LGD 8.5 代廠傳工安意外,第三季面板供 - 股票

By Anthony
at 2017-06-27T22:44
at 2017-06-27T22:44
Table of Contents
1.原文連結(超過一行或過長必須縮網址):
http://technews.tw/2017/06/27/lgd-p8-1-8-5/
2.原文內容:
樂金顯示器(LGD)韓國坡州 8.5 代 P8-1 產線本月 24 日發生工安意外,造成人身事故
,該產線旋即停線檢修,當地政府已介入調查。TrendForce 光電研究(WitsView)指出
,此事件將衝擊第三季面板供應,由於將進入備貨旺季,不排除對第二季已緩步走弱的面
板價格帶來一定程度的支撐效果。
由於涉及工安與人身事故問題,預計停線檢修與稽核時間將拉長,最短可能需要2週,最
長恐達1個月,待檢查稽核完畢後才得以復工。由於此事件恐將造成大尺寸產品單月損失
約 715km2 的投入產能面積,對第三季面板供應勢必造成一定程度的衝擊。
WitsView 以供需模型推算,在 P8-1 分別損失 2 週與 4 週產能的狀況下,第三季產業
供過於求比例將由原本的 4.0% 下降到損失 2 週的 3.4%,與損失四週的 2.8%,整體面
板供應將更吃緊。由於目前已進入第三季的備貨旺季,不排除對第二季已緩步走弱的面板
價格帶來一定程度的支撐,特別是近期表現相對疲軟的 55 吋面板。
不過,由於事發突然,客戶在產品組合的移動與調整空間相對有限,日韓系客戶首當其衝
,預料陸廠京東方及韓廠三星顯示將有望受惠。台廠受限於產品組合配置,直接受惠的空
間有限。然而,WitsView 認為,在客戶板塊挪動的過程中,不排除會間接增強第三季旺
季備貨力道,對各面板廠來說都將是利多。
3.心得/評論(必需填寫滿20字):
挖靠,面板股的轉機要來了嘛!?
剛剛看了下友達ADR已經噴了7%啦!!!可謂是
雲從龍,風從虎,雙貓遇風,變成虎啊,吼~
--
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