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惠科要收购JDI液晶面板制造设备?
WitsView睿智显示· 2025-07-28 05:36
Core Viewpoint - JDI is undergoing significant strategic adjustments to address financial pressures and competitive challenges in the display industry, including the sale of equipment from its Mobara factory and a shift in focus towards high-growth semiconductor packaging and sensor businesses [1][4]. Group 1: Equipment Sale and Factory Closure - JDI plans to sell equipment from its Mobara factory, with some of it being taken over by Chinese company Huike [1] - The Mobara factory, which primarily produced panels for Apple Watch, is set to close by March 2026, but there are indications that this may be moved up to 2025 [3] - The equipment being sold includes LCD and OLED manufacturing devices, with a significant portion expected to be sold to intermediaries, and Huike is anticipated to acquire some LCD panel manufacturing equipment for a transaction price in the tens of billions of yen [3] Group 2: Financial Performance and Strategic Shift - For the fiscal year from April 1, 2024, to March 31, 2025, JDI reported sales of 188.01 billion yen (approximately 9.27 billion RMB), a year-on-year decline of 21.4%, and a net loss of 78.22 billion yen (approximately 3.87 billion RMB), which is an increase from a loss of 44.31 billion yen in the previous year [4] - To combat long-term losses in the competitive display industry, JDI is implementing a "BEYOND DISPLAY" growth strategy, which includes a comprehensive restructuring of its business to achieve profitability and sustainable growth [4] - JDI is reducing costs in its display business while leveraging its technological capabilities to expand into advanced semiconductor packaging and sensor markets [4]