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published in(发表于) 2017/3/10 9:46:48
Why is Terry GOU, prefer to buy Japanese companies? ,

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Why is Terry GOU, prefer to buy Japanese companies? -Terry, Toshiba, sharp-IT information

Terry GOU, affection for the Japanese company and no one can, the earlier acquired Japan's century-old sharp, soft Bank Asia capital investment, he told Japan's Toshiba threw an olive branch. You might have seen that, due to financial fraud scandals and huge losses of the nuclear power business, and Toshiba have come to the brink of collapse. Previously, the company decided to split the Semiconductor Division, set up a Toshiba memory companies (Toshiba Memory), and hopes to sell its stake in full, prompting the country's top companies compete for, and Gou responded for the first time, "Foxconn in cooperation with Toshiba, have confidence and good faith".

But looking back to last year when the sharp experience a variety of twists and turns, the GOU wants to buy Toshiba I think is going to be a journey. Because prices do not only have the money, beating Europe's top companies, will have to face the Japanese Government's intervention. Fearing that the core technology leaks, the Japanese Government alert to Chinese companies have been.

Earlier, the Japanese METI officials said Foxconn acquisitions is sharp, but Toshiba is completely different. Foxconn's factories mainly in China, if Flash into high-tech production in China, the technology will soon be Chinese thefts, Japan would never allow such a thing, will do its utmost to prevent (a Chinese company acquisition of Toshiba's Flash memory business).

Japanese Government officials and even blunt: Toshiba to sell us companies such as Apple, but not one IT company in China.

But that has not stopped Mr Gou's desire for Toshiba. Latest news, Foxconn is preparing to hand South Korea's SK Group, Taiwan semiconductor manufacturing, hope to win even the posture of, take the Toshiba case. It is understood that the company is the fourth largest shareholder of SK Group, owns 3.5% shares of each other, while TSMC chairman Morris Chang Gou table brother-in-law, two people close to. However, Foxconn will join hands with who, and whether it can win the Toshiba, will have to wait some time.

Here, we have to analyse is why Terry GOU, always have a soft spot for Japanese companies?

In fact, both sharp and Toshiba, Terry GOU, who may be the Japanese company's technology. Sharpe, though last year, the company encountered operating problems before, but precipitated by its Centennial technologies, unrivalled global IGZO no border display technologies, OLED display technology as well as 8K display technology, and so on, and these happen to be Foxconn wants to intervene but the field itself is very weak.

Buy sharp when Terry GOU has pledged to have the all the Foxconn Group's resources to continue into 8K Panel, cutting-edge technology, such as the development and application of clean energy; to accelerate the commercialization of research results and market; to put Sharpe back to glory.

Just a few days ago, Foxconn investment of 61 billion yuan, their sharp Sakai display company in Guangzhou zengcheng build 10.5 generation 8K Panel line; there is also news that sharp is planning to extend the investment amount to 100 billion yen ($ 6.06 billion yuan) to manufacture OLED display for Apple iPhone cell phone for the next series.

In fact, rely on Foxconn's restructuring and adjustment, sharp had returned to a profit in just a few months, and its stock has set a three-year high. As you can see, GOU is gradually achieving commitments under grant.

As for Toshiba, Terry GOU, who is the Flash technology. While Toshiba has been facing collapse, but in the semiconductor business, it remains the world's number two NAND-type Flash memory maker, 20% per cent global market share, second only to Samsung. As Japan's popular technology-oriented enterprises, the NAND Flash technology in the world are well recognized.

Gou want Toshiba's semiconductor technology, more is the direction to 8K, artificial intelligence and data layout. Prior to that, he also indicated that the acquisition of some of its causes, "8K applications generate huge amounts of data such as video, data, and eventually requires a lot of storage devices, and massive 8K video data to analyze useful artificial intelligence, this is the reason why I am interested in Toshiba memory."

In fact, in November 2016, Foxconn has set up 8K ecosystems laboratory in Shenzhen. Soft Bank Asia capital and investment partner with ARM, set up a chip design center in Shenzhen to design Internet TV chip.

From the layout of the semiconductor industry, owned by Foxconn has Yu Ding, core, Beijing and other semiconductor-related subsidiaries, plus Toshiba's semiconductor business, Foxconn, IC design, packaging and testing, and are based on memory.

That is, if the acquisition of Toshiba's Semiconductor Division, not only paved the way for Foxconn on the 8K, also padded its layout in the semiconductor field. This is clearly a good move.

(The world's first notebook Toshiba T1100)

Toshiba, the world's first notebook maker, has now come crashing down, but the technology is still in. And sharp, both of Japan's IT industry's decline a century Aristocrat. Terry GOU, have a preference for them, on the one hand or a "sparing hero" feelings, but what is more important is that they are able to use the technology.

In this connection, prefer to buy American companies under the Association may need to learn more.


为什么郭台铭偏爱收购日本公司? - 郭台铭,东芝,夏普 - IT资讯

郭台铭对日本公司的钟爱可能无人能及,在先收购了日本百年老店夏普,投资软银亚洲资本之后,他又对日本东芝公司抛出了橄榄枝。大家或许已经了解到,由于财务造假丑闻及核电业务的巨额亏损,东芝公司已经走到了崩溃的边缘。此前,这家公司决定拆分半导体事业部,成立东芝内存公司(Toshiba Memory),并希望出售其全额股权,这引发了多国顶尖企业的争抢,而郭台铭在第一时间回应称,“富士康跟东芝合作,有信心也很有诚意”。

但遥想去年收购夏普时所经历的各种波折,这次郭台铭要收购东芝想必也将是一场苦旅。因为不但要出得起高价钱,打败欧美顶尖企业,还得要面对日本政府的干预。由于害怕核心技术泄密,日本政府对中国公司一直都有所防范。

此前,日本经产省官员便表示,富士康收购夏普公司是可以的,但是东芝完全不一样。富士康的工厂主要设立在中国,如果把高技术的闪存放到中国生产的话,该技术马上就会被中国人盗窃,日本绝对不会允许这样的事发生,将尽全力阻止(中国公司收购东芝闪存业务)。

日本政府官员甚至直言:东芝可卖苹果这样的美国公司,但不能是中国 IT 公司。

但这并没有阻止郭台铭对于东芝的渴望。最新消息称,富士康正准备连手韩国 SK 集团或台湾的台积电,希望以强强连手之姿,抢下东芝标案。据了解,富士康是 SK 集团的第四大股东,持有对方 3.5% 的股份;而台积电的董事长张忠谋是郭台铭的表姐夫,两人关系密切。不过富士康最终会与谁联手,以及是否能拿下东芝,还得要等上一段时间。

在这里,我们要分析的是,为什么郭台铭一直对日本公司情有独钟?

其实无论是夏普还是东芝,郭台铭看上的或许只是这些日本公司的技术。拿夏普来说,虽然这家公司在去年以前遇到了经营问题,但其百年基业所沉淀下来的技术还在,比如独步全球的 IGZO 无边框显示屏技术、 OLED 显示屏技术以及 8K 显示屏技术等等,而这些恰好是富士康想介入但自身又非常薄弱的领域。

收购夏普时郭台铭曾承诺:要用整个富士康集团的资源来持续投入 8K 面板、清洁能源等前沿科技的研发和应用;要加速这些研发成果的商品化与市场化;要让夏普重返荣耀。

而就在前几天,富士康投资了610亿元,让旗下的夏普堺显示器株式会社在广州增城投建了10.5 代 8K 面板产线;另外还有消息称夏普公司正计划扩大投资金额至 1000 亿日元(合 60.6 亿人民币)制造 OLED 显示屏,用于苹果公司下个系列的 iPhone 手机

事实上,在依靠富士康的重组和调整后,夏普在短短几个月内已经恢复了盈利,并且其股票已经创下了三年来的新高。可以看到,郭台铭正在逐渐实现当初允下的承诺。

而至于东芝,郭台铭看上的则是其闪存技术。虽然东芝公司已经面临崩溃,但在半导体业务上,它仍是全球排名第二的NAND型闪存大厂,占全球20%的市场份额,仅次于三星公司。作为日本红极一时的技术型企业,其NAND Flash技术在全球备受肯定。

而郭台铭垂涎于东芝的半导体技术,更多的是为了向 8K 、大数据及人工智能方向布局。此前,他也对外表明了收购东芝的一些原因,“ 8K 影像、大数据等应用产生海量数据,最后都需要大量的储存设备,而海量 8K 影像大数据才能分析出有用的人工智能,这就是我为什么对于东芝内存感兴趣的原因”。

事实上, 2016 年 11 月,富士康已经在深圳建立了8K电视生态系统实验室。并且还投资了软银亚洲资本与 ARM 建立合作,在深圳成立了芯片设计中心,用以设计物联网电视的芯片。

而从半导体领域的布局来看,富士康旗下原本就有天钰、讯芯、京鼎等半导体相关子公司,再加上东芝半导体业务之后,就让富士康在 IC 设计、封测、内存上都有了基础。

也就是说,如果收购了东芝半导体事业部,不但为富士康在8K上铺平了道路,还补齐了它在半导体领域的布局。这显然是一招好棋。

(全球首款笔记本Toshiba T1100)

东芝,这个全球第一款笔记本的制造商,虽然如今已经轰然倒下,但其技术实力依然尚在。和夏普一样,两者都是日本IT产业没落的百年贵族。郭台铭对它们情有独钟,一方面或是出于一种“惜英雄”的情怀,但更看重的是它们能够为已所用的技术实力。

在这点上,偏爱收购美国公司的联想或许应该要多学习下。





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