
光學鏡頭龍頭廠大立光公告9月營收57.79億元,第三季合併營收156.51億元,預估10月拉貨動能與9月相當。
光學鏡頭龍頭大立光公布9月營收57.79億元,月增15%、年減7%;第三季合併營收156.51億元。公司指出10月拉貨動能與9月相當,今年持續擴產並耕耘CPO領域。
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大立光為光學鏡頭龍頭廠,第三季為傳統旺季,近期持續耕耘CPO領域並擴產。
大立光9月營收57.79億元。(資料照)
〔記者歐宇祥/台北報導〕光學鏡頭龍頭廠大立光(3008)今日公告9月營收57.79億元,月增15%、年減7%;第三季合併營收156.51億元,季增15%、年減11%;前9月累計營收448.6億元、年增2%。大立光指出,10月拉貨動能與9月相當。而第三季較去年衰退主因是客戶端產品拉貨的品項和進度與去年不同。
9月蘋果(Apple)iPhone新機種問世,第三季是光學產業傳統旺季,受惠蘋果新機動能,單季營收多會明顯成長。大立光近期也持續耕耘CPO(共同封裝光學)領域,今年投資超過80億元,在精密機械園區、台中產業園區購置7座廠房,以作擴產之用;大立光將在8月舉辦法說會,市場期待董事長林恩平釋出未來營運展望。
從大立光9月的產品比重來看,以1000萬畫素佔60%至70%最高,2000萬畫素以上產品佔比10%至20%,800萬畫素產品佔比在10%以下,其他產品則為10%至20%。

The weighted index of Taiwan stocks surged 1,236 points on the 5th to close at 49,712 points, approaching the 50,000-point mark. Netizens' self-deprecating index is higher than their monthly salary. The average regular salary of all employees announced by the Accounting and Accounting Office is 49,054 yuan, and the median is 39,341 yuan, which resonates with office workers.

Due to overcapacity of solar modules and weak domestic demand, 77 of the 99 solar stocks in China fell in the third quarter of this year, accounting for nearly 80%. The solar energy index also fell by about 14.9%. The industry fell into severe losses, production line shutdowns and layoffs.

Driven by the AI wave and the semiconductor supply chain, the output value of Taiwan's electronics and semiconductor production machinery and equipment industry hit a record high in 2025. In the first seven months of this year, the output value increased by 40.1% year-on-year. The whole year is expected to reach new heights, and ASEAN has surpassed China and Hong Kong to become the largest export market.

The Ministry of Finance announced the winning list of unified invoices from July to August, with 17 special prizes of 10 million yuan and 11 special prizes of 2 million yuan. A lucky person who only spends NT$10 on milk tea or pays NT$10 in Uber processing fees will win a multi-million dollar prize.

In the past month, foreign investors sold more than 20 trillion won of stocks on the Korea Composite Stock Price Index (KOSPI), an unprecedented scale. The selling was mainly concentrated in large semiconductor stocks such as SK Hynix and Samsung Electronics. The main reasons included profit-taking, concerns about the US-Iran conflict and pressure to raise global interest rates.

TSMC (2330) soared to a sky-high price today (5th). Chairman Wei Zhejia’s shareholding value exceeded 19.2 billion yuan, director Tsang Fancheng’s shareholding value reached 63 billion yuan, and the largest shareholder Executive Yuan National Development Fund’s shareholding value increased to 4.27 trillion yuan.