鴻海旗下驅動IC廠天鈺下月上市 年底切入TDDI - 工程師
By Heather
at 2018-09-19T19:32
at 2018-09-19T19:32
Table of Contents
鴻海(2317)相關集團驅動IC廠天鈺(4961)預計10月中下旬上市。天鈺董事長林永杰表示
,天鈺兼具驅動IC、電源管理IC 2大產品線,觸控整合晶片(TDDI)將彙報到,看好今年
營收獲利同步成長。
天鈺股本 14.14 億元,是鴻海集團旗下驅動 IC 廠,寶鑫國際、鴻揚創投、鴻棋國際與
鴻元投資等,合計持股 39.2%。天鈺今年上半年營收40.7億元 ,累計今年1~8月營收57億
元,年增22%。今年上半年獲利也高於去年整年,全年獲利也有望比去年成長。
驅動IC台廠近期因TDDI進行專利大戰,此時切入TDDI,不怕市場過度競爭,林永杰說明,
TDDI近期的問題在於產能供給,且現在面臨技術轉換點,面板廠希望有更好的整合,技術
也會往Dual gate轉進,好處是成本降下來,IC也變一半,因此天鈺看好與面板廠合作關
係,今年底就會切入。
天鈺重要合作夥伴鴻海、群創合作關係備受關注,林永杰也指出,鴻海集團以8K、 5G和
工業互聯網為發展趨勢,天鈺為零組件廠,抓好重要零組件供應商角度,隨鴻海擴張,天
鈺也有望成長。
市場也關注美中貿易戰對產業影響,林永杰對全球均有影響,但天鈺透過中國賣到美國的
零組件非常少,智慧手環、智慧手機不在清單列,對天鈺營運影響算小。(陳俐妏/台北
報導)
新聞來源: https://goo.gl/LJBbXE
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