The first urgent order appeared in the panel factory.

The panel Shuanghu said that some brand customers negotiated promotional orders for the Black Friday schedule at the end of the year in advance.

(file photo)

Reporter Zhuo Yijun / Feature Report

Last year, digesting inventory became a headache for various businesses. Recently, urgent orders have emerged one after another, which has become a small warm current in the cold winter of the technology industry.

(Photo by reporter Jin Changling)

Due to the deteriorating inflation, the war between Ukraine and Russia, and the frequent interest rate hikes by the central banks of major countries around the world, which hit the consumer market, the prosperity of the global technology industry reversed in the second half of last year. The inventory pressure made manufacturers breathless. Digesting inventory has become the biggest headache for all businesses The problem is that the panel industry has adjusted its inventory for more than a year, but it was also the first to appear urgent orders, including TVs and PC panels. Innolux (3481), AUO (2409), Novatek (3034), Sheng Qun (6202), Duntai (3545) and other related manufacturers confirmed that urgent orders have emerged one after another recently, becoming a small warm current in the cold winter of the technology industry.

Technology factory inventory and urgent order status

Panel prices are expected to bottom out and rebound

Panel Shuanghu AUO and Innolux began to see urgent orders in the fourth quarter of last year. Recently, the law will unanimously stated that after TV urgent orders, IT panel also has urgent orders. Some brand customers have recently negotiated in advance for the promotion of the Black Friday schedule at the end of the year. In order to ensure that the production capacity is safe, the legal person is optimistic that the panel price is expected to bottom out and rebound.

Please read on...

Upstream wafer foundries and packaging and testing factories have recently received urgent orders, mainly for automotive and high-end products. The inventory of mobile phone and PC-related consumer electronics products is still being digested, and it is expected to recover as soon as the second half of the year.

Visibility is still sluggish, customers place short-term urgent orders first

Since the beginning of the year, urgent orders from customers in the IC design industry have emerged one after another. It is further observed that the urgent orders mainly come from related products such as TVs, monitors and high-end notebook computers that have undergone inventory correction earlier.

However, the market demand for consumer electronics products continues to be sluggish, and the market visibility of traditional notebook computers and mobile phones is relatively poor.

However, technology industry players bluntly stated that due to the poor global economic environment, the current market visibility is still sluggish. Customers are conservative in placing orders and tend to place short-term urgent orders first. It will take time to observe whether they can become "long-term orders" in the future.

The Taiwan stock team of Allianz Investment Trust said that China's relaxation of epidemic prevention policies will help restore market confidence. Recently, urgent orders for TVs, mobile phones and PCs have begun to appear. Expansion and post-epidemic impact.

The second half of the technology industry's prosperity will not be clear until April

According to legal person analysis, according to historical experience, by the end of April, the supply chain will start to prepare for the orders in the second half of the year. Take the orders in July-August as an example. In April and May, the relevant fabs and upstream semiconductors will be finalized first. Factory capacity.

Therefore, the outlook for the technology industry in the second half of the year will be clearer in April.

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