台股新聞
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吳許合表示,第三季各產品線需求皆已掌握,零組件缺料較嚴重的筆電應用,客戶訂單最遠則已可看到年底,預期下半年整體產線稼動率、出貨將維持滿載高檔,但個別市場應用轉弱,也將影響營收表現。
近期面板價格則出現雜音,吳許合回應,不評論價格走勢,強調價格隨行就市。
手機、穿戴裝置方面,彩晶近年持續降低手機比重,預期全年營收比重降至 20% 以下,穿戴裝置則搭上健康照護商機,出貨維持高檔,第三季也將推出首款搭載 TDDI 的穿戴裝置,估全年占比可望從 7% 提升至 10%。
工控市場則相對穩健,彩晶受惠 POS 機、居家控制應用需求,上半年工控營收占比來到約 15%,估全年維持相同水準,車載市場則已連續三年衰退,受限車用 IC 晶片短缺,全年出貨量估將略低於去年。
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乌克兰位列全球创业最佳50国
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