📰 DigiTimes 实时DigiTimes RealtimeCodex · 实盘不做把握 5/10
北京时间·🕒 发布 07-08 17:40:49时区推断·⟳ 抓取 07-08 17:40:49回填·⚡ 决策 07-09 00:21:44·111.1 天前
联咏6月营收升至100.23亿新台币，二季度营收小幅高于公司指引上限
事件方向偏正面：联咏二季度营收286.6亿新台币，高于此前275亿至285亿新台币指引区间上限。
📄 原文DigiTimes Realtime↗ 原文
Novatek beats second-quarter revenue guidance on strong customer stockpiling
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不做 联咏（3034.TW）
事件虽偏利多，但只是月营收/季度收入小幅高于指引上限，超预期幅度约0.6%，且上半年仍同比下降，当前不足以支持隔夜追买。
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
🔎 新鲜度:最早出现 2026-07-08 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- DigiTimes报道联咏6月营收100.23亿新台币，二季度营收286.6亿新台币，高于此前指引上限。市场反应:台股已收盘；3034.TW当日收544新台币，涨2.06%。
- 2026-07-08 16:20 UTC市场反应stock_quote非一手行情显示联咏3034.TW最新价544新台币，前收533新台币，当日涨2.06%。市场反应:当日已有正向反应，但不能证明本条收盘后DigiTimes文章完全price-in。
关键理由
- 事件方向偏正面：联咏二季度营收286.6亿新台币，高于此前275亿至285亿新台币指引区间上限。
- 但超预期幅度很小：超过指引上限约1.6亿新台币，仅约0.6%，且上半年营收仍同比下降2.75%，短线重定价空间有限。
- 量级上，二季度营收约286.6亿新台币对应公司约3310亿新台币市值，单季营收超指引上限的增量约1.6亿新台币，不足以单独构成市值级催化。
主要风险
- 库存回补和涨价预期可能延续到三季度，若后续毛利率指引明显上修，可能比本次单月营收更有交易价值。
- 内部KB检索实际调用超时，未能补到付费研报对联咏三季度价格、OLED DDI和AI imaging业务弹性的最新量化判断。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB检索实际调用超时，未能取得最新反向证据；但正文自身显示上半年营收仍同比下降2.75%，库存回补可持续性有限。
检索:Novatek Microelectronics risks weak smartphone demand OLED DDI price increase 2026
工具调用 · 历史记录,结果未知(3 种)
- normalize_ticker · 结果未知
- kb_search · 结果未知
- stock_quote · 结果未知
原文全文
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Novatek beats second-quarter revenue guidance on strong customer stockpiling
Jay Liu
, Taipei
Jul 8, 2026, 17:40
0
Credit: DIGITIMES
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.
The stronger-than-expected performance was tied to sustained customer inventory buildup and efforts by the company to pass on rising supply-side costs to customers, according to industry references in the source material. June was especially notable because revenue again crossed the NT$10 billion mark, a level the company had not reached for some time.
People familiar with the display driver IC sector said many vendors have begun seeking price increases on new products, and that trend is expected to continue into the third quarter. They added that shipments during that period are likely to be led by small and medium-size display driver ICs for smartphones and tablets.
For Novatek, future revenue momentum is expected to come from higher-end OLED display driver ICs and OLED TDDI products, along with non-display-driver IC lines including system-on-chip, T-Con, and AI imaging-related applications. First-half revenue reached NT$51.805 billion, down 2.75% from a year earlier.
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edited by Joseph Chen
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Novatek beats second-quarter revenue guidance on strong customer stockpiling
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Novatek beats second-quarter revenue guidance on strong customer stockpiling
Jay Liu
, Taipei
Jul 8, 2026, 17:40
0
Credit: DIGITIMES
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.
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People familiar with the display driver IC sector said many vendors have begun seeking price increases on new products, and that trend is expected to continue into the third quarter. They added that shipments during that period are likely to be led by small and medium-size display driver ICs for smartphones and tablets.
For Novatek, future revenue momentum is expected to come from higher-end OLED display driver ICs and OLED TDDI products, along with non-display-driver IC lines including system-on-chip, T-Con, and AI imaging-related applications. First-half revenue reached NT$51.805 billion, down 2.75% from a year earlier.
Article
edited by Joseph Chen
AI Search
Related stories
Novatek raises margin outlook on stronger product mix and early shipments
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
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Taiwanese DDI makers report June revenue declines amid currency and policy challenges
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Show more
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Chips + components IC design, distribution
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