Hon Hai's "buy" Sharpe? Terry GOU, Bate: capital injection is not a-company, sharp, GOU-IT information

Continuing controversy about two months of sharp business reconstruction had come to an end. But for the outside world with one voice, "takeover," said Terry Gou recently expressed dissatisfaction.

At a signing ceremony and a joint news conference a few days ago, Mr Gou stressed that "this is not the acquisition, investment projects. Hon Hai and sharp in the future will still exist as a separate brand. " This was set off overseas mergers and acquisitions of other Chinese companies are quite different.

Transnational merger and acquisition boom is on the rise, appliance landscape is undergoing profound changes. Analysts believe that household electrical appliance enterprises through frequent overseas mergers and acquisitions to strengthen the brand and the product supply chain, household electrical appliance enterprises the Matthew effect first, market brand concentration will continue to improve in the future. World's home appliance market will enter the second half of "oligopolistic competition."

Discontent: capital injection is not buy

This joint press conference attracted people from China's Taiwan, and Japan and other overseas regions, many members of the media, analysts, and banking. Was most impressed by was Terry Gou on heat and mass transfer of the community "buy" said discontent.

"This statement is easy to understand, and Hon Hai, Foxconn's more synonymous with OEM, while Sharpe still holds the most advanced display technology, brands and technology effect remains. "Industry observers told reporters Liang Zhenpeng.

At the briefing, also clear sharp's development direction in the future, it is committed to two major areas, technical and product development help sharp. One of them is a new generation of IOT (Internet of Things, the Internet of things). Another area include next-generation IGZO, OLED, camera and display technology, sensor technology, Hon Hai will focus on investment in the future.

Mr Gou's undisguised enthusiasm for sharp reconstruction plan. "I had a sharp reconstruction blueprint. We will concentrate our strength to help Sharpe at a higher speed, cost efficiency and the highest quality technology products. Will fully support sharp to become the world's most sophisticated consumers of brands. ”

Is of concern, GOU keen on sharp display technology attitude, he stressed, "now, the display is in a technically very critical period. Only go in front, to win the competition in next-generation technologies. We are also planning to introduce Japan to develop new display technology. Be sharp as the core, in Japan to speed up technological development. ”

For the focus of most overseas mergers and acquisitions: staff and executives will stay, he also clearly responded, "in principle, the staff of our company will sustain hire, based on individual performance, laid off 3%~5% employees, will let everyone to stay. ”

Journalists on the issues related to Hon Hai group to interview, but at the time of the former did not receive a reply.

Climax overseas mergers and acquisitions different intentions

Coincidentally, just three days before the launch, the United States announced the purchase of Toshiba's home appliance business, "Toshiba Electronics Corporation" 80.1% stake, Qingdao Haier's $ 5.4 billion acquisition of GE Appliances motion was passed by the General Assembly of shareholders. China's household electrical appliance enterprises are set off overseas merger and acquisition boom.

Mergers become a household electrical appliance enterprises real quick way to open foreign markets, "cultural differences and brand perception differences make many barriers to China's home appliance brands into European and American markets. "Liang Zhenpeng think of Europe against China" brand "discrimination will exist for a long time, buying from foreign brands is indeed open to European and American markets cut.

Skyworth Group Deputy General Manager Liu Tang, Skyworth local supply chain is the biggest motivation behind the merger. Liu Tang told reporters, including suppliers, distribution channels, marketing supply chain construction of overnight work, most importantly access to these resources through mergers and acquisitions. "Skyworth all of the merger are pragmatic and have clearly positioning plan and after careful market research and analysis. "Liu Tang said.

Furthermore, Hisense purchased last July a big sharp Mexico factory, TCL early this year to buy the United States cell phone Palm brand and the trademark holder.

TCL Chairman Li dongsheng early 2015 reporter said in an interview, TCL now sold in 170 countries, not by one or two countries have a fortune, but a formal, comprehensive global company. TCL hoped that through mergers and acquisitions to achieve three strategic objectives, one of which is through the acquisition of brand, channel and customer, entering the European and American market and second, through the acquisition of patents and technical; third, global industrial layout, evading American and European anti-dumping tariffs and barriers to trade.

In fact, the TCL Group revenue of 104.579 billion yuan last year, over 47% from overseas markets, mainly from Mexico, and Poland factory support, outstanding performance in North America, Europe and Latin America. Results show overseas mergers and acquisitions.

Reporters noted that as early as 1998, Haier, have already suggested a "three-step" internationalization strategy, TCL has conducted two transnational merger and acquisition in early in this century, namely the acquisition of France Thomson TV and Alcatel mobile phones businesses. "But the Chinese household electrical appliance enterprises going global has no system of writing, there is no scale. "Liang Zhen-Peng said, Chinese household electrical appliance group of overseas mergers and acquisitions in recent years.

"As the world's leading brand in the industry, road of internationalization and mergers and acquisitions are indespensible. "The household appliance industry observer Liu Buchen said.

Background of China's household electrical appliance enterprises launched climax overseas mergers and acquisitions, former home appliances Overlord Japanese goods and the dying, at present, the Japan brands market share is shrinking year by year, from Korea, Chinese household electrical appliance enterprises remain intact.

Oligopolistic competition era

Frequent acquisitions of domestic appliance brands from foreign capital, until now the Chinese household electrical appliance enterprises set off overseas mergers and logic behind this transformation is also very clear. "Japanese home appliances are strategies out of the home appliance business in Europe and America, other businesses such as home appliances turned to more profitable upstream; Korea Samsung, LG itself overseas brand is very strong, not like the Chinese household electrical appliance enterprises take the ship put to sea, compared to 10 years ago, China's household electrical appliance enterprises might have changed. "Liang Zhen-Peng said.

Through rapid acquisitions abroad, scattered around the scattered household appliance business and regional brands will be partitioned is spree the Chinese household electrical appliance enterprises in the world. Later into the threshold of the home appliance market will become more and more high, home appliances market will enter the era of oligopolistic competition in the future.

Such a situation has been staged in China, Chinese household electrical appliance market after years of fierce competition, the initial formation of oligopolistic competition. Air conditioning field, the first three gree, midea, Haier's market share totals nearly 67% fridge area, first three Haier, Hisense kelon, midea's market share totals nearly 42%; washing machine field, proportion of Haier, the United States accounted for a market share as high as 46.57%; TV area, 2015 achieve trend growth such as Hisense, Skyworth, market differentiation and more obvious.

Accumulated over the years body weight advantage, technology and other areas, will continue to help these giants are rewarding in the overseas market, the strong stronger. From past Southeast Asia markets, emerging markets, promote the high-end market to the European Union, TCL, Skyworth, Haier, Hisense, with expanding European market.

However it is worth noting is that is corresponding to the Chinese enterprises ' overseas mergers and acquisitions frequently, home appliance giant, also in Europe and America with the Chinese market. Last November, the United States China home appliance giant whirlpool headquarters and global research and Development Center started in Hefei. Italy jinxiang electric appliance giant Candy buy washing machines in China enterprises is made within 3 years of China's top goal of drum-type washing machine industry the first camp.

Candy China CEO and he told the newspaper, Qi Wang, President of Jinling electrical company 2016 strategic directions identified as "China", we hope Candy-Jinling became one of consumers ' favorite brands.

"Competitive differentiation, highlight the brand design, magic weapon to become the home appliance brand in Europe and America insist on and rise again. "Liang Zhen-Peng said, can see into the future is the key to market competition a few years years, household electrical appliance market will undergo profound changes. Acquisition of Médecins sans Frontières, forms of cooperation tends to be diversified.

For this round of mergers and acquisitions and the effects of industry restructuring, Li said: "there may be a number of enterprises were eliminated in the coming years, industry concentration will increase. Whether domestic or global, acquisitions, cooperation, restructuring cases is increasing. TCL to have this opportunity, and will not give up, and sustained attention. ”

"Said oligarchs era may also be too early, but be sure of brand concentration will continue to improve. "Liu Tang told reporters.

鸿海“收购”夏普？郭台铭大怒：是注资不是收购 - 鸿海,夏普,郭台铭 - IT资讯

持续争论约两个月的夏普经营重建问题终于画上了句号。不过对于外界异口同声的“收购”说，郭台铭最近表达了不满。

在日前的签约仪式和联合记者会上，郭台铭强调，“此次不是收购项目，而是投资项目。今后鸿海和夏普仍会作为独立的品牌存在。”这种表态与正在掀起海外并购热潮的其他中国企业截然不同。

跨国并购热潮正在兴起，家电版图正在发生深刻变化。分析人士认为，家电企业通过频繁海外并购强化品牌和产品供应链，家电企业马太效应初显，未来家电市场品牌集中度仍将不断提升。世界家电市场将进入下半场“寡头竞争时代”。

表达不满：是注资不是收购

此次的联合记者会吸引了来自中国台湾、日本等海外地区的众多媒体、分析师及银行人士。令人印象最为深刻的是郭台铭对社会上热传的“收购”说的不满。

“这种说法很好理解，鸿海富士康更多的是代工的代名词，而夏普依然掌握着最先进的显示器技术，品牌和技术效应仍在。”产业经济观察家梁振鹏告诉记者。

在此次记者会上，也明确了今后夏普发展的方向，那就是致力于两大领域，帮助夏普进行技术和产品开发。其中一个是新一代IOT（Internet of Things，物联网）产品。另一个领域是包括新一代IGZO、OLED、摄像头及传感技术在内的显示器技术，今后鸿海将进行重点投资。

郭台铭毫不掩饰对夏普重建计划的热情。“我心里有一个夏普重建蓝图。我们将集中力量帮助夏普以较高的速度、成本效率和最高的品质来实现技术的产品化。将全力支持夏普重新变成全球最尖端的消费者品牌。”

值得关注的是，郭台铭热衷于夏普显示器技术的态度，郭台铭强调，“现在，显示器正处在技术上非常关键的时期。只有走在前面，才能在新一代技术竞争中取胜。我们也打算在日本着手开发新的显示器技术。将以夏普为核心，在日本加快技术开发。”

对于一般海外并购后关注焦点：员工及高管去留问题，郭台铭也明确进行了回应，“本公司员工原则上将维持雇佣，会根据个人表现，让3%~5%的员工下岗，会尽量让每个人都留下来。”

记者就相关问题给鸿海集团发去采访函，但截至发稿前并未收到回复。

海外并购高潮意图各异

无独有偶，就在发布会的前三天，美的宣布收购东芝家电业务的主体“东芝生活电器株式会社”80.1%的股权，青岛海尔54亿美元收购GE家电议案获股东大会高票通过。中国家电企业正在掀起海外并购热潮。

并购成为家电企业最为现实迅捷的打开国外市场方式，“文化差异、品牌认知差异让中国家电品牌走进欧美市场壁垒重重。”梁振鹏认为，欧美对中国家电的“品牌歧视”将较长时期内存在，收购国外品牌确实是打开欧美市场的捷径。

在创维集团副总经理刘棠枝看来，创维并购背后最大动机是当地的供应链。刘棠枝告诉记者，包括供应商、销售渠道、市场这些供应链的建设非一朝一夕之功，通过并购最重要的获取这些资源。“创维所有的并购都是务实的，有清晰的定位规划和经过缜密的市场调研分析。”刘棠枝说。

此外，海信去年7月大手笔购得夏普墨西哥工厂，TCL也于今年初收购了美国手机Palm品牌和商标的持有权。

TCL集团董事长李东生2015年初接受本报记者专访时就曾表示，TCL现在在170个国家进行销售，不是靠在某一两个国家有运气，而是正规的、全面全球化的公司。TCL希望通过并购达成三个战略目标，其一是通过收购品牌、渠道和客户，进入欧美市场；其二，通过并购获得相应专利和技术；其三，形成全球的产业布局，规避欧美反倾销税和贸易壁垒。

事实上，去年TCL集团1045.79亿元的营收中，已有47%来自海外市场，主要得益于墨西哥、波兰工厂的支撑，北美、欧洲和拉美市场表现突出。海外并购成效初显。

记者注意到，早在1998年海尔就已经提出“三步走”的国际化战略，TCL也曾于本世纪初进行了两次跨国并购，分别是收购法国汤姆逊彩电业务和阿尔卡特手机业务。“但当时中国家电企业走出去没有系统章法，也没有成规模。”梁振鹏说，中国家电的集体海外并购是近两年的事。

“成为全球行业领导品牌，国际化和并购是绕不过去的路。”家电行业资深观察人士刘步尘表示。

中国家电企业掀起海外并购高潮的背景正是，昔日家电霸主日系家电的日薄西山，目前，日本家电品牌市场份额正在逐年收缩，被后来居上的韩国、中国家电企业蚕食。

寡头竞争时代来临

从国外资本频繁收购国内家电品牌，到如今中国家电企业掀起海外并购潮，这种转换背后逻辑也十分清晰。“欧美日系家电都在战略退出家电业务，转向利润更高的家电上游等其他业务；韩国三星、LG本身海外的品牌效应很强，无需像中国家电企业一样借船出海；而相较于10年前，中国家电企业体量实力早已今非昔比。”梁振鹏表示。

而通过迅速的海外并购，散落各地零散的家电业务和区域性品牌将被全球扫货的中国家电企业瓜分。后来者进军家电市场的门槛也将越来越高，未来家电市场将进入寡头竞争时代。

这种局面其实已在国内上演，中国家电市场经过多年的白热化竞争，初步形成了寡头竞争格局。空调领域，前三家格力、美的、海尔市占率合计近67%；冰箱领域，前三家海尔、海信科龙、美的市占率合计近42%；洗衣机领域，海尔、美的占市场份额比重高达46.57%；彩电领域，2015年海信、创维等实现逆势增长，市场分化愈发明显。

而这些年积累的体量、技术等各方面优势，将继续帮助这些巨头们在海外市场攻城略地，强者恒强。从以往的东南亚市场、新兴国家市场，推进至欧盟这一高端市场，TCL、创维、海信、海尔等都在发力扩张欧洲市场。

不过值得注意的是，与中国企业频繁海外并购对应的是，欧美家电巨头也在发力中国市场。去年11月，美国家电巨头惠而浦中国总部和全球研发中心在合肥奠基开工。意大利家电巨头Candy收购中国洗衣机企业金翔电器则提出了3年内跻身中国滚筒洗衣机行业第一阵营的目标。

Candy中国区CEO兼金羚电器总裁王麒贺告诉本报记者，公司2016年战略方向确定为“加速中国”，我们希望Candy-金羚成为消费者最喜爱的品牌之一。

“差异化竞争、突出品牌设计感，成为欧美家电品牌坚持乃至重新崛起的法宝。”梁振鹏表示，可以预见未来几年是家电市场竞争的关键几年，家电市场格局将发生深刻变化。并购无国界化、合作形式也趋于多样化。

对于这一轮并购及行业重组的影响，李东生认为：“未来几年可能会有一批企业被淘汰，产业集中度会提高。无论国内还是全球，收购、合作、重组的案例越来越多。TCL有这样的机会，也不会放弃，会持续关注。”

“说寡头时代可能还为时尚早，但品牌集中度将不断提升是肯定的。”刘棠枝告诉记者。