大尺寸面板出貨量減友達10月營收年減24.6% - 股票

By Linda
at 2019-11-07T15:01
at 2019-11-07T15:01
Table of Contents
1.原文連結:
https://udn.com/news/story/7253/4150588
2.原文內容:
大尺寸面板出貨量減 友達10月營收年減24.6%
2019-11-07 14:06
友達(2409)今(7)日公告今年10月合併營收199.8億元,較上月減少16.3%,與去年同
期相比減少24.6%;累計前十個月合併營收2,267.9億元,年減11.76%。
觀察友達營收下滑主因,主要來自大尺寸面板出貨量驟減。友達統計,10月整體包括液晶
電視、桌上型顯示器及筆記型電腦等大尺寸面板應用,出貨量約795萬片,較9月減少
22.9%;中小尺寸面板出貨量約1,274萬片,較9月增加12%。
看到TrendForce光電研究(Witsview)11月5日公布的面板價格,電視部分,55吋以上面
板持續跌價,平均銷售單價(ASP)102美金,最低價來到97美金,跌幅1%;32吋電視面板
也出現跌價,ASP為32美金,跌幅3%。
監視器面板全面跌價,27吋跌幅0.3%,ASP為78.7美金;23.6吋跌幅0.4%,ASP為55.7美金
。筆電各尺寸面板價格則持平。
3.心得/評論:
面板黑暗的時間何時可以過去? 都說要先蹲後跳, 只是蹲久了腳有點麻....
--
https://udn.com/news/story/7253/4150588
2.原文內容:
大尺寸面板出貨量減 友達10月營收年減24.6%
2019-11-07 14:06
友達(2409)今(7)日公告今年10月合併營收199.8億元,較上月減少16.3%,與去年同
期相比減少24.6%;累計前十個月合併營收2,267.9億元,年減11.76%。
觀察友達營收下滑主因,主要來自大尺寸面板出貨量驟減。友達統計,10月整體包括液晶
電視、桌上型顯示器及筆記型電腦等大尺寸面板應用,出貨量約795萬片,較9月減少
22.9%;中小尺寸面板出貨量約1,274萬片,較9月增加12%。
看到TrendForce光電研究(Witsview)11月5日公布的面板價格,電視部分,55吋以上面
板持續跌價,平均銷售單價(ASP)102美金,最低價來到97美金,跌幅1%;32吋電視面板
也出現跌價,ASP為32美金,跌幅3%。
監視器面板全面跌價,27吋跌幅0.3%,ASP為78.7美金;23.6吋跌幅0.4%,ASP為55.7美金
。筆電各尺寸面板價格則持平。
3.心得/評論:
面板黑暗的時間何時可以過去? 都說要先蹲後跳, 只是蹲久了腳有點麻....
--
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