友達群創 a-Si面板技術躍進 - 工程師
By Sandy
at 2014-10-03T08:57
at 2014-10-03T08:57
Table of Contents
友達群創 a-Si面板技術躍進
http://money.udn.com/storypage.php?sub_id=5641&art_id=387003
友達與群創的技術躍進,威脅全球最大中小尺寸面板廠日本顯示器(JDI)。研調機構
Jefferies指出,台廠以非晶矽 (a-Si)技術,低價製造HD面板,未來價格戰將更為激烈,
宣布下修JDI評等至「持有」,目標價為550日圓。
Jefferies報告指出,JDI採用成本較高的低溫多晶矽(LTPS)LCD技術,LTPS一直是智慧
機HD、FHD面板的主流技術。如今台廠能以a-Si技術生產HD面板,並有良率穩定。儘管
LTPS畫質較佳,但是a-Si面板畫質差距不大、價格又低。隨著製程轉往a-Si,價格競爭將
更為激烈。
--
推 cafopupu:包子讚讚讚, 原因鴻海集團連日抗韓, 準備轉虧為盈 07/25 22:26
推 cafopupu:包子讚讚讚!!!4k2k引爆十一強勁拉貨需求,包子火要飛天拉 07/06 02:54
推 cafopupu:包子4k讚不絕口、技術獨霸,學人精黯然失色看嘸車尾燈 06/09 12:21
推 cafopupu: 放砲~~ 放砲 ~~~ OH~~~ YA 包子再度領先同行大加薪!!! 08/12 01:47
推 cafopupu: 讚阿~ 包子無極限!!! 未來面板取代落地窗,100吋都還太小 08/27 23:52
→ cafopupu: 十一長假動力動力強,包子股價歡呼漲 08/28 00:00
--
http://money.udn.com/storypage.php?sub_id=5641&art_id=387003
友達與群創的技術躍進,威脅全球最大中小尺寸面板廠日本顯示器(JDI)。研調機構
Jefferies指出,台廠以非晶矽 (a-Si)技術,低價製造HD面板,未來價格戰將更為激烈,
宣布下修JDI評等至「持有」,目標價為550日圓。
Jefferies報告指出,JDI採用成本較高的低溫多晶矽(LTPS)LCD技術,LTPS一直是智慧
機HD、FHD面板的主流技術。如今台廠能以a-Si技術生產HD面板,並有良率穩定。儘管
LTPS畫質較佳,但是a-Si面板畫質差距不大、價格又低。隨著製程轉往a-Si,價格競爭將
更為激烈。
--
推 cafopupu:包子讚讚讚, 原因鴻海集團連日抗韓, 準備轉虧為盈 07/25 22:26
推 cafopupu:包子讚讚讚!!!4k2k引爆十一強勁拉貨需求,包子火要飛天拉 07/06 02:54
推 cafopupu:包子4k讚不絕口、技術獨霸,學人精黯然失色看嘸車尾燈 06/09 12:21
推 cafopupu: 放砲~~ 放砲 ~~~ OH~~~ YA 包子再度領先同行大加薪!!! 08/12 01:47
推 cafopupu: 讚阿~ 包子無極限!!! 未來面板取代落地窗,100吋都還太小 08/27 23:52
→ cafopupu: 十一長假動力動力強,包子股價歡呼漲 08/28 00:00
--
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