台LED廠 Q3產值季減4.9%

作者: 記者楊曉芳╱台北報導 | 中時電子報 – 2013年8月26日 上午5:30

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台LED廠 Q3產值季減4.9% – Yahoo!奇摩新聞

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var t_art_head = new Date().getTime();台LED廠 Q3產值季減4.9%作者: 記者楊曉芳╱台北報導 | 中時電子報 – 2013年8月26日 上午5:30

工商時報【記者楊曉芳╱台北報導】

工研院(IEK)、ITIS產業分析統計,台灣LED業今年第2季受惠背光、照明同步成長,整體產值在第2季達257.73億元,季成長率高達26.1%,但進入第3季,則受到背光需求不見旺季效益,預估第3季整體產值將較第2季衰退4.9%,達245億元。

IEK產業分析師郭子菱分析,由於大陸上半年推出的節能惠民補助政策於5月底到期,因此電視背光模組廠提前在上半年積極拉貨,反應至LED端,5月即出現一波政策到期前的最後拉貨潮,也明顯帶動LED廠在第2季快速迎接復甦。根據統計,台灣LED廠整體產值在第2季達257.73億元,不但較前一季成長26.1%,亦較去年同期增長12.5%。

不過,也因為第2季背光客戶積極拉貨,亦推升背光的LED庫存水位拉升,致使影響到第3季的背光客戶對十一長假的拉貨需求,由於背光市場對台LED廠的影響力仍高於照明,因此預估,第3季台灣LED廠整體產值將下滑至245億元,較上季衰退4.9%,略優於去年同期242億元的表現。

另方面,也因為面臨背光市場需求相較以往明顯下滑,台灣LED廠商加重照明應用比例,並增加國際廠商的代工訂單或是出貨給歐美通路商,藉此補足產能利用率,尤其銀彈較夠的大廠更能撐過新舊主流應用接替期。

磊晶龍頭廠晶電以照明用中功率、四元LED晶粒需求提升,因此7、8月的產能利用率仍可望維持在9成;市場布局多元的億光,第3季透過紅外線、Flash LED、以及高解析數位看板LED等其他產品拉升產能利用率提升至8成之外。

隆達在第3季完成大陸威力盟廠的整合計劃,將擴大LED照明品項增加,且日系照明客戶代工訂單開始挹注下,照明將可逐步填補背光庫存調整的接單缺口;東貝亦在第3季取得新式戶外LED街燈及路燈模組產品的認證,預計第3季開始出貨看好照明業績將可較第2季明顯成長。

……..文章來源:按這裡


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