友達:面板小亂流 後市不悲觀
Date: 2017-08-03
News Type:
友達:面板小亂流 後市不悲觀
友達董事長彭雙浪上周舉行法說會表示,目前面板訂單狀況健康,對下半年需求不悲觀,第3季產能利用率仍維持高檔,2017年面板供需仍是平衡吃緊的一年。
友達公佈上季營運成果,第2季營收新臺幣844.12億元,季減4.7%。彭雙浪表示,第2季雖是淡季,但整體需求不錯,除了手機之外,包括電視、電腦與商用的面板需求都相當好,產能維持滿載。雖然營收掉一些,但本業獲利有不錯的表現,稅後純益都維持在穩定的高水準。展望第3季,友達預估,大尺寸面板出貨將較第2季持平或微幅成長,大尺寸面板出貨單價則是持平或微幅下滑;中小尺寸面板出貨則較第2季持平或微幅成長,產能利用率維持在高水位(第2季超過95%)。
針對下半年市況,彭雙浪說,下半年電視市場並不悲觀,上半年新興亞洲、拉美的電視銷售都開始復蘇,已開發電視市場則小部分衰退。由於全球經濟緩步復蘇,已開發市場的電視需求沒有消失,換機潮仍存在,只是品牌廠反映原物料上漲等因素,調漲電視價格,沒有積極促銷,造成消費者需求受抑制。(新聞來源:經濟日報)
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