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下面附上一則新聞讓大家了解時事
工商時報【袁顥庭╱台北報導】
面板廠友達（2409）日前參加富邦論壇，對於第3季釋放出樂觀訊息。今年電視面板平均尺寸增加1.5吋～2吋，然而三星、華星光電和京東方則是因為生產線技術轉換或生產新產品造成產能損失，讓供需趨於平?。
市調單位WitsView也預估，接下來備貨加溫，面板緩漲的走勢可望延續到第3季底。
今年消費性電子產品需求疲弱，面板廠對於今年供需展望也相對悲觀。不過上半年因為面板廠技術、產品轉換，意外造成產能損失，讓供過於求的壓力大減，面板廠展望也轉趨樂觀。今年面板廠紛紛把產能轉往48吋、49吋，甚至是55吋、65吋面板，打破平均尺寸一年增加1吋的規則，友達估計今年平均尺寸增幅可達到1.5吋～2吋。因為平均尺寸大幅增加，預估今年面板需求面積成長率約5％～7％，和面板供給面積成長率相當，整體供需狀況相對平衡。
在供給面方面，群創因為台南大地震對於生產線影響大，造成產能損失，影響延續到4月才恢復。此外，由於32吋面板價格破底，大陸面板廠京東方和華星光電都選擇把產能轉進48吋、49吋、55吋等大尺寸面板，以及4K2K高解析度面板。新產品生產初期良率不佳，也使得產出減少。
三星更是因技術轉換影響供貨，今年初開始把玻璃由過去的0.6T改為0.4T，並導入BCS製程，但因為玻璃與BCS製程導入不順，生產良率下滑，市場估計，產能損失高達30％。另一方面，因應蘋果iPad和MacBook改採Oxide TFT面板，三星旗下的L8生產線從a-Si轉為Oxide TFT，估計也造成5％的產能損失。
面板廠產能損失大，讓第2季面板供過於求的壓力大減，電視面板價格率先止跌反彈。32吋、40吋、43吋等小尺寸電視面板價格在4、5月價格都小幅調漲1～2美元，而50吋、55吋、65吋電視面板因為促銷拉抬需求增加，價格也止跌。WitsView資深研究協理邱宇彬表示，上半年是淡季，但面板價格止跌持穩，第3季是傳統品牌拉貨旺季，後續面板還有機會持續緩漲的走勢，面板廠營運表現可望逐季改善。
面板雙虎首季大虧，友達稅後淨損55.8億元、群創則是大虧85.82億元，營運表現可望在首季觸底。第2季受惠於大陸品牌和三星拉貨動能轉強，而且面板價格止跌反彈，法人預估面板雙虎營收將有兩位數的成長幅度，虧損也會大幅縮小，如果面板價格持續上漲，第3季有機會損益兩平。
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