被動元件囤貨 市場吹漲風 - 股票
By Isabella
at 2019-12-24T08:43
at 2019-12-24T08:43
Table of Contents
被動元件囤貨 市場吹漲風
近期市場傳出,終端客戶啟動農曆年前拉貨潮,對積層陶瓷電容(MLCC)需求從急單效應
升級為「常態性增單」,現貨商更積極「囤貨」,常用料吹起漲價風,中國大陸通路商針
對國巨、華新科等常用規格MLCC調漲5%~10%,下季漲幅將更大。
法人預期,被動元件雙雄國巨、華新科為滿足客戶訂單,全力提升產能利用率,帶動獲利
看增。
業界人士分析,由於年底耶誕旺季傳統拉貨需求,造成被動元件供不應求,應用於筆電和
手機的的0402 24uf、0201 0.1uf/1uf規格最為吃緊,此外,在中國大陸加速5G建置之下
,供需緊縮的規格擴大至伺服器和主機板、電源等採用的0603、0805規格,目前被動元件
廠全力拉升產能利用率,但仍不及因應訂單湧現。業界人士認為,這一波被動元件緊縮狀
況將延續到農曆年後。
市場擔憂,農曆年後MLCC常用料部分仍面臨缺貨狀況,市場傳出現貨商已開始「囤貨」,
不過,台灣被動元件業者表示,確實有感受到客戶端積極備貨,但現有的產能已全力供應
訂單,在需求大於供給之下,現貨商也難以囤貨。
供應商表示,以華新科來說,在10月時接到急單,以為是短期需求,不過,接連三個月接
到大單,被動元件廠全力衝刺產能,拉升利用率,由第3季約五、六成,本季增至逾八成
,但要消化這些訂單,仍需要二至三個月的時間,隨著終端需求升溫、公司及客戶端庫存
皆已去化至健康水位,目前產品庫存天數已經低於二個月,主流規格部分訂單能見度長達
一季。
國巨日前也在台灣和中國大陸兩地大舉召募產線作業員增產,法人認為,國巨缺工有解,
將可全力配合客戶出貨,明年農曆年後產能利用率有望從現階段的五成大幅增至七成以上
,毛利率同步看增2至3個百分點,有助提升獲利。
https://tinyurl.com/uhk7mz4
需求從急單效應升級為「常態性增單」
五樓你信嗎??
新聞一直出,怕了沒有
希望我買了被動大賺一筆後
先去阿布達比自由行,再買文華苑當家
--
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