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光連 : 光電產業及技術情報

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篇名 2019年面板價格趨勢及預測
卷期 139
作者 江英德
頁次 021-024
關鍵字 面板價格第四季液晶OLED
出刊日期 201901

中文摘要

2018年對LCD面板廠來說,與前2年的狀況相較之下,是一個營運狀況變化相當大的一年。歲末年終 我們正當用著LCD TV在欣賞全世界的燦爛絢麗的跨年煙火秀的時候,國內的面板大廠華映卻正因負債 及虧損問題而申請重整中;彩晶南科廠也傳出裁員的消息;而友達在2018年的Q4也出現了六年來本 業的首次虧損;群創在2018年的Q4也出現了由盈轉虧的狀況。這些最主要的原因都是在2018年時, LCD面板因供需反轉,使得價格劇烈變化所造成的。LCD面板的價格自從2016年就一路上揚到2017 年,而大約在2017年Q3的時候出現了相對高點後就一路下滑,在歷經了整個2018年的下跌過程中, 途中雖然在2018的Q3出現了短暫的反彈,但在統計了2018全年的LCD面板的價格趨勢後,可以發現 無論是在小尺寸的手機/車用面板,或中尺寸的IT/NB面板及大尺寸的TV面板,累計都有不等的跌幅, 而且似乎都還沒有出現止跌的訊號。

英文摘要

In 2018, compared with the situation in the previous two years, is a year in which the operating conditions have changed considerably for the LCD panel factory. The main reason for these is that in 2018, the LCD panel was reversed due to supply and demand, which caused the price to change drastically. The price of the LCD panel has been rising from 2016 to 2017, and then it has been falling all the way since the relative high point appeared in Q3 in 2017. In the course of the decline for the whole 2018, you can find that whether it is in small-sized mobile/vehicle panels, or medium-sized IT/NB panels and large-sized TV panels, There are unequal declines, and it seems that there has been no signal to stop falling.

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