[March 14, 2013]

Research and Markets: New Report - Hon Hai's GIS may focus on Eyeball Plan integrating display panel, touch panel lamination and LCM business in 2013-2014

Research and Markets (http://www.researchandmarkets.com/research/wvsfj7/hon_hais_gis_may) has announced the addition of the "Hon Hai's GIS may focus on Eyeball Plan integrating display panel, touch panel lamination and LCM business in 2013-2014" report to their offering.

It looks like that Hon Hai group is aggressively integrating their small-and-medium size panel, toch panel and LCM business called Small Eyeball Plan in an effort to support Apple's (News - Alert) future products in the next 1-2 years. As far as we understood, CMI may partially spin off their small-and-medium size panel and touch panel business units to GIS. On the other hand, Hon Hai group is trying to acquire -9.9% of Sharp's (News - Alert) stockholder to access their advanced display technology and patents called Big Eyeball Plan. In our view, Hon Hai's Eyeball Plan may have potential advantages to compete with Samsung (News - Alert), LG Display and CMI's LCD panel business in the next 1-2 years.

Isaiah's Key Takeaways from our research:

- GIS is expected to integrate display supply chain aimed for Apple's future products in 2013-2014.

- Gen 6 fab is expected to use LTPS process to supply future iPad (Retina) panel in 2014.

Figure: GIS's organization chat overview in 2012

For more information visit http://www.researchandmarkets.com/research/wvsfj7/hon_hais_gis_may

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