半導體砍單風暴來襲 - 工程師
By Leila
at 2022-05-23T09:35
at 2022-05-23T09:35
Table of Contents
半導體砍單風暴來襲
2022/05/23 03:20:55
經濟日報 記者鐘惠玲/台北報導
半導體「砍單風暴」正式來襲,面板驅動IC廠開第一槍。受制面板需求疲軟、報價跌跌不
休,業界傳出,已有驅動IC廠大砍晶圓代工投片量,幅度高達二至三成,去年驅動IC廠風
光大賺數個股本已成過去式;部分消費性IC受大陸封控與通膨導致消費緊縮壓力,也恐接
棒砍單。
台灣上市櫃驅動IC廠包括聯詠(3034)、矽創、敦泰、天鈺、瑞鼎等,相關業者檯面上都
不願對此多談。有業者私下透露,現在大環境真的不好,「該砍(單)的還是要砍」,為
了管控庫存,「後面訂單不要下那麼多」。
https://imgur.com/Z8S5WlE.jpg
驅動IC在疫情前因為晶圓代工價格最差,晶圓代工廠最不願生產,多半只是用來「填產能
」的品項。不料疫情帶來筆電、監視器、電視等需求大好,使得驅動IC瞬間供不應求,成
為市場當紅炸子雞,價格漲不停,相關廠商營運風光,去年普遍賺進數個股本。
如今需求熱潮退去,尤其面板市況大幅修正,價格跌翻天,拖累驅動IC市況「由天堂跌落
凡間」,使得驅動IC廠措手不及。
有業者不諱言,「潮水退了,就知道到底誰沒穿褲子」,去年無論一線、二線甚至三線驅
動IC廠都搶搭報價大漲列車,「有IC就等於鈔票」,甚至引發晶圓代工重複下單問題。
如今市場從絢爛回歸平淡,廠商們不再有機會財可賺,比的就是誰的底子厚、產品競爭力
強,「業界全面大賺已成為過去式」。
有驅動IC相關廠商坦言,之前供不應求時,訂單很多,但產能有限,訂單出貨比(B/B值
)大約是1.7至1.8,但現在客戶需求已不如之前,只能砍掉部分對晶圓代工廠的訂單,讓
分子與分母對應調整,因此現階段訂單出貨比還維持在1.15至1.2左右,如果沒砍晶圓代
工訂單,B/B值早就小於1。
一家不願具名的驅動IC廠則說,客戶訂單沒有取消,但確實有拉貨遞延的狀況,所以目前
尚未對晶圓代工廠砍單。還有一家驅動IC廠則是低調地說,對晶圓廠訂單會依照市況來調
整。
驅動IC廠開出半導體砍單第一槍,業界研判,部分消費性IC受大陸封控與通膨導致消費緊
縮壓力,也恐接棒砍單。
有消費性IC設計業者指出,今年原本有部分是額外加價增購產能,如今情況有變,這部分
就會評估先不下單,把產能留給其他還有需要的業者。
https://reurl.cc/j1yp4L
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