群創拚差異化 暫不蓋10.5代廠 - 工程師
By Daph Bay
at 2017-02-13T14:41
at 2017-02-13T14:41
Table of Contents
群創拚差異化 暫不蓋10.5代廠
聯合
群創(3481)董事長暨執行長王志超昨(10)日表示,群創現階段的策略,是「差異化」先行,在沒有新產能增加前題下,要把價值做出來。董事會昨天通過的2017年資本支出250億元,沒有興建10.5代廠的規劃,還待未來評估。他同時指出,群創沒有赴美建廠的計畫。
群創昨天法說會報喜,法人直言群創上季績效亮眼。法人關切,2018及2019年陸續將有四座10.5代以上的面板產線投產,群創有何規劃?
王志超表示,有很多方案都在群創的考量中,目前均未定案。群創會以產能不增加,把價值做出來的方法因應,並觀察2017發展後,再做是否興建10.5代線的決策。
他強調,群創將從過去賣不含背光模組的面板半成品(open-cell),轉而朝產品垂直整合、提升高附加價值、走出差異化。除顯示面板之外,也將推出指紋辨識感應器。
法人關心鴻海集團赴美設面板廠一事。王志超回應,那是由日本的夏普主導。群創今年的資本支出250億元,將以路竹 8.6代廠為主;並沒有著墨海外設廠的規劃。
https://udn.com/news/story/7253/2277533
包子讚讚讚
等賺錢就可以衝10.5代廠惹
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