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股票代號:6288 0 2021.09.15 聯嘉光電股份有限公司 元富證券 2021台股企業日 報告人:林君宙 財務長

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PowerPoint
20202000
10042


> 40
42
: 1,250


EOI HQ- EOI US- LXF- EOI US- EOI Pioneer- EOI DG-
:

(O E
M /O
D M
: Tier-1.5: (Tier-1)
29% -12%
500,000
1,000,000
1,500,000
2,000,000
2,500,000
2020 321,461 306,818 306,946 72,214 123,270 360,759 365,020 408,005 2,264,492
2021 323,363 290,499 369,682 287,847 288,306 269,836 272,439 307,055 2,409,027
1% -5% 20% 299% 134% -25% -25% -25% 6%
13
-
( ) 2020 H1 2021 H1 YoY 1,491 1,830 23% 315 378 20%
(%) 21% 21% (272) (321) 18%
(%) 18% 18% 43 57 33%
(%) 3% 5% 30 (33) (210%) 73 24 (67%) (10) (6) (40%) 63 18 (71%)
(%) 4% 1% () 0.37 0.10 (73%) () (16) (12) (25%) 47 6 (87%) ROE(%) 5.69% 1.48% (%) 87,916 106,620 60,144 437,382

() 2020/6/30 2021/6/30 $ % $ %
964 21% 1,516 26% 605 13% 712 12% 1,201 26% 1,420 24% 82 2% 74 1% 11 0.2% 10 0.2% 1,257 27% 1,474 25% 120 3% 135 2% 4,579 100% 5,907 100%
1,637 2,473 226 242 2,477 54% 3,507 59% 1,711 1,827
2,102 2,401
2,102 46% 2,401 41% ()1 12.28 13.14 178.34 153.22 54.09 59.37 1=/

0%
5%
10%
15%
20%
25%


2020/01 2020/02 2020/03 2020/04 2020/05 2020/06 2020/07 2020/08 2020/09 2020/10 2020/11 2020/12 2021/01 2021/02 2021/03 2021/04 2021/05 2021/06





2019 (1)AFS (2)Stop/Turn/TailUniFlex (3)LED ()
2020 (1) (2)DRL/Turn (3)LED
UniFlex
(/)
(1) 6×6 mil chipLED
(336)
(448) (2)LED
(560) (2)LED
LED (672)
LED
LED DRL/TURN/TAIL/STOP


Plant: 89,360 SF Land: 9.94 Acres
Dundee
6.
5.
3. LED 18LED 22 40
4.
1. LED
2.






Uniflex 20%
LED
• • • •

ESG ESG (Environmental Social Governance )(CSR)
20~30%