陸能耗雙控|電子業受創 蘇州昆山停電停 - 工程師
By Sierra Rose
at 2021-09-29T08:44
at 2021-09-29T08:44
Table of Contents
※ [本文轉錄自 Reewalker 信箱]
作者: lolic (白蝙蝠巴比特) 看板: Stock
標題: [新聞] 陸能耗雙控|電子業受創 蘇州昆山停電停
時間: Mon Sep 27 07:51:37 2021
原文標題:
陸能耗雙控|電子業受創 蘇州昆山停電停產
(請勿刪減原文標題)
原文連結:
https://ctee.com.tw/news/tech/522379.html
(請善用縮網址工具)
發布時間:
工商時報 科技組 2021.09.27
(請以原文網頁/報紙之發布時間為準)
原文內容:
中國官方為達碳中和目標全面執行「能耗雙控」,
台商群聚的長三角地區開始面臨停電停產壓力。
其中,蘇州及昆山兩地26日突通知所有廠商停電停產,
當地除了半導體及面板產業不受影響,
包括PCB、被動元件、ODM/OEM組裝、電源及散熱設備等產業全都被迫停產至月底,
影響層面深遠,9月營收表現恐受工作天數減少影響,
而10月之後是否會有二度或三度的停電停產命令仍未可知。
蘇州及昆山要求當地所有廠商停電停產,但半導體及面板產業不受影響,
聯電的蘇州和艦晶圓廠,以及日月光、京元電、頎邦等封測廠,均維持正常營運。
友達配合當地政府限電政策,廠區停止非必要用電,生產營運將適當因應調整。
不過業者表示,政策每天都有變化,還要觀察後續的措施再做調整。
不過,PCB廠及被動元件廠生產受到直接衝擊。
在被動元件業者部份,電阻二哥厚聲昆山廠已經放假及停產,估停產天數達12天。
凱美、麗智、九豪等則先停產3~7天,至於國巨標準型產品以蘇州廠為主要產能重鎮,
因廠房位於蘇州新區且不在這一次限電範圍,還可維持正常營運,
業界預期這一波停產將有助於庫存消化。
PCB廠接獲蘇州或昆山政府通知後陸續停產,包括台光電、敬鵬、柏承等均已停產。
位於蘇州的金像電、嘉聯益、欣興等表示配合當地政府能耗雙控政策,
後續將進行產能調配,包括由台灣廠支援生產。
在昆山設廠的南電、定穎、台郡同樣收到限電要求並降載生產,
南電及定穎正在調配其它廠區產能支援,以及以事前備好的庫存因應。
台郡展開兩岸產能調度,盡可能滿足客戶需求。
龍頭大廠華通蘇州廠及健鼎無錫廠目前生產營運正常,
但表示若接到相關通知將配合當地政府政策進行。
華通表示,蘇州廠主要是SMT,沒有PCB產能,可由惠州廠來因應。
只是惠州廠確實有收到通知並停電,目前是以發電機供電。
電源供應器大廠台達電及群光在吳江設廠,
台達電與群光集團均表示未接獲當地政府限電通知,
但也都知悉周邊許多供應鏈已遭到限電,對營運是否有影響還需要釐清。
在ODM/OEM廠部份,仁寶在昆山擁有龐大的筆電產能,
和碩蘇州廠則是組裝微軟Surface系列產品線及XBOX遊戲機,
特斯拉上海廠所需中控台也是由和碩蘇州負責提供,
至於和碩昆山廠產能部分支援上海廠生產iPhone。
至26日晚為止,仁寶、和碩、緯創仍正常營運未被限電停產,
但已評估供應商停電對其工廠運作影響;至於微星、神基在當地據點已配合停電停產。
https://i.imgur.com/mG4XrgR.jpg
心得/評論: ※必需填寫滿20字
中國暴力式環保
昨天還在笑傳產 結果電子也開始中標
目前僅半導體及面板維持營運
看來喵喵或成最大贏家
--
作者: lolic (白蝙蝠巴比特) 看板: Stock
標題: [新聞] 陸能耗雙控|電子業受創 蘇州昆山停電停
時間: Mon Sep 27 07:51:37 2021
原文標題:
陸能耗雙控|電子業受創 蘇州昆山停電停產
(請勿刪減原文標題)
原文連結:
https://ctee.com.tw/news/tech/522379.html
(請善用縮網址工具)
發布時間:
工商時報 科技組 2021.09.27
(請以原文網頁/報紙之發布時間為準)
原文內容:
中國官方為達碳中和目標全面執行「能耗雙控」,
台商群聚的長三角地區開始面臨停電停產壓力。
其中,蘇州及昆山兩地26日突通知所有廠商停電停產,
當地除了半導體及面板產業不受影響,
包括PCB、被動元件、ODM/OEM組裝、電源及散熱設備等產業全都被迫停產至月底,
影響層面深遠,9月營收表現恐受工作天數減少影響,
而10月之後是否會有二度或三度的停電停產命令仍未可知。
蘇州及昆山要求當地所有廠商停電停產,但半導體及面板產業不受影響,
聯電的蘇州和艦晶圓廠,以及日月光、京元電、頎邦等封測廠,均維持正常營運。
友達配合當地政府限電政策,廠區停止非必要用電,生產營運將適當因應調整。
不過業者表示,政策每天都有變化,還要觀察後續的措施再做調整。
不過,PCB廠及被動元件廠生產受到直接衝擊。
在被動元件業者部份,電阻二哥厚聲昆山廠已經放假及停產,估停產天數達12天。
凱美、麗智、九豪等則先停產3~7天,至於國巨標準型產品以蘇州廠為主要產能重鎮,
因廠房位於蘇州新區且不在這一次限電範圍,還可維持正常營運,
業界預期這一波停產將有助於庫存消化。
PCB廠接獲蘇州或昆山政府通知後陸續停產,包括台光電、敬鵬、柏承等均已停產。
位於蘇州的金像電、嘉聯益、欣興等表示配合當地政府能耗雙控政策,
後續將進行產能調配,包括由台灣廠支援生產。
在昆山設廠的南電、定穎、台郡同樣收到限電要求並降載生產,
南電及定穎正在調配其它廠區產能支援,以及以事前備好的庫存因應。
台郡展開兩岸產能調度,盡可能滿足客戶需求。
龍頭大廠華通蘇州廠及健鼎無錫廠目前生產營運正常,
但表示若接到相關通知將配合當地政府政策進行。
華通表示,蘇州廠主要是SMT,沒有PCB產能,可由惠州廠來因應。
只是惠州廠確實有收到通知並停電,目前是以發電機供電。
電源供應器大廠台達電及群光在吳江設廠,
台達電與群光集團均表示未接獲當地政府限電通知,
但也都知悉周邊許多供應鏈已遭到限電,對營運是否有影響還需要釐清。
在ODM/OEM廠部份,仁寶在昆山擁有龐大的筆電產能,
和碩蘇州廠則是組裝微軟Surface系列產品線及XBOX遊戲機,
特斯拉上海廠所需中控台也是由和碩蘇州負責提供,
至於和碩昆山廠產能部分支援上海廠生產iPhone。
至26日晚為止,仁寶、和碩、緯創仍正常營運未被限電停產,
但已評估供應商停電對其工廠運作影響;至於微星、神基在當地據點已配合停電停產。
https://i.imgur.com/mG4XrgR.jpg
心得/評論: ※必需填寫滿20字
中國暴力式環保
昨天還在笑傳產 結果電子也開始中標
目前僅半導體及面板維持營運
看來喵喵或成最大贏家
--
Tags:
工程師
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By Steve
at 2021-09-28T22:38
at 2021-09-28T22:38