本季度信息
华显光电公布的2026年上半年财报显示，报告期内公司营收达35.65亿元，同比增长12.4%。期间毛利约1.90亿元，毛利率为5.3%，同比上升1.6个百分点。公司对研发投入约1.03亿元，销售及分销支出从2025年同期的7.02百万元增至20.23百万元，行政支出由91.83百万元增至124.88百万元。
业务分项
根据财报，手机类模组业务收入为11.60亿元，同比下降4.0%，销售量为26,465.4千片，同比增长6.5%；平板类模组业务收入为23.51亿元，同比增长57.8%，销售量为16,570.9千片，同比增长175.5%；其他产品及服务收入为54.1百万元，同比下降88.5%。
展望
公司表示，未来将继续深化与相关生产线的协同效应，并发挥面板模组一体化业务模式优势，保持与一线品牌客户的深度合作关系。公司计划在维持现有客户体量的基础上，积极拓展平板类模组等中尺寸业务，通过持续优化产品组合与强化成本管控，以应对下半年存储芯片成本上升及终端消费需求疲软等挑战。
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