UBS Equities-Asia Semiconductor Insights _Display driver IC preview resi...-115185233
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
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
- 5 May 2025
报告信息
- 文件全名
- 《UBS Equities-Asia Semiconductor Insights _Display driver IC preview resi...-115185233.pdf》
- 适合读者
- 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
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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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。
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