Hon Hai Group panel integration, cultivation panel driver IC factory Tianzhu

Hon Hai Group actively expands its panel business. Based on the vertical integration benefits, most of the world's largest panel manufacturers actively cultivate their own panel-driven IC factories, mainly in driving the opposite side of the IC. The color rendering has key influence. The Hon Hai Group has invested in Tianzhu. The future will play an important role in the upstream and downstream integration of the Group's panel business.

The driver IC factory executives said that in the panel material cost, the backlight module accounts for about 35%, the color filter 25%, which is relatively high, and also includes the driver IC and the glass substrate. The driver IC accounts for the cost of the panel display. High, but it has a key influence.

Since each panel factory has its own proprietary material formula, how to make the panel display quality and color display have the best performance, the driver IC plays an important role. Generally, 10 to 20 driver ICs are used for medium and large size monitors or TVs, but As long as one of them has a problem, the entire panel is scrapped, which seems to produce a driver IC with a low threshold, which has an important impact on display yield and production cost.

In terms of AUO, the company turned to invest in IC company Ruiding; China's largest panel factory BOE, its IC design company set up North to invest in the development of driver IC for some time. Hon Hai Group has actively expanded the global panel industry in recent years, In addition to the downstream, Sharp has become the seaport, and the upstream has invested in Tianzhu, and the outside world has interpreted it. This is an important step for the integration of upstream and downstream of Hon Hai's panel business.

Lin Yongjie, chairman of Tianzhu, also came from Hon Hai Group. In the past, he worked as a manager in Hon Hai. This year, Tianyi changed to director and supervisor. The Hon Hai Group, which holds 37.5% of the shares, also obtained a director. Xu Fangyuan is the representative.

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