菲火山噴發 炸紅被動元件 - 股票
By Hardy
at 2020-01-15T14:40
at 2020-01-15T14:40
Table of Contents
菲火山噴發 炸紅被動元件
火山噴發波及,被動元件供貨警鈴猛響。菲律賓馬尼拉國際機場14日關閉第二天,日、韓
廠商MLCC出貨狀況引起高度關注,韓廠三星電機、日商村田在菲律賓的產能比重各達40%
、15%,全球前三大廠僅國巨未在菲律賓設廠,業界表示,出貨影響先看一周左右的變化
,值此稼動率無法拉高之際,後續中階MLCC供應恐更吃緊。
截至14日為止,馬尼拉國際機場尚未恢復起降,停飛的時間已經從數小時,延長到「等待
有關單位通知」,被動元件產業緊盯復飛進度,供應鏈表示,相關MLCC工廠生產運作應沒
有受到火山噴發的影響,主要的衝擊在於交通中斷,影響MLCC出貨,目前判斷影響時間先
看一周。
這個突如其來的火山噴發,已經讓MLCC下游警鈴大作,對價格敏感度極高的貿易商立刻囤
貨,而產能比重最高的三星電機,在前一天就已經被客戶電話打爆,關切MLCC的出貨進度
。
根據業界統計,在菲律賓設有MLCC工廠的業者,包含日系的村田、太陽誘電;韓系三星電
機;美系廠商Vishay,就產能比重來看,以三星電機的
40%居最高,村田的15%居次,等於全球前三大MLCC廠中就有兩家「中獎」,僅國巨沒有
在菲律賓設廠。
儘管三星電機沒有官方回應,不過業界表示,農曆年前MLCC供給本來就吃緊,尤其各大廠
的庫存量都不高,加上大陸工廠招工不易,國巨蘇州廠稼動率目前只能開到50%
農曆年之後才有機會再提升,原本MLCC供需就已經緊俏,是否因這一次火山噴發而升級到
「促漲」?各界都在觀察。
由於三星電機在車電、中階MLCC與日系、台系廠商重疊,上一波MLCC大缺貨,日廠車電ML
CC交貨不及,車廠供應鏈因此縮短認證時程,三星電機趁機打入車廠供應鏈,讓車電領域
高築牆的日商懊悔不已,如今三星電機的庫存量也不多,國巨的交期則從45天延長至90天
,兩家均算是中階領域的領導廠商,業界預期,若機場持續停飛,中階MLCC供貨恐首當其
衝。
https://ctee.com.tw/news/stock/206731.html
缺貨的理由就像乳溝,擠一下就有
被動太神啦!!連火山都能配合
火山噴噴噴,被動噴噴噴
--
火山噴發波及,被動元件供貨警鈴猛響。菲律賓馬尼拉國際機場14日關閉第二天,日、韓
廠商MLCC出貨狀況引起高度關注,韓廠三星電機、日商村田在菲律賓的產能比重各達40%
、15%,全球前三大廠僅國巨未在菲律賓設廠,業界表示,出貨影響先看一周左右的變化
,值此稼動率無法拉高之際,後續中階MLCC供應恐更吃緊。
截至14日為止,馬尼拉國際機場尚未恢復起降,停飛的時間已經從數小時,延長到「等待
有關單位通知」,被動元件產業緊盯復飛進度,供應鏈表示,相關MLCC工廠生產運作應沒
有受到火山噴發的影響,主要的衝擊在於交通中斷,影響MLCC出貨,目前判斷影響時間先
看一周。
這個突如其來的火山噴發,已經讓MLCC下游警鈴大作,對價格敏感度極高的貿易商立刻囤
貨,而產能比重最高的三星電機,在前一天就已經被客戶電話打爆,關切MLCC的出貨進度
。
根據業界統計,在菲律賓設有MLCC工廠的業者,包含日系的村田、太陽誘電;韓系三星電
機;美系廠商Vishay,就產能比重來看,以三星電機的
40%居最高,村田的15%居次,等於全球前三大MLCC廠中就有兩家「中獎」,僅國巨沒有
在菲律賓設廠。
儘管三星電機沒有官方回應,不過業界表示,農曆年前MLCC供給本來就吃緊,尤其各大廠
的庫存量都不高,加上大陸工廠招工不易,國巨蘇州廠稼動率目前只能開到50%
農曆年之後才有機會再提升,原本MLCC供需就已經緊俏,是否因這一次火山噴發而升級到
「促漲」?各界都在觀察。
由於三星電機在車電、中階MLCC與日系、台系廠商重疊,上一波MLCC大缺貨,日廠車電ML
CC交貨不及,車廠供應鏈因此縮短認證時程,三星電機趁機打入車廠供應鏈,讓車電領域
高築牆的日商懊悔不已,如今三星電機的庫存量也不多,國巨的交期則從45天延長至90天
,兩家均算是中階領域的領導廠商,業界預期,若機場持續停飛,中階MLCC供貨恐首當其
衝。
https://ctee.com.tw/news/stock/206731.html
缺貨的理由就像乳溝,擠一下就有
被動太神啦!!連火山都能配合
火山噴噴噴,被動噴噴噴
--
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