Blogtrottr
Changes are afoot at Blogtrottr!
By popular request, we're bringing in paid plans with some cool new features (and more on the way). You can read all about it in our blog post.
月 - Yahoo!奇摩 搜尋結果
月 - Yahoo!奇摩 搜尋結果
PSS持續供不應求!晶棒廠下半年獲利High
Jul 7th 2013, 04:31

作者: 鉅亨網記者張旭宏 台北 | 鉅亨網 – 

圖案化藍寶石基板(PSS)市場持續供不應求,為掌握上游料源來源,帶動兩岸藍寶石廠狂搶晶棒,使得國際藍寶石晶棒廠Rubicon率先4月漲價,Monocrystal、中國哈工大也都等跟進調漲,目前晶棒價格調高3.8-4美元,擁有晶棒廠的台聚光電、鑫晶鑽(4946-TW)及佳晶科(5242-TW)下半年獲利看增,其中佳晶科不排除提前擴產。

國內藍寶石晶棒由5月開始調漲,2吋晶棒於5月調至3美元,6月再度調漲到3.3-3.5美元,並有部分中國業者成交價達4美元,醞釀漲價到7月浮動範圍為3.8-4美元,目前全球藍寶石晶棒廠主要有4家,其中市佔率最高的是俄羅斯的Monocrystal,韓國STC居次,美國Rubincon第3,台聚光電第4,中國的哈工大則急起直追。據了解,7月漲價幅度最高的是台聚光電,單月報價漲幅達20%,Rubincon也調漲15%,至於Monocrystal及哈工大則分別調漲10%。

由於晶棒漲勢確立,擁有晶棒廠的廠商優勢立現,包含台聚光電、鑫晶鑽及佳晶科下半年獲利可望看增,其中台聚光正在觀察市場需求,最快第4季重啟擴產,另外在晶棒漲價下,下游基板廠計劃第3季開始漲價,進一步反應成本,PSS基板也跟著漲,其中代工價格也會提高,因此PSS基板的業者晶美(4990-TW)第2季開始賺錢,兆遠(4944-TW)、鑫晶鑽、佳晶科等,營運將會大幅改善,沈寂已久的藍寶石基板供應鏈今年將出現轉機!

This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers. Five Filters recommends: 'You Say What You Like, Because They Like What You Say' - http://www.medialens.org/index.php/alerts/alert-archive/alerts-2013/731-you-say-what-you-like-because-they-like-what-you-say.html

You are receiving this email because you subscribed to this feed at blogtrottr.com.

If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions
arrow
arrow
    全站熱搜

    bwaq5 發表在 痞客邦 留言(0) 人氣()