微信扫一扫联系客服

微信扫描二维码

进入报告厅H5

关注报告厅公众号

248

国际投行报告-亚太地区科技行业-台湾LED:一些生命迹象正在显现-2021.9.3-21页

# 亚太地区 # 科技行业 # 台湾LED 大小:1.08M | 页数:21 | 上架时间:2021-09-08 | 语言:英文

国际投行报告-亚太地区科技行业-台湾LED:一些生命迹象正在显现-2021.9.3-21页.pdf

国际投行报告-亚太地区科技行业-台湾LED:一些生命迹象正在显现-2021.9.3-21页.pdf

试看10页

类型: 行研

上传者: FF

撰写机构: BARCLAYS

出版日期: 2021-09-03

摘要:

After years of struggling, some signs of life emerging. LED companies in Taiwan have experienced severe slowdown in revenue and margin deterioration over the past 6-7 years. While LED unit growth has been on an uptrend on still widening adoption, the price erosion has been severe due to oversupply and product commoditization. However, we see some intriguing opportunities that could induce better mix and higher UTR in Mini LED displays and Infrared LEDs, which are seeing very strong automotive demand from Opto-couplers and sensors. These drivers are quickly becoming 30-60% of the upstream Taiwan LED revenue, and could be at the early stage of growth. These drivers will improve the trough industry UTR from 60-70% to 80-90%, which substantially reduces the inventory revaluation losses that were severe in the previous slow demand seasons.

展开>> 收起<<

请登录,再发表你的看法

登录/注册

FF

相关报告

更多

浏览量

(164)

下载

(4)

收藏

分享

购买

5积分

0积分

原价5积分

VIP

*

投诉主题:

  • 下载 下架函

*

描述:

*

图片:

上传图片

上传图片

最多上传2张图片

提示

取消 确定

提示

取消 确定

提示

取消 确定

积分充值

选择充值金额:

30积分

6.00元

90积分

18.00元

150+8积分

30.00元

340+20积分

68.00元

640+50积分

128.00元

990+70积分

198.00元

1640+140积分

328.00元

微信支付

余额支付

积分充值

填写信息

姓名*

邮箱*

姓名*

邮箱*

注:填写完信息后,该报告便可下载

选择下载内容

全选

取消全选

已选 1