1. Background
2. Foxconn's Business Development Plans
2.1 Business Transformation Surrounding 11 Screens, 3 Networks, 2 Clouds
2.2 Eyeball Project Centers on Display Panels
2.3 Vertical Integration to Consolidate Panel Business
2.3.1 Foxconn's Panel Capacity Concentrates in a-Si and 6G Lines
3. Impacts of Foxconn's Acquisition of Sharp
3.1 Favorable Impacts
3.1.1 Improving Profitability on Products with Higher Added Value
3.1.2 Enhanced Management and Dispatch Capabilities for High-end and Free Form Panels Helps the Growth of Orders
3.1.3 Sharp's Technology and Patent Ownerships to Make Up What Foxconn Lacks
3.2 Unfavorable Impacts
3.2.1 Demand for LTPS Displays Remains Obscure; AMOLED Eating Away High-end Market Share
MIC Perspective
Appendix