View ValuationPlayNitride 향후 성장Future 기준 점검 2/6PlayNitride의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Semiconductor 이익 성장26.1%매출 성장률29.9%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트01 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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.공시 • 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.공시 • 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.공시 • May 01PlayNitride Inc. to Report Q1, 2025 Results on May 09, 2025PlayNitride Inc. announced that they will report Q1, 2025 results on May 09, 2025공시 • 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.공시 • 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.공시 • 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 Taiwan공시 • 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, 2025분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.공시 • 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).공시 • 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.공시 • Aug 22PlayNitride Inc. to Report Q2, 2024 Results on Aug 29, 2024PlayNitride Inc. announced that they will report Q2, 2024 results on Aug 29, 2024공시 • 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).공시 • 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).공시 • 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.공시 • 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).공시 • 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).공시 • 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 105이익 및 매출 성장 예측TWSE:6854 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272,020N/A87207112/31/20261,555N/A-78827213/31/20261,188-317-1,334-541N/A12/31/20251,352-117-946-693N/A9/30/20251,578-233-760-587N/A6/30/20251,744-245-767-603N/A3/31/20251,86295-484-365N/A12/31/20241,76860-153-34N/A9/30/20241,299-186-252-145N/A6/30/20241,127-333-176-54N/A3/31/20241,052-446-260-22N/A12/31/2023943-513-801-551N/A9/30/2023806-618-724-449N/A6/30/2023566-636-769-502N/A3/31/2023419-599-501-348N/A12/31/2022404-565-354-202N/A9/30/2022393-425-467-292N/A6/30/2022345-355-602-343N/A3/31/2022273-286-769-516N/A12/31/2021205-203-844-605N/A12/31/2020122-154-891-559N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6854 의 예상 수익 증가율이 절약률(1.3%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 6854 의 수익이 TW 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 6854 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 6854 의 수익(연간 29.9%)이 TW 시장(연간 18.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 6854 의 수익(연간 29.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6854의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 22:08종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PlayNitride Inc.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Changrong 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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).
공시 • 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.
공시 • 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
공시 • 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).
공시 • 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).
공시 • 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.
공시 • 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).
공시 • 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).
공시 • 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