PlayNitride（6854）株式概要PlayNitride Inc.は、MicroLEDディスプレイ製品、モジュール、パネルの研究開発、製造、販売を台湾、韓国、および海外で行っている。 詳細6854 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績0/6財務の健全性4/6配当金0/6報酬収益は年間29.88%増加すると予測されています リスク分析TW市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る6854 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNT$Current PriceNT$169.5020.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-599m4b2016201920222025202620282031Revenue NT$4.4bEarnings NT$690.9mAdvancedSet Fair ValueView all narrativesPlayNitride Inc. 競合他社Goldkey TechnologySymbol: TWSE:3135Market cap: NT$16.3bCoAsia ElectronicsSymbol: TPEX:8096Market cap: NT$17.7bTeam GroupSymbol: TWSE:4967Market cap: NT$23.0bRaydium SemiconductorSymbol: TWSE:3592Market cap: NT$20.1b価格と性能株価の高値、安値、推移の概要PlayNitride過去の株価現在の株価NT$169.5052週高値NT$200.0052週安値NT$109.50ベータ0.741ヶ月の変化-9.36%3ヶ月変化n/a1年変化6.60%3年間の変化68.66%5年間の変化n/aIPOからの変化46.75%最新ニュースReported Earnings • May 05First quarter 2026 earnings released: NT$2.00 loss per share (vs NT$0.48 loss in 1Q 2025)First quarter 2026 results: NT$2.00 loss per share (further deteriorated from NT$0.48 loss in 1Q 2025). Revenue: NT$135.8m (down 55% from 1Q 2025). Net loss: NT$251.9m (loss widened 389% from 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 09PlayNitride Inc., Annual General Meeting, Jun 18, 2026PlayNitride Inc., Annual General Meeting, Jun 18, 2026. Location: 4 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county TaiwanReported Earnings • Mar 08Full year 2025 earnings released: NT$1.02 loss per share (vs NT$0.56 profit in FY 2024)Full year 2025 results: NT$1.02 loss per share (down from NT$0.56 profit in FY 2024). Revenue: NT$1.35b (down 24% from FY 2024). Net loss: NT$117.1m (down 295% from profit in FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 18PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million.PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million on December 16, 2025. A cash consideration of $2 million will be paid by PlayNitride Inc. As part of consideration, $2 million is paid towards common equity of Lumiode, Inc. The transaction will be financed through equity investment of $2 million. PlayNitride's own capital will finance the transaction. Upon completion, Lumiode Inc. will become a wholly owned subsidiary of PlayNitride. The transaction is subject to regulatory approvals, approval of offer by PlayNitride board, and satisfying all conditions precedent.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.55 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.61 (up from NT$0.55 in 3Q 2024). Revenue: NT$359.7m (down 32% from 3Q 2024). Net income: NT$71.3m (up 20% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesReported Earnings • May 05First quarter 2026 earnings released: NT$2.00 loss per share (vs NT$0.48 loss in 1Q 2025)First quarter 2026 results: NT$2.00 loss per share (further deteriorated from NT$0.48 loss in 1Q 2025). Revenue: NT$135.8m (down 55% from 1Q 2025). Net loss: NT$251.9m (loss widened 389% from 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 09PlayNitride Inc., Annual General Meeting, Jun 18, 2026PlayNitride Inc., Annual General Meeting, Jun 18, 2026. Location: 4 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county TaiwanReported Earnings • Mar 08Full year 2025 earnings released: NT$1.02 loss per share (vs NT$0.56 profit in FY 2024)Full year 2025 results: NT$1.02 loss per share (down from NT$0.56 profit in FY 2024). Revenue: NT$1.35b (down 24% from FY 2024). Net loss: NT$117.1m (down 295% from profit in FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 18PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million.PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million on December 16, 2025. A cash consideration of $2 million will be paid by PlayNitride Inc. As part of consideration, $2 million is paid towards common equity of Lumiode, Inc. The transaction will be financed through equity investment of $2 million. PlayNitride's own capital will finance the transaction. Upon completion, Lumiode Inc. will become a wholly owned subsidiary of PlayNitride. The transaction is subject to regulatory approvals, approval of offer by PlayNitride board, and satisfying all conditions precedent.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.55 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.61 (up from NT$0.55 in 3Q 2024). Revenue: NT$359.7m (down 32% from 3Q 2024). Net income: NT$71.3m (up 20% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2025 earnings released: NT$3.15 loss per share (vs NT$0.29 loss in 2Q 2024)Second quarter 2025 results: NT$3.15 loss per share (further deteriorated from NT$0.29 loss in 2Q 2024). Revenue: NT$204.6m (down 37% from 2Q 2024). Net loss: NT$370.2m (loss widened NT$339.2m from 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan.Reported Earnings • May 12First quarter 2025 earnings released: NT$0.48 loss per share (vs NT$0.80 loss in 1Q 2024)First quarter 2025 results: NT$0.48 loss per share (improved from NT$0.80 loss in 1Q 2024). Revenue: NT$299.8m (up 46% from 1Q 2024). Net loss: NT$51.5m (loss narrowed 40% from 1Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.お知らせ • May 01PlayNitride Inc. to Report Q1, 2025 Results on May 09, 2025PlayNitride Inc. announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Apr 15Realfiction Holding AB and PlayNitride to Unveil World's First Glasses-Free 3D MicroLED DisplayRealfiction Holding AB announced a major milestone achieved in collaboration with PlayNitride: the unveiling of the world's first MicroLED-based 3D display, powered by Realfiction's Directional Pixel Technology. The 9-inch display will be exhibited for the first time at Touch Taiwan 2025, taking place from April 16 to April 18 at the Taipei Nangang Exhibition Center. Developed through close cooperation with PlayNitride, the display combines their world-class MicroLED expertise with Realfiction's latest-generation Spatial Light Modulator (SLM)-a key enabler of immersive multi-view, glasses-free 3D experiences. It is engineered to function across all major display technologies, including MicroLED, OLED, LCD, and LED. The 9-inch display format reflects alignment with PlayNitride's existing product lineup. Realfiction's technology is inherently scalable and suitable for a wide range of display sizes and applications. This achievement addresses a key challenge in developing 3D displays based on MicroLED technology. While MicroLED offers exceptional brightness and speed, its high heat output and modular structure makes it incompatible with traditional lenticular approaches to 3D. These lense-based displays suffer from heat-related degradation, alignment inaccuracies, and resolution loss - issues that are worsened by the intensity of MicroLED panels. Realfiction's directional Pixel Technology does not rely on lenticular sheets, making it uniquely well-suited for MicroLED and enabling reliable, high-performance glasses-free 3D displays for the first time. Following strong interest from recent presentations in Asia and the upcoming Touch Taiwan exhibition, Realfiction is currently refining discussions with potential partners with the goal of establishing NRE (non-recurring engineering) and license agreements for commercial display development based on its Spatial Light Modulator.お知らせ • Feb 28PlayNitride Inc. announced that it has received TWD 800 million in fundingPlayNitride Inc. announced a private placement that it has issued secured convertible bond for the gross proceeds of up to TWD 800,000,000 on February 26, 2025.お知らせ • Feb 27PlayNitride Inc., Annual General Meeting, Jun 27, 2025PlayNitride Inc., Annual General Meeting, Jun 27, 2025. Location: 3 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwanお知らせ • Feb 19PlayNitride Inc. to Report Fiscal Year 2024 Results on Feb 26, 2025PlayNitride Inc. announced that they will report fiscal year 2024 results on Feb 26, 2025分析記事 • Feb 13PlayNitride Inc.'s (TWSE:6854) Shares Climb 25% But Its Business Is Yet to Catch UpPlayNitride Inc. ( TWSE:6854 ) shares have continued their recent momentum with a 25% gain in the last month alone. The...Board Change • Feb 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yun-Chin Tao was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 22Revenues Not Telling The Story For PlayNitride Inc. (TWSE:6854) After Shares Rise 32%Despite an already strong run, PlayNitride Inc. ( TWSE:6854 ) shares have been powering on, with a gain of 32% in the...分析記事 • Nov 06After Leaping 50% PlayNitride Inc. (TWSE:6854) Shares Are Not Flying Under The RadarPlayNitride Inc. ( TWSE:6854 ) shares have continued their recent momentum with a 50% gain in the last month alone...Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: NT$0.55 (vs NT$0.82 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$0.55 (up from NT$0.82 loss in 3Q 2023). Revenue: NT$525.4m (up 49% from 3Q 2023). Net income: NT$59.3m (up NT$146.8m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue.お知らせ • Oct 29PlayNitride Inc. to Report Q3, 2024 Results on Nov 05, 2024PlayNitride Inc. announced that they will report Q3, 2024 results on Nov 05, 2024Reported Earnings • Aug 30Second quarter 2024 earnings released: NT$0.29 loss per share (vs NT$1.35 loss in 2Q 2023)Second quarter 2024 results: NT$0.29 loss per share (improved from NT$1.35 loss in 2Q 2023). Revenue: NT$323.1m (up 30% from 2Q 2023). Net loss: NT$30.9m (loss narrowed 79% from 2Q 2023).お知らせ • Aug 30PlayNitride Inc. Announces Board ChangesPlayNitride Inc. announced that the Board of Directors appointed the members of the company's Remuneration Committee. Name of the previous position holder: (1) LIU, I-CHENG, (2) GAN, FENG-YUAN, (3) WANG, WAI. Resume of the previous position holder: (1) LIU, I-CHENG--Independent Director, PlayNitride Inc., (2) GAN, FENG-YUAN--Independent Director, PlayNitride Inc., (3) WANG, WAI--Independent Director, PlayNitride Inc. Name of the new position holder: (1) LIU, I-CHENG, (2) GAN, FENG-YUAN, (3) WANG, WAI, (4) Jennifer Hwang. Resume of the new position holder: (1) LIU, I-CHENG--Independent Director, PlayNitride Inc., (2) GAN, FENG-YUAN--Independent Director, PlayNitride Inc., (3) WANG, WAI--Independent Director, PlayNitride Inc., (4) Jennifer Hwang--Independent Director, PlayNitride Inc. Effective date of the new member is August 29, 2024.お知らせ • Aug 22PlayNitride Inc. to Report Q2, 2024 Results on Aug 29, 2024PlayNitride Inc. announced that they will report Q2, 2024 results on Aug 29, 2024お知らせ • Jul 19PlayNitride Inc. Announces the Retirement of Chen, Jong-Yih as Chief Strategy Officer and Chief Sustainability Officer, Effective July 31, 2024PlayNitride Inc. announced the retirement of Chen, Jong-Yih as Chief Strategy Officer and Chief Sustainability Officer, effective July 31, 2024.Reported Earnings • May 11First quarter 2024 earnings released: NT$0.80 loss per share (vs NT$1.42 loss in 1Q 2023)First quarter 2024 results: NT$0.80 loss per share (improved from NT$1.42 loss in 1Q 2023). Revenue: NT$205.8m (up 112% from 1Q 2023). Net loss: NT$85.9m (loss narrowed 44% from 1Q 2023).お知らせ • May 02PlayNitride Inc. to Report Q1, 2024 Results on May 09, 2024PlayNitride Inc. announced that they will report Q1, 2024 results at 1:30 PM, Taipei Standard Time on May 09, 2024Reported Earnings • Mar 14Full year 2023 earnings released: NT$4.79 loss per share (vs NT$5.47 loss in FY 2022)Full year 2023 results: NT$4.79 loss per share (improved from NT$5.47 loss in FY 2022). Revenue: NT$943.0m (up 134% from FY 2022). Net loss: NT$512.8m (loss narrowed 9.2% from FY 2022).お知らせ • Mar 09PlayNitride Inc., Annual General Meeting, Jun 20, 2024PlayNitride Inc., Annual General Meeting, Jun 20, 2024. Location: No. 265, Dong Sec. 1 Guangming 6th Rd., Hsinchu County Zhubei City Taiwan Agenda: To consider the Company’s 2023 business operations; to consider the Audit Committee’s 2023 internal audit report; to consider the report on the Company’s loss reaching one half of its paid-in capital; to consider the implementation of the Company’s Sound Business Plan; and to consider approve the 2023 annual business report and financial statements.お知らせ • Jan 20PlayNitride Inc. Announces Executive ChangesPlayNitride Inc. announced the re-assignment of the Representative of the Company's Legal Person Director. Name of legal person: Epistar Corporation. Name of the previous position holder: LI-CHENG HUNG; Resume of the previous position holder: Epistar Corporation Vice President. Name of the new position holder: CHEN OU; Resume of the new position holder:Epistar Corporation Vice President. Effective date of the new appointment is January 19, 2024.New Risk • Nov 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -NT$724m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 02Third quarter 2023 earnings released: NT$0.82 loss per share (vs NT$1.02 loss in 3Q 2022)Third quarter 2023 results: NT$0.82 loss per share (improved from NT$1.02 loss in 3Q 2022). Revenue: NT$352.7m (up 212% from 3Q 2022). Net loss: NT$87.4m (loss narrowed 17% from 3Q 2022).New Risk • Aug 20New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -NT$769m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 19Second quarter 2023 earnings released: NT$1.35 loss per share (vs NT$1.06 loss in 2Q 2022)Second quarter 2023 results: NT$1.35 loss per share (further deteriorated from NT$1.06 loss in 2Q 2022). Revenue: NT$248.3m (up 147% from 2Q 2022). Net loss: NT$144.4m (loss widened 35% from 2Q 2022).お知らせ • Jun 27+ 1 more updatePlayNitride Inc. Announces New Members of the Audit CommitteePlayNitride Inc. announced new members of the Audit Committee of the Company. Name of the new position holder: Yun-Chih Tao. Resume of the new position holder: Founder and Chairman, Pocket Securities Corporation. Reason for the change: Election of one additional independent director. Effective date of the new member is June 26, 2023.Reported Earnings • May 17First quarter 2023 earnings released: NT$1.42 loss per share (vs NT$1.17 loss in 1Q 2022)First quarter 2023 results: NT$1.42 loss per share (further deteriorated from NT$1.17 loss in 1Q 2022). Revenue: NT$97.1m (up 18% from 1Q 2022). Net loss: NT$152.6m (loss widened 30% from 1Q 2022).Reported Earnings • Mar 28Full year 2022 earnings released: NT$5.47 loss per share (vs NT$14.14 loss in FY 2021)Full year 2022 results: NT$5.47 loss per share. Revenue: NT$403.8m (up 97% from FY 2021). Net loss: NT$564.5m (loss widened 179% from FY 2021).Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: NT$1.02 loss per share. Net loss: NT$105.6m (flat on 3Q 2021).Reported Earnings • Nov 13Third quarter 2022 earnings releasedThird quarter 2022 results: NT$1.02 loss per share. Net loss: NT$105.6m (flat on 3Q 2021).Reported Earnings • Aug 29First quarter 2022 earnings releasedFirst quarter 2022 results: NT$1.17 loss per share. Net loss: NT$117.7m (flat on 1Q 2021).お知らせ • Aug 20PlayNitride Inc. has completed an IPO in the amount of TWD 47.97282 million.PlayNitride Inc. has completed an IPO in the amount of TWD 47.97282 million. Security Name: Shares Security Type: Common Stock Securities Offered: 456,884 Price\Range: TWD 105株主還元6854TW SemiconductorTW 市場7D14.1%1.6%2.6%1Y6.6%143.1%94.7%株主還元を見る業界別リターン: 6854過去 1 年間で143.1 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 6854は、過去 1 年間で94.7 % のリターンを上げたTW市場を下回りました。価格変動Is 6854's price volatile compared to industry and market?6854 volatility6854 Average Weekly Movement10.2%Semiconductor Industry Average Movement9.7%Market Average Movement6.2%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.5%安定した株価: 6854の株価は、 TW市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6854の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2014n/aCharles Liwww.playnitride.comPlayNitride Inc.は、台湾、韓国および海外でMicroLEDディスプレイ製品、モジュール、パネルの研究開発、製造、販売を行っている。また、加工装置の設計、設置、メンテナンス、コンサルティングサービス、技術ライセンスも提供している。同社のMicroLED製品は、大型ディスプレイ、中・小型ディスプレイ、フレキシブルディスプレイのほか、AR、ウェアラブルデバイス、車載用途に使用されている。同社は2014年に法人化され、台湾の苗栗県に本社を置いている。もっと見るPlayNitride Inc. 基礎のまとめPlayNitride の収益と売上を時価総額と比較するとどうか。6854 基礎統計学時価総額NT$19.84b収益（TTM）-NT$317.46m売上高(TTM)NT$1.19b16.7xP/Sレシオ-62.5xPER（株価収益率6854 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6854 損益計算書（TTM）収益NT$1.19b売上原価NT$769.37m売上総利益NT$418.48mその他の費用NT$735.94m収益-NT$317.46m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-2.71グロス・マージン35.23%純利益率-26.73%有利子負債／自己資本比率37.9%6854 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 17:35終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PlayNitride Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Changrong ChenCapital Securities CorporationMeifen ChenYuanta Research
Reported Earnings • May 05First quarter 2026 earnings released: NT$2.00 loss per share (vs NT$0.48 loss in 1Q 2025)First quarter 2026 results: NT$2.00 loss per share (further deteriorated from NT$0.48 loss in 1Q 2025). Revenue: NT$135.8m (down 55% from 1Q 2025). Net loss: NT$251.9m (loss widened 389% from 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 09PlayNitride Inc., Annual General Meeting, Jun 18, 2026PlayNitride Inc., Annual General Meeting, Jun 18, 2026. Location: 4 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwan
Reported Earnings • Mar 08Full year 2025 earnings released: NT$1.02 loss per share (vs NT$0.56 profit in FY 2024)Full year 2025 results: NT$1.02 loss per share (down from NT$0.56 profit in FY 2024). Revenue: NT$1.35b (down 24% from FY 2024). Net loss: NT$117.1m (down 295% from profit in FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 18PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million.PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million on December 16, 2025. A cash consideration of $2 million will be paid by PlayNitride Inc. As part of consideration, $2 million is paid towards common equity of Lumiode, Inc. The transaction will be financed through equity investment of $2 million. PlayNitride's own capital will finance the transaction. Upon completion, Lumiode Inc. will become a wholly owned subsidiary of PlayNitride. The transaction is subject to regulatory approvals, approval of offer by PlayNitride board, and satisfying all conditions precedent.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.55 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.61 (up from NT$0.55 in 3Q 2024). Revenue: NT$359.7m (down 32% from 3Q 2024). Net income: NT$71.3m (up 20% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 05First quarter 2026 earnings released: NT$2.00 loss per share (vs NT$0.48 loss in 1Q 2025)First quarter 2026 results: NT$2.00 loss per share (further deteriorated from NT$0.48 loss in 1Q 2025). Revenue: NT$135.8m (down 55% from 1Q 2025). Net loss: NT$251.9m (loss widened 389% from 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 09PlayNitride Inc., Annual General Meeting, Jun 18, 2026PlayNitride Inc., Annual General Meeting, Jun 18, 2026. Location: 4 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwan
Reported Earnings • Mar 08Full year 2025 earnings released: NT$1.02 loss per share (vs NT$0.56 profit in FY 2024)Full year 2025 results: NT$1.02 loss per share (down from NT$0.56 profit in FY 2024). Revenue: NT$1.35b (down 24% from FY 2024). Net loss: NT$117.1m (down 295% from profit in FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 18PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million.PlayNitride Inc. (TWSE:6854) agreed to acquire Lumiode, Inc. for $2 million on December 16, 2025. A cash consideration of $2 million will be paid by PlayNitride Inc. As part of consideration, $2 million is paid towards common equity of Lumiode, Inc. The transaction will be financed through equity investment of $2 million. PlayNitride's own capital will finance the transaction. Upon completion, Lumiode Inc. will become a wholly owned subsidiary of PlayNitride. The transaction is subject to regulatory approvals, approval of offer by PlayNitride board, and satisfying all conditions precedent.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.61 (vs NT$0.55 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.61 (up from NT$0.55 in 3Q 2024). Revenue: NT$359.7m (down 32% from 3Q 2024). Net income: NT$71.3m (up 20% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2025 earnings released: NT$3.15 loss per share (vs NT$0.29 loss in 2Q 2024)Second quarter 2025 results: NT$3.15 loss per share (further deteriorated from NT$0.29 loss in 2Q 2024). Revenue: NT$204.6m (down 37% from 2Q 2024). Net loss: NT$370.2m (loss widened NT$339.2m from 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan.
Reported Earnings • May 12First quarter 2025 earnings released: NT$0.48 loss per share (vs NT$0.80 loss in 1Q 2024)First quarter 2025 results: NT$0.48 loss per share (improved from NT$0.80 loss in 1Q 2024). Revenue: NT$299.8m (up 46% from 1Q 2024). Net loss: NT$51.5m (loss narrowed 40% from 1Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.
お知らせ • May 01PlayNitride Inc. to Report Q1, 2025 Results on May 09, 2025PlayNitride Inc. announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Apr 15Realfiction Holding AB and PlayNitride to Unveil World's First Glasses-Free 3D MicroLED DisplayRealfiction Holding AB announced a major milestone achieved in collaboration with PlayNitride: the unveiling of the world's first MicroLED-based 3D display, powered by Realfiction's Directional Pixel Technology. The 9-inch display will be exhibited for the first time at Touch Taiwan 2025, taking place from April 16 to April 18 at the Taipei Nangang Exhibition Center. Developed through close cooperation with PlayNitride, the display combines their world-class MicroLED expertise with Realfiction's latest-generation Spatial Light Modulator (SLM)-a key enabler of immersive multi-view, glasses-free 3D experiences. It is engineered to function across all major display technologies, including MicroLED, OLED, LCD, and LED. The 9-inch display format reflects alignment with PlayNitride's existing product lineup. Realfiction's technology is inherently scalable and suitable for a wide range of display sizes and applications. This achievement addresses a key challenge in developing 3D displays based on MicroLED technology. While MicroLED offers exceptional brightness and speed, its high heat output and modular structure makes it incompatible with traditional lenticular approaches to 3D. These lense-based displays suffer from heat-related degradation, alignment inaccuracies, and resolution loss - issues that are worsened by the intensity of MicroLED panels. Realfiction's directional Pixel Technology does not rely on lenticular sheets, making it uniquely well-suited for MicroLED and enabling reliable, high-performance glasses-free 3D displays for the first time. Following strong interest from recent presentations in Asia and the upcoming Touch Taiwan exhibition, Realfiction is currently refining discussions with potential partners with the goal of establishing NRE (non-recurring engineering) and license agreements for commercial display development based on its Spatial Light Modulator.
お知らせ • Feb 28PlayNitride Inc. announced that it has received TWD 800 million in fundingPlayNitride Inc. announced a private placement that it has issued secured convertible bond for the gross proceeds of up to TWD 800,000,000 on February 26, 2025.
お知らせ • Feb 27PlayNitride Inc., Annual General Meeting, Jun 27, 2025PlayNitride Inc., Annual General Meeting, Jun 27, 2025. Location: 3 floor no,265, tung i kuang ming 6th rd., jhubei city, hsinchu county Taiwan
お知らせ • Feb 19PlayNitride Inc. to Report Fiscal Year 2024 Results on Feb 26, 2025PlayNitride Inc. announced that they will report fiscal year 2024 results on Feb 26, 2025
分析記事 • Feb 13PlayNitride Inc.'s (TWSE:6854) Shares Climb 25% But Its Business Is Yet to Catch UpPlayNitride Inc. ( TWSE:6854 ) shares have continued their recent momentum with a 25% gain in the last month alone. The...
Board Change • Feb 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yun-Chin Tao was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 22Revenues Not Telling The Story For PlayNitride Inc. (TWSE:6854) After Shares Rise 32%Despite an already strong run, PlayNitride Inc. ( TWSE:6854 ) shares have been powering on, with a gain of 32% in the...
分析記事 • Nov 06After Leaping 50% PlayNitride Inc. (TWSE:6854) Shares Are Not Flying Under The RadarPlayNitride Inc. ( TWSE:6854 ) shares have continued their recent momentum with a 50% gain in the last month alone...
Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: NT$0.55 (vs NT$0.82 loss in 3Q 2023)Third quarter 2024 results: EPS: NT$0.55 (up from NT$0.82 loss in 3Q 2023). Revenue: NT$525.4m (up 49% from 3Q 2023). Net income: NT$59.3m (up NT$146.8m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue.
お知らせ • Oct 29PlayNitride Inc. to Report Q3, 2024 Results on Nov 05, 2024PlayNitride Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
Reported Earnings • Aug 30Second quarter 2024 earnings released: NT$0.29 loss per share (vs NT$1.35 loss in 2Q 2023)Second quarter 2024 results: NT$0.29 loss per share (improved from NT$1.35 loss in 2Q 2023). Revenue: NT$323.1m (up 30% from 2Q 2023). Net loss: NT$30.9m (loss narrowed 79% from 2Q 2023).
お知らせ • Aug 30PlayNitride Inc. Announces Board ChangesPlayNitride Inc. announced that the Board of Directors appointed the members of the company's Remuneration Committee. Name of the previous position holder: (1) LIU, I-CHENG, (2) GAN, FENG-YUAN, (3) WANG, WAI. Resume of the previous position holder: (1) LIU, I-CHENG--Independent Director, PlayNitride Inc., (2) GAN, FENG-YUAN--Independent Director, PlayNitride Inc., (3) WANG, WAI--Independent Director, PlayNitride Inc. Name of the new position holder: (1) LIU, I-CHENG, (2) GAN, FENG-YUAN, (3) WANG, WAI, (4) Jennifer Hwang. Resume of the new position holder: (1) LIU, I-CHENG--Independent Director, PlayNitride Inc., (2) GAN, FENG-YUAN--Independent Director, PlayNitride Inc., (3) WANG, WAI--Independent Director, PlayNitride Inc., (4) Jennifer Hwang--Independent Director, PlayNitride Inc. Effective date of the new member is August 29, 2024.
お知らせ • Aug 22PlayNitride Inc. to Report Q2, 2024 Results on Aug 29, 2024PlayNitride Inc. announced that they will report Q2, 2024 results on Aug 29, 2024
お知らせ • Jul 19PlayNitride Inc. Announces the Retirement of Chen, Jong-Yih as Chief Strategy Officer and Chief Sustainability Officer, Effective July 31, 2024PlayNitride Inc. announced the retirement of Chen, Jong-Yih as Chief Strategy Officer and Chief Sustainability Officer, effective July 31, 2024.
Reported Earnings • May 11First quarter 2024 earnings released: NT$0.80 loss per share (vs NT$1.42 loss in 1Q 2023)First quarter 2024 results: NT$0.80 loss per share (improved from NT$1.42 loss in 1Q 2023). Revenue: NT$205.8m (up 112% from 1Q 2023). Net loss: NT$85.9m (loss narrowed 44% from 1Q 2023).
お知らせ • May 02PlayNitride Inc. to Report Q1, 2024 Results on May 09, 2024PlayNitride Inc. announced that they will report Q1, 2024 results at 1:30 PM, Taipei Standard Time on May 09, 2024
Reported Earnings • Mar 14Full year 2023 earnings released: NT$4.79 loss per share (vs NT$5.47 loss in FY 2022)Full year 2023 results: NT$4.79 loss per share (improved from NT$5.47 loss in FY 2022). Revenue: NT$943.0m (up 134% from FY 2022). Net loss: NT$512.8m (loss narrowed 9.2% from FY 2022).
お知らせ • Mar 09PlayNitride Inc., Annual General Meeting, Jun 20, 2024PlayNitride Inc., Annual General Meeting, Jun 20, 2024. Location: No. 265, Dong Sec. 1 Guangming 6th Rd., Hsinchu County Zhubei City Taiwan Agenda: To consider the Company’s 2023 business operations; to consider the Audit Committee’s 2023 internal audit report; to consider the report on the Company’s loss reaching one half of its paid-in capital; to consider the implementation of the Company’s Sound Business Plan; and to consider approve the 2023 annual business report and financial statements.
お知らせ • Jan 20PlayNitride Inc. Announces Executive ChangesPlayNitride Inc. announced the re-assignment of the Representative of the Company's Legal Person Director. Name of legal person: Epistar Corporation. Name of the previous position holder: LI-CHENG HUNG; Resume of the previous position holder: Epistar Corporation Vice President. Name of the new position holder: CHEN OU; Resume of the new position holder:Epistar Corporation Vice President. Effective date of the new appointment is January 19, 2024.
New Risk • Nov 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -NT$724m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 02Third quarter 2023 earnings released: NT$0.82 loss per share (vs NT$1.02 loss in 3Q 2022)Third quarter 2023 results: NT$0.82 loss per share (improved from NT$1.02 loss in 3Q 2022). Revenue: NT$352.7m (up 212% from 3Q 2022). Net loss: NT$87.4m (loss narrowed 17% from 3Q 2022).
New Risk • Aug 20New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -NT$769m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 19Second quarter 2023 earnings released: NT$1.35 loss per share (vs NT$1.06 loss in 2Q 2022)Second quarter 2023 results: NT$1.35 loss per share (further deteriorated from NT$1.06 loss in 2Q 2022). Revenue: NT$248.3m (up 147% from 2Q 2022). Net loss: NT$144.4m (loss widened 35% from 2Q 2022).
お知らせ • Jun 27+ 1 more updatePlayNitride Inc. Announces New Members of the Audit CommitteePlayNitride Inc. announced new members of the Audit Committee of the Company. Name of the new position holder: Yun-Chih Tao. Resume of the new position holder: Founder and Chairman, Pocket Securities Corporation. Reason for the change: Election of one additional independent director. Effective date of the new member is June 26, 2023.
Reported Earnings • May 17First quarter 2023 earnings released: NT$1.42 loss per share (vs NT$1.17 loss in 1Q 2022)First quarter 2023 results: NT$1.42 loss per share (further deteriorated from NT$1.17 loss in 1Q 2022). Revenue: NT$97.1m (up 18% from 1Q 2022). Net loss: NT$152.6m (loss widened 30% from 1Q 2022).
Reported Earnings • Mar 28Full year 2022 earnings released: NT$5.47 loss per share (vs NT$14.14 loss in FY 2021)Full year 2022 results: NT$5.47 loss per share. Revenue: NT$403.8m (up 97% from FY 2021). Net loss: NT$564.5m (loss widened 179% from FY 2021).
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: NT$1.02 loss per share. Net loss: NT$105.6m (flat on 3Q 2021).
Reported Earnings • Nov 13Third quarter 2022 earnings releasedThird quarter 2022 results: NT$1.02 loss per share. Net loss: NT$105.6m (flat on 3Q 2021).
Reported Earnings • Aug 29First quarter 2022 earnings releasedFirst quarter 2022 results: NT$1.17 loss per share. Net loss: NT$117.7m (flat on 1Q 2021).
お知らせ • Aug 20PlayNitride Inc. has completed an IPO in the amount of TWD 47.97282 million.PlayNitride Inc. has completed an IPO in the amount of TWD 47.97282 million. Security Name: Shares Security Type: Common Stock Securities Offered: 456,884 Price\Range: TWD 105
