UBS Equities-Asia Semiconductor Insights _Display driver IC preview resi...-115185233

2025-05半导体芯片13免费

📄 文件全名: 《UBS Equities-Asia Semiconductor Insights _Display driver IC preview resi...-115185233.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: expect display driver IC shipments to grow by 5-10% QoQ in 2Q25 following an above
seasonal ~5% QoQ growth in 1Q25, driven by continued restocking for small OLED
discuss its business outlook. 1Q25 sales was +7% QoQ at the upper half of its +3-8%
GMs/OpMs improved by 30bps/150bps QoQ to 39.8%/21.0%, taking EPS to NT$8.65
5% QoQ in 2Q25 and business could stay more defensive into 2H25, keeping its full year
🏷️ 核心议题: #OLED

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报告摘要

Display driver IC preview: resilient 2Q25 but looming tariffs weigh on 2H25 outlook Driver IC builds sustain in 2Q25 on lean inventory and customers’ pull in

📋 核心要点(部分)

5 May 2025

❓ 常见问题

《UBS Equities-Asia Semiconductor Insights _Display driver IC preview resi...-115185233》主要包含哪些内容?

Display driver IC preview: resilient 2Q25 but looming tariffs weigh on 2H25 outlook Driver IC builds sustain in 2Q25 on lean inventory and customers’ pull in核心数据:expect display driver IC shipments to grow by 5-10% QoQ in 2Q25 following an above;seasonal ~5% QoQ growth in 1Q25, driven by continued restocking for small OLED;discuss its business outlook. 1Q25 sales was +7% QoQ at the upper half of its +3-8%。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 13。

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本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了OLED等议题。