Kev cuam tshuam los ntawm Russia-Ukraine tsis sib haum xeeb thiab kev nce nqi, qhov kev thov davhlau ya nyob twg tseem tsis muaj zog.Kev lag luam LCD vaj huam sib luag thawj zaug xav tias lub quarter thib ob yuav tsum tuaj yeem xaus qhov kev hloov kho cov khoom muag, tam sim no zoo li cov khoom lag luam thiab kev xav tau tsis txaus yuav txuas ntxiv mus rau peb lub hlis twg, mus rau "lub caij ncov tsis vam meej" qhov xwm txheej.Txawm tias nyob rau hauv thawj ib nrab ntawm lub xyoo tom ntej muaj cov khoom muag siab, cov khoom lag luam tau hloov kho daim ntawv teev npe, yog li lub tuam txhab vaj huam sib luag yuav tsum nrhiav kev loj hlob tshiab.
Kev lag luam vaj huam sib luag tau pib khov hauv lub quarter thib ob ntawm lub xyoo no.Kev tsim khoom thiab kev xa khoom tau cuam tshuam los ntawm COVID-19 kev kaw cia, cov neeg siv khoom xav tau tsis muaj zog, thiab cov khoom lag luam theem siab, uas ua rau muaj kev ntxhov siab ntawm cov khoom lag luam rub lub zog.AUO thiab Innolux kev ua haujlwm siab tau siab tshaj qhov xav tau hauv lub quarter thib ob.Lawv tau tshaj tawm ib qho kev poob tag nrho ntau dua T $ 10.3 billion thiab coj kev saib xyuas ntawm qhov chaw hauv pem teb thiab tus nqi sib txawv hauv peb lub hlis twg.
Lub quarter thib peb ib txwm yog lub caij nyoog siab tshaj plaws rau kev muag khoom lag luam thiab cov khoom lag luam, tab sis xyoo no kev lag luam kev lag luam tsis paub tseeb, hais tias AUO Thawj Tswj Hwm Pang Shuanglang.Yav dhau los, kev lag luam hluav taws xob tau raug tshem tawm, cov khoom muag tau nce ntxiv, thiab qhov kev thov davhlau ya nyob twg tau txo qis.Cov neeg siv khoom lag luam tau hloov kho kev txiav txim, txo qhov kos duab ntawm cov khoom, thiab ua ntej cov khoom muag hloov kho.Tej zaum nws yuav siv sij hawm qee lub sij hawm los zom cov khoom lag luam channel, thiab cov khoom muag tseem siab dua li qib qub.
Peng Shuanglang tau taw qhia tias kev lag luam tag nrho raug cuam tshuam los ntawm qhov tsis paub tseeb, nce siab thoob ntiaj teb kev nce nqi, rub tawm cov neeg siv khoom lag luam, suav nrog kev thov tsis muaj zog rau TVS, khoos phis tawj, xov tooj ntawm tes thiab lwm yam kev thov, cov khoom lag luam siab, qeeb qeeb ntawm kev tshem tawm, peb tuaj yeem ua tau. tseem saib xyuas cov khoom muag siab nyob rau hauv mainland vaj huam sib luag kev lag luam.Tsuas yog lub tsheb tawm ntawm qhov tsis muaj cov khoom siv haze, yuav zoo siab txog qhov nruab nrab - thiab kev loj hlob mus ntev ntawm lub lag luam tsheb.
AUO tau tshaj tawm peb lub tswv yim los daws qhov xwm txheej.Ua ntej, ntxiv dag zog rau kev tswj hwm cov khoom muag, nce cov khoom muag hnub dhau los, tab sis txo qis cov khoom muag tag nrho, thiab hloov kho lub peev xwm siv tus nqi yav tom ntej.Qhov thib ob, tswj cov nyiaj ntsuab kom zoo zoo thiab txo cov peev nyiaj siv nyiaj xyoo no.Thib peb, ua kom nce qib ntawm "dual-axis transformation", nrog rau kev teeb tsa ntawm lub cim tom ntej LED zaub technology, tsim kom muaj ib qho kev ua tiav ntawm cov khoom siv hluav taws xob sab saud thiab qis qis.Raws li lub hom phiaj ntawm lub hom phiaj ntawm kev ua lag luam ntse, nrawm peev lossis muab cov peev txheej ntxiv.
Nyob rau hauv lub ntsej muag ntawm headwinds nyob rau hauv lub vaj huam sib luag kev lag luam, Innolux kuj tau ceev cov khoom tsim nyob rau hauv "tsis yog-tso daim ntawv thov cheeb tsam" kom nce qhov feem pua ntawm cov nyiaj tau los ntawm cov khoom muaj nqis ntxiv los tiv thaiv kev hloov pauv nyiaj txiag.Nws paub tias Innolux tau nquag hloov cov txheej txheem ntawm cov ntawv thov tsis siv cov cuab yeej siv thev naus laus zis, kev nqis peev hauv kev siv cov khoom ntim khoom semiconductor siab heev ntawm qib vaj huam sib luag, thiab kev sib koom ua ke cov khoom siv hluav taws xob thiab cov khoom siv hauv qab thiab cov khoom siv saw hlau ntawm pem hauv ntej hlau txheej.
Ntawm lawv, lub vaj huam sib luag kiv cua-tawm ntim tshuab raws li TFT thev naus laus zis yog qhov kev daws teeb meem tseem ceeb ntawm Innolux.Innolux tau qhia tias ob peb xyoos dhau los, nws tau xav txog yuav ua li cas kom cov kab ntau lawm rov tsim dua thiab hloov pauv.Nws yuav koom ua ke nrog cov khoom siv sab hauv thiab sab nraud, koom tes nrog IC tsim, ntim thiab kuaj cov chaw tsim khoom, wafer foundry thiab system Hoobkas, thiab nqa tawm kev tsim kho thev naus laus zis.
Hauv thawj ib nrab ntawm lub xyoo no, BOE tau xa ntau tshaj 30 lab daim, thiab Tuam Tshoj Hnub Qub Optoelectronics thiab Huike Optoelectronics xa ntau tshaj 20 lab daim.Ob leeg pom "txoj kev loj hlob txhua xyoo hauv kev xa khoom" thiab khaws cia muaj kev lag luam siab.Txawm li cas los xij, kev xa khoom ntawm cov chaw tsim khoom vaj huam sib luag sab nraum lub teb chaws loj tau poob qis, nrog rau Taiwan qhov feem ntawm kev ua lag luam tag nrho 18 feem pua, Nyiv thiab Kaus Lim Qab Teb feem ntawm kev lag luam kuj poob qis rau 15 feem pua.Qhov kev pom zoo rau lub xyoo thib ob ntawm lub xyoo txawm tau pib txo qis kev faib khoom loj, thiab ua rau qeeb ntawm cov nroj tsuag tshiab.
Lub tuam txhab tshawb fawb TrendForce tau hais tias kev txiav cov khoom lag luam yog cov lus teb tseem ceeb thaum kev ua lag luam nyob rau hauv qhov xwm txheej tsis txaus ntseeg, thiab cov tuam txhab tsim vaj huam sib luag yuav tsum muaj kev ua haujlwm qis hauv lub quarter thib plaub ntawm lub xyoo no txhawm rau txo cov khoom lag luam vaj huam sib luag uas twb muaj lawm yog tias lawv tsis xav ntsib kev pheej hmoo ntawm cov khoom lag luam siab. nyob rau hauv 2023. Nyob rau lub quarter thib plaub ntawm lub xyoo no, kev ua haujlwm yuav tsum nyob qis kom txo cov khoom vaj huam sib luag uas twb muaj lawm;Yog tias cov xwm txheej hauv kev lag luam txuas ntxiv tsis zoo, kev lag luam tuaj yeem ntsib lwm qhov shakeout thiab lwm nthwv dej ntawm kev sib koom ua ke thiab kev yuav khoom.
Post lub sij hawm: Aug-18-2022