【台灣】易華電Q4營運看好 獲利動能爆發可期
Date: 2018-11-08
News Type:
薄膜覆晶封裝（COF）載板廠易華電11月6日召開法說會，副總經理黃梅雪指出，在智能型手機改採COF封裝需求帶動下，目前接單已滿載至明年3月，對第四季營運後市樂觀看待。法人看好易華電第四季單月營收逐月創高，獲利亦可望顯著躍進。
易華電主營面板驅動IC封裝用的捲帶式高階覆晶薄膜IC載板（Tape-COF），為全球唯一擁有3種技術製程的公司，Sub減成法主要應用於高階及AMOLED電視產品，Semi半加成法應用於高階智能型手機和穿戴裝置產品，雙面法技術則應用於存儲器和邏輯IC產品。
易華電2018年10月自結合併營收新台幣2.06億元，月增18％、年增達79.21％，改寫歷史新高。累計1～10月合併營收新台幣14.52億元，年增36.72％。黃梅雪表示，主要由於智能型手機因改採全熒幕、窄邊框設計而改採COF封裝，進而帶動訂單下半年大爆發。
黃梅雪表示，手機用COF良率7月初僅5成多，目前已成功突破8成，未來目標9成。而第四季營收增加主要來自兩部分，一是訂單需求成長，另一則是價格較佳的手機用產能逐步增加。
易華電尚未公佈第三季財報。法人預期，易華電在營收規模擴大下，雖然初期手機用COF良率仍低，但預期第三季獲利可望較上半年持穩向上，第四季在良率提升、營收逐月創高下，獲利可望大躍進，力拚單季賺贏上半年。 (新聞來源：時報信息)
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