玉晶光首次法說:效率良率都在改善 明年 - 股票

By Adele
at 2017-12-07T16:06
at 2017-12-07T16:06
Table of Contents
1.原文連結:
https://udn.com/news/story/7251/2861926
2.原文內容:
光學元件廠玉晶光電 (3406)董事長陳天慶今(7)日在法說會上表示,玉晶光無論在7P
、模造玻璃、車用、AR等都準備好了,只要客戶有需求,公司都會去開發,由於玉晶光的
效率和良率都在改善,2018年往上的趨勢明顯。
至於2018年的資本支出,陳天慶表示會考量客戶的需求和未來的發展,客戶目前還沒完全
確定。
玉晶光電今日下午舉行2005年掛牌上市後,首度舉辦法說會,但陳天慶一開始就表明,由
於與客戶都簽有保密協定,因此無法回答有關客戶的問題,陳天慶今日回答最多的是答案
是「看客戶需求」,與大立光執行長林恩平「不方便評論」有拚。
陳天慶表示,明年在效率和良率都會有改善,例如在現在的設備會增加更多的產能,當法
人訊問潛在的競爭時,陳天慶說:「玉晶光最大敵人是在自己,不用擔心有多少的競爭對
手」。
對於大立光的12月營收可能下滑,但陳天慶回應目前訂單沒有異常的變化。
玉晶光在產品組合方面,800萬畫素在第3季占61%,800萬畫素以下佔35%,其他則佔4%。
3.心得/評論:
滿滿的廢話阿....
倫家是想知道有沒有賺錢在那邊跳針說看客戶需求
怎麼沒有記者問偷賣股票呢
--
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