[新聞] 蘋果排除友達 台灣顯示面板全軍覆沒
1.原文連結:
https://goo.gl/QqOKFM
2.原文內容:
蘋果排除友達 台灣顯示面板全軍覆沒
(中央社記者潘智義台北2017年3月28日電)外媒報導,蘋果今公布200大供應商,面板大廠友達 (2409) 被排除在外,研調機構WitsView資深協理邱宇彬表示,友達不再供貨蘋果之後,台灣顯示面板廠完全退出蘋果供應鏈。
邱宇彬指出,蘋果觸控面板供應鏈包括台灣的宸鴻TPK-KY (3673) 、業成GIS-KY (6456) ,但顯示面板部分,除早年第2代的iPad面板曾由群創 (3481) 供貨之外,去年上半年僅剩友達供應蘋果入門款筆電,Macbook air顯示面板,且供應量不大,但去年下半年已無供貨,今年更直接排除在供貨名單之外。
他說,中國大陸面板廠京東方已打入蘋果供應鏈,先前和友達一起供應13.3吋的Macbook air顯示面板,這款入門機種,以輕薄為訴求,有高清(HD)解析度,未來可望由京東方慢慢放量,吃下大多數訂單。
至於蘋果高階筆電顯示面板由南韓樂金顯示器(LGD)、三星顯示器供貨;友達退出Macbook air顯示面板供貨之後,蘋果顯示面板供應鏈已不見台廠蹤跡。
另外,鴻海 (2317) 投資,委託集團旗下面板廠群創設廠、管理的高雄6代低溫多晶矽面板廠,除中國大陸品牌,未來也有機會爭取蘋果智慧手機iPhone顯示面板訂單。
3.心得/評論(必需填寫滿20字):
利空出盡?
面板雙虎去年底開始噴到農曆年前 大有重返榮耀的氣勢 沒想到年後變盤 似乎又打回原形了
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