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Taiwanese touch screen display panel & DRAM factories are fucked, bigest listed 桃園 Retrenchment Close Shop Axed 2500, more soon!

democracy my butt

Alfrescian
Loyal
https://tw.news.yahoo.com/面板界哀歌-桃園最大解僱案-撐不下去-華映狠裁2500人-215005812--finance.html

面板界哀歌 桃園最大解僱案 撐不下去 華映狠裁2500人

中時電子報


13.7k 人追蹤

蔡依珍╱桃園報導
2019年3月12日 上午5:50


中國時報【蔡依珍╱桃園報導】
面板大廠華映撐不下去了!桃園市勞動局11日傍晚接獲華映公司提報大量解僱勞工計畫書,預計5月10日一口氣解僱近7成員工、共2500人,這不僅是國內面板廠、也是桃園升格以來,單一公司最大量解僱案,華映工會理事長蘇國哲嘆,員工又沒錯,失業如何養家。
人心惶惶 綠能延後發薪資
桃園市勞動局今將派員入廠訪查,了解具體解僱情形,並輔導失業勞工轉職再就業。值得注意的,就在華映傳出大量裁員之際,大同集團旗下綠能科技也傳出原每月8日發放薪資也延至11日,一時間搞得人心惶惶。
華映去年底爆發財務危機,去年12月13日向桃園地院聲請重整,桃園市勞動局在14日、17日派員訪查,當時華映公司在桃園的龍潭、楊梅2廠共有4018位本國勞工,與541位外籍勞工,雖然2條生產線停工,但公司強調沒有大量解僱勞工計畫,允諾停工期間薪資、福利不變。
無奈華映仍撐不過寒冬,昨除宣布將裁員2500人,只保留6代線,另外2條4.5代線,未來將全數出售,也不排除出租外,也向勞動局遞交大量解僱勞工計畫書,預計5月10日解僱龍潭跟楊梅廠員工2500名生產人員跟幕僚人員,以目前共3602名本國籍員工來看,解僱人數達69.4%,僅會留下1102名員工。
勞動部籲 從優給付資遣費
勞動局指出,華映符合法令在60天前將解僱計畫書送達勞動局並公告,今將進場了解、主動協助勞資雙方協商,並督促華映遵守勞基法等相關法令,目前尚未接到華映員工申訴,呼籲員工如有權益受損,可向勞動局申訴或申請勞資爭議調解。
面對一口氣將有2500人失業,桃園市就服處也將提前分梯次入場辦理失業給付說明會;勞動部也呼籲,公司應朝向「從優給付」勞工資遣費等相關費用的方向,與工會協商;政府也會在協商過程中,給予雙方協助。
面板界哀歌
裁員2500人!員工:無奈也只能接受


https://tw.news.yahoo.com/面板業-dram業寒冬到-華映無預警停工-121100846.html

面板業、DRAM業寒冬到!華映無預警停工

EBC東森新聞


9.4k 人追蹤

東森新聞
2018年12月17日 下午8:11


596d78c1374ec1cdad07dba6d2711e43

檢視相片
來看面板業和DRAM業都吹起寒風!華映15日驚傳龍潭、楊梅兩廠無預警停工,專家分析是轉型不順利,另外DRAM廠景氣下滑,南亞科、華邦電等首當其衝,摩根士丹利暗示廠商將面臨辛苦的一年。

f400bb4bfb2ce9f5e293b790ad8399b4

檢視相片
▲友達每股淨值21.02元、連9季獲利,面板業進入汰弱留強大洗牌的局面。(圖/東森新聞資料畫面)

華映無預警停工再度引發產業震撼,其實國內的4家面板廠財報中,華映財務體質比較孱弱,但面板雙虎的友達、群創至今年9月底止,每股淨值分別還有21.02元、25.76元,面板業進入汰弱留強大洗牌的局面。

品豐大中華投顧董事長,蔡彰鍠:「華映首先它是轉型沒有辦法很順利,連續九年虧損,再加上他本身是聚焦在手機類型的面板,包括他的最主要的客戶群,也都已經轉型成功,造成他產線利用只剩下五成不到。」

afdec11c37aa277c62b46f9439b5cc45

檢視相片
▲面板業的全球競爭不能忽視。(圖/東森新聞資料畫面)

像是彩晶與友達同為連9季獲利,但專家也憂心,全球的競爭不能忽視。

品豐大中華投顧董事長,蔡彰鍠:「比方來說京東方,面對到大陸全世界最大面板廠商的崛起,也都是用低價搶單,造成他生產的困境一直都存在,但也可能遇到母公司經營權危機,那乾脆就直接重整,就是因為這個產線已經不賺錢。」

研調機構微趨計總經理,吳金榮:「大陸面板有政府在撐腰,要錢有錢要力出力,台灣面板就沒辦法競爭,大陸產能2017年超過韓國、台灣,變成全球最大,他們現在蓋10.5代廠。」

a363a68c4d575e2be4e110ba354cf556

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▲外資摩根士丹利也看淡記憶體後市。(圖/東森新聞資料畫面)

紅色供應鏈崛起一樣受衝擊,外資摩根士丹利也看淡記憶體後市,認為近期記憶體報價快速走跌,導致廠商庫存開始過度堆積,特別是DRAM情況最嚴重,隨第1季淡季到來,廠商要短期消化這麼多庫存的挑戰極大,就怕DRAM廠商將面臨「辛苦的一年」。

東森電視 版權所有 ©2018 EBC All Rights Reserved。更多東森新聞報導
前瞻補助大同近4千萬 賴士葆批:前瞻變錢沾
前瞻預算遭爆補助大同2400萬? 立委批:錢都給快倒的公司
華映爆停工股價再跌停! 金管會緊盯「擴散效應」
相關新聞影音

https://www.ettoday.net/news/20181213/1330380.htm

華映撐不住了!法人:面板入寒冬、華映恐有下市危機




d3565079.jpg

▲面板大廠華映。(圖/資料照)
記者劉姵呈/台北報導
面板業寒冬!台灣第一家顯示器面板廠的華映(2475)終究還是撐不住了!在面板市況惡劣與市場供過於求狀況下,如今華映每股淨值只剩下1.3元,經過多次減資後再度面臨財務危機,又在第四季預期虧損即將擴大下,今(13)日晚間宣布依照公司法向法院聲請重整及緊急處分。法人分析,面板業第三季才剛出現反轉,但第四季為淡季再加上貿易戰影響,估明日股價恐遭重擊,且研判華映有下市危機,而其母集團大同(2371)與太陽能廠綠能(3519)股價將會受到拖累。
華映財務長黃世昌表示,公司負債348億元面臨停業的困境,依照公司法向法院聲請重整及緊急處分。
根據財報,華映連年虧損,截至今年第3季為止,營業毛利虧損7.8億元,毛利率為-3.86%,淨損52.34億元,合併稅後虧損60.36億元,EPS為-0.93元。除了虧損之外,華映負面消息不斷,在第四季在中小尺寸面板市況不佳,價格續跌下,華映先前已經進行人力調整,共計裁員65人,約占4,600名員工的1.4%。



法人表示,面板業進入寒冬淡季,在基本面來看11月營收也全面走跌,華映則較10月及去年同期呈現雙位數下降,再加上今日申請重整,法人預估明日面板股價將會產生重擊,而華映股價淨值轉為負值時,公司將面臨下市危機。
而其實面板價格從去年6月開始反轉下跌,但今年第三季面板報價受到備料旺季及部份零組件缺料的影響,價格出現難得一見短暫反彈,一路彈升到10月;但不料進入淡季,加上中美貿易戰影響,市場對於接下來的看法普遍以保守看待,面板報價也從11月開始反轉向下,包括手機面板、IT面板、大尺寸的TV面板都全面出現開始「止升反跌」的現象。
光電協進會(PIDA)昨日也有示警,受美中貿易戰情勢影響以及京東方等大陸業者持續開出新產能等負面因素干擾,未來3年面板業供過於求的情況恐難以改善。
法人表示,台灣面板廠已走到瓶頸,最多只能多活3-5年,面板廠明年的報價將面臨更大壓力,未來3年整體面板市場將呈現長期的「供過於求」狀況,面板廠在營運上也將日趨辛苦。如何在這個寒冬景氣情況下維持獲利,考驗各面板廠的實力,建議必須透過調整產品線及產品組合,加上技術創新策略,讓淡季也可以維持住營運。




https://tw.news.yahoo.com/%E9%9D%A2%E6%9D%BF%E7%95%8C%E5%93%80%E6%AD%CC%E6%A1%83% E5%9C%92%E6%9C%80%E5%A4%A7%E8%A7%A3%E5%83%B1%E6%A1%88-%E6%92%90%E4%B8%8D%E4 %B8%8B%E5%8E%BB-%E8%8F%AF%E6%98%A0%E7%8B%A0%E8%A3%812500%E4%BA%BA-215005812--finance.html


Laughing in the panel world Taoyuan's biggest dismissal case can't support Huaying's 2500 people
[中时电子报]
Zhongshi News

13.7k person tracking

Cai Yizhen, Taoyuan Report
March 12, 2019, 5:50 am


China Times [Cai Yizhen, Taoyuan Report]

Panel maker Huaying can't keep going! The Taoyuan City Labor Bureau received a large number of dismissal labor plan books from Huaying Company on the evening of the 11th. It is expected that on May 10, nearly 70% of employees will be dismissed, a total of 2,500 people. This is not only the domestic panel factory, but also the Taoyuan upgrade. The largest number of dismissal cases in a single company, Su Guozhe, chairman of the Huaying Trade Union, sighed, and the employees were right, how to raise a family.

Green heart, green energy can delay payment

The Taoyuan City Labor Bureau will send personnel to visit the factory today to understand the specific dismissal situation and counsel the unemployed workers to change jobs and re-employment. It is worth noting that on the occasion of a large number of layoffs by Huaying, the green energy technology of Datong Group also spread that the original salary on the 8th of each month was extended to 11th, which made people feel awkward.

Huaying broke out of financial crisis at the end of last year. On December 13 last year, the Taoyuan court was asked to reorganize. The Taoyuan Municipal Labor Bureau sent a visit on the 14th and 17th. At that time, Huaying Company had 4018 in Longtan and Yangmei 2 factories in Taoyuan. Domestic workers, with 541 foreign workers, although the two production lines were suspended, the company stressed that there is no large-scale dismissal of labor plans, and promises that wages and benefits will remain unchanged during the period of suspension.

Helpless Huaying still can't support the cold winter. In addition to the announcement that it will lay off 2,500 people, only the 6th generation line will be reserved, and the other two 4.5th generation lines will be sold in the future. It will not exclude the rental, but also submit a large number of dismissal labor plans to the Labor Bureau. The book is expected to dismiss 2,500 production staff and staff from Longtan and Yangmei factory on May 10. With a total of 3,602 national employees, the number of layoffs is 69.4%, leaving only 1,102 employees.

Ministry of Labor appeals for preferential payment of severance pay

The Labor Bureau pointed out that Huaying complied with the decree and sent the dismissal plan to the Labor Bureau 60 days ago and announced that it would enter the market to understand and actively assist the employers and employees to negotiate, and urged Huaying to abide by the relevant laws and regulations such as the Labor Law. Appeal to Huaying employees, appealing to employees who have suffered damages, may appeal to the Labor Bureau or apply for labor dispute mediation.

In the face of a loss of 2,500 people will be unemployed, Taoyuan City will also be divided into advances in advance to handle the unemployment payment briefing; the Ministry of Labor also called for the company should be oriented to the "benefit payment" labor costs and other related costs, and Trade unions negotiate; the government will also provide assistance to both parties during the consultation process.

Laughing in the panel world
2,500 people laid off! Employees: helpless and can only accept


Image result for Huaying panel
https://tw.news.yahoo.com/面板業-dram業寒冬 %E5%88%B0-%E8%8F%AF%E6%98%A0%E7%84%A1%E9%A0%90%E8%AD%A6%E5%81%9C%E5%B7%A5- 121100846.html


Panel industry, DRAM industry is coming! Huaying has no early warning shutdown
[EBC Dongsen News]
EBC Dongsen News

9.4k person tracking

Dongsen News
December 17, 2018, 8:11 PM


View photos

Look at the panel industry and the DRAM industry are blowing cold wind! On the 15th, Huaying shocked the Longtan and Yangmei two factories without warning shutdown. The expert analysis is that the transformation is not smooth. In addition, the DRAM factory economy is declining. South Asia Branch and Huabang Electric are the first to bear the brunt. Morgan Stanley hints that the manufacturers will face a hard year.


View photos

▲ AUO net worth of 21.02 yuan per share, and even profit in the 9th quarter, the panel industry entered a weak situation to stay strong and shuffle. (Photo / Dongsen News Materials Screen)



Huaying's early warning shutdown has once again triggered industrial shocks. In fact, Huaying's financial performance is weak in the four domestic panel manufacturers' financial reports, but the AUO and QunChuang of the panel's double tigers ended at the end of September this year, and the net value per share was 21.02 yuan. At 25.76 yuan, the panel industry has entered a situation of weakening and retaining a strong reshuffle.



Chairman of Pinfeng Greater China Investment Advisory Committee, Cai Zhangwei: "Hua Ying first has no way to transform it smoothly, and has suffered losses for nine consecutive years, plus he is focused on the type of mobile phone, including his most important customer base. They have all been transformed successfully, resulting in only 50% of his production line utilization."


View photos

▲The global competition of the panel industry cannot be ignored. (Photo / Dongsen News Materials Screen)



For example, Caijing and AUO are profitable for the 9th season, but experts are also worried that global competition cannot be ignored.



Chairman of Pinfeng Greater China Investment Advisory Committee, Cai Zhangxi: "For example, BOE, in the face of the rise of the world's largest panel makers in the mainland, is also using low prices to grab orders, causing his production difficulties to exist all the time, but it is also possible In the case of a crisis in the management of the parent company, it is simply reorganized because the production line is no longer profitable."



Wu Jinrong, general manager of the research institute, said: "There is a government support in the mainland panel. If you want money and money, you can't compete with it. The Taiwanese production capacity will surpass Korea and Taiwan in 2017 and become the world's largest. They are now covering the world. 10.5 foundry."


View photos

▲Foreign Morgan Stanley also looked down on the memory market. (Photo / Dongsen News Materials Screen)



The rise of the red supply chain is also affected. Foreign capital Morgan Stanley also bearish on the memory market. It believes that the recent memory prices have fallen rapidly, causing manufacturers to overstock, especially the DRAM situation, with the arrival of the first season. The challenge of manufacturers to digest so much inventory in the short term is great, and they are afraid that DRAM manufacturers will face a "hard year."



Dongsen TV Copyright ©2018 EBC All Rights Reserved. More Dongsen News Reports

Prospective subsidy Datong nearly 40 million Lai Shizhen approved: forward-looking change money dip

The forward-looking budget has been subsidized by Datong 24 million? Legislators approve: money is giving up the company

Huaying’s stock price has stopped falling again! The gold pipe will keep an eye on the "diffusion effect"

Related news

Https://www.ettoday.net/news/20181213/1330380.htm


Hua Ying can't hold it! Legal person: The panel enters the cold winter, Huaying fears the market crisis





▲ panel maker Huaying. (Figure / data screen)
▲ panel maker Huaying. (Figure / information photo)

Reporter Liu Yucheng / Taipei Report

Panel industry winter! Huaying (2475), the first display panel factory in Taiwan, could not hold it! In the bad market conditions of the panel and the oversupply of the market, the net value per share of Huaying is only 1.3 yuan per share. After several times of capital reduction, it faces another financial crisis. In the fourth quarter, the expected loss is about to expand. It is announced today (13). In accordance with the company law, the court called for reorganization and emergency punishment. According to legal person analysis, the panel industry has just reversed in the third quarter, but the fourth quarter is the off-season and the impact of the trade war. It is estimated that the stock price will be hit hard, and it is judged that Huaying has a down market crisis, and its parent group Datong (2371) ) and the solar power plant Green Energy (3519) stock price will be dragged down.

Huang Yingchang, the chief financial officer of Huaying, said that the company’s debt of 34.8 billion yuan was facing the predicament of suspension of business, and it was requested to reorganize and punish the court in accordance with the company law.

According to the financial report, Huaying has suffered losses for the year. As of the third quarter of this year, the operating profit was 780 million yuan, the gross profit margin was -3.86%, the net loss was 5.234 billion yuan, the combined after-tax loss was 6.036 billion yuan, and the EPS was -0.93 yuan. In addition to the losses, Huaying's negative news continued. In the fourth quarter, the market conditions of small and medium-sized panels were not good, and prices continued to fall. Huaying had previously made manpower adjustments, with a total of 65 layoffs, accounting for 1.4% of the 4,600 employees.




The legal person said that the panel industry entered the off-season in the cold winter. In terms of fundamentals, the revenue in November also fell across the board. Huaying showed a double-digit decline compared with October and the same period last year, plus today’s application for reorganization, the legal person estimates tomorrow. The panel stock price will be hit hard, and when Huaying's stock price turns negative, the company will face a down market crisis.

In fact, the price of the panel has reversed since June last year. However, the panel price in the third quarter of this year was affected by the preparation of the peak season and the shortage of some components. The price has rarely rebounded briefly, and it has risen to October. However, it has entered the off-season. With the influence of Sino-US trade wars, the market is generally conservative about the next view. Panel quotes have also reversed from November, including mobile phone panels, IT panels, and large-size TV panels. The phenomenon of rising and falling.

The Optoelectronics Association (PIDA) also showed warnings yesterday. Due to the influence of the US-China trade situation and the negative factors such as BOE and other mainland players continuing to open new capacity, it is difficult to improve the oversupply of the panel industry in the next three years.

The legal person said that the Taiwan panel factory has reached the bottleneck and can only live for 3-5 years at most. The panel factory will face more pressure on the quotation next year. The overall panel market will show a long-term "oversupply" situation in the next three years. The panel factory is The operation will also become more and more difficult. How to maintain profitability in this cold winter situation and test the strength of each panel factory. It is suggested that the product line and product portfolio must be adjusted, together with technological innovation strategies, so that the off-season can also maintain operations.
 

democracy my butt

Alfrescian
Loyal







http://a.udn.com/focus/2015/11/06/14253/index.html

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財經 面板凜冬將至!華映放無薪假 台灣首家
  • 恐影響三千員工,盤中爆量打落跌停。

  • 勞動部:未接獲華映通報,放無薪假須取得員工同意。
抵擋不了面板產業提前過冬的殘酷現實,華映宣布下周將在不裁員的前提下,開始實施無薪假,原則上是一周一天至兩天,期間長達一年。華映公司稱此措施為「人力調整」,這也是台灣第一家實施無薪假的面板廠商。受實施無薪假消息影響,華映股價今天盤中爆量打落跌停0.74元,再創8月24日以來新低,尾盤收在0.75元。





華映宣布下周將在不裁員的前提下,開始實施無薪假。

華映以實施無薪假取代大規模裁員方式來降低營運成本,成為國內第一家放無薪假的面板廠。無薪假主要影響間接人員,間接人員實施每周一至兩天無薪假;一般輪值的值班人調整輪班,減少工時,估計影響約3000名員工左右,預計從11月10日起實施,公司每月初將會與桃園市政府勞工局定期提報當月實施天數與日期。

華映公司表示,未來將視整體面板產業環境及公司營運狀況,再決定是否恢復正常,「期望全體同仁共體時艱,度過此波景氣寒冬」。
華映:會先申報三個月再調整
華映表示,不希望透過裁員等方法影響員工工作權,但仍期望員工共同度過這一波的景氣低潮;華映說,公司放無薪假的所有過程,絕對依政府機關的規定,不可能違法,此次會先申報三個月,之後再依市況調整。

華映總經理林盛昌指出,企業以營利為目的,但怎麼樣照顧員工、兼顧股東利益,怎麼讓企業活下去,這也是非常重要的事情,公司組織本來就會一直按照市況做變動。




華映面板商品。

華映近年大刀闊斧調整組織,步步轉型,近年轉成中小尺寸面板廠,且力拚在全球車用市場有一席之地;目前華映為全球第四大的供應商,尺寸涵蓋6至8吋,目標力拚在三年內能躍升為第3名。
勞動部:無薪假未通報 廠商恐挨罰
勞動部今天表示,已請桃園市勞動局了解,華映尚未通報實施無薪假,若要放無薪假,必須取得員工同意,若事業單位有工會組織者,應該先與工會協商,並經與個別勞工協商合意,且每月工資不得低於基本工資;另每次實施時間不得超過三個月,若要延長,必須再經勞工同意。勞動部也請桃園市了解為何華映未通報。

勞動部表示,如果華映逕自實施無薪假,若勞工因此減薪,地方政府可依工資短付處罰2萬到30萬元,並限期改善,補發工資。
聯合晚報/曾宛琳、陳素玲、李定強、侯廣瑜、李彥民 聯合報/蘇士堯 製作
圖/報系資料照

延伸閱讀

https://tw.appledaily.com/new/realtime/20181216/1484718/




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【華映無預警停產2】面板產業進入寒冬 供過於求將成為常態

7007

出版時間:2018/12/16 16:23





640_eef02fb61aad7a780926b6f9a8f3899a.jpg
面板產業進入寒冬,供過於求將成為常態。資料照片

面板產業將進入長期的供過於求,寒冬已然籠罩,華映(2475)率先落難,因無法償還借款,緊急宣布將向法院聲請重整,而台系面板產業在不斷洗牌之後,逐漸走出不一樣的方向,避開重資本投資、往利基市場前進,尋求新的商業模式,只是在大環境轉趨惡劣下,明年面板產業恐將再進入另一波的淘汰賽。

近來不少研究機構紛紛看壞面板產業未來的供需以及價格走勢,預警台系廠商明年的營運將更加艱困。在此時,華映已撐不下去,宣告進入聲請重整之路,再度讓市場驚覺面板景氣的寒冬已到,從今年第4季開始,面板價格好景不常,不論是大尺寸或者中小尺寸的價格均止漲轉跌,同時隨著世足賽落幕以及中國銷售旺季過後,電視面板需求下滑,庫存疑慮跟著浮現。

光電協進會分析師江英德表示,中國面板大廠京東方10.5代廠今年量產後,市場面板的供給量增加,隨後明年中國還有新產能持續開出,第1季有華星光電及鴻海集團的夏普超視堺2座10.5代線投產,在第3季有滁州惠科第8.6代量產,這都將造成面板的供給量持續大增,因此面板廠明年的報價將面臨更大壓力,未來3年整體面板市場將呈現長期的供過於求狀況。

江英德指出,今年以來,以大尺寸面板跌幅約2成最慘重,明年跌價壓力更大,至於中小尺寸部分,其中手機用的LCD面板明年跌幅恐將達到兩位數,而監視器以及IT用面板今年相對抗跌,明年跌幅在各類品項當中應該也相對較輕。

電視面板一直以來都是面板廠的主力產品,今年拜世足賽之賜,為今年上半年的出貨注入動能,至於明年的成長,集邦科技旗下光電研究(WitsView)預估明年全球電視品牌出貨量約2.1億台,年增率僅1.3%,遠低於今年3.4%的成長幅度。

在面板業之中獲利能力相對突出的友達(2409)董事長彭双浪也坦言,從明年開始,供過於求將成為常態,將持續鎖定3大營運策略包括最適規模、價值轉型及技術創新,持續推動加值型產品的業務,進一步為整體獲利帶來正面的效果。

鴻海集團旗下群創前董事長王志超更早在6月時就指出,受中國新世代產能陸續開出影響,今年第3季起面板業將面臨供過於求問題,很多業者將面臨虧損,今年下半年到明年,整個面板產業將會處於比較辛苦的階段。(楊喻斐/台北報導)



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[Hua Ying no early warning of production stop 2] panel industry enters the cold winter, oversupply will become the norm
7007
Publication time: 2018/12/16 16:23
The panel industry has entered a cold winter, and oversupply will become the norm. Profile photo
The panel industry has entered a cold winter, and oversupply will become the norm. Profile photo

The panel industry will enter a long-term oversupply, and the cold winter has already shrouded. Huaying (2475) took the lead in the disaster. Because it could not repay the loan, it urgently announced that it would reinstate the court, and the Taiwanese panel industry gradually stepped out after the reshuffle. Directions, avoiding heavy capital investment, advancing toward the niche market, and seeking new business models, just in the face of the harsh environment, the panel industry is likely to enter another wave of knockouts next year.

Recently, many research institutions have seen the future supply and demand and price trends of the panel industry. The operation of early warning Taiwanese manufacturers will be even more difficult next year. At this time, Huaying has not been able to support it, and announced that it has entered the road of re-engineering, and once again let the market feel the cold weather of the panel boom has arrived. From the fourth season of this year, the panel price is not good, whether it is large size or small and medium The price of the price has stopped rising and falling. At the same time, with the end of the World Football Championships and the peak season of China's sales, the demand for TV panels has declined, and inventory concerns have emerged.

Jiang Yingde, an analyst at the Optoelectronics Association, said that after the mass production of the Chinese panel maker BOE 10.5, the supply of market panels will increase this year, and then there will be new capacity in China next year. In the first quarter, there will be Sharp of Huaxing Optoelectronics and Hon Hai Group. The Super 1 1 2 10.5 generation line was put into production, and in the third season, there was the 8.6th generation production of Huzhou Huike, which will cause the supply of panels to continue to increase greatly. Therefore, the panel factory will face more pressure on the next year's quotation. The overall panel market will present a long-term oversupply situation.

Jiang Yingde pointed out that since the beginning of this year, the large-size panel has fallen by about 20%, and the price pressure is greater next year. As for the small and medium-sized parts, LCD panels for mobile phones will fall to double digits next year, while monitors and IT panels This year is relatively resistant, and the decline next year should be relatively light among various items.

The TV panel has always been the main product of the panel factory. This year, thanks to the World Cup, it will inject momentum into the shipment in the first half of this year. As for the growth next year, the optical technology research (WitsView) of Jibang Technology estimates the global TV brand next year. The shipment volume is about 210 million units, and the annual growth rate is only 1.3%, which is much lower than the growth rate of 3.4% this year.

Peng Shuanglang, chairman of AUO (2409), which has relatively strong profitability in the panel industry, also admitted that from next year, oversupply will become the norm and will continue to lock in three major operating strategies including optimal scale, value transformation and technological innovation. The business of value products further brings positive results to overall profitability.

Wang Zhichao, the former chairman of the group of Hon Hai Group, pointed out earlier in June that due to the impact of China's new generation of production capacity, the panel industry will face an oversupply problem in the third quarter of this year. Many players will face losses in the second half of this year. Next year, the entire panel industry will be in a relatively difficult phase. (Yang Yufei / Taipei Report)
 

Ang4MohTrump

Alfrescian
Loyal
Maybe Taiwan leaders can appeal to their anti-China supporters in the USA for help?


Dotard is in deeper shit himself. already shut-down federal govt repeatedly and made world record duration of shutdown. Already also declared State of Emergency to Plunder Funds from Congress to build his Great Border Wall of DESPERATION. Dotard cannot save himself and not to dream saving anyone else. Kim Jong Nuke Iran may nuke his ass any time now. Peace Talk already Abolished. Trade War still not really stopped, only suspended. Chinese should not be so kind and friendly to Trade Talk with him, just pay some price and finish USA off, and the tremendous benefits will be too lucrative after FULLY AND STRONGLY REPLACING USA as ONLY GLOBAL SUPERPOWER - controlling every valuable resources. The price to profit ratio of China finishing off the USA must be around 1000Xs.
 

democracy my butt

Alfrescian
Loyal
https://tw.news.yahoo.com/華映裁員2500人-鄭文燦要求依法給員工最優惠待遇-090139165.html

華映裁員2500人 鄭文燦要求依法給員工最優惠待遇

風傳媒


5.9k 人追蹤

許玲瑄
2019年3月12日 下午5:01


eaf3351995e6dd32d761b9a08e078168

檢視相片
面板廠中華映管昨(11)日公告,預計解僱勞工約2500人。桃園市長鄭文燦今(12)日表示,華映因財務不佳走到裁員的地步,這是最壞的情況;要求華映必須依大量解僱的規定提裁員計畫,而且要與勞工協商,須按《勞基法》給員工最優惠待遇。
華映因整體經濟環境不佳,財務陷入困境,日前向台灣桃園地方法院聲請重整,依據重整計畫,需精簡事業內容,整併部分閒置產能,節省各項經銷、人事費用及營運成本之支出,預計將裁員約2500人,消息一出,引發各界譁然,大眾都關注那2500人該如何安置。
ffd736dc9739e4ec72ae3f088bc954df

檢視相片
20190311橫圖_華映楊梅廠。中華映管。(資料照,取自Google Map)
面板廠華映因財務問題申請重整,在營運考慮下決定裁員2500人。圖為華映楊梅廠。(資料照,取自Google Map)
桃園市政府今表示,勞動局會進場輔導,把遭解僱的2500位員工轉介到其他的科技產業;去年宏達電裁員,市府順利幫2000多位員工轉介成功。
鄭文燦今出席中原大學「知行領航館」落成剪綵後受訪表示,華映因財務問題申請重整,在營運考慮下決定裁員。他呼籲大型企業,面對產業環境變化時,要預擬各種應變措施,華映因財務不佳走到裁員的地步,這是最壞的情況。
相關報導
華映重整引爆銀行團內訌!台銀主辦聯貸,「完全未提華映對岸88億元可能損失」,遭債權銀行質疑「豬隊長」
華映財務風暴》4.5代廠占營收逾4成!台銀喊賣龍潭4.5代廠 其他債權銀行憂華映營收斷流



Hua Ying layoffs 2,500 people Zheng Wencan asked for the most preferential treatment for employees according to law
[Wind Media]
Wind media
5.9k person tracking
Xu Lingwei
March 12, 2019, 5:01 PM
View photos

The panel factory, CPT, announced yesterday (11) that it is expected to dismiss about 2,500 workers. Taoyuan Mayor Zheng Wencan said today (12) that Huaying had reached the point of layoffs due to poor financial performance. This is the worst case; Huaying must be required to file a layoff plan in accordance with the provisions on mass dismissal, and must negotiate with the workers. According to the "Laoji Law" to give employees the most preferential treatment.

Huaying's overall economic environment is not good, and the financial situation is in trouble. Recently, the Taoyuan District Court of Taiwan called for reorganization. According to the reorganization plan, it is necessary to streamline the business content, and partially dispose of idle capacity, saving various distribution, personnel expenses and operating costs. The expenditure is expected to lay off about 2,500 people. When the news came out, it caused a lot of public anger. The public is concerned about how the 2,500 people should be resettled.
20190311 horizontal map_Hua Ying Yang Mei factory. CPT. (Photo, taken from Google Map)
View photos
20190311 horizontal map_Hua Ying Yang Mei factory. CPT. (Photo, taken from Google Map)

The panel factory Huaying applied for reorganization of financial issues and decided to lay off 2,500 people due to operational considerations. The picture shows Huaying Yangmei Factory. (Photo, taken from Google Map)

The Taoyuan City Government said today that the Labor Bureau will enter the counseling and refer the dismissed 2,500 employees to other technology industries. Last year, HTC laid off employees and the city successfully helped more than 2,000 employees to refer.

After attending the ribbon-cutting ceremony of the "Knowledge Navigator" at Chung Yuan University, Zheng Wencan said that Huaying had applied for reorganization due to financial problems and decided to lay off employees due to operational considerations. He called on large enterprises to face various contingency measures in the face of changes in the industrial environment. Huaying’s financial downturn has reached the point of layoffs. This is the worst case.

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