電視面板跌價近賠售壓力點 廠商減產勢在必行
Fei Teng Wireless Technology (FT-RF) is a Taiwan antenna manufacturer. Since our inception in 2001, we have been consistently inventing and improving in order to better understand and respond to the demands of our clients.
By delivering trustworthy design technology and stringent quality control, we have years of award-winning experience in numerous industries and applications such as military, commercial, and citizen frequency bands.
FT-RF specializes in producing:
Military Antennas (Jammer Antenna, Military Horn antenna, Military vehicle antenna, Antenna Telescope Mast, Marine, Panel, Log Periodic antenna, Gooseneck, Whip, GPS, Connector, Adapter...) Please visit the website: https://military.ft-rf.com.tw/
Outdoor Antenna and Indoor Antenna: Including Lora Antenna, ISM, LPWA antenna (868MHz antenna aka EU868, 915MHz antenna aka US915, 923MHz antenna aka AS923 and others.), 4G LTE antenna, 5G antenna, Wifi Antenna, Multi-Frequency Antenna, UHF antenna..., RF components, Cables and Connectors. We offer a variety of high-performance antennas for Global LoRaWAN applications, including 868 MHz, 915 MHz, 868 MHz, and 923 MHz... Our product line comprises both durable outdoor antennas and indoor high-performance dipole antennas that are suitable for a variety of LoRa applications, including Helium Network support. Please visit the website here: https://ft-rf.com.tw/.
Horn Antenna: RF Microwave Antennas, EMC test equipment (Double Ridged Horn Antenna, Open boundary double ridged horn antenna, Quad Ridged Horn Antenna, Standard Gain Horn antenna, Waveguide to coax Adapter, precision Sleeve Dipole Antenna, Log Periodic Antenna, Antenna Tripod, RF connectors... Please visit the website: https://horn.ft-rf.com.tw/
We provide measurement and calibration Tests, ODM, OEM services for certain products.
We have hundreds of customers from over 60 countries, and to meet their demands, we developed a plant in Vietnam (with a total infrastructure area of 10000 square meters, which includes three major buildings dedicated to operations and production) in addition to the main manufacturing facility in Taiwan. Now, we are focusing on automatic production lines and investing in automation equipment. In the future, we pledge to deliver the highest-quality product in the shortest possible period.
The horn antenna is a broadband passive device, shaped like a pyramid horn, referred to as a TEM antenna, which guides the beam of radio waves at a precise frequency. FT-RF Double Ridged Horn antennas have frequency capabilities ranging from 400MHz to 40GHz depending on type and style. These series are characterized by a huge frequency range and extremely high input powers. With increasing frequency, the gain rises to a maximum of 18 dBi. At higher frequencies, the increased gain compensates for the increasing cable losses.
The advantages of Horn antenna:
- Wide bandwidth: Because the horn antenna has no resonant parts, it can function over a wide range of frequencies.
- Easy waveguide interface: These antennas are very easy to interface to waveguide due to their shape, but they can also be designed with a transition so that a regular coaxial feeder can be used.
- Easy to make, simple design.
The horn is suitable for both transmitting and receiving purposes, especially suitable for EMC and immunity test measurements.
Recommended Accessories
- Antenna Tripod: easy and fast-changing polarisation. 100% stable handling
- SMA Cable: High-quality special SMA cable
（中央社記者潘智義台北29日電）俄烏戰事不停，美國聯準會（Fed）升息未止，產業分析師認為，全球消費市場需求降溫，電視面板已近賠錢出售壓力點，資訊電子面板雖然獲利，但跌價趨勢難變，廠商減產已勢在必行。
Omdia顯示部門資深研究總監謝勤益接受中央社電訪表示，部分尺寸電視面板5月跌破現金成本，6月不排除全面跌破現金成本，造成電視面板出現賠錢銷售的局面。
但他指出，目前筆記型電腦、液晶顯示器（Monitor）面板雖然價格掉很多，卻仍在現金成本以上，所以這兩類資訊電子（IT）面板仍有獲利，且台廠友達、群創也應可維持獲利。
謝勤益解釋，台廠電視面板占營收比重已大幅下降，所以可避開虧損的情況。友達資訊電子產品面板（IT）占55%、電視占20%、其它包括中小尺寸、車用、公共顯示、工業等用途占25%；群創IT面板占45%、電視面板占30%、其他占25%。
不過，他坦言，5、6月資訊電子產品面板降價壓力很大，仍會侵蝕面板廠獲利能力。
他強調，電視面板跌到現金成本後，第3季中國面板廠將開始明顯調降產能利用率，但預期第3季還是有價格下跌壓力；直到第4季在價格已破低點，且加上外部因素干擾減弱情況下，預計下游整機廠會逐漸加單，降價壓力在第4季可望緩解。
他說，中國面板廠調降8.5代、10.5代面板產能利用率，成為第3季面板價格跌幅縮小的主因；而整機廠重新補貨則是第4季價格回穩的因素。
他分析，彩晶以中小尺寸面板為主，與友達、群創產品不同，所以面對降價的狀況也不一樣；在承受面板供過於求壓力外，又遭遇有機發光二體（OLED）面板的市場排擠效應衝擊。但因彩晶生產規模較小，且產品屬於特殊產品，也有機會避開市場壓力。
國際數據資訊公司（IDC）資深產業分析師陳建助接受電訪指出，近期面板市場需求持續不振，供給偏多，部分尺寸電視面板已跌破現金成本，接下來有續跌壓力，甚至逼近材料成本，不排除電視面板將可能賠錢出貨。
陳建助分析，液晶顯示器、筆電等資訊電子產品面板價格持續下挫，甚至可能跌到年底，但預期仍不會跌破現金成本。
他指出，若面板需求持續不理想，不排除有部分廠商關閉工廠或減產。韓國三星顯示器一旦關閉8代線，則液晶面板產線將全面停產；樂金顯示器也有關閉5代線計畫，而大部分的面板廠面臨這一波供過於求壓力，多採取減產因應。
他認為，除了供給過剩之外，市場需求不振才是面板價格續跌的重要原因。俄烏戰事引發通膨壓力，而美國聯準會（Fed）不斷升息來面對通膨壓力，也帶動美元升值，美國以外的國家在貨幣貶值情況下，購買進口產品能力下降，也影響購買電視、筆電等產品的意願。
換個角度來解釋面板供過於求，他說，中國封城影響貨運，已持續很久的海上船運不順、塞港問題，再加上庫存壓力，造成電視、筆電整機也無法順利出貨，連帶使上游面板需求降低。
他直言，面板廠減產已勢在必行，但友達的昆山6代低溫多晶矽面板廠，卻因去年已敲定資本支出，擴充新產能如箭在弦上、不得不發；不過因新增月產能僅8000至1萬片，加上產品具有特殊性，應不至於有太大的供過於求壓力。
The horn antenna is a broadband passive device, shaped like a pyramid horn, referred to as a TEM antenna, which guides the beam of radio waves at a precise frequency. FT-RF Double Ridged Horn antennas have frequency capabilities ranging from 400MHz to 40GHz depending on type and style. These series are characterized by a huge frequency range and extremely high input powers. With increasing frequency, the gain rises to a maximum of 18 dBi. At higher frequencies, the increased gain compensates for the increasing cable losses.
The advantages of Horn antenna:
- Wide bandwidth: Because the horn antenna has no resonant parts, it can function over a wide range of frequencies.
- Easy waveguide interface: These antennas are very easy to interface to waveguide due to their shape, but they can also be designed with a transition so that a regular coaxial feeder can be used.
- Easy to make, simple design.
The horn is suitable for both transmitting and receiving purposes, especially suitable for EMC and immunity test measurements.
Recommended Accessories
- Antenna Tripod: easy and fast-changing polarisation. 100% stable handling
- SMA Cable: High-quality special SMA cable
至於后里新廠計畫，因採取何種世代、何種技術都未拍板定案，且預定2025年才量產，尚不至於在目前市場供過於求情況下再添新的壓力。整體而言，產業分析師認為，電視面板在6月可能因跌價出現賠錢銷售局面，但資訊電子產品應用面板即便跌價，卻仍可獲利；第3季電視面板價格跌幅可能因面板廠減產而縮小，第4季除延續第3季時調降產能利用率帶來的效果外，又有整機廠重新補貨帶動需求，電視面板跌勢有機會緩和。（編輯：張良知、翟思嘉）1110529
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