計7月左右會推出,希望會有轉折,至於手機方面需求量還很大,但價格競爭會比較嚴苛。,