元器件交易网讯  5月14日消息，据韩媒报道，台湾晶圆厂苹果组件销量强劲，但是电视部件销售疲软。

　　原文翻译如下：

　　台湾晶圆厂销量是全球IT需求的晴雨表，4月销量同比增长22%。5月和6月销量继续将增长。原因如下：

　　1、中国移动4G服务

　　2、苹果组件销量反弹

　　3、预计将超过PC需求

　　此外，4月份晶圆销量显示中国内地和台湾在5、6月销量更好。

　　PC相关部件需求强劲，但是TV相关部件销量疲软。

　　4月DRAM销售额与上月持平，因为高产量抵消了低价的损失。主板ODM销售同比增长15%，笔记本ODM销售同比4%，个人电脑需求在第二季度保持稳定。同时，电视相关的销量较差，液晶屏年销量同比下降9%，中国电视同比降14%，Amtran降26%。中国电视的销量不佳是因为家电补贴过期影响的。

　　疲软的LCD面板销量显示：

　　1、电视机制造商保持低库存

　　2、供需改善，这对LCD面板厂商来说是好兆头

　　全球LED股价下滑，但是台湾LED厂商稳定

　　自三月起，全球LED市场股价暴跌。然而台湾LED厂商继续保持稳定的增长，4月份同比增长17%。尤其是晶元光电和亿光电子(EverLight)年增长分别达到31%和32%。鉴于以上原因，台湾LED厂商股价增长强劲。

　　与去年不同的是，苹果组件销售强劲，苹果韩国供应链除触摸面板外也很强劲，所有的手机部件在4月同比增10%。

　　因此，预计苹果组件在2014年第二季度销量仍会保持强劲态势。另外，这种趋势应该会扩展到苹果韩国供应链。同时，半导体PCB厂商销量包括Kinsus年增长26%，对韩国竞争对手将造成负面影响。

　　（元器件交易网董蕾 译）

　　外媒原文如下：

　　Foundry sales up 22% YoY, set sales to grow in May and June

　　Taiwanese foundry sales, a barometer for global IT demand, grew 22% YoY in April, backed by: 1) China Mobile launching 4G services, 2) robust Apple-bound component sales, unlike last year, and 3) estimate-beating PC demand. Furthermore, the solid April foundry sales suggest Chinese and Taiwanese set players will post better sales in May and June.

　　PC-related sales robust, but TV-related sales very poor

　　April DRAM sales were flat MoM as higher volume appears to have offset lower prices.

　　Considering motherboard ODM sales grew 15% YoY and notebook ODM sales 4% YoY, PC demand appears stable for 2Q14. Meanwhile, TV-related sales were poor, with LCD panel sales falling 9% YoY, Chinese TV sales 14% YoY and Amtran sales 26% YoY. We attribute the poor sales at Chinese TV players to the effects of the expired home appliance subsidy.

　　The poor LCD panel sales suggest: 1) TV set makers are maintaining low inventories, and 2) supply-demand dynamics are positioned to improve, which bodes well for LCD panel makers. 

　　Global LED shares plunge, but Taiwanese LED players post solid results

　　Since March, LED shares have plunged across global markets. However, Taiwanese LED

　　players continued to post solid growth, with April sales climbing 17% YoY. In particular, sales at major players Epistar and Everlight improved 31% YoY and 32% YoY, respectively. Given these robust results, the share pullback should wind down and shares should rally on the strong earnings.

　　Unlike last year, Apple component sales strong, Korean Apple supply chain

　　also attractive Excluding touch panels, all handset component sales grew more than 10% YoY in April. Unlike 2Q13, we believe Apple bolstered iPhone 5S/5C output ahead of the next iPhone release expected in September to avoid production disruptions for the older models in 3Q14.

　　As such, we forecast robust Apple component sales in 2Q14. Furthermore, this trend should extend to the Korean Apple supply chain as well. Meanwhile, sales at semiconductor PCB players, including Kinsus, surged 26% YoY, which should be negative for Korean competitors.

　　*Source: Korea Investment & Securities Co.