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Touch panel driver IC factory, the company announced a merger small size IC manufacturers xu obsidian, is expected to be completed in the first three months of 2015 merger, many versions that cause market speculation. Driver IC industry, points out that ty, xu obsidian merged, coupled with the industry such as Renesas (Renesas), red (RSP) is also ready to get married, in the short term or will provide other driver IC, touch IC breathing space to give other factory well-timed opportunity.
Touch, drive IC lift and tide, a few days ago, Thailand announced in the xu obsidian, creating the industry's first to have a complete touch IC driver IC product line of small size and high resolution panel manufacturers, and in 2015 formally production in one product line.
This pile marriage was widely seen as a touch of supply chain to seek technological breakthroughs, otherwise the market also has a voice, pointing to the move means to hide behind, Thai local enterprises, touch and prepare to panel factory, the expansion of territory, would likely on both sides of the panel and touch factory contradiction is more and more heated.
Kingston's take over while you can quickly expand on the driver IC product spectrum, but it is worth noting that from Kingston telecom shares immediately after it announced into xu turned black, is enough to reflect investors for this pile marriage to a relatively negative views. On results, except for the two companies merged, equity expansion and EPS to be diluted, driver IC Maori generally low, in the future, Thailand will deal with this hot potato, may be too big nerve-racking.
System driver IC industry of Taiwan pointed out that from the point of view of competitors, touch, drive IC consolidation is challenge and opportunity, whether it is Thai, xu obsidian entering or renesas RSP sale, is expected to set aside a part of the mainland market, is expected to bring driver IC and touch IC market is short of breathing space.
To drive the IC industry, technical strength strong xu obsidian and RSP nearly two years in the mainland market performance is quite bright eye, xu obsidian specializing in mobile phone market, low order in WVGA of share price in the mobile phone market enjoys high city, while RSP to high resolution products as the key of first-line brand into the mainland market, and also according to have a place in advanced mobile phone market.
Driver IC industry, said the mainland market this year and the overall mobile phone market is still rising, and move toward a higher resolution, is expected to start another wave of the height of the market competition. In xu obsidian, RSP during the adaptation of the original team and new group, perhaps will focus his attention, so that no time pour into new products or new market strategy. This for a price war without interruption driver IC market in recent years, has provided a retake the city the opportunity to share, industry reshuffle.