美国OLED显示驱动芯片制造商Universal Display Corporation(OLED)周二盘前股价大跌7.46%,主要受市场竞争加剧和订单不确定性等因素影响。
虽然OLED公司最新公布的2024年第三季度业绩超出华尔街预期,但分析师对其后续发展前景持谨慎态度。一方面,苹果iPhone16系列在移动终端OLED显示驱动芯片市场占据主导地位,OLED公司订单增长存在不确定性;另一方面,近年来韩国及中国台湾等地区晶圆代工厂在OLED芯片领域建立起强大实力,竞争格局加剧。
行业数据显示,2024年第三季度,中国大陆晶圆代工厂在大尺寸DDIC市场达到49%的市场份额,影响力持续扩大。韩国三星Foundry在AMOLED驱动IC领域占比达31%,接近联电的26%。台积电凭借iPhone订单,AMOLED驱动IC市场份额也达17%。面对多个新兴实力派竞争对手,OLED公司未来盈利压力增大,引发市场对其长期增长前景的担忧。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.