Ithintwe ukungqubuzana kwe-Russia-Ukraine kanye nokwehla kwamandla emali, isidingo sokugcina siyaqhubeka nokuba buthaka.Imboni yephaneli ye-LCD ekuqaleni yayicabanga ukuthi ikota yesibili kufanele ikwazi ukuqeda ukulungiswa kwe-inventory, manje kubonakala sengathi ukunikezwa kwemakethe kanye nokungalingani kwesidingo kuzoqhubeka kukota yesithathu, esimweni "sonyaka ophezulu asiphumeleli".Ngisho nasengxenyeni yokuqala yonyaka ozayo kukhona ingcindezi yokusungula, ama-brand abuyekeze uhlu, ukuze ifektri yephaneli ithole umfutho omusha wokukhula.
Imakethe yamaphaneli yaqala ukuba yiqhwa engxenyeni yesibili yalo nyaka.Ukukhiqizwa nokuthunyelwa kuthintekile ngenxa yokuvalwa kwe-COVID-19, isidingo sabathengi sasibuthakathaka, futhi izinga lokusungula lamashaneli laliphezulu, okuholele ekucindezelekeni kwamandla okudonsa impahla.Ingcindezi yokusebenza kwe-AUO ne-Innolux ibiphezulu kunalokho obekulindelwe kwikota yesibili.Bathumele ukulahlekelwa okuphelele okuhlanganisiwe okungaphezulu kwe-T $ 10.3 billion futhi bathatha umbono oqondile wendawo yaphansi kanye nentengo yentengo engxenyeni yesithathu.
Ikota yesithathu yendabuko inkathi ephezulu yokuthengiswa kwemikhiqizo kanye nokwanda kwezimpahla, kodwa kulo nyaka isimo somnotho asiqinisekile, kusho uSihlalo we-AUO uPang Shuanglang.Ngaphambilini, imboni ye-elekthronikhi yakhanselwa, i-inventory yanda, futhi isidingo sokugcina sehla.Amakhasimende omkhiqizo abuyekeze ama-oda, anciphisa umdwebo wezimpahla, futhi abeka phambili ukulungiswa kwempahla.Kungase kuthathe isikhathi ukugaya i-inventory yesiteshi, futhi i-inventory isephezulu kuneleveli evamile.
U-Peng Shuanglang ubonise ukuthi umnotho jikelele uphazanyiswa ukungaqiniseki, ukunyuka kwengcindezi ye-inflation yomhlaba wonke, ukucindezela imakethe yabathengi, kuhlanganise nesidingo esibuthakathaka se-TVS, amakhompyutha, amafoni omakhalekhukhwini nezinye iziteshi zohlelo lokusebenza, i-inventory ephezulu, isivinini esincane sokuqedwa, singakwazi. futhi babheke uhlu oluphezulu embonini yephaneli yezwekazi.Imoto kuphela ngenxa yokuntuleka kwe-haze yezinto ezibonakalayo, ezoba nethemba mayelana nokukhula okuphakathi nendawo nesikhathi eside kwemakethe yezimoto.
I-AUO ikhiphe amasu amathathu okubhekana nalesi simo.Okokuqala, qinisa ukuphathwa kwempahla, ukwandisa izinsuku zokushintshwa kwempahla, kodwa wehlise inani eliphelele le-inventory, futhi ulungise ngokuguquguqukayo izinga lokusebenzisa amandla esikhathini esizayo.Okwesibili, phatha ukuhamba kwemali ngokucophelela futhi unciphise ukusetshenziswa kwezimali kulo nyaka.Okwesithathu, ukusheshisa iphromoshini "yokuguqulwa kwe-double-eksisi", okuhlanganisa ukuhlelwa kobuchwepheshe bokubonisa be-LED besizukulwane esilandelayo, sungula iketango eliphelele lezinto eziphilayo ezikhuphuka nomfula.Ngaphansi komgomo wamasu wenkundla ehlakaniphile, sheshisa ukutshalwa kwezimali noma faka izinsiza ezengeziwe.
Lapho kubhekene nezivunguvungu embonini yamaphaneli, i-Innolux iphinde yasheshisa ukuthuthukiswa komkhiqizo “ezindaweni zezicelo ezingabonisi” ukuze kukhuliswe ingxenye yemali engenayo evela kumikhiqizo enenani eliphezulu ukuze ivikeleke ekuguquguqukeni komnotho.Kuyaziwa ukuthi i-Innolux imatasatasa ekuguquleni ukwakheka kobuchwepheshe bezinhlelo zokusebenza ezingabonisi, itshala imali ekusetshenzisweni kokupakishwa kwe-semiconductor ethuthukisiwe ezingeni lephaneli, futhi ihlanganisa uchungechunge lokuhlinzekwa kwempahla ekhuphuka nomfula ongezansi nomfula wesendlalelo sentambo yangaphambili.
Phakathi kwazo, ubuchwepheshe bokupakisha be-fan-out obusekelwe kubuchwepheshe be-TFT yisixazululo esibalulekile se-Innolux.I-Innolux ibonise ukuthi eminyakeni embalwa edlule, yayicabanga ngendlela yokwenza umugqa omdala wokukhiqiza uvuseleleke futhi uguqule.Izohlanganisa izinsiza zangaphakathi nezangaphandle, ihlanganise izandla nedizayini ye-IC, isisekelo sokupakisha nokuhlola, i-wafer Foundry kanye nefekthri yesistimu, futhi yenze ukuthuthukiswa kobuchwepheshe obuhlukahlukene.
Engxenyeni yokuqala yalo nyaka, i-BOE yathumela izingcezu ezingaphezu kwezigidi ezingu-30, futhi i-China Star Optoelectronics ne-Huike Optoelectronics yathumela izingcezu ezingaphezu kwezigidi ezingu-20.Bobabili babone "ukukhula kwaminyaka yonke kokuthunyelwa" futhi bagcina isabelo semakethe esiphezulu.Kodwa-ke, ukuthunyelwa kwamafekthri angaphandle kwezwe lonke kwehlile, kanti isabelo semakethe sase-Taiwan siphelele esingamaphesenti angu-18, isabelo semakethe sase-Japan kanye ne-South Korea sehle safinyelela phansi ngamaphesenti angu-15.Umbono wengxenye yesibili yonyaka uze waqala ukwabiwa okukhulu kokunciphisa ukukhiqizwa, futhi wanciphisa inqubekelaphambili yezitshalo ezintsha.
Inkampani yocwaningo i-TrendForce ithe ukuncishiswa kokukhiqiza kuyimpendulo eyinhloko lapho imakethe isesimweni sokugcwala, futhi abakhiqizi bamaphaneli kufanele bagcine umsebenzi ophansi engxenyeni yesine yalo nyaka ukuze banciphise uhlu olukhona lwamaphaneli uma bengafuni ukubhekana nengozi ye-inventories ephezulu. ngo-2023. Ngekota yesine yalo nyaka, umsebenzi kufanele uhlale uphansi ukuze unciphise isitokwe sephaneli esikhona;Uma izimo zemakethe ziqhubeka nokuwohloka, imboni ingase ibhekane nokunye ukuzamazama kanye nelinye igagasi lokuhlanganisa nokutholwa.
Isikhathi sokuthumela: Aug-18-2022