夏普龟山K2工厂将于8月停工，或将冲击苹果IT面板、电子纸供应

芯智讯02-12

日本显示面板及家电大厂夏普（Sharp）于2 月10日发布公告称，由于出售日本龟山K2 工厂（Gen8 2160mmx2460mm）工厂给母公司富士康（Foxconn）的计划失败，为进行企业改革，所以决定执行今年8月K2厂的停产计划，后续将寻找其他买家接手。据了解，夏普K2工厂生产的面板主要用于笔记本电脑、平板电脑、电子纸和智能手机，同时该工厂也是苹果MacBook以及iPad面板的第三大供应商，...

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2160mmx2460mm）工厂给母公司富士康（Foxconn）的计划失败，为进行企业改革，所以决定执行今年8月K2厂的停产计划，后续将寻找其他买家接手。据了解，夏普K2工厂生产的面板主要用于笔记本电脑、平板电脑、电子纸和智能手机，同时该工厂也是苹果MacBook以及iPad面板的第三大供应商，也是电子纸所需的Oxide背板关键供应商。然而，因韩国及中国大陆面板厂陆续投资Oxide背板产能，导致夏普的这项技术红利逐渐消失。据TrendForce估算，目前苹果公司产品的订单大约仅能支撑夏普K2工厂16-17%左右的产能利用率。而且今年MacBook OLED版本将问世，将进一步排挤未来苹果公司高阶LCD面板的订单数量。所以，苹果公司订单前景不明朗，是影响夏普做出停产决定的关键因素之一。在短期内LCD Oxide仍占苹果IT产品一定比重的情况下，一旦K2工厂产能于8月停产，预估前两大韩系、中国大陆面板供应商将直接受益。至于K2工厂除了苹果公司以外的订单，由于受到中系面板厂产能扩张以及成本优势的强力竞争，订单数量也是持续减少。加上存储芯片缺货、价格飙涨，客户要求面板供应商协助分摊成本，这对于没有成本优势的夏普K2工厂来说，更是雪上加霜。即便有苹果公司的订单，其他客户的各应用产品的需求始终也无法让K2工厂维持较高的产能利用率，造成K2工厂的单位平均成本更加恶化，因而加速导致夏普做出退出大世代液晶面板业务的决定。至于在电子纸领域，因Oxide背板能有效减缓电子纸的残影、输入延迟感，并延长续航时间，对推广大型电子纸看板的应用至关重要，促使夏普K2工厂成为关键电子纸Oxide背板供应商。一旦其停产，推测后续订单可望由积极布局Oxide产能的中国大陆面板厂接手，但短期仍可能对电子纸产品的升级进度造成负面影响。尽管夏普已宣告将于今年8月对龟山K2停产，但能否真的在今年8月以前将整座工厂的产能全部停掉，或者是保留部分关键客户使用的产能，以维持营运弹性，后续仍待观察。编辑：芯智讯-浪客剑","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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