Whether IDM is counted...The focus of the combination of ASE and counterfeit

The combination of ASE and counterfeit products calculates the market share. In the end, the merger of integrated component manufacturers (IDM) is still only the market for the packaging and testing foundry, and will also become the focus of future equity battles.

Some professionals have suggested that when considering the market fairly, the market should be based on the global market. If the domestic market is not considered, it is estimated that ASE and counterfeit products will only be about 30% of the market in the latter part of the world. IDM plants, such as Intel and Samsung, which are completely different from the industrial enterprises, are calculated together. After the combination of products and ASE, the global market share is only 15%. It is concluded that the market share is not high and there is no limit. competition.

However, the domestic fair trade law review has always been based on the company's domestic revenue calculation (except Microsoft and ASML international companies), because the fair law protection is targeted at domestic industry and consumer interests, not the interests of foreign manufacturers, if the world The market is scoped. I am afraid that fairness will be permitted in every case, and no case has antitrust problems.

ASE has factories in Taiwan and mainland China, and has facilities in six countries, including the United States, whether to obtain anti-monopoly review permits from these countries. At present, in the case of the combination of ASE and 矽品, except for South Korea, which has conducted anti-monopoly review, the rest of the countries have paid for it, and there is no application for delivery.

The packaging and testing industry said that IDM's packaging and testing technology capacity is for its own products. It is different from the packaging and testing industry. The customers are different, the trading counterparts are different, and the competition market is different.

Market research institutions such as Gartner and Prismark will separately calculate the revenue ranking and market share of the packaging and testing factories and IDM's own packaging and testing. Only when IDM capacity is insufficient, will they seek assistance from the foundry, so IDM It is a customer who seals the foundry, not a competitor.

The legal person said that the fair review will focus on the pricing power, and the high market share does not necessarily mean that there will be a pricing power.

Experts familiar with the fair law pointed out that it is necessary to look at the competitive nature of industrial supply and demand. With the scale of counterfeit products and ASE, the annual capital expenditure is over 10 billion yuan, which creates a very high capital and technical threshold for the latecomers. Under the absence of large oversupply, the high market share is equal to the price dominance, which is unfavorable for IC design negotiation. Right, there are concerns that hinder industry competition.