奇景光电（HIMX）今日盘中大涨8.06%，引起了市场的广泛关注。
消息面上，光通信概念板块多股集体走强，奇景光电作为相关标的受到资金关注。机构研报指出，磷化铟产能严重受限，全球器件需求达200万片，实际产能供需缺口超过50%。同时，光模块正从800G向1.6T演进，单颗1.6T光模块对磷化铟衬底的需求是800G的2.7至3倍，叠加衬底尺寸从2英寸扩大到4-6英寸的要求，供需错配持续加剧。机构预测全球需求将飙升至260万至300万片，而有效产能仅约75万片，缺口超70%，这推动了市场对光通信产业链相关公司的乐观情绪。
奇景光电是全球领先的无晶圆厂半导体解决方案提供商，主营显示驱动IC及时序控制器，产品广泛应用于电视、PC、手机、汽车等领域，同时提供CMOS图像传感器等光电相关产品，其业务与光通信领域存在关联，因此受益于板块的整体走强。
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