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電源供應器廠也面臨零組件缺貨壓力 毛利率回溫與否考驗營運能力

2018-09-11

今年以來電源供應器廠面臨 MOSFET、被動元件等電子零組件缺貨,各家業者為保出貨順暢,展開顧料大作戰,但卻犧牲毛利率表現,市場預期元件缺貨狀況將延續至明后年,屆時各廠能否顧料穩定出貨、轉嫁成本或拓展新應用,均將成營運后續觀察重點。

今年以來,MOSFET、被動元件頻頻缺貨,許多廠商面臨“拿不到料,出不了貨”的狀況,有業者指出,這波原材料缺貨漲價“措手不及”,多家廠商上半年毛利率紛紛受出貨不順影響,毛利率大衰退,獲利也受影響。

進入下半年旺季,廠商紛紛展開顧料行動,雖然出貨狀況陸續回穩,不過成本價格依然高檔,考驗各業者議價能力,包含臺達電 、康舒 等均表示,已陸續與下游客戶議價,將有助下半年毛利率表現較上半年好轉,獲利表現可望回溫。

也有廠商則朝拓展高端應用市場,提振毛利率表現,像是以醫療、交通等利基型應用的博大,因產品品質要求較高,毛利率較佳,仍可吸收塬料走揚的壓力,另外全漢也加強工業用以及電競應用布局,力拼毛利率回溫。

另外,今年下半年桌上型電腦成長動能趨緩,但法人估,筆電換機潮仍可期,隨歐美品牌大廠陸續推出新款筆電,臺廠營運也可望受惠,不過,外界預估零組件供應吃緊情形恐將延續至明、后年,在電子產品需求逐年成長推升電子元件需求,各業者顧料及議價能力,將成營運后續的觀察重點。

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地址:1.廣東省深圳市龍華區觀湖街道新田社區麒麟工業園博多電子科技園 2.湖南省衡陽市耒陽市經濟開發區東二路 3.越南永福省平川縣巴獻鄉平川二工業區CN06-5
地址:1.廣東省深圳市龍華區觀湖街道新田社區麒麟工業園博多電子科技園 2.湖南省衡陽市耒陽市經濟開發區東二路 3.越南永福省平川縣巴獻鄉平川二工業區CN06-5
地址:1.廣東省深圳市龍華區觀湖街道新田社區麒麟工業園博多電子科技園 2.湖南省衡陽市耒陽市經濟開發區東二路 3.越南永福省平川縣巴獻鄉平川二工業區CN06-5

地址:1.廣東省深圳市龍華區觀湖街道新田社區麒麟工業園博多電子科技園 2.湖南省衡陽市耒陽市經濟開發區東二路 3.越南永福省平川縣巴獻鄉平川二工業區CN06-5

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Copyright @ 1998-2017 深圳市博多電子有限公司 All Rights Reserved

備案證號:粵ICP備17097034號

@ 1998-2017 深圳市博多電子有限公司,版權所有

備案證號:粵ICP備17097034號

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