本次收购有利于公司增强IPS产能和技术积累。TCL华星通过整合IPS产能和技术，持续优化产品结构，满足市场对于宽视角、色彩准确度的需求。同时，技术的融合创新不仅能加速产品迭代，还将优化公司专利组合，维护公司竞争力。有利于公司发挥规模及产业协同效应。收购完成后，LGDCA工厂将与TCL 华星广州t9产线组成“双子星”工厂，有利于优化资源配置，降低运营成本，提高运营效率，提升产线竞争力。TCL华星的竞争能力增强，满足大尺寸趋势下的增长需求。有利于公司深化国际客户的战略合作。此次并购将有利于TCL华星进入标的公司的全球客户网络，有利于公司深化国际客户的战略合作，助力公司业绩提升。tcl corporation (000100.SZ) announcement, the company intends to acquire LG DisplayCo., Ltd. and its affiliates (hereinafter referred to as the "seller") through its holding subsidiary TCL Huaxing Optoelectronics Technology Co., Ltd. (referred to as "TCL Huaxing" or "buyer") holding 80% equity of LGD China (LGDCA), including the direct acquisition of 51% equity held by LGD and 8.5% equity held by LGD Display (Guangzhou) Trading Co., Ltd., as well as the indirect acquisition of 20.5% equity of LGDCA through the acquisition of 100% equity of LGDGZ, and 100% equity of LGD Display (Guangzhou) Co., Ltd. (referred to as "LGDGZ"), as well as the necessary related technology and support services for the operation of LGDCA and LGDGZ, with a base purchase price of 10.8 billion RMB.
According to the announcement of TCL Corporation (000100.SZ) on the Zhitong Financial APP, the company intends to acquire 80% equity of LGD China (LGDCA) held by LG Display Co., Ltd. and its affiliates (referred to as the "seller") through its holding subsidiary TCL Huaxing Optoelectronics Technology Co., Ltd. (referred to as "TCL Huaxing" or "buyer"), which includes the direct acquisition of 51% equity held by LGD and 8.5% equity held by LGD Display (Guangzhou) Trading Co., Ltd., as well as the indirect acquisition of 20.5% equity of LGDCA through the acquisition of 100% equity of LGD Display (Guangzhou) Co., Ltd. (referred to as "LGDGZ"), along with the necessary technology and support services for the operation of LGDCA and LGDGZ, at a base purchase price of 10.8 billion yuan.
It is reported that LGDCA is an 8.5th generation large-size LCD panel plant established by LG Display Co., Ltd. in China, mainly producing large-size LCD panel products for televisions and commercial displays, with a monthly design capacity of 180,000 large panels; LGDGZ is a module factory mainly producing LCD display modules, with a monthly design capacity of 2.3 million units. Both LGDCA and LGDGZ are located in the Huangpu District of Guangzhou.
This acquisition will enhance the IPS capacity and technological accumulation of the company. TCL Huaxing will optimize product structure by integrating IPS capacity and technology to meet the market demand for wide viewing angles and color accuracy. The integration of technology will not only accelerate product iteration but also optimize the company's patent portfolio to maintain competitiveness. It will help the company leverage economies of scale and industrial synergy. After the acquisition, the LGDCA plant will form a "Twin Star" factory with TCL Huaxing's T9 production line in Guangzhou, optimizing resource allocation, reducing operating costs, improving operational efficiency, and enhancing production line competitiveness. TCL Huaxing's competitive edge will be enhanced to meet the growing demand for large sizes. It will deepen the company's strategic cooperation with international customers. This acquisition will enable TCL Huaxing to access the global customer network of the target company and deepen strategic cooperation with international customers, thereby boosting the company's performance.