Rikicin Rasha da Ukraine ya shafa da hauhawar farashin kayayyaki, bukatar tasha na ci gaba da yin rauni.Kamfanin masana'antar LCD da farko ya yi tunanin cewa kwata na biyu ya kamata ya iya kawo karshen daidaitawar kaya, yanzu da alama cewa samar da kasuwa da rashin daidaituwar buƙatun za su ci gaba da zuwa kwata na uku, cikin yanayin "koloniya ba ta da wadata".Ko da a farkon rabin shekara mai zuwa akwai matsin lamba na kaya, samfuran sun sake bitar jerin, don haka masana'antar panel ta sami sabon ci gaba.
Kasuwar kungiyar ta fara daskarewa a kashi na biyu na wannan shekara.Ƙaddamarwar COVID-19 ta shafi samarwa da jigilar kayayyaki, buƙatun masu amfani ba ta da ƙarfi, kuma matakin ƙirƙira na tashoshi ya yi yawa, wanda ya haifar da baƙin ciki na samfuran samfuran suna jan ƙarfi.Matsalolin aiki na AUO da Innolux sun fi yadda ake tsammani a cikin kwata na biyu.Sun buga hasarar haɗe-haɗe na sama da dala biliyan T $10.3 kuma sun ɗauki ra'ayin mazan jiya na sararin bene da yanayin farashi a cikin kwata na uku.
Kashi na uku na al'ada shi ne lokacin kololuwar tallace-tallace da kuma tara kayayyaki, amma a bana yanayin tattalin arzikin ba shi da tabbas, in ji shugaban AUO Pang Shuanglang.A baya can, an soke masana'antar lantarki, ƙididdiga ta ƙaru, kuma buƙatar tasha ta ragu.Abokan cinikin alamar sun sake bita umarni, rage zanen kaya, da ba da fifikon daidaita kayan ƙira.Yana iya ɗaukar ɗan lokaci don narkar da lissafin tashoshi, kuma ƙila har yanzu tana da girma fiye da matakin al'ada.
Peng Shuanglang ya yi nuni da cewa, tattalin arzikin gaba daya ya damu da rashin tabbas, hauhawar hauhawar farashin kayayyaki a duniya, datse kasuwannin masu amfani da kayayyaki, gami da raunin bukatar TVS, kwamfutoci, wayoyin hannu da sauran tashoshi na aikace-aikace, manyan kayayyaki, saurin kawar da kai, za mu iya. kuma lura da babban kaya a cikin masana'antar kwamitin ƙasa.Mota kawai daga rashin hazo na kayan aiki, za su kasance da fata game da matsakaici - da kuma ci gaban dogon lokaci na kasuwar mota.
AUO ta fitar da dabaru guda uku don tinkarar lamarin.Da fari dai, ƙarfafa sarrafa kayan ƙira, haɓaka kwanakin ƙirƙira, amma rage cikakken adadin ƙididdiga, da daidaita ƙarfin amfani da ƙarfi a gaba.Abu na biyu, sarrafa kuɗin kuɗi a hankali kuma a rage kashe kuɗi a wannan shekara.Abu na uku, haɓaka haɓakawa na "canjin axis dual-axis", gami da tsarin fasahar nunin LED na zamani na gaba, kafa cikakkiyar sarkar muhalli ta sama da ƙasa.Ƙarƙashin maƙasudin manufa na filin wayo, haɓaka saka hannun jari ko saka ƙarin albarkatu.
A cikin fuskantar iska a cikin masana'antar panel, Innolux ya kuma haɓaka haɓaka samfura a cikin "yankunan aikace-aikacen da ba a nuna su ba" don ƙara yawan adadin kudaden shiga daga samfuran da aka ƙara masu daraja don karewa daga canjin tattalin arziki.An sani cewa Innolux yana rayayye canza fasalin fasahar aikace-aikacen da ba ta nunawa ba, saka hannun jari a cikin aikace-aikacen marufi na ci-gaba na semiconductor a matakin panel, da haɗa kayan sama da ƙasa da kayan samar da kayan aiki na layin waya na gaba.
Daga cikin su, fasahar fakitin fan-fitar da fasahar fakitin da ke kan fasahar TFT ita ce mahimmin bayani na Innolux.Innolux ya nuna cewa shekaru da yawa da suka wuce, yana tunanin yadda za a sa tsohuwar layin samarwa ta sake farfadowa da canzawa.Zai haɗu da albarkatu na ciki da na waje, haɗa hannu tare da ƙirar IC, marufi da wuraren gwaji, masana'antar wafer da masana'antar tsarin, da aiwatar da sabbin fasahohin fage.
A cikin rabin farkon wannan shekara, BOE ta aika fiye da guda miliyan 30, kuma China Star Optoelectronics da Huike Optoelectronics sun jigilar fiye da guda miliyan 20.Dukansu sun ga "ci gaban shekara-shekara a cikin jigilar kaya" kuma sun kiyaye babban rabon kasuwa.Duk da haka, jigilar da masana'antun masana'antu a wajen babban yankin gaba daya ya ragu, inda kason Taiwan na kasuwar ya kai kashi 18 cikin dari, kason Japan da Koriya ta Kudu na kasuwar su ma ya ragu da kashi 15 cikin dari.Hasashen rabin na biyu na shekara har ma ya fara babban rabon rage yawan samar da kayayyaki, da rage ci gaban sabbin tsirrai.
Kamfanin bincike na TrendForce ya ce raguwar samar da kayayyaki shine babban martani lokacin da kasuwa ke cikin wani hali, kuma ya kamata masana'antun masana'antar su kula da ƙarancin aiki a cikin kwata na huɗu na wannan shekara don rage abubuwan da ke akwai idan ba sa son fuskantar haɗarin manyan kayayyaki. a cikin 2023. A cikin kwata na huɗu na wannan shekara, aikin ya kamata ya kasance ƙasa kaɗan don rage hannun jari na yanzu;Idan yanayin kasuwa ya ci gaba da tabarbarewa, masana'antar za ta iya fuskantar wani girgiza da wani guguwar hadaka da saye.
Lokacin aikawa: Agusta-18-2022