本集介紹

The two leading power sources, Delta (2308) and Lite-On Technology (2301), have released their revenue. Delta's June revenue was 26.204 billion yuan, maintaining near the record high in March. The second quarter revenue was 78.813 billion yuan. , The quarterly increase of 8.7%, the annual increase of 11.4%, in line with the previous expectations of the legal entity, Lite-On’s June revenue was 13.48 billion yuan, the second quarter’s revenue was 406.8%, the quarterly increase was 8%, the annual increase was 6%, reaching the original Estimated low-standard area.

Demands for laptops, game consoles, and cars continue to increase, and the peak server shipment season also begins almost in the second half of the second quarter, which drives Delta and Lite-On’s strong orders in the second quarter. However, in the second quarter At the peak of the shortage of semiconductor components, even the leading manufacturers of the industry could not escape the shortage. Delta and Lite-On’s second-quarter monthly revenues were quite suppressed by the invisible ceiling of lack of materials.

Delta’s June revenue was 26.204 billion yuan, very close to the April and May revenue. The gap was only single-digit billion yuan. The cumulative second-quarter revenue was 78.813 billion yuan, an 8.7% quarter-on-quarter increase, although it did not reach The original corporate revenue expected to increase by double digits on a quarterly basis, but the revised high single-digit expectations are still successfully achieved. The legal person revealed that Delta’s June electric vehicle business revenue was also affected by the lack of material. Although it remained near the single-month historical high set in April, it did not set a new high.

As for Lite-On’s, June’s revenue was 13.48 billion yuan, which is also very close to April and May’s revenue. Monthly revenue fluctuates only between 100 and 200 million yuan. In the second quarter, each month The revenue of the three major businesses also accounted for similar proportions. Among them, the optoelectronics department accounted for 21% of the revenue in June.

The demand for invisible light of LED components, 5G optocouplers, AIoT, industrial control applications, and UV LEDs for disinfection and purification is still in demand. The shipment of Mini LEDs for high-end gaming laptop keyboards has been smooth, and the shipments of LED automotive lighting products have increased, and the revenue of the optoelectronics department has increased by 10% annually.


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電源兩大龍頭台達電（2308）、光寶科（2301）營收出爐，台達電6月營收為262.04億元，維持在3月歷史新高附近，第二季營收為788.13億元，季增8.7％、年增11.4％，符合法人先前的預期，光寶科6月營收為134.8億元、第二季營收為406.8％，季增8％、年增6％，達到原預估的低標區。
筆電、遊戲機、車用需求持續放大，加上伺服器出貨旺季也差不多在第二季後半段開始來臨，都帶動台達電、光寶科第二季接單強勁，然而第二季來到半導體零組件缺料高峰，缺到即便是產業龍頭大廠也逃不過，台達電、光寶科第二季單月營收都頗有被缺料的隱形天花板壓住的現象。


台達電6月營收為262.04億元，與4、5月營收非常接近，差距都只有個位數億元，累積第二季營收為788.13億元，季增8.7％，雖然沒有達到原先法人預期的營收季增兩位數，可是修正後的高個位數的預期，仍順利達成。法人透露，台達電6月電動車事業營收也受到缺料影響，雖然維持在4月創下的單月歷史新高高點附近，可是沒有再創新高。


而在光寶科方面，6月營收為134.8億元，同樣也是與4、5月營收相當接近，每個月營收波動僅在一、兩億元之間，第二季每個月三大主要事業營收占比也都差不多，其中，光電部門六月營收占比為21％，LED元件不可見光、5G用光耦合器、AIoT、工控應用以及消毒與淨化用UV LED 需求仍在，以及高階電競筆電鍵盤用Mini LED出貨順暢，LED車用照明產品出貨增加，光電部門營收年增一成


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