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Advance Member
  加入日期: Jul 2005
文章: 452
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樓主果然是消息靈通..
被冤枉10天.. 大老闆果然想法不一樣.. 這邊的鄉民是猜不出來的.. |
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2006-04-11, 04:03 AM
#51
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Elite Member
加入日期: Apr 2002
文章: 8,545
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可惜還是芭樂了∼
交易完成日是2006/06/01 http://www.benq.com/press/News.cfm?id=1271&cat=0 Lite-On IT and BenQ to Form a Strategic Alliance through Manufacturing Integration in Optical Storage Products 10 Apr 2006 TAIPEI, TAIWAN, 10 April 2006 - Lite-On IT and BenQ today announced that they have formed a strategic alliance that will bring together two of the industry's leading players and enhance the overall competitiveness of Taiwan's storage sector. The transaction is expected to increase Lite-On IT's global market share to 27%, making it the world's No. 2 optical disk drive (ODD) maker. As part of the alliance, Lite-On IT will acquire BenQ's storage-related assets, including BenQ's ODM customer portfolio and the rights to use BenQ's technology portfolio. Lite-On IT will also receive order commitments on BenQ-branded storage products. “This strategic alliance combined with our manufacturing advantages, will allow Lite-On IT to further sharpen its competitiveness in the ODM market and become the No. 2 ODD manufacturer worldwide,” expressed Raymond Soong, Chairman of Lite-On IT. “In partnering with BenQ, Lite-On IT expects to benefit from increased manufacturing efficiency, greater economies of scale, and a larger market share.” “We believe our customers will benefit from this powerful partnership,” commented K.Y. Lee, Chairman of BenQ Corporation. “BenQ will continue focusing on the marketing and sales of our storage products and this strategic transaction will allow BenQ to better address our ODD branded and 3C opportunities and customers’ needs,” added Mr. Lee. Terms and Conditions Lite-On IT will acquire BenQ's storage-related assets, including BenQ's ODM customer portfolio and the right to use BenQ's technology portfolio consisting of storage-related patents and licenses. Lite-On IT will also receive order commitments on BenQ-branded storage products. BenQ will receive approximately NT$1.2 billion in cash and acquire a 13% stake in Lite-On IT. With this transaction, BenQ will become Lite-On IT's second largest shareholder and a long-term strategic partner. Additionally, BenQ will acquire two seats on Lite-On IT's board of directors. Both companies expect to close the transaction on or about 1 June 2006. |
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2006-04-11, 09:44 AM
#52
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*停權中*
加入日期: Nov 2005
文章: 621
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引用:
日期說錯了 但是合併是真的 剛剛看電子時報... 原來 Benq 光碟機部門不賺錢喔... |
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2006-04-11, 12:45 PM
#53
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Junior Member
加入日期: Mar 2005 您的住址: 台灣
文章: 717
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引用:
看來我的推論是非常正確 
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我的名言1:War is for peace,peace is for war 我的名言2:生命能量就是氣(腦氣+血氣+心氣+肝氣+腎氣.....=精氣,氣衰則易病,氣盡則人亡) 范仲淹名言:不以物喜,不以己悲 我的座右銘:要有理想,也要兼顧現實,更要會做自己 此文章於 2006-04-11 01:10 PM 被 89085900 編輯. |
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2006-04-11, 01:08 PM
#54
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Master Member
加入日期: Jul 2000 您的住址: 台灣/台北/板橋
文章: 1,980
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引用:
吃下西門子巨獸 明基往品牌靠攏求瘦身 乖寶寶也出賣 鉅亨網記者張家豪 2006-04-11 09:33 明基 (2352-TW)自去年 9月吃下西門子龐然大物後，近半年來積極瘦身，包括：處分子公司和心光通業務、淡出DVD播放機市場，及縮小MP3銷售規模。昨(10)日明基再宣佈出售光儲存事業部門予建興電 (8008-TW)，以更專注在3C和光儲存產品的品牌經營上。 光碟機去年佔明基合併營收比重約6%，雖然不高但一向為其手中的乖寶寶。去年第1季營收大幅衰退2成以上時，光碟機出貨未見動搖，第2季業績復甦成長3成時，光碟機則跟進成長2成。 日前市場上傳言，明基與飛利浦合作的藍光光碟機，今年第3季將率先搶進量產，較建興電整整提早了近1 個季度，讓明基在次世代光碟機開發上，有機會沾盡光彩。不過，昨日天外飛來一筆，宣佈出售該事業部門予建興電，引起市場一片嘩然。 明基總經理李錫華聲稱，這項出售案雙方已經討論了半年，可以將目前唯一的零組件業務拋出，保留系統整合產品，且著重在品牌經營上。明基資深財務副總經理游克用則表示，明基立即取得12億元現金，及建興電 13%股權，成為其大股東。 法人評估，明基每年可因此認列約6-7000萬元左右的收益，出售案也創造出全球 27%市佔率的光碟機大廠。但整體而言，對建興電的助益更大，不僅少了一個競爭對手，還增加一個助手，並貢獻其代工訂單。 明基董事長李焜耀下了一步雙贏的高桿棋術，但將原本即屬於有獲利價值的業務出售，且雙方洽談時間點恰好落在去年 9月吃下西門子手機部門後，更顯集團對於瘦身的需求，以從容地帶領手機業務轉虧為盈。 累計這半年來，明基先是處分光纖業務的和心光通子公司；今年第1季法說會時，確認淡出DVD播放機產品，同時縮小 MP3業務焦聚在中國大陸和新興市場。除了組織面的調整外，明基也將製造重心焦聚在中國，且於上海虹橋臨空經濟園區，打造新的全球配送貨品中心。 明基北美市場亦敢於換將，以曾任職於宏碁 (2353-TW) 且負責過顯示器和投影機銷售經驗的祝本文，擔任美國分公司總經理，一次打銷庫存產品。 明基目前尚存的自行製造產品，除核心的手機外，液晶顯示器、液晶電視也是大宗產品項目，但液晶顯示器已是低毛利率與價格波動劇烈的產品項目，成為昨日市場預期出脫製造端的話題項目。 明基種種「聚焦」的動作已在近期獲市場正面認可，花旗環球證券 3月底時將其評等，由「賣出」調升至「持有」，目標價更調高至30元，理由為基本面谷底已經過去。但能否達成第 4季本業獲利的承諾，進一步創造成長的價值，尚有待執行力的考驗 -------------------------------------------------------------------------- 就算有賺錢也賺不多 畢竟光碟機已經是個微利的產品 明基把製造端丟給建興未嘗不是聚焦品牌經營及核心事業手機的好策略 K.Y這兩部合併二部曲,把廣達,建興從競爭敵人拉為代工夥伴,真的是夠漂亮的一步棋
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愛與分享的Blog-->Roch's Blog |
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2006-04-11, 01:13 PM
#55
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*停權中*
加入日期: Nov 2005
文章: 621
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商場上的事情
只有大老闆看的清 市井小民是看不清的... 當初我也以為樓主虎爛 想不到是真的 但是我覺得 Benq 比 liteon 的 光碟機 還好啊 那以後看到掛 Benq 的光碟機 可能也是 liteon 代工的?? |
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2006-04-11, 02:47 PM
#56
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Elite Member
加入日期: Apr 2002
文章: 8,545
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引用:
我就說還有PBDS這玩意嘛！ http://www.pcdvd.com.tw/showpost.ph...47&postcount=88  |
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2006-04-12, 03:23 PM
#57
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