Yu Rou Lin Publishing Date: August 5, 2024 17:36 Category: Encapsulation Testing, Panel


 

Innolux held an online financial conference in the second half of 2024 (5th), sharing the good news of the successful turnaround in the second quarter and continuing to deepen the layout in the non-display field, and diversifying the development of semiconductor fan-out panel-level packaging (FOPLP) technology, and striving to promote dual-track transformation.

Innolux General Manager Yang Zhuxiang pointed out that in the future, the most difficult TGV technology in fan-out panel-level packaging will be jointly developed with partners, and it is estimated that it will take at least 2-3 years to achieve mass production.

In the second half of the year, affected by geopolitical factors and the uncertainty of the US interest rate reduction, strong demand for TV panels in the third quarter did not appear. The capacity utilization rate in the third quarter will decrease by 5% to ensure a stable profit and loss.

Innolux Chairman and CEO Hong Jinyang stated that the improvement of the external market and the enhancement of internal operational efficiency are the main factors that led to the positive turn in the second quarter of Innolux. The gross margin of the company in the second quarter has greatly improved to 10%, and the revenue from different product categories has increased. The non-display field accounts for 22% of the company's revenue.

Benefiting from the continuous evolution of the topic of artificial intelligence (AI), Innolux Semiconductor's panel-level packaging new business is also attracting attention. Innolux has collaborated with IC value chain partners to jointly develop high-voltage, high-efficiency, and high-level chip packaging technology, catering to new applications such as charging spindles, 5G communication, and high-speed computing. Innolux continues to build a diversified business development engine to reduce the impact of economic cycles and create better value for shareholders.

（First picture source: Technology News.）