【獨家點評】訂單能見度降低 消費需求的減少將於Q2浮現
Date: 2020-04-20
News Type:
在疫情影響下，客戶下單偏向保守，台系IC設計業者訂單能見度僅Q2上半旬因中國大陸客戶陸續復工掌握度較高，下半旬與Q3在歐美客戶下單不理想的情況下，能見度明顯降低。
影響分析
由於IC設計業掌握電子產品規格，為終端產品需求的風向球，隨著疫情的發展，目前已出現訂單能見度大幅降低的現象，包括：博通(Broadcom)、ASML、恩智浦(NXP)、Microchip、Qorvo、TDK以及Skyworks等國際大型IC設計廠商如預期的下修財測，而目前臺灣半導體產業于業績的表現上尚未因疫情出現顯著的影響，但若此狀況持續一段時間並未出現改善，將進一步產生連鎖效應，影響將擴及到下游晶圓製造與封測半導體廠商。
臺灣電路板產業除了IC載板與半導體產業有高度的連動性，目前因高階需求仍強勁，訂單能見度為各類型產品當中表現最佳，尤其是ABF載板稼動率處於高檔，似乎完全感受不到疫情的影響外，其餘產品訂單能見度已逐步縮短。另外從消費者信心指數開始出現鬆動，訂單能見度降低的現象開始蔓延至其它產業的狀況等現象來看，預期來自於需求端的減少將於Q2逐步浮現。（新聞來源：TPCA）
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