2011ᒪ10ᴾ14ᰛ䇷࡮⹊ガᣛ઀g㺂ѐ⹊ガg⭫ᆆ㺂ѐਦ⒴⭫ᆆ㺂ѐᴾ㩛᭬䙕䙈䀜᪮ኅᐸ൰φߦ⚡њ䠃ཟᣋ䍺㾷⛯ѣؗ䇷࡮⹊ガ䜞ѝؑ䇱ࡨ⹄ウ䜘⭥ᆀ⹄ウ൘⇿ᴸѝᰜᇊᵏ䘭䑚ਠ⒮⭥ᆀъⲴᴸਸᒦ㩕᭦о୆ᐓθCFA021-68765291໎䮯䎻࣯ˈ֌Ѫ⭥ᆀ㹼ъ⹄ウⲴส⹰ᮠᦞᴽ࣑ԕ৺⭥ᆀ㛑ᣅ䍴Ⲵ৲㘳DŽ⭥䈍˖䛞Ԧ˖tc@citics.comਨਸᒦ㩕᭦׍ᰗ䍴Ṭ䇱Җ㕆ਧ˖S1010510120062ޜҍᴸ㩕᭦׍ᰗ唟␑˖ਇ䴰≲ᤱ㔝⯢ᕡᖡ૽ˈҍᴸਠ⒮⭥ᆀ5唟␑ˈਚᴹнࡠаॺⲴᆀ㹼ъ਼∄໎䙏എっˈфᲪ㜭᡻ᵪ׋ᓄ䬮⭡Ҿสᵏ䖳儈ˈ਼∄໎䙏ࠪ⧠Ҷаᇊл━DŽᮤփ㘼䀰ˈҍᴸ㩕᭦਼∄໎ᑵ䖳ࡽᴸࠪ⧠എ㚊㌱Ӱφ᷍ᥥ≇021-68761849˖ॷф໎䙏Ѫ↓Ⲵ㹼ъਚᴹIC䙊䐟ǃ䖟ᶯǃ㛼ݹ⁑㓴઼㻛ࣘݳԦѝⲴ⭥ᝏDŽ⭥䈍䛞Ԧ˖linzm@citics.com5ॺሬփ˖〟ᕡнᥟDŽ㣟⡷ԓᐕҍᴸ㩕᭦⧟∄л䱽9.3%ˈ਼∄л䱽14.4%ˈᔦ㔝лॺᒤⲴ㺠䘰䎠࣯DŽIC䇮䇑᯿㗔㩕᭦Ӗᤱ㔝⯢ᕡ(-14.3%YoY)ˈ൘ᆀ㹼ъ⴮ሯ᤽ᮦ㺞⧦ѝ㺘⧠ᴰᐞˈᐢ㓿䘎㔝15њᴸ㩕᭦਼∄㺠䘰DŽॺሬփሱ⍻ഐഭ䱵བྷল৫ᓃA㛑⭥ᆀݳಘԦк䇱㔬ᤷ(-7.7%YoY)515%ᆈˈ㔗㔝੸⧠㺠䘰ˈᒦᐢ䘎㔝њᴸ਼∄䍏໎䮯ˈኅᵋㅜഋᆓˈ0%ᆸⴻᖵDŽ-15%؍ሱ⍻লӽཊԕ-30%5䀖᪨ቿ˖ߠ⚛є䟽ཙDŽ䀖᪨ቿҍᴸ㩕᭦⧟∄བྷ⏘18%ˈ਼∄໎ᑵ(+52.4%YoY)-45%ࡉሿᑵл━DŽնল୶єᶱ࠶ॆᱮ㪇˖TPK㩕᭦⧟∄᳤⏘54%ˈ㘼㜌ॾࡉ⧟བྷ䏼18%ˈѫഐ㜌ॾ9ᴸӗ૱ࠪ⧠⪅⯥䘰অˈ㤩᷌Ѥᰦᨀ儈TPK׋䍗∄11/0111/0211/0311/0411/0511/0611/0711/0811/0911/10∄䟽DŽ㘼TPK㲭❦㩕᭦᳤⏘ˈնަSensor׋ᓄ୶઼䪛㩕᭦ত᳤䏼(-51%MoM)˗䍴ᯉᶕⓀ˖ѝؑᮠ䟿ॆᣅ䍴࠶᷀㌫㔏TPK94.3%TPKণ֯ᱟ৲㛑Ⲵ䗮㲩ˈᴸ㩕᭦Ӗሿᑵл䏼DŽঠ䇱ᡁԜࡔᯝ㠚⴮ީ⹊ガSensorࡦ∄䟽བྷᑵᨀॷԕ৺⤜・লਇࡠᥔ঻Ⲵ䎻࣯DŽ1.ljਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂ˉཡ㩭Ⲵᰪ5LED˖ቊᰐ䎧㢢DŽLED㹼ъᮤփᤱ㔝⯢ᕡDŽLED㣟⡷ਇࡠԧṬᤱ㔝л䏼ⲴᆓNJ.........................................2011-09-152.ᖡ૽ˈᔦ㔝гᴸԕᶕⲴл━䎠࣯(-19.5%YoY)DŽLEDሱ㻵Ӗᤱ㔝⯢䖟(-15.1%ljਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂ˉгᴸᮤփ㩕.........................2011-08-15YoY)ˈᐢㅜ6њᴸ䍏໎䮯DŽLEDк⑨㬍ᇍ⸣㺜ᓅਇࡠԧṬབྷᑵл䏼Ⲵᖡ૽ˈ᭦ӽ❦⯢ᕡNJ3.㩕᭦(-9.2%YoY)㔗㔝㨾㕙DŽljਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂ˉޝᴸ㩕᭦໎䙏㔗㔝л━NJ.........................2011-07-15Ც㜭᡻ᵪо⭥ᆀҖ˖ӊ傜䘺׋ᓄ䬮㺘⧠ᣒ⵬DŽҍᴸ㩕᭦਼∄໎䮯51.1%ˈ䖳4.ljਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂ˉߧ␵ӄᴸ5кᴸᴹᡰл━ˈն໎䮯ᘱ࣯׍ᰗᕪ࣢ˈަѝᆿ䗮⭥䍑⥞ᴰབྷ(+67.7%YoY)DŽཙNJ.........................................2011-06-13ᢰ㹼ъ䙏䙂ˉComputex2011䟽、⨳ޘlj.5ޕᆀ㹼ъѝݹᆖ䮌ཤ㩕᭦਼∄໎䮯39.8%ˈ໎䙏㔗㔝л━DŽӊ傜䘺׋ᓄ䬮䘋ᰪᆓˈݳཚъ㔙㺘⧠ᣒ⵬ˈ਼∄໎䮯䗮117%DŽ⛩᪈㾱NJ.................................2011-06-076.ljਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂-ഋᴸ㩕᭦໎5PCNBǃ৺ަԆ⭥ᆀ䴦㓴ԦDŽਇ䴰≲нᥟᖡ૽ˈԕ৺Ც㜭᡻ᵪǃᒣᶯ⭥㝁Ⲵ䙏Პ䙽എ㩭NJ.........................2011-05-13ODM(-10.5%YoY)PCߢࠫˈㅄ䇠ᵜ⭥㝁ҍᴸ㩕᭦਼∄㔗㔝㺠䘰ˈ㹼ъ਼∄7.ljޘ⨳、ᢰ㹼ъ䙏䙂ˉޘ⨳ѫ㾱、ᢰ⭥ᆀ27%16.5%7.6%ਨаᆓᣕоҼᆓᓖኅᵋNJ2011-05-06ޜˈ໎䮯DŽ㾶䬌ᶯ਼∄໎䮯∄਼ˈڕл━DŽ䘎᧕ಘ㹼ъ׍ᰗっPCB਼∄໎䮯16.2%DŽ8.ljޘ⨳、ᢰ㹼ъࣘᘱˉTPKаᆓᣕ⭥䈍Պ.................................2011-05-06ᣅ䍴ᔪ䇞˖ᡁԜᤱ㔝ⴻྭഭ޵ѝվԧᲪ㜭ᵪ׋ᓄ䬮ˈԕ৺ӊ傜䘺׋ᓄ䬮઼㤩䇞㓚㾱NJ59.ljਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂-Ც㜭᡻ᵪа䮯⳸㋮ᇶ˄ѝվԧᲪ㜭ᵪ׋⌘ޣ᷌׋ᓄ䬮DŽӾӗ૱ѫ㓯ࡔᯝˈᔪ䇞䘁ᵏ䟽⛩᷍⤜⿰NJ.................................2011-04-14ᓄ䬮˅ǃ⅓ᰪ䗮˄ӊ傜䘺׋ᓄ䬮˅ǃԕ৺・䇟㋮ᇶ˄㻛䭉ᵰⲴ㤩᷌׋ᓄ䬮˅DŽ䈧࣑ᗵ䰵䈫↓᮷ѻਾⲴݽ䍓ᶑⅮ䜘࠶ਠ⒮⭥ᆀ㹼ъᴸ㩕᭦䙏䙂ਦ⒴⭫ᆆ