疫情紅利消失 全球面板業現十年來最大規模減產 旺季不旺

Fei Teng Wireless Technology (FT-RF) is a Taiwan antenna manufacturer. Since our inception in 2001, we have been consistently inventing and improving in order to better understand and respond to the demands of our clients.

By delivering trustworthy design technology and stringent quality control, we have years of award-winning experience in numerous industries and applications such as military, commercial, and citizen frequency bands.

FT-RF specializes in producing:

Military Antennas (Jammer Antenna, Military Horn antenna, Military vehicle antenna, Antenna Telescope Mast, Marine, Panel, Log Periodic antenna, Gooseneck, Whip, GPS, Connector, Adapter...) Please visit the website: https://military.ft-rf.com.tw/
Outdoor Antenna and Indoor Antenna: Including Lora Antenna, ISM, LPWA antenna (868MHz antenna aka EU868, 915MHz antenna aka US915, 923MHz antenna aka AS923 and others.), 4G LTE antenna, 5G antenna, Wifi Antenna, Multi-Frequency Antenna, UHF antenna..., RF components, Cables and Connectors. We offer a variety of high-performance antennas for Global LoRaWAN applications, including 868 MHz, 915 MHz, 868 MHz, and 923 MHz... Our product line comprises both durable outdoor antennas and indoor high-performance dipole antennas that are suitable for a variety of LoRa applications, including Helium Network support. Please visit the website here: https://ft-rf.com.tw/.
Horn Antenna: RF Microwave Antennas, EMC test equipment (Double Ridged Horn Antenna, Open boundary double ridged horn antenna, Quad Ridged Horn Antenna, Standard Gain Horn antenna, Waveguide to coax Adapter, precision Sleeve Dipole Antenna, Log Periodic Antenna, Antenna Tripod, RF connectors... Please visit the website: https://horn.ft-rf.com.tw/
We provide measurement and calibration Tests, ODM, OEM services for certain products.

We have hundreds of customers from over 60 countries, and to meet their demands, we developed a plant in Vietnam (with a total infrastructure area of 10000 square meters, which includes three major buildings dedicated to operations and production) in addition to the main manufacturing facility in Taiwan. Now, we are focusing on automatic production lines and investing in automation equipment. In the future, we pledge to deliver the highest-quality product in the shortest possible period.

The horn antenna is a broadband passive device, shaped like a pyramid horn, referred to as a TEM antenna, which guides the beam of radio waves at a precise frequency. FT-RF Double Ridged Horn antennas have frequency capabilities ranging from 400MHz to 40GHz depending on type and style. These series are characterized by a huge frequency range and extremely high input powers. With increasing frequency, the gain rises to a maximum of 18 dBi. At higher frequencies, the increased gain compensates for the increasing cable losses.

The advantages of Horn antenna:

- Wide bandwidth: Because the horn antenna has no resonant parts, it can function over a wide range of frequencies.

- Easy waveguide interface: These antennas are very easy to interface to waveguide due to their shape, but they can also be designed with a transition so that a regular coaxial feeder can be used.

- Easy to make, simple design.

The horn is suitable for both transmitting and receiving purposes, especially suitable for EMC and immunity test measurements.

Recommended Accessories

- Antenna Tripod: easy and fast-changing polarisation. 100% stable handling

- SMA Cable: High-quality special SMA cable

The horn antenna is a broadband passive device, shaped like a pyramid horn, referred to as a TEM antenna, which guides the beam of radio waves at a precise frequency. FT-RF Double Ridged Horn antennas have frequency capabilities ranging from 400MHz to 40GHz depending on type and style. These series are characterized by a huge frequency range and extremely high input powers. With increasing frequency, the gain rises to a maximum of 18 dBi. At higher frequencies, the increased gain compensates for the increasing cable losses.

The advantages of Horn antenna:

- Wide bandwidth: Because the horn antenna has no resonant parts, it can function over a wide range of frequencies.

- Easy waveguide interface: These antennas are very easy to interface to waveguide due to their shape, but they can also be designed with a transition so that a regular coaxial feeder can be used.

- Easy to make, simple design.

The horn is suitable for both transmitting and receiving purposes, especially suitable for EMC and immunity test measurements.

Recommended Accessories

- Antenna Tripod: easy and fast-changing polarisation. 100% stable handling

- SMA Cable: High-quality special SMA cable

全球面板業正經歷十年來最大規模減產，繼台灣和南韓面板廠減產後，6 月中國面板廠也開始減產，預估整個產業約減產 20%，凸顯疫情紅利消失，地緣衝突與通膨又抑制需求。

第一財經報導，群智咨詢（Sigmaintell）預估，第 2 季全球大尺寸液晶面板投片量較上季降 3.3%，第 3 季續降 7%，減產範圍涵蓋 5 代線至 10.5 代線。第 3 季是傳統旺季，但大尺寸應用旺季不旺。

群智咨詢總經理李亞琴說：「這是十年以來（2013 年之後），面板產業首次如此大規模和全世代線的減產，對面板價格下滑有平穩或減緩作用。」

此番面板廠減產不僅針對 TV 面板，還包括顯示器、平板、筆電的面板，大尺寸面板三大應用筆電、顯示器、電視的需求都降溫。

自去年 6 月以來，TV 面板價格到今年 6 月已下行 13 個月，IT 面板價格下行也有半年至三個季度。李亞琴說：「面板價格下行，對面板廠的盈利壓力是全方位的，TV 面板盈利壓力最大，主要尺寸 TV 面板價格都在現金成本以下，IT 面板價格也部分低於成本。」

台灣和南韓面板廠從第 2 季啟動減產，中國面板廠 6 月也開始積極減產。李亞琴預估，整個產業減產規模約 20%，第 3 季供需將緩和，面板價格降幅會逐步縮小，進而走穩。

Omdia 大中華區顯示面板 & 生產首席分析師吳榮兵也表示，面板廠 6 月都開始減產，減產幅度大概介於 15%-20%。

隨著面板廠減產，6、7 月面板價格有望在底部持平，但 7、8 月面板價格能否回升，仍需看最終需求走向。

奧維睿沃（AVCRevo）高級研究經理榮超平則表示，6 月面板廠集中減產，整體減產幅度達 16%。

榮超平並說：「如果今年第 3 季持續按照 6 月份的稼動率運行，有望帶動價格的反轉，但持續低稼動率對中國面板廠來說，營收壓力是比較大的；隨著面板價格跌至現金成本以下，面板廠現金流壓力愈來愈大，虧損加劇，面板行業洗牌將會再次上演。」

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