<p>群创光电（Innolux Corp）表示，由于地缘政治冲突和芯片短缺，正在提高某些小众产品的价格，以反映材料成本的增加。</p>
<p>中东战争导致铜、铟和印刷电路板等一系列关键组件和材料的价格上涨，此外，由于供应限制，内存芯片和中央处理器的价格在今年早些时候也出现了飙升。</p>
<p>群创总裁杨弘文表示：“在小众产品方面，我们能够将材料成本的增加转嫁给客户。对于消费电子相关产品，我们感受到更大的压力，因为没有办法减轻成本的增加。”</p>
<p>用于工业设备的平板显示器属于小众产品，通常是根据特定要求定制并以相对较小的规模生产，而用于消费电子产品（如笔记本电脑和智能手机）的显示器则是商品产品，今年将受到更大的影响，公司的说法是这样的。</p>
<p>群创自去年底以来一直在加大力度重组成本结构，并与新供应商进行合作。群创董事长洪进扬表示，这些努力预计将在今年前两个季度支撑毛利率。</p>
<p>公司数据显示，群创去年最后一个季度的毛利率从前一个季度的 8% 提高至 9.08%。</p>
<p>洪进扬表示，得益于客户的拉动需求，受战争影响和国际足联世界杯的推动，群创对今年上半年的财务表现持乐观态度。</p>
<p>“根据我们收到的订单，情况比想象中要好，” 他说。</p>
<p>然而，他补充说，下半年的可见性仍然模糊。</p>
<p>由于对群创的扇出型封装产品的强劲需求，去年其设备利用率达到了 100%，洪进扬表示，公司计划通过提高制造设备的效率来增加今年的产能。</p>
<p>群创在过去几年中一直在努力将业务组合多样化，超越波动的显示产品，非显示业务在去年占其总收入的 51%。</p>
<p>其国内竞争对手友达光电（AUO Corp）也在扩展到不同的行业，并利用其在微 LED 技术、先进封装技术和共同封装光学方面的优势。</p>
<p>友达光电首席执行官柯富仁昨天表示，友达正在与客户洽谈其基于微 LED 的光学模块的量产事宜。</p>
<p>公司表示，其光学模块相比铜缆可以降低人工智能服务器机架之间的数据传输功耗。</p>
<p>友达的基于玻璃的卫星天线能够使智能车辆持续连接互联网，自从在一月份的拉斯维加斯国际消费电子展（CES）上展示这些产品以来，受到了汽车制造商的强烈关注。</p>
<p>公司旨在将非显示收入的贡献提升至今年总收入的 50%，而去年第四季度为 46%。</p>

联创光电

智光电气

<p>Innolux Corp 因与地缘政治冲突和芯片短缺相关的材料成本上升，正在提高某些细分产品的价格。该公司指出，铜和印刷电路板等组件的价格大幅上涨。虽然细分产品可以将这些成本转嫁，但消费电子产品面临更大的压力。Innolux 对上半年的财务表现持乐观态度，得益于强劲的需求和改善的毛利率。该公司还在多元化其产品组合，非显示业务去年对总收入的贡献达 51%</p>

<p>Innolux Corp (群創) is hiking prices for certain niche products to reflect material cost increases amid geopolitical conflicts and chip crunches, it said yesterday.</p>
<div class="lb-trans"><p>群创光电（Innolux Corp）表示，由于地缘政治冲突和芯片短缺，正在提高某些小众产品的价格，以反映材料成本的增加。</p>
</div><p>The war in the Middle East has prompted price jumps for a wide range of key components and materials such as copper, indium and printed circuit boards, on top of the price surges in memory chips and central processing units earlier this year due to supply constraints.</p>
<div class="lb-trans"><p>中东战争导致铜、铟和印刷电路板等一系列关键组件和材料的价格上涨，此外，由于供应限制，内存芯片和中央处理器的价格在今年早些时候也出现了飙升。</p>
</div><p>“In terms of niche products, we are able to pass on the increase in material costs to customers,” Innolux president Jeffrey Yang (楊弘文) said. “For consumer electronics-related products, we are feeling greater pressure, as there is no way to mitigate the cost increases.”</p>
<div class="lb-trans"><p>群创总裁杨弘文表示：“在小众产品方面，我们能够将材料成本的增加转嫁给客户。对于消费电子相关产品，我们感受到更大的压力，因为没有办法减轻成本的增加。”</p>
</div><p>Flat-panel displays used in industrial devices fall into the category of niche products, which are usually tailored to meet certain requirements and are produced at a relatively small scale, while displays used in consumer electronics such as notebook computers and smartphones, are commodity products and would feel the pinch this year, the company said.</p>
<div class="lb-trans"><p>用于工业设备的平板显示器属于小众产品，通常是根据特定要求定制并以相对较小的规模生产，而用于消费电子产品（如笔记本电脑和智能手机）的显示器则是商品产品，今年将受到更大的影响，公司的说法是这样的。</p>
</div><p>Innolux has been stepping up efforts to overhaul its cost structure and engage with new suppliers since late last year. Such efforts are expected to prop up gross margin in the first two quarters of this year, Innolux chairman Jim Hung (洪進揚) said.</p>
<div class="lb-trans"><p>群创自去年底以来一直在加大力度重组成本结构，并与新供应商进行合作。群创董事长洪进扬表示，这些努力预计将在今年前两个季度支撑毛利率。</p>
</div><p>Gross margin improved to 9.08 percent in the final quarter of last year, from the previous quarter’s 8 percent, company data showed.</p>
<div class="lb-trans"><p>公司数据显示，群创去年最后一个季度的毛利率从前一个季度的 8% 提高至 9.08%。</p>
</div><p>Innolux is optimistic about its financial performance in the first half of this year, thanks to customers’ pull-in demand, attributable to the war effect and the FIFA World Cup, Hung said.</p>
<div class="lb-trans"><p>洪进扬表示，得益于客户的拉动需求，受战争影响和国际足联世界杯的推动，群创对今年上半年的财务表现持乐观态度。</p>
</div><p>“Based on the orders we received, the situation is better than imagined,” he said.</p>
<div class="lb-trans"><p>“根据我们收到的订单，情况比想象中要好，” 他说。</p>
</div><p>However, the visibility for the second half remains vague, he added.</p>
<div class="lb-trans"><p>然而，他补充说，下半年的可见性仍然模糊。</p>
</div><p>Strong demand for Innolux’s fan-out panel-level-packaging products pushed its equipment utilization rate to 100 percent last year, and the company plans to add more capacity this year by improving manufacturing equipment efficiency, Hung said.</p>
<div class="lb-trans"><p>由于对群创的扇出型封装产品的强劲需求，去年其设备利用率达到了 100%，洪进扬表示，公司计划通过提高制造设备的效率来增加今年的产能。</p>
</div><p>Innolux has been working to diversify its business portfolio beyond boom-and-bust display products in the past few years, with non-display businesses accounting for 51 percent of its total revenue last year.</p>
<div class="lb-trans"><p>群创在过去几年中一直在努力将业务组合多样化，超越波动的显示产品，非显示业务在去年占其总收入的 51%。</p>
</div><p>Its domestic rival, AUO Corp (友達), has also expanded into different industries and leverages its strength in micro LED technology, advanced packaging technology and co-packaged optics.</p>
<div class="lb-trans"><p>其国内竞争对手友达光电（AUO Corp）也在扩展到不同的行业，并利用其在微 LED 技术、先进封装技术和共同封装光学方面的优势。</p>
</div><p>AUO is in talks with customers about volume production for its micro LED-based optical modules, company chief executive officer Frank Ko (柯富仁) said yesterday.</p>
<div class="lb-trans"><p>友达光电首席执行官柯富仁昨天表示，友达正在与客户洽谈其基于微 LED 的光学模块的量产事宜。</p>
</div><p>Its optical modules can cut power consumption for data transmission between artificial intelligence server racks compared with copper cables, the company said.</p>
<div class="lb-trans"><p>公司表示，其光学模块相比铜缆可以降低人工智能服务器机架之间的数据传输功耗。</p>
</div><p>AUO’s glass-based satellite antennas, which enable smart vehicles to constantly connect to the Internet, have attracted strong interest from automakers since it demonstrated the products during the annual CES in Las Vegas in January.</p>
<div class="lb-trans"><p>友达的基于玻璃的卫星天线能够使智能车辆持续连接互联网，自从在一月份的拉斯维加斯国际消费电子展（CES）上展示这些产品以来，受到了汽车制造商的强烈关注。</p>
</div><p>The company aims to boost non-display revenue contribution to half of its total revenue this year, compared with 46 percent in the fourth quarter last year.</p>
<div class="lb-trans"><p>公司旨在将非显示收入的贡献提升至今年总收入的 50%，而去年第四季度为 46%。</p>
</div>

由于材料成本上涨，群创光电计划提高部分利基产品的价格