華燦光電(300323.SZ)半年度業績由盈轉虧至5.32億元
格隆匯8月25日丨華燦光電(300323.SZ)發佈2019年半年度報告,報告期內,公司實現營業收入12.49億元,同比下降23.02%;歸屬於上市公司股東的淨虧損5.32億元,上年同期淨利潤3.13億元;歸屬於上市公司股東的扣除非經常性損益的淨虧損6.19億元,上年同期扣非淨利潤1.91億元;基本每股虧損0.48元。
2018年以及2019年上半年,LED市場再次進入下行週期,由於芯片的產能供大於求,競爭加劇,價格持續嚴重下滑。2019年上半年下滑趨勢趨於緩解,隨着老舊產能的進一步出清,後續市場供需平衡有望逐步恢復。目前來看Mini LED技術及供應鏈不斷成熟,且成本持續下降,有望成為推動市場逐步恢復的新成長動能,公司作為領先量產出貨的Mini LED廠商將優先受益。同時高端背光芯片由於台灣和日韓的芯片逐漸失去競爭能力,有望成為公司未來增強海外收入的重要引擎。
在新興市場Mini LED應用來説,華燦光電Mini LED進展和能力位於芯片廠第一梯隊。公司Mini LED產品率先批量進入市場的基礎上,進一步擴產放量,穩固並提升市場份額,目前公司Mini RGB芯片產品出貨穩定,相關產品已應用於實際案例,市場份額穩步提升,公司深度挖掘海外客户,海外市場擴張有條不紊。2019年上半年Mini BLU芯片產品在手機和電視終端市場已佔一定市場份額,與國內外終端客户密切合作進行新方案開發。Micro LED在2018年和全球指標性模組廠建立了戰略開發關係,今年聯合開發打樣中,華燦6英寸Micro LED也已經啟動研發。
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