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The Innolux-CMO Merger: Impact on the Large-size LCD Panel and LCD TV Assembly Industries

Description:
On November 14, 2009, CMO and Innolux held respective board meetings, during which the boards of both companies approved the merger between CMO and Innolux via a share swap. The newly merged company is expected to become the largest panel company in Taiwan, and the third largest worldwide behind Samsung and LGD. The merger is not only expected to have a positive impact on the system assembly business of Innolux, but also inject new vitality in the Taiwanese display industry. This report examines the strategic implications of the merger for the large-size LCD panel and LCD TV assembly industries.

List of Topics

- Details of the merger between Innolux and CMO

- Strategic considerations behind the merger in terms of display panel and system assembly business development

- Possible future focus areas of the merged company

- Impact of the merger on the competitive landscape in Taiwan's display industry, including different alliances and links between different companies

- Impact of the merger on the worldwide display industry

- Companies and organizations analyzed or mentioned in the report include:

- Acer
- Amtran
- AUO
- BriView Technology
- Chimei Innolux Corporation
- CMCS
- CMO
- Compal Electronics
- CPT
- Dell
- Foxconn
- HP
- Innolux
- LG
- Samsung
- Sharp
- Sony
- Suzhou Raken Technology
- TPO
Contents:
1. Innolux and CMO Merge to Form Chimei Innolux Corporation

2. Focus on Assembly Business

3. In LCD TV-dominated Era, Links between System and Panel to Become Even Closer

3.1 New Challenges for the Innolux Model

3.2 Merger to Impact Taiwanese and Worldwide Industries

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The Innolux-CMO Merger: Impact on the Large-size LCD Panel and LCD TV Assembly Industries

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