本集介紹

雖然台股今天開盤不久即跌破百點，但指數逐步往上游移並收紅。面板股友達 (2409) 、群創 (3481) 、彩晶 (6116) 在輪動格局下，早盤即逆勢大漲，中午過後更直奔漲停至收盤。
友達收在新台幣22.85元、群創21元、彩晶22.15元都是漲停板。
面板報價維持高檔，友達光電自結5月自結合併營收為321.2億元，較4月增加8.5%，較去年同期大幅增加47.8%。群創光電5月自結合併營收314億元，較4月增加3.4%，較去年同期增加42.3%。

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友達統計，5月面板總出貨面積達213.8萬平方公尺，較4月增加3.5%。群創光電統計，今年5月大尺寸面板合併出貨量共計1242萬片，較4月增加4%；中小尺寸面板5月合併出貨量共計2740萬片，較4月減少2%。


研調機構集邦科技指出，受惠於疫情衍生的宅經濟效應，帶動資訊電子產品需求在2021年持續增溫，顯示器驅動IC需求量也因此同步上升。儘管今年仍有晶圓代工新產能開出，對大尺寸面板所需軀動IC供應逐步改善，但仍無法緩解其供貨吃緊的問題，不排除該情況將延續至年底。
群智諮詢指出，32吋電視面板需求逐漸下滑，6月報價持平，50吋電視面板6月市況降溫，每片仍漲2美元。55吋電視面板6月需求稍減，上漲3美元。超過55吋的大尺寸電視面板方面，品牌備貨需求持續增加，6月每片均價約漲5美元


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Although Taiwan stocks fell below 100 points shortly after the opening today, the index gradually moved upstream and closed in the red. Panel stocks AUO (2409), Innolux (3481) and Caijing (6116) bucked the trend in early trading under the rotation pattern, and went straight to the daily limit to the close after noon.

AUO received 22.85 NT dollars, Innolux 21 yuan, and Caijing 22.15 yuan are all daily limits.

Panel quotations remain high-end. AUO’s self-integration revenue in May was 32.12 billion yuan, an increase of 8.5% from April and a significant increase of 47.8% from the same period last year. Innolux's self-integration revenue in May was 31.4 billion yuan, an increase of 3.4% from April and an increase of 42.3% from the same period last year.

According to AUO's statistics, the total panel area shipped in May reached 2.138 million square meters, an increase of 3.5% from April. According to Innolux's statistics, the combined shipments of large-size panels in May this year totaled 12.42 million, an increase of 4% from April; the combined shipments of small and medium-sized panels totaled 27.4 million in May, a decrease of 2% from April.

Research and research organization TrendForce pointed out that benefiting from the housing economy effect derived from the epidemic, the demand for information and electronic products will continue to increase in 2021, and the demand for display driver ICs will also increase accordingly. Although there are still new foundry production capacity opened this year, and the supply of mobile ICs required for large-size panels is gradually improving, it still cannot alleviate the problem of tight supply. It is not ruled out that this situation will continue until the end of the year.

Qunzhi Consulting pointed out that the demand for 32-inch TV panels was gradually declining, and the quotations were flat in June. The market conditions for 50-inch TV panels cooled in June, and each piece was still up US$2. Demand for 55-inch TV panels declined slightly in June, rising by $3. For large-size TV panels exceeding 55 inches, the demand for brand stocking continues to increase, and the average price per unit in June has risen by approximately US$5

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