The board of Innolux (3481) approved the signing of a long-term panel supply contract with Supervision Display Technology Co., Ltd. (hereinafter referred to as Supervision). In the future, it will obtain a panel produced by Supervision 10.5-generation line at the most competitive price. The contract period For 2021-2033. After the contract is signed, Innolux will pay a total of RMB 4 billion in installments to Super Vision, which is approximately NT$17.2 billion, as a prepayment for purchases and deductions on a period-by-period basis.
Since Innolux merged with Chi Mei Electronics and Guanghui many years ago, it has not expanded the front panel production capacity for many years. In response to TV panel specifications, it has developed towards large size and high resolution. Innolux signed a long-term panel supply contract through Sharp's Supervision, which can maintain its role as the main supplier in the TV panel market, which is conducive to long-term product planning with customers, enhances customer adhesion, and reduces fluctuations due to changes in market supply and demand Influence. At the same time, it cooperates with Innolux's TV module factory in China to provide localized production to make the product cost more competitive.
After signing a contract with Supervision, Innolux will become the panel supplier with the most complete layout of the generation line, and can configure the best cut size products in the most suitable panel factory. Under the premise of taking into account TV panel products, the original production capacity of TV panels will be transferred to the production of emerging fields such as medical, automotive, aerospace, industrial and satellite communications, as well as high-value-added panel products.
The legal person pointed out that BOE’s world’s first Gen 10.5 line is located in Hefei, with a monthly production capacity of 120,000 pieces and a total investment of 45.8 billion yuan. Innolux has used the advantages of Hon Hai Group to sign a supply contract with the group’s 10.5 generation line of Sharp. Investing and expanding the factory by oneself is more flexible and time-efficient, without affecting the overall panel supply and demand, which is really killing two birds with one stone.
***
YT 理財教學頻道
https://www.youtube.com/watch?v=t-K-9Um96MQ
群創（3481）董事會通過將與超視界顯示技術有限公司 （以下稱超視界）簽訂長期面板供貨合約，未來將以最具競爭力之價格，取得超視界10.5代線生產的面板，合約期間為2021 - 2033年。簽約後，群創將分期支付超視界共計人民幣40億元，約當台幣172億元，作為進貨預付款並逐期扣抵。
群創自從多年前與奇美電、廣輝三合一之後，已經多年未擴充面板前段產能，因應電視面板規格朝大尺寸、高解析度發展。群創此次透過夏普旗下的超視界簽訂長期面板供貨合約，可維持電視面板市場主力供應商的角色，有利於與客戶進行長期的產品規劃，提升客戶黏著度，減少受市場供需變化的波動影響。
同時配合群創在中國的電視模組廠，提供在地化生產，使產品成本更具備競爭力。
在與超視界簽訂合約後，群創將成為世代線佈局最完整的面板供應商，可將各最佳切割尺寸產品配置於最適合面板廠。在兼顧電視面板產品的前提下，將原生產電視面板的產能，轉移至生產醫療、車用、航太、工業及衛星通訊等新興場域以及高附加價值的面板產品。
法人指出，京東方位於合肥的全球首座10.5代線，月產能12萬片，總投資金額高達458億元，群創利用鴻海集團優勢，與集團內夏普旗下10.5代線簽訂供貨合約，相較於自己投資擴廠，更有彈性也具供貨時效性，又不影響整體面板供需，實在是一舉兩得。