In the Taiwan market, the utilization rate of first-line panel plants has been reduced by about 10%, and operators have been forced to take annual vacations. This is very rare in the traditional peak season of the third quarter, and this may cause delays in the peak season this year.
According to Taiwan’s “Economic Daily†report, legal persons expect that the panel makers such as AUO, Chi Meidian, and the supply chain will be impacted by upstream component factories.
It is understood that this wave of panel plant production capacity has dropped significantly, the decline in LCD TVs is about 10%, the decline in computer panels as high as 30%, showing that the personal computer (PC) industry is hit by a relatively large impact, especially the Tablet PC sales, impact The buying of books is very big.
Before the deadline for writing, it was impossible to contact such companies as Shangyouda and Chi Meidian in response to the incident. AUO didn't downgrade its shipping target for the second quarter before.
According to industry sources, this wave of panel makers dropped capacity utilization during the peak season, mainly due to the poor demand in the European and American markets. Although the mainland market can still, after all, Europe and the United States accounted for 70% to 80% of the global panel market demand, the mainland market demand Difficult to support the overall situation.
Industry sources pointed out that the first-line panel maker's capacity utilization rate last week was still 95% to 90% of the high-end level. Last weekend it suddenly decided to reduce capacity utilization rate to 85% to 80% with an average reduction of about 10%. In the same period of previous years, in order to cope with the peak season, online operators were all forced to work and were not allowed to take vacations. However, employees were notified at the end of the previous week and compulsory leave was started.
The market originally expected that the panel factory's second-quarter loss rate will shrink, and in the third quarter, it will fight for profit or loss or make a small profit. As LCD manufacturers reduce their capacity utilization rate, they will increase the cost of depreciation and amortization, which may cause the time for panel makers to return to profit, and further delay.
The panel plant will reduce the utilization rate of production capacity and will also directly impact the components and components such as backlights, driver ICs, optical films, and printed circuit boards (PCBs). Not only will shipments decline in the third quarter, panel makers will demand zero in the face of huge loss pressure. As components are further reduced in price, profitability will also be affected.
Demand by the panel during the peak season, the panel price rises stagnant, the time delay of the panel plant turning profitable and other factors, the relevant ethnic groups became the focus of the killing yesterday (20th), Chi Meidian took the lead to hit a lower limit, sell orders to hang With 10,000 (NTD, the same below) remaining, the stock price dropped to 23 yuan, and AUO's stock price also fell by 5% to 19 yuan, both hitting a new low in nearly two and a half years.
According to Taiwan’s “Economic Daily†report, legal persons expect that the panel makers such as AUO, Chi Meidian, and the supply chain will be impacted by upstream component factories.
It is understood that this wave of panel plant production capacity has dropped significantly, the decline in LCD TVs is about 10%, the decline in computer panels as high as 30%, showing that the personal computer (PC) industry is hit by a relatively large impact, especially the Tablet PC sales, impact The buying of books is very big.
Before the deadline for writing, it was impossible to contact such companies as Shangyouda and Chi Meidian in response to the incident. AUO didn't downgrade its shipping target for the second quarter before.
According to industry sources, this wave of panel makers dropped capacity utilization during the peak season, mainly due to the poor demand in the European and American markets. Although the mainland market can still, after all, Europe and the United States accounted for 70% to 80% of the global panel market demand, the mainland market demand Difficult to support the overall situation.
Industry sources pointed out that the first-line panel maker's capacity utilization rate last week was still 95% to 90% of the high-end level. Last weekend it suddenly decided to reduce capacity utilization rate to 85% to 80% with an average reduction of about 10%. In the same period of previous years, in order to cope with the peak season, online operators were all forced to work and were not allowed to take vacations. However, employees were notified at the end of the previous week and compulsory leave was started.
The market originally expected that the panel factory's second-quarter loss rate will shrink, and in the third quarter, it will fight for profit or loss or make a small profit. As LCD manufacturers reduce their capacity utilization rate, they will increase the cost of depreciation and amortization, which may cause the time for panel makers to return to profit, and further delay.
The panel plant will reduce the utilization rate of production capacity and will also directly impact the components and components such as backlights, driver ICs, optical films, and printed circuit boards (PCBs). Not only will shipments decline in the third quarter, panel makers will demand zero in the face of huge loss pressure. As components are further reduced in price, profitability will also be affected.
Demand by the panel during the peak season, the panel price rises stagnant, the time delay of the panel plant turning profitable and other factors, the relevant ethnic groups became the focus of the killing yesterday (20th), Chi Meidian took the lead to hit a lower limit, sell orders to hang With 10,000 (NTD, the same below) remaining, the stock price dropped to 23 yuan, and AUO's stock price also fell by 5% to 19 yuan, both hitting a new low in nearly two and a half years.
Light Venus Electronics Factory , http://www.light-your-home.com