郭董說到做到!夏普斷供 三星明年被迫買L - 股票
By Jessica
at 2017-12-04T21:10
at 2017-12-04T21:10
Table of Contents
郭董說到做到!夏普斷供 三星明年被迫買LG面板
https://udn.com/news/story/7240/2855729
因夏普停止供貨,據南韓《中央日報》報導,三星電子從明年起將被迫用上對手LG的電視
面板。除LG外,因為明年下半年面板需求量增加,三星也會從京東方等大陸製造商拿貨。
三星與LG本來就是競爭關係,鳳凰網報導,特別是2013年三星曾狀告LG涉及OLED技術外泄
及液晶電視專利侵害,進行訴訟。報導指出,三星採購LG面板也是不得已為之。
報導指出,富士康去年收購夏普後,去年底鴻海集團董事長郭台銘揚言,將切斷對三星電
子的液晶面板供貨。今年下半年夏普就突然切斷三星的供貨。
由於原本三星電視中的夏普面板佔約10%,年供應量500萬片,尤其三星60-70英吋高端電
視,面板更全部是夏普供應,這次斷供對於三星的影響重大。
雖然三星電子也設立了子公司三星電視,負責生產面板,但三星電視主要生產智慧型手機
用的中小型面板,因此沒有餘力穩定供應液晶面板。三星不得不向LG電視緊急求助。
韓國Hi投資證券研究員鄭元碩指出,明年是三星電子能否力確保穩定的液晶面板供應商的
關鍵時間點,尤其明年還會舉辦平昌冬季奧運會和俄羅斯世界盃。若明年電視需求明顯恢
復,隨著中型和大型液晶面板供不應求,面板價格下降趨勢,可能就此谷底翻升。
報導指出,起初市場預測LG向三星電子供應70萬塊液晶面板,但現在估計三星採購將不超
過10萬塊的電視面板,這將是LG向三星供貨面板的首個案例。
值得一提的是除LG外,三星電子部長李俊鎬也表示,三星電視也會從京東方等大陸製造商
拿貨。
不知道之後三星跟LG會不會策略聯盟?
又會不會合併成更大的國家集團?
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