📰 DigiTimes 实时DigiTimes RealtimeCodex · 实盘不做把握 5/10
北京时间·🕒 发布 07-08 07:56:24时区推断·⟳ 抓取 07-08 07:56:24回填·⚡ 决策 07-09 00:51:37·110.6 天前
富采与亿光6月和二季度营收改善，但主要是LED传统旺季与经营修复
这条消息的核心是月营收和季度营收例行披露，富采二季度营收约新台币63.24亿元、环比增逾20%，亿光二季度营收约新台币53.57亿元、同比仅增5.66%，更像经营修复而非短线强催化。
📄 原文DigiTimes Realtime↗ 原文
Ennostar and Everlight turn up growth in 2Q26
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不做 富采（3714.TW）
不做富采（3714.TW）：营收改善和处分资产收益偏经营修复，AI光通讯尚未形成显著收入贡献，且股价7月8日已小涨反映，短线edge不足。
不做 亿光（2393.TW）
不做亿光（2393.TW）：二季度和上半年收入同比增幅有限，泰国新厂量产在2027年，当前信息不足以直接改变短周期利润预期。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- DIGITIMES报道富采和亿光6月及二季度营收改善，并补充富采处分资产收益、Saphlux合作和亿光泰国扩产。
- 亿光投资人关系页提供月营收披露入口，月营收属于例行披露数据，非突发订单或监管批准。
- 2026-07-08 16:49 UTC市场反应stock_quote非一手7月8日台股收盘后报价显示富采涨0.98%、亿光涨1.58%，未出现与强催化相匹配的显著放量重定价。市场反应:富采（3714.TW）收61.9新台币，亿光（2393.TW）收70.6新台币。
关键理由
- 这条消息的核心是月营收和季度营收例行披露，富采二季度营收约新台币63.24亿元、环比增逾20%，亿光二季度营收约新台币53.57亿元、同比仅增5.66%，更像经营修复而非短线强催化。
- 量级上，富采2025年收入约新台币221.8亿元且仍亏损，二季度新台币63.24亿元只能说明从低谷修复；亿光上半年收入新台币103.96亿元、同比增2.98%，对市值重定价的惊喜不足。
- 文章同时提到AI光通讯和AR Micro LED，但明确说富采光通讯尚未显著贡献收入，亿光泰国厂量产要到2027年，短窗口内难形成可验证的订单或利润增量。
主要风险
- 若后续公司正式财报显示毛利率或营业利润显著超预期，当前不交易判断可能偏保守。
- 内部KB检索两次超时，未能补到付费研报对二季度业绩是否超预期的更细判断。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-05 · 影响 weakens
富采2025年仍大幅亏损且一季度收入同比下降，二季度营收修复未能证明核心经营已强反转。
检索:Ennostar recent losses 2026 LED industry revenue risk 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-05-15 · 影响 weakens
亿光此前已有利润承压和泰国扩产叙事，本次二季度收入增长幅度有限，增量信息不足以支持追多。
检索:Everlight June 2026 revenue gross margin profitability Thailand plant 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索超时，未能取得付费研报或纪要对富采AI光通讯收入贡献的独立确认。
检索:Ennostar 3714 June 2026 revenue Saphlux optical communications Micro LED AI data center
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
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Ennostar and Everlight turn up growth in 2Q26
Siu Han
, Taipei
Jul 8, 2026, 07:56
0
Credit: DIGITIMES
LED makers Ennostar and Everlight both posted year-over-year, month-over-month, and quarter-over-quarter revenue growth in June and in the second quarter of 2026, as the industry entered its traditional shipment peak season. Ennostar's quarterly revenue reached about NT$6.324 billion (approx. US$197.1 million), up more than 20% quarter-over-quarter, with profits also set to benefit from a NT$1.173 billion gain on the earlier sale of its Miaoli Zhunan plant.
Ennostar's core operating loss narrowed significantly in the first quarter of 2026. In the second quarter, shipments of backlight, sensing, and special lighting products all rebounded, lifting June consolidated revenue to NT$2.134 billion, up 2.11% from May and 18.97% year-over-year. For the first half of 2026, consolidated revenue came to NT$11.569 billion, up 1.73% from the same period in 2025.
Ennostar's subsidiary has been selling 4 million common shares of GCS, and has disposed of 570,000 shares through July 3, with a cumulative transaction value of about NT$350 million.
Ennostar's push into the optical communications market has yet to make a significant contribution, but Ennostar and Saphlux recently announced a formal strategic partnership, deepening cooperation in AR microdisplays and optical communications.
In AR glasses, Saphlux's semi-polar GaN technology should help improve Micro LED luminous efficiency and color stability at very small sizes. Combined with Ennostar's full-chain vertical integration and mass-production capabilities, it could accelerate the commercialization of high-brightness, low-power, full-color AR microdisplays.
In optical communications, the partnership aims to enter the optical pathway for AI data-center scale-in/scale-up applications, addressing the power consumption and latency pain points of AI computing clusters and targeting key technologies in the AI optical communications era.
Chairman Paul Peng has said revenue from value-added applications now accounts for more than half, and despite global uncertainty and ongoing raw-material supply issues, the company expects relatively better results in the second half and remains cautiously optimistic.
Everlight reported June revenue of NT$1.831 billion, up 3.3% month-over-month and 10.58% year-over-year. Second quarter revenue reached NT$5.357 billion, up 6.29% quarter-over-quarter and 5.66% year-over-year. For the first half of 2026, revenue rose 2.98% year-over-year to NT$10.396 billion. Everlight expects gross margin and profitability to gradually recover in the second half, helped by process improvements and product-mix optimization, and is targeting full-year profit on par with 2025.
Everlight's board recently approved a Thai subsidiary's purchase of land for a new factory in Thailand for about THB827 million (approx. US$24.8 million) to support future plant construction and equipment installation and strengthen its Southeast Asia capacity layout.
Everlight's capex in 2026 is expected to be about NT$3 billion, with nearly NT$2 billion allocated to land and factory construction in Thailand and the rest for equipment expansion. Taiwan will focus on R&D and trial production, while the Suzhou site in China and the Thailand plant will handle mass production according to customer demand. The new Thailand plant is expected to start mass production in 2027 and tap more international automakers' supply chains.
Article
translated by Charlene Chen and edited by Jack Wu
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Tech
Displays
Ennostar and Everlight turn up growth in 2Q26
Siu Han
, Taipei
Jul 8, 2026, 07:56
0
Credit: DIGITIMES
LED makers Ennostar and Everlight both posted year-over-year, month-over-month, and quarter-over-quarter revenue growth in June and in the second quarter of 2026, as the industry entered its traditional shipment peak season. Ennostar's quarterly revenue reached about NT$6.324 billion (approx. US$197.1 million), up more than 20% quarter-over-quarter, with profits also set to benefit from a NT$1.173 billion gain on the earlier sale of its Miaoli Zhunan plant.
Ennostar's core operating loss narrowed significantly in the first quarter of 2026. In the second quarter, shipments of backlight, sensing, and special lighting products all rebounded, lifting June consolidated revenue to NT$2.134 billion, up 2.11% from May and 18.97% year-over-year. For the first half of 2026, consolidated revenue came to NT$11.569 billion, up 1.73% from the same period in 2025.
Ennostar's subsidiary has been selling 4 million common shares of GCS, and has disposed of 570,000 shares through July 3, with a cumulative transaction value of about NT$350 million.
Ennostar's push into the optical communications market has yet to make a significant contribution, but Ennostar and Saphlux recently announced a formal strategic partnership, deepening cooperation in AR microdisplays and optical communications.
In AR glasses, Saphlux's semi-polar GaN technology should help improve Micro LED luminous efficiency and color stability at very small sizes. Combined with Ennostar's full-chain vertical integration and mass-production capabilities, it could accelerate the commercialization of high-brightness, low-power, full-color AR microdisplays.
In optical communications, the partnership aims to enter the optical pathway for AI data-center scale-in/scale-up applications, addressing the power consumption and latency pain points of AI computing clusters and targeting key technologies in the AI optical communications era.
Chairman Paul Peng has said revenue from value-added applications now accounts for more than half, and despite global uncertainty and ongoing raw-material supply issues, the company expects relatively better results in the second half and remains cautiously optimistic.
Everlight reported June revenue of NT$1.831 billion, up 3.3% month-over-month and 10.58% year-over-year. Second quarter revenue reached NT$5.357 billion, up 6.29% quarter-over-quarter and 5.66% year-over-year. For the first half of 2026, revenue rose 2.98% year-over-year to NT$10.396 billion. Everlight expects gross margin and profitability to gradually recover in the second half, helped by process improvements and product-mix optimization, and is targeting full-year profit on par with 2025.
Everlight's board recently approved a Thai subsidiary's purchase of land for a new factory in Thailand for about THB827 million (approx. US$24.8 million) to support future plant construction and equipment installation and strengthen its Southeast Asia capacity layout.
Everlight's capex in 2026 is expected to be about NT$3 billion, with nearly NT$2 billion allocated to land and factory construction in Thailand and the rest for equipment expansion. Taiwan will focus on R&D and trial production, while the Suzhou site in China and the Thailand plant will handle mass production according to customer demand. The new Thailand plant is expected to start mass production in 2027 and tap more international automakers' supply chains.
Article
translated by Charlene Chen and edited by Jack Wu
AI Search
Related stories
EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
Everlight to build automotive LED plant in Thailand as raw material costs hit profit
Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
Categories
Display components Displays + photonics ICT manufacturing IT + CE LED
Tags
2026 communications efficiency Ennostar Everlight growth plant production revenue subsidiary
Companies
Everlight Electronics
Share this article
Other links
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Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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Sorry, the page you are trying to open is available only for our paid subscribers.
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