奇景估Q3營收季增3成 3D感測明年初量產 - 工程師
![Harry avatar](/img/boy2.jpg)
By Harry
at 2017-08-03T18:55
at 2017-08-03T18:55
Table of Contents
面板驅動IC廠奇景光電(HIMX-US) 第2季稅後淨損60萬美元,第2季每ADS淨損為0.4美分,
但展望下半年,奇景預期驅動IC領域將強勁復甦,非驅動IC產品各領域將大幅躍增90%,
推升營收季增2至3成,扣除固定於第3季發放的年度員工限制型股份獎酬後,每ADS盈餘
1.3至2.5美分。奇景也預告,3D感測方案明年初量產。
在產品動能上,奇景在大尺寸客戶新案驗證時,出現某些前期工程失誤,不過已迅速調整
此情況,大尺寸業務動能將從第3季重新啟動。 中小尺寸驅動因IC中國手機市場疲軟,大
多數品牌廠正在準備新18:9螢幕機型,加上TFT-LCD驅動IC趨勢被TDDI和AMOLED技術取代
,與去年同期相比有衰退,但隨中國OEM客戶下半年庫存建立,預期第3季中小尺寸驅動IC
產品出現強勁復甦。全新的FHD+ TDDI解決方案,也將在第4季開始貢獻營收。
市場也關注AMOLED面板對智慧機的影響,奇景預估,中國智慧機品牌廠的AMOLED採用率,
今年將達18%。中國面板廠已斥資建造7至10座全新OLED廠,並全力推動量產進度。到
2020年滲透率可能高達50%。
由於蘋果今年iPhone 8將採用3D感測技術取代指紋辨識,奇景也以晶圓級光學鏡頭(
wafer level optics,WLO)布局3D感測應用,產業進入門檻高,因此具備較高平均銷售
單價的優勢。預期明年初將奇景3D感測整體解決方案量產,將明顯有助於推升營收和獲利
。
至於台南新廠房進度上,主要容納8吋玻璃WLO產品線,及提供迫切需要的額外辦公室空間
。新廠將在今年底或明年初完工,以供人員及設備進廠。新廠能及時完成對奇景3D感測整
體解決方案業務。(陳俐妏/台北報導)
新聞來源: https://goo.gl/iY41Yy
備註:大聲點 我聽不見 奇!景!光!電!
--
生命的意義在不斷尋找樂趣
生活的樂趣在不斷了解生命
--
但展望下半年,奇景預期驅動IC領域將強勁復甦,非驅動IC產品各領域將大幅躍增90%,
推升營收季增2至3成,扣除固定於第3季發放的年度員工限制型股份獎酬後,每ADS盈餘
1.3至2.5美分。奇景也預告,3D感測方案明年初量產。
在產品動能上,奇景在大尺寸客戶新案驗證時,出現某些前期工程失誤,不過已迅速調整
此情況,大尺寸業務動能將從第3季重新啟動。 中小尺寸驅動因IC中國手機市場疲軟,大
多數品牌廠正在準備新18:9螢幕機型,加上TFT-LCD驅動IC趨勢被TDDI和AMOLED技術取代
,與去年同期相比有衰退,但隨中國OEM客戶下半年庫存建立,預期第3季中小尺寸驅動IC
產品出現強勁復甦。全新的FHD+ TDDI解決方案,也將在第4季開始貢獻營收。
市場也關注AMOLED面板對智慧機的影響,奇景預估,中國智慧機品牌廠的AMOLED採用率,
今年將達18%。中國面板廠已斥資建造7至10座全新OLED廠,並全力推動量產進度。到
2020年滲透率可能高達50%。
由於蘋果今年iPhone 8將採用3D感測技術取代指紋辨識,奇景也以晶圓級光學鏡頭(
wafer level optics,WLO)布局3D感測應用,產業進入門檻高,因此具備較高平均銷售
單價的優勢。預期明年初將奇景3D感測整體解決方案量產,將明顯有助於推升營收和獲利
。
至於台南新廠房進度上,主要容納8吋玻璃WLO產品線,及提供迫切需要的額外辦公室空間
。新廠將在今年底或明年初完工,以供人員及設備進廠。新廠能及時完成對奇景3D感測整
體解決方案業務。(陳俐妏/台北報導)
新聞來源: https://goo.gl/iY41Yy
備註:大聲點 我聽不見 奇!景!光!電!
--
生命的意義在不斷尋找樂趣
生活的樂趣在不斷了解生命
--
Tags:
工程師
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