OLED显示驱动芯片制造商Universal Display Corporation(OLED)10月31日盘中股价大跌9.66%,引发市场广泛关注。分析师普遍认为,尽管OLED第三季度业绩超预期,但公司未来面临较大的增长压力和竞争挑战,这是导致股价大跌的主要原因。
一方面,在移动终端OLED显示驱动芯片领域,苹果iPhone16系列凭借其产品地位占据主导。由于OLED公司业务高度依赖苹果订单,未来订单前景存在不确定性。
另一方面,韩国三星Foundry、中国台湾联华电子等厂商在OLED显示驱动芯片领域实力持续增强,市场竞争加剧。加之中国大陆晶圆代工厂的快速崛起,正在重塑这一市场格局。在多个实力派新兴竞争对手的分流下,OLED面临更大的盈利压力。
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