急單挹注 聯詠去年Q4營收季增近15% 飛越 - 工程師
By Oliver
at 2023-01-07T11:24
at 2023-01-07T11:24
Table of Contents
急單挹注 聯詠去年Q4營收季增近15% 飛越財測高標
聯詠 (3034-TW) 今 (6) 日公布去年 12 月營收 77.69 億元,月減 0.13%,年減 34.63%
,第四季營收 224.2 億元,季增 14.6%,年減 38.65%,累計全年營收 1099.57 億元,
年減 18.77%;受惠大尺寸急單挹注、部分 IT 面板需求復甦,聯詠相關驅動 IC 出貨優
預期,單季營收也飛越財測高標的 200 億元。
細分兩大產品線,聯詠去年 12 月 SOC、驅動 IC 出貨情況大不同,其中,SOC 營收
26.89 億元,月增 7.05%,驅動 IC 則為 49.89 億元,月減 5.93%,其他為 0.96 億元
。
外資今日也出具報告指出,聯詠大尺寸驅動 IC 業務已在去年第四季落底,預計回補庫存
的力道將延續至今年,加上聯詠在中國面板廠的市占率高,帶動 OLED 驅動 IC 需求強勁
增長。
外資看好,隨著上半年晶圓成本降低,以及 OLED 驅動 IC、大尺寸驅動 IC 庫存去化完
畢,預計聯詠上半年毛利率可達 38-39%,大幅優於先前的 25-30%,因此將評等調升至加
碼、目標價也自 360 元提高到 400 元。
https://reurl.cc/eWlK1L
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噓 iovoecu: 不准說謊03/14 11:11
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