异动解读 | 奇景光电公布季报营收下滑7.2%,但看好未来关键业务前景,股价大涨6.3%

异动解读
07 Nov 2024

奇景光电(HIMX.US)今日盘中大涨6.3%,引发市场关注。此前公司公布的2024年第三季度财报显示,公司当季营收2.224亿美元,环比下降7.2%;毛利率达30%,税后利润1300万美元,每股ADS收益为0.074美元。

不同业务线方面,大尺寸显示驱动收入3070万美元,环比下降21.2%;小尺寸和中尺寸显示驱动收入1.554亿美元,环比微降2.2%;非驱动业务收入3630万美元,环比下降13.1%。

虽然当季营收有所下滑,但公司管理层对未来持乐观态度。公司总裁兼CEO吴炳昌表示,尽管宏观环境挑战存在,但对汽车、人工智能(AI)、波片光学(WLO)和OLED等关键业务前景充满信心,预计这些产品线将推动公司业务实现显著增长。同时,公司在WLO产品开发方面也取得进展并与合作伙伴积极推进,相信将为公司带来新的收入来源并在未来作出重大贡献。

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