Innolux

9 atoms · 跨 3 天 · 首见 2026-05-10 · 最近 2026-06-30

三色: 🟦 fact 9 · 🟥 take 0 · stance ▲3/▼1/◆4

来源: X 9

时态: fresh:9

标签: 好数字:7 · 好信源:2 · 好观点:1

预测 (forecast) (3)

• 2026-06-30 · glass substrate capex estimate
  Initial capital expenditure (Capex) is estimated at NT$20 billion to NT$30 billion.
  tags: 好数字 · → daily
  value: qty=NT$20-30 billion · date=2026-06-30
• 2026-06-30 · glass substrate mass production date
  Mass production is expected by 2028, potentially contributing around NT$20 billion in revenue (6% of its total revenue).
  tags: 好数字 · → daily
  value: qty=2028 · date=2028
• 2026-06-30 · glass substrate revenue potential 2028
  Mass production is expected by 2028, potentially contributing around NT$20 billion in revenue (6% of its total revenue).
  tags: 好数字 · → daily
  value: qty=NT$20 billion · date=2028

事实 (fact) (6)

• 2026-05-10 ⭐ · FOPLP 月产量
  Innolux is already said to be working with SpaceX on FOPLP, and its annual report says monthly FOPLP output has already 10x’ed to 40 million units, at high yield.
  tags: 好数字·好信源 · → daily
  value: qty=40 million units (monthly) · date=当前
• 2026-06-30 · glass substrate PoC completion
  Innolux is the most aggressive and currently leads the peer group in glass substrates for advanced packaging. It has completed a Proof of Concept (PoC) for a glass core substrate project with a foundry, with more validations scheduled for the coming quarters.
  tags: 好数字 · → daily
  value: qty=completed · date=2026-06-30
• 2026-06-30 · glass substrate proof of concept
  It has completed a Proof of Concept (PoC) for a glass core substrate project with a foundry, with more validations scheduled for the coming quarters.
  tags: 好数字 · → daily
  value: qty=completed PoC · date=2026-06-30
• 2026-06-30 · glass substrate manufacturing process
  Innolux plans to perform the Through-Glass Via (TGV) process on a 510mm x 515mm glass panel before sending it to Ibiden for the substrate process.
  tags: 好数字 · → daily
  value: qty=510mm x 515mm TGV process · date=2026-06-30
• 2026-06-17 · 供应的玻璃价格昂贵
  The glass processed by Innolux is very expensive per unit and is the single most critical material.
  tags: 好信源 · → daily
• 2026-05-10 · FOPLP 产能满载
  Capacity is full.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-30 · fact · glass substrate PoC completion · → daily
• 2026-06-30 · forecast · glass substrate capex estimate · → daily
• 2026-06-30 · forecast · glass substrate mass production date · → daily
• 2026-06-30 · forecast · glass substrate revenue potential 2028 · → daily
• 2026-06-30 · fact · glass substrate proof of concept · → daily
• 2026-06-30 · fact · glass substrate manufacturing process · → daily
• 2026-06-17 · fact · 供应的玻璃价格昂贵 · → daily
• 2026-05-10 · fact · FOPLP 月产量 · → daily
• 2026-05-10 · fact · FOPLP 产能满载 · → daily

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