奇景光電(HIMAX.US)第三季度營收2.22億美元,環比下降7.2%
格隆匯11月7日丨奇景光電(HIMAX.US)公佈第三季度財報,2024年第三季度,公司實現營收2.224億美元,環比下降7.2%;毛利率為30.0%,第三季度税後利潤為1,300萬美元;稀釋後每ADS收益為0.074美元。
業務方面,大尺寸顯示驅動收入為3,070萬美元,環比下降21.2%;小尺寸和中尺寸顯示驅動收入為1.554億美元,環比微降2.2%;非驅動業務收入為3,630萬美元,環比下降13.1%。
奇景光電總裁兼首席執行官吳炳昌表示:"展望第四季度,宏觀環境依然充滿挑戰。在此背景下,我們將繼續嚴格控制成本,並實施多項成本優化措施,包括提高生產和運營效率,同時利用多樣化的晶圓廠和後端供應商資源。儘管全球經濟前景仍不明朗,我們對汽車、人工智能(AI)、波片光學(WLO)和OLED等關鍵業務領域的業務前景充滿信心,預計這些產品線將推動公司業務的顯著增長。"
吳炳昌補充道:"在WLO業務方面,我們對與FOCI在LPO/CPO業務上的合作充滿信心,很高興地分享我們在首代解決方案的小規模生產中取得了良好進展。此外,奇景光電與FOCI以及全球領先的AI半導體公司和晶圓代工夥伴已開始為未來的產品代開發新技術。我們相信,這將為奇景光電帶來新的收入來源,並在未來幾年對我們的總營收和利潤作出重要貢獻。"
展望第四季度,公司預計2024年第四季度營收環比持平至小幅下降,毛利率環比持平或略微上升,每股稀釋後ADS收益預計在0.093美元至0.11美元之間。宏觀環境依然充滿挑戰。面板客户正在減少產量以穩定面板價格,應對當前市場狀況。同時,終端品牌也對面板採購持謹慎態度,並維持低庫存水平。這些因素共同抑制了對IC的需求,使奇景光電對第四季度的展望保持保守。
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