I-Innolux: Intengo yephaneli yosayizi omkhulu ilinganiselwa ukuthi izokhuphuka ngokufika ku-16% ku-Q2

I-Panel giant Innolux izuze i-NT $10 billion ngekota yesibili ilandelana.Uma sibheka phambili, u-Innolux uthe uchungechunge lokuhlinzeka lusaqinile futhi umthamo wamaphaneli uzohlala ufushane ngenani lekota yesibili.Ilindele ukuthi ukuthunyelwa kwamaphaneli anosayizi omkhulu kuhlale kuphansi kwikota edlule, kanti amanani ajwayelekile kulindeleke ukuthi akhuphuke ngamaphesenti ayi-14-16 ngekota, kodwa ukuthunyelwa kwamaphaneli anosayizi omaphakathi kuzokwehla ngamaphesenti angu-1-3 ngekota.

U-Innolux uveze ukuthi ukuhlinzekwa kochungechunge lokuhlinzeka ngomfula okhuphuka nomfula kusalokhu kuqinile kwikota yesibili.Mayelana nesidingo, ngokukhula kwempilo entsha yokuxhumana no-zero esikhathini sangemva kobhubhane, eqhutshwa yisidingo semikhiqizo yezemfundo kanye nokuthuthukiswa kokucaciswa kwemikhiqizo ye-elekthronikhi, kulindeleke ukuthi umthamo wephaneli uzohlala ufushane futhi ukunyuka kwentengo kulindeleke ukuthi kuqhubeke.

Uma sibheka ikusasa, u-Innolux uthe uzoqhubeka nokwethula imikhiqizo enenani eliphezulu nehlukanisiwe emkhakheni wezinhlelo zokusebenza zephaneli nezingezona zephaneli, agcizelele umqondo oyinhloko "wenguquko nokweqa inani", ukuthuthukisa ukukhiqiza okuhlakaniphile nokuguqulwa kwedijithali, ukuqinisa. ikhono lokuphatha i-supply chain, nokwandisa ukusetshenziswa kwamandla okukhiqiza.

Imali engenayo ye-Innolux ngo-April nayo yakhuthazwa ukukhuphuka kwezintengo zamaphaneli.Imali engenayo ime ku-NT $30 billion izinyanga ezimbili zilandelana futhi yafinyelela ku-NT $30.346 billion ngenyanga eyodwa, nokwehla kwanyanga zonke ngo-2.1% kanye nokunyuka konyaka ngo-46.9%.Ezinyangeni ezine zokuqala, imali eqoqiwe ifinyelele ku-NT $114.185 billion, ikhuphuke ngo-60.7% unyaka nonyaka, kuyilapho ukuthunyelwa kuthinteke ukuhlinzekwa okuqinile kwezingxenye, kusukela enyangeni edlule.

Uma ubheka phambili, izimo zemakethe yephaneli jikelele ziyaqhubeka zishisa, i-AUO ilindele ukuthi ukunikezwa kanye nesidingo kwikota yesibili kusaqinile, intengo evamile yephaneli jikelele kulindeleke ukuthi iqhubeke nokukhula ngo-10-13%, nakuba isikhathi esifushane. izingxenye ezihlanganisa i-drive IC, i-glass substrate, i-PCB copper foil substrate, izinto zokupakisha nokunye okuqinile, kodwa ukuthunyelwa kusengakhuphuka ngo-2-4% ngekota.