凌巨：2025年消费性电子市场回温 展望整体乐观
中小尺寸面板厂凌巨（8105）去年第三季转亏为盈后，第四季营收持续成长，进入2025年，在三大产品线中，预期工控有稳定成长，消费性电子市场回温，车载受到大环境、政策影响变量较多，但整体而言，2025年展望乐观。
11
Feb
11
Feb
1月营收公布：友达年增17.4%、群创年增13.1%
2月10日，“面板双虎”友达光电、群创光电公布2025年1月营收。其中，友达营收为216.4亿元新台币，月减11.9%，年增17.4%。群创营收186.63亿元新台币，月增3.8%，年增13.1%。群创统计，2025年1月大尺寸出货量共计800万片，月减12%；中小尺寸出货量共计2494万片，月增1.5%。
11
Feb
确认汇损！2024Q4夏普净损额扩大，液晶面板业务营业利润飙增近8倍
因认列汇损，鸿海转投资的夏普（Sharp）上季（2024年10-12月）再度陷入亏损、且净损额大幅扩大，不过夏普上季营益飙增近8倍，调升今年度（2024年4月至2025年3月）营收、营益目标，而纯益目标虽变更为「未定」，不过目标是高于原先预估值，有望3年来首度转亏为盈。
11
Feb
彩晶、凌巨1月营收公布
2月11日消息，中小尺寸面板厂彩晶（6116）及凌巨（8105）于10日公告今年元月合并营收，彩晶营收为9.43亿元，较去年12月减少3.8%，较去年同期减少3.6%。凌巨营收6.49亿元，月减18.1%，年减9.7%。
11
Feb
10
Feb
Taiwan’s aerospace ambitions rise on defense and commercial tailwinds
Taiwan’s aerospace industry is gaining momentum as global demand for defense autonomy surges and the aviation sector rebounds. Industry sources note that defense and aerospace are two sides of the same coin: military applications fall under defense, while civilian use defines aerospace. Taiwan’s push to bolster its defense capabilities is fueling growth in both sectors.
10
Feb
Teco aims for balanced revenue with equal shares from Taiwan and global markets amid US tariff uncertainties
Changing US tariff policies have unsettled the global industry, but Teco chairman Morris Li is confident that the company’s global presence ensures it is well-prepared to respond. With production bases in Taiwan, Vietnam, the US, Mexico, and China, Teco believes it can adapt to the final tariff outcomes.
10
Feb
LinkCom sees growth potential in 1Q25 on strong networking demand
LinkCom’s magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the seasonal slowdown during the Lunar New Year holiday, the company achieved monthly consolidated revenue of NT$51.33 million (US$1.56 million), marking a 4.08% increase month over month while maintaining levels from January 2024. The company is also accelerating its Southeast Asian supply chain development in response to recent US trade policies.
10
Feb
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China’s retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market, being one of the largest consumers of monitors globally, faces particular challenges due to the low-margin nature of these products. The tariffs not only raise costs but also affect brand confidence in end-market sales, potentially leading major brands to adopt more conservative shipment targets for 2025.
10
Feb
Samsung appoints Dustin Lee to revive China smartphone business
Samsung Electronics Device eXperience (DX) division is implementing significant changes to its overseas leadership to strengthen global competitiveness. Most notably, former Taiwan General Manager Dustin Lee has taken over the position for the China region. As Samsung faces challenges in the fiercely competitive Chinese market, industry observers are watching closely to see if his management experience can lead to breakthroughs.