[新聞] 四大慘業 將擺脫惡名
LED產業逐步回穩，太陽能、DRAM、面板市況也陸續擺脫低潮，「四大慘業」2014年可望
全數擺脫惡名。
就產業市場供需面分析，DRAM及太陽能仍是「四大慘業」當中最穩健的雙箭頭，主因市場
供給獲得有效控制，明年產值可望維持成長。面板產業端視4K2K高解析度滲透度能否大幅
提升，景氣最快明年3月開始回溫。
拓墣產業研究所看好明年全球DRAM產值將比今年成長17%，達379.2億美元（約新台幣1.11
兆元）。市調機構預估，明年全年太陽能裝置需求在日本、美國及中國持續獎勵下，將達
42至45GW（10億瓦），遠優於今年的32至35GW。
http://udn.com/NEWS/FINANCE/FIN3/8392274.shtml
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