乐金显示器LGD代工厂发生人身事故,面板价格或继续上涨

Release time:2017-06-28
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source:technews
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乐金显示器(LGD)韩国坡州 8.5 代 P8-1 产线本月 24 日发生工安意外,造成人身事故,该产线旋即停线检修,当地政府已介入调查。 TrendForce 光电研究(WitsView)指出,此事件将冲击第三季面板供应,由于将进入备货旺季,不排除对第二季已缓步走弱的面板价格带来一定程度的支撑效果。

由于涉及工安与人身事故问题,预计停线检修与稽核时间将拉长,最短可能需要2周,最长恐达1个月,待检查稽核完毕后才得以复工。 由于此事件恐将造成大尺寸产品单月损失约 715km2 的投入产能面积,对第三季面板供应势必造成一定程度的冲击。

WitsView 以供需模型推算,在 P8-1 分别损失 2 周与 4 周产能的状况下,第三季产业供过于求比例将由原本的 4.0% 下降到损失 2 周的 3.4%,与损失四周的 2.8%,整体面板供应将更吃紧。 由于目前已进入第三季的备货旺季,不排除对第二季已缓步走弱的面板价格带来一定程度的支撑,特别是近期表现相对疲软的 55 吋面板。

不过,由于事发突然,客户在产品组合的移动与调整空间相对有限,日韩系客户首当其冲,预料陆厂京东方及韩厂三星显示将有望受惠。 台厂受限于产品组合配置,直接受惠的空间有限。 然而,WitsView 认为,在客户板块挪动的过程中,不排除会间接增强第三季旺季备货力道,对各面板厂来说都将是利多。

 

 

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