大立光董事长林恩平：新机备货启动，产能满载但下半年面临关税汇率挑战

Core Viewpoint - The company anticipates a strong demand for new products leading up to the iPhone 17 launch, but expresses caution regarding the second half of the year due to tariff and exchange rate fluctuations [1][2] Group 1: Operational Insights - The company has initiated preparations for new product launches, expecting monthly growth in orders until August, with full production capacity [1] - The second half of the year typically shows better performance compared to the first half, based on historical trends [1] - The company is experiencing an increase in demand for foldable phones, with notable upgrades in long-focus lens specifications [1] Group 2: Financial Considerations - The chairman estimates that exchange rate fluctuations could impact gross margins by approximately 4%-5% in June [1] - The company is maintaining a balance of new Taiwan dollars and US dollars to mitigate exchange losses [1] Group 3: Expansion and Technology - A new factory in Xitun District, covering over 7,200 ping, is expected to be completed by the end of Q3 this year, aimed at meeting customer demand [2] - The company is enhancing its capabilities in mobile and coating equipment, with a focus on more complex coating processes [2] - The company is exploring robotics and AI applications for factory production, with potential shipments of humanoid robot vision systems by the end of this year [2]