【產業動態】夏普兩路出擊 催動成長
Date: 2020-02-24
News Type:
鴻海集團副總裁暨夏普社長兼會長戴正吳近日指出,夏普積極轉型升級發展8K+5G,加重和鴻海集團在墨西哥的合作生產電視,加上今年越南胡志明新廠區量產顯示器與家電,今年4月將重返經營正軌。夏普中國大陸廠區已復工,到職率75%。他指出,但若新冠肺炎疫情到3月仍未控制,對供應鏈、供應商、用戶端等就會產生不可預期的影響。外界關注大陸產能,戴正吳強調,夏普大陸生產據點在總體產能占比約三成,只有手機、螢幕、顯示與筆電部分應用在大陸生產,夏普投資持股24%的廣州工廠也已全面復工。
另一方面,戴正吳說,夏普在中美貿易發生摩擦後,就已經加重和鴻海集團在墨西哥的合作生產,同時與海信集團去年迄今逐步回歸正常交易化與合作。在非陸產能提升方面,戴正吳說,夏普和鴻海合作在墨西哥生產電視,或將評估擴充製造專案,今年中以前越南胡志明新廠區可以開工生產,目前在客戶與周邊認證階段。
戴正吳表示,夏普今年在越南新增廠區的計畫是投入顯示器與家電、鏡頭模組等專案製造,未來越南廠區仍有空間可再擴充。從生產據點來看,戴正吳提到,夏普生產據點多元,在東南亞產能包含越南、印尼與菲律賓為主,據點數量泰國二個、馬來西亞二個、印尼二個、菲律賓一個;大陸有南京、常熟、無錫、上海、杭州合計五個。
至於新冠肺炎初期影響方面,他說,夏普品牌銷售來看,手機和資通訊影響較大,電視和白色家電多數在東南亞生產,影響不大,至於夏普出貨關鍵零元件供應也無虞,供給重要大客戶應不會有問題,因為主要相機模組也在越南生產。另一方面,統計顯示,夏普投資的康達智雖在杭州設廠,但僅屬銷售當地非蘋手機公司,影響不大。
夏普計畫今年5月將更新中期計畫,預計在8K加上5G生態圈上力求營運持續優化,包含營業利益率朝4%以上目標發展。夏普目標今年全球8K電視出貨目標提升至20萬台,較去年成長約十倍,主要是東京奧運需求。(新聞來源:經濟日報)
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