村田停產被動元件全面噴出 - 股票
By Doris
at 2018-04-19T15:02
at 2018-04-19T15:02
Table of Contents
1.原文連結：
https://news.cnyes.com/news/id/4096887
2.原文內容：
藍慶賜 分析師
MLCC 龍頭村田發出停產通知，村田明確訂出停產時間，相關規格的最後下單期限為
2019 年 3 月 31 日，最終出貨日期為 2020 年 3 月 31 日，規畫停產 0603 尺寸以上
產品，村田與 TDK 如出一轍，主要是將產能轉換至汽車電子上。(2327) 國巨、(2492)
華新科成為最大受惠者。
3.心得/評論：
村田放掉MLCC去做車用，原本的市場台商吃爽爽，國巨即將井噴??
以村田的角度來看，現在是不是在押籌碼?
萬一電動車未來搞不起來，反而自己MLCC的市場丟掉...
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