6147 頎邦 癢了,多! - 股票

By Lily
at 2019-12-31T21:18
at 2019-12-31T21:18
Table of Contents
1. 標的:
頎邦 (RIC: 6147.TWO / BBG: 6147 TT)
2. 分類:多/空/請益/心得
手癢了 多爆
12M PT NT$96
Based on 12x 2020E EPS 8.0元
3. 分析/正文:
支那AMOLED DDIC明年爆發
AMOLED DDIC因為要做DeMura處理
Die Size比TDDI大至少40%
所以要做Gold bumping的wafer volume +40%
BOE明年Target Smartphone AMOLED displays出貨量~80mn
manufacturing yield大約在50%左右
換算出來DDIC需求量應該有~160mn
預期12” gold bumping產能滿載
這塊營收成長至少上看high single-digit
另外gold bumping佔營收比重提高有利於gross margin expansion
支那OSAT三賤客不做Gold Bump
江蘇匯成光電做這塊Yield極差
未來頎邦持續躺著數鈔票
4. 進退場機制:(非長期投資者,必須有停損機制)
聯詠端的AMOLED DDIC出現下檔警訊為停損退場點
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