6552易華電 - 股票
By Thomas
at 2017-12-25T19:46
at 2017-12-25T19:46
Table of Contents
1. 標的: 6552易華電
2. 分類:多
3. 分析/正文:
未來手機將開始採COF(薄膜覆晶封裝)技術OLED面板為設計主流,
此製程可將手機底部邊框縮1.5毫米,使更趨近全螢幕。
目前韓國已擴大雙層COF技術,主要用於針腳數3000pin 以上高階 AMOLED 面板,
針腳數1500~3000pin 的高階 LTPS 面板則可採用性價比較高的半加成法,
易華電是全球唯一半加成法產能的業者,
也是以高階覆晶薄膜IC基板(Tape-COF)為主要產品,
此將會是趨勢下的最大受惠者,對於未來需求有望放量。
4. 進退場機制:(非長期投資者,必須有停損機制)
目前股價已改寫上市以來新高價,拉回就是買點,
此檔為長期投資,以未來的營運狀況來評估賣點。
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