陸產能大爆發 我面板冬天來了 - 股票
By Belly
at 2018-04-21T02:42
at 2018-04-21T02:42
Table of Contents
新聞網址:https://goo.gl/Zc4vAF
2018-04-19 23:14聯合報 記者李珣瑛/台北報導
IHS顯示部門研究總經理謝勤益昨天發出預警,指隨著中國大陸新產能持續開出,面板自今年起長達三年供過於求,面板廠第二季獲利壓力大增,隨著報價落底,面板雙虎友達、群創等台系面板廠恐將終結連七季獲利的好光景。
IHS Markit昨天舉行「二○一八台灣顯示產業研討會」年度盛會,發布中國大陸面板廠統計數字,預估二○二二年時,大陸八代以上的大尺寸面板廠將達十九座;五點五代以上中小尺寸面板廠也有廿座。其中,京東方的全球第一座十點五代廠,定位為專門生產六十五吋面板,四月良率已達五成,預估將於二○一九年中達到月產能十二萬片的滿載。
對於面板廠第二季是否由盈轉虧?友達發言系統表示,將於四月廿六日舉行線上法人說明會,目前進入緘默期。群創雖然今年起不再自辦法說會,但也未回應。
謝勤益指出,面板價格去年中止漲轉跌後,今首季每月維持百分之一至二的跌幅,目前看來韓國平昌奧運、世界盃都沒發揮帶動電視需求功能,庫存再加上大陸十點五代和八點六代新廠投產,將讓第二季面板跌勢擴大。四月電視面板跌幅加深百分之三至五,預期面板價格將提前在本季落底,並跌回到二○一六年起漲前價位。
他透露,面板廠上季已經出現單月虧損,本季虧損壓力更大。不過近兩年來面板廠折舊費用逐年下滑,去年面板廠獲利創十年新高,加上材料成本也持續下降,預估虧損額度不會如前一波劇烈。
以現有產能做供需推估,謝勤益認為,未來三年面板恐持續供過於求,二○一八年對面板廠來說更是充滿挑戰的一年。他強調,中國大陸面板廠積極擴充產能,包括AMOLED面板廠也同步擴充,整體面板產能持續攀升,可望成為全球面板產能第一,二○二三至二○二四年的全球市占率將達百分之五十五的絕對領先群。
https://imgur.com/RLvV50j
IHS Markit資深研究總監謝勤益表示,中國大陸面板廠京東方10.5代廠生產的65吋電視面板,取代台灣面板廠的65吋面板。—————————————————————————————————————
心得:
東西還是要自己能造最重要,才不會受制於人
面板是因為被台灣與日韓坑過一次,所以...
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