受惠于智能手機(jī)與平板電腦應(yīng)用之中小尺寸液晶面板的強(qiáng)勁需求，日本面板大廠夏普(Sharp)近日公布的最新一季(4~6月)財(cái)報(bào)顯示當(dāng)季營業(yè)利潤達(dá)46億日圓(約4,500萬美元)，較去年同期成長了55%；不過該公司仍未能轉(zhuǎn)虧為盈，當(dāng)季凈損17億日圓，是連續(xù)第四季虧損。 夏普最新一季的財(cái)報(bào)結(jié)果同時(shí)暴露了該公司的強(qiáng)項(xiàng)與弱勢，好消息是中小型液晶面板需求穩(wěn)定，該公司大客戶包括蘋果(Apple)與中國智能手機(jī)品牌小米 (Xiaomi)。但夏普的能源解決方案業(yè)務(wù)卻因?yàn)槿毡九c海外市場的住宅太陽能面板應(yīng)用需求下滑而虧損，該公司能源業(yè)務(wù)第一季營業(yè)利潤大幅下滑 97.3%，來到1億日圓(97萬5,000美元)。 造成夏普凈虧損的是一些特定支出，包括143億日圓(1.4億美元)的 歐洲太陽能電池制造據(jù)點(diǎn)與太陽能發(fā)電廠營運(yùn)成本；夏普持有與意大利電廠Enel SpA子公司Enel Green Power SpA合資企業(yè)3Sun的股份，稍早之前表示只要取得來自3Sun的貸款批準(zhǔn)，就會(huì)以1歐元的象征性價(jià)格出售手中33.3%的持股。 夏普在嘗試從巨額虧損中復(fù)蘇的同時(shí)，也專注于削減成本以及拋棄無利潤業(yè)務(wù)；雖然夏普的凈虧損已經(jīng)從一年前同期的179億美元縮減至17億美元，該公司對液晶面板業(yè)務(wù)的依賴仍未改變，而這正是近年來讓夏普深陷泥淖的產(chǎn)品項(xiàng)目──所以夏普正在掏空自己？ 日經(jīng)新聞(Nikkei)的一篇報(bào)導(dǎo)指出，夏普龜山二號廠(Kameyama No.2 plant)生產(chǎn)的高分辨率IGZO面板將于本月開始出貨，新面板產(chǎn)品將能與該公司三重三號廠(Mie No. 3 plant)生產(chǎn)的高分辨率顯示器媲美。夏普大動(dòng)作將原本生產(chǎn)大尺寸電視面板的龜山廠，轉(zhuǎn)向生產(chǎn)智能手機(jī)與平板設(shè)備應(yīng)用的較小型面板，同時(shí)也積極縮減 IGZO面板的成本。 而因?yàn)辇斏蕉枏S原本設(shè)計(jì)是采用較大尺寸玻璃基板，夏普認(rèn)為那些基板每片能產(chǎn)出十倍以上的智能手機(jī)面板。據(jù)了解，夏普將在龜山二號廠為小米的“紅米機(jī)”以及5.5吋“紅米Note”生產(chǎn)手機(jī)面板。 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 編譯：Judith Cheng 參考英文原文：Has Sharp Dug Itself Out?，by Junko Yoshida {pagination} Has Sharp Dug Itself Out? Junko Yoshida TOKYO — Helped by strong demand for the small and midsized LCD panels used in smartphones and tablets, Sharp Corp. reported for the latest April-June quarter an operating profit of 4.6 billion yen (US$45 million), up 55 percent from the same period a year ago. Sharp, however, failed to earn a net profit for the quarter. The company logged a net loss of 1.7 billion yen, marking four consecutive first-quarter losses. The latest quarterly results exposed both Sharp's strengths and weaknesses. The good news is the demand for small and midsized LCD panels, as Sharp's lead customers are said to include both Apple and Chinese smartphone maker Xiaomi. Sharp, meanwhile, has struggled with its energy solution business, as solar panel demand for residential applications both in Japan and overseas has dropped. Operating profit in Sharp's energy business unit shrank dramatically by 97.3 percent to 100 million yen (US$975,000) in the first quarter. Contributing to the net loss were special costs, including 14.3 billion yen (US$140 million) for exiting solar cell production and solar power generation in Europe. Sharp is handing its share of joint venture 3Sun to partner Enel Green Power SpA, a subsidiary of Italian utility Enel SpA. Sharp said earlier that it would sell its 33.3 percent stake for a token ? as soon as it receives approval from 3Sun's lenders. As Sharp tries to recover from heavy losses, it is focused on cutting costs and dumping unprofitable businesses. Although the net loss narrowed to 1.7 billion yen from a loss of 17.9 billion yen during the same period a year ago, Sharp's dependence on the LCD business hasn't changed. It continues to rely on LCD panels -- the very product segment that put Sharp in a big hole in recent years -- to dig itself out. Nikkei, Japan's economic journal, reported that Sharp will start shipping high-resolution IGZO (indium-gallium-zinc oxide) panels this month from the company's Kameyama No.2 plant. This will be in addition to the comparable high-resolution displays Sharp has been producing at its Mie No. 3 plant. The production shift at Kameyama No. 2 from large TV panels to volume manufacture of smaller panels for smartphones and tablets is significant, as Sharp races to reduce the cost of IGZO panels. Because the Kameyama No. 2 plant was originally designed to use larger glass substrates, Sharp believes those substrates could yield 10 times more smartphone panels per sheet. Sharp is reportedly using Kameyama No. 2 to produce panels for Xiaomi's RedMi smartphone and its RedMi 5.5 inch phablet.