According to Taiwan media reports, last Saturday's earthquake in Taiwan affected panel output, and the tight supply of panels was even worse. The industry believes that this will drive panel prices to increase in the coming months. Big, not even ruled out in advance.
Xie Qinyi, vice president of Display Search, said yesterday that the earthquake on December 19th did interrupt the panel production line that was running all day. In the central and southern parts of AUO, Chimei Electric and Caijing, the impact level was relatively large. TSMC was also affected by the earthquake. The revenue this month was reduced by 1 billion yuan (NTD, the same below).
Xie Qinyi emphasized that the earthquake caused the glass of the panel production line to fall and break, and the dust-free indoor handling and glass-filled cassettes were greatly fluctuated, which will affect the output of the production line. Taiwan has a global production capacity of 38% to 40%. The global panel supply is estimated to reduce the earthquake by 1% to 1.2%.
AUO and CMO are all put into production at full capacity to meet the demand for strong LCD TVs from Europe, America and the mainland. DisplaySearch estimates that the global panel production area and shipments in the first quarter of next year will be greater than the fourth quarter of this year. Coupled with the earthquake, it will also boost the price of the panel. AUO shares rose 0.35 yuan yesterday to close at 38.3 yuan; Chi Mei also rose 0.2 yuan to close at 21.45 yuan.
AUO, Chi Mei Electric and other panel factories all said that the earthquake had no significant impact on finance and business. AUO stressed that at the time of the earthquake, the parameters of the machine did run away. There was a loss in resetting, but it was all recovered within an hour, and the loss of capacity could be replenished afterwards.
Xie Qinyi said that the original DisplaySearch estimated that the panel supply was tight in the first quarter of next year, and the panel price rose. The panel factory has successfully upgraded the panel price in late December. As the earthquake affected the panel output, the downstream brand factory worried that the panel was insufficient. Initiate the brand factory to purchase more panels and establish a safe inventory level.
He pointed out that before the earthquake, the panel factory suddenly increased the capacity utilization rate, exceeding the expectations of the glass substrate supplier, resulting in tight supply of glass. After the earthquake, the panel supply will be tightened, leading to the increase in panel prices in the next few months. With speed, higher than previous estimates.
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