Phison Electronics Framtida tillväxt
Future kriterier kontrolleras 4/6
Phison Electronics förväntas öka intäkter och intäkter med 19.8% respektive 28.7% per år. EPS förväntas tillväxt med 18.8% per år. Avkastningen på eget kapital förväntas bli 33.1% om 3 år.
Viktig information
19.8%
Tillväxttakt i vinsten
18.84%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 25.2% |
| Intäkternas tillväxttakt | 28.7% |
| Framtida avkastning på eget kapital | 33.13% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 09 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Analysuppdatering • May 04
8299: AI Memory Offload And EU Expansion Will Drive Future Upside
Analysts have kept their NT$3,000 price target for Phison Electronics unchanged, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to reflect their updated view of the company. What's in the News Phison Electronics plans to expand its Pascari portfolio offerings across the European Union, with the lineup to be showcased at CloudFest 2026 from March 24 to 26 in booth G25, alongside broader partner engagement, distribution alignment and regional investment (Key Developments).Analysuppdatering • Apr 18
8299: AI Memory Offload And Index Inclusion Will Drive Future Upside Potential
Analysts kept their fair value estimate for Phison Electronics steady at NT$3,000 while updating inputs such as discount rate, revenue growth, profit margin and future P/E to reflect recent research assumptions. What's in the News Phison plans to expand its Pascari portfolio across the European Union, with offerings to be showcased at CloudFest 2026 from March 24 to 26, 2026 in booth G25, alongside greater partner engagement, distribution alignment and regional investment (Key Developments).Analysuppdatering • Apr 04
8299: AI Memory Offload And Index Inclusion Will Drive Future Upside Potential
Analysts now set a fair value estimate of NT$3,000 for Phison Electronics, up from NT$2,600. This reflects updated assumptions that pair a slightly lower discount rate with changes to expected revenue growth, profit margin, and future P/E levels.
Analysuppdatering • Mar 21
8299: Flash Based AI Memory Tiers Will Shape A More Balanced Outlook
Analysts have revised their price target for Phison Electronics from NT$445.01 to NT$1,800.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple. What's in the News Phison is showcasing its aiDAPTIV technology at NVIDIA GTC 2026, using Pascari SSDs to create a multi tier memory architecture that spreads AI workloads across GPU memory, system RAM and flash to support larger models and long context inference on local AI platforms.Analysuppdatering • Mar 07
8299: AI Memory Offload For Integrated GPUs Will Drive Future Upside Potential
Analysts have maintained their NT$2,600 price target for Phison Electronics, as a lower assumed future P/E of 12.67x is balanced against updated estimates for revenue growth of 90.44% and a profit margin of 13.17%, under a slightly higher discount rate of 9.29%. What's in the News Phison announced the E37T PCIe Gen5 controller, designed with a DRAM-less, 4-channel architecture aimed at compact M.2 form factors such as 2280, 2242 and 2230 for notebooks, handhelds and other small systems (Key Developments).Analysuppdatering • Feb 20
8299: AI Memory Offload For Integrated GPUs Will Drive Future Upside Potential
Analysts have kept their NT$2,600 price target for Phison Electronics steady, pointing to marginally higher modeled revenue growth and profit margins, partly offset by a slightly lower future P/E assumption and a modestly higher discount rate. What's in the News Phison expanded its aiDAPTIV+ technology to support integrated GPU architectures, aiming to accelerate AI inference, increase memory capacity, and simplify deployment for large AI models on notebook, desktop, and mini PC platforms.Analysuppdatering • Feb 06
8299: AI Memory Offload For Integrated GPUs Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Phison Electronics from TWD 2,000 to TWD 2,600, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers behind the higher target. What's in the News Phison expanded its aiDAPTIV+ technology to support integrated GPU architectures, aiming to accelerate AI inference, increase effective memory capacity using NAND flash and simplify deployment for large AI models on notebooks, desktops and mini PCs. (Key Developments) The aiDAPTIV+ architecture is designed to use flash-based cache memory to handle large parameter models with lower DRAM requirements and to reuse stored tokens to improve inference response times and power consumption on everyday devices.Analysuppdatering • Jan 22
8299: AI Memory Offload And GPU Integration Will Shape Steady Future Prospects
Analysts have adjusted their price target for Phison Electronics to reflect a steady fair value of NT$2,000.00, along with slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E, which together indicate a modestly refined view of the stock's risk and earnings profile. What's in the News Phison expanded its aiDAPTIV+ technology to support integrated GPU architectures, aiming to increase AI inference speed, broaden effective memory capacity using NAND flash and make large model workloads more accessible on notebook, desktop and mini PC platforms, with demonstrations planned at CES 2026.Analysuppdatering • Jan 07
8299: AI Memory Offload Breakthrough Will Reshape Future Earnings Potential
Analysts have raised their price target on Phison Electronics from NT$710 to NT$2,000, citing updated assumptions for higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple that together support a significantly higher fair value estimate. What's in the News Expanded aiDAPTIV+ capabilities aim to extend AI processing to integrated GPU architectures, using NAND flash as memory to support large-model AI on notebooks, desktops and mini PCs, with demonstrations planned at CES 2026 alongside partners such as Acer, Corsair, MSI, NVIDIA, ASUS and Emdoor (Key Developments).
Analysuppdatering • Dec 15
8299: Rich AI Storage Rollout Will Sustain Pressure On Long Term Margins
Analysts have nudged their price target on Phison Electronics slightly higher from $977.40 to $998.40, citing marginally stronger long term profit margin expectations that more than offset a modest uptick in the assumed discount rate and a slightly lower projected revenue growth rate. What's in the News Launched next generation Pascari X201 and Pascari D201 PCIe Gen5 enterprise SSDs aimed at AI workloads from IT departments to hyperscalers and data centers, promising exceptional throughput, ultra low latency, and power efficient reliability for data intensive applications (Key Developments) Expanded Pascari enterprise SSD portfolio following the high capacity 122.88TB Pascari D205V E3.L drive, paving the way for future capacities up to 245TB to address rapidly growing storage needs in enterprise environments (Key Developments) Introduced enterprise SSDs with up to 14.5 GB/s read and 12 GB/s write speeds, up to 3300K / 1050K random read/write IOPS, capacities up to 30.72TB, and endurance options of 1 or 3 DWPD in U.2 and E3.S form factors, all using in house controller and firmware for predictable QoS and efficiency (Key Developments) Partnered with RedData to integrate Phison aiDAPTIV+ GPU memory extension technology into secure AI solutions for U.S. Federal classified programs, targeting affordable on premises AI infrastructure compliant with strict security and regulatory requirements (Key Developments) aiDAPTIV+ based solutions aim to cut GPU infrastructure costs and enable larger LLMs, supporting models up to 671B parameters, faster inference, and private deployment without reliance on commercial public clouds, with availability for U.S. Federal classified programs and demonstrations scheduled at NVIDIA GTC D.C. 2025 (Key Developments) Valuation Changes The fair value estimate has risen slightly from NT$977.4 to NT$998.4, reflecting a modestly more optimistic intrinsic valuation.Analysuppdatering • Dec 01
8299: Elevated Forward P/E Will Sustain Downward Pressure On Margins
Analysts have maintained their fair value estimate for Phison Electronics at NT$977.4. There have been minimal adjustments to key financial assumptions, reflecting continued confidence in the company's outlook despite minor changes in discount rate and forward price-to-earnings ratio. What's in the News Phison introduced next-generation PCIe Gen5 enterprise SSDs, the Pascari X201 and Pascari D201.Analysuppdatering • Nov 17
8299: Higher Costs And Increased Discount Rate Will Pressure Margins
Analysts have raised their price target for Phison Electronics from $829 to $977.40. They cite improved revenue growth expectations as a key driver behind the more optimistic valuation.Analysuppdatering • Nov 03
8299: Rising Competition And Elevated P/E Ratio Will Pressure Future Returns
Analysts have raised their price target for Phison Electronics from $705.30 to $829.00. They cite improved revenue growth projections and higher anticipated profit margins as key drivers of the upgraded valuation.Analysuppdatering • Oct 20
Next Generation Controllers And Storage Expansion Will Drive Demand
Analysts have raised their price target for Phison Electronics by NT$20 to NT$705.3, citing improved revenue growth forecasts, even though the projected profit margin is slightly lower. What's in the News RedData and Carahsoft Technology announced a strategic partnership with Phison to deliver "RedData Powered by Phison" SSDs. The offering provides secure, AI-ready storage solutions for both commercial and Government customers (Key Developments).Analysuppdatering • Oct 06
Next Generation Controllers And Storage Expansion Will Drive Demand
Analysts have raised their price target for Phison Electronics from $641.10 to $685.30. They cite stronger revenue growth forecasts, despite a slightly higher discount rate and relatively stable profit margins.Analysuppdatering • Sep 21
Next Generation Controllers And Storage Expansion Will Drive Demand
The upward revision in Phison Electronics' analyst price target reflects marginal improvements in both future P/E and revenue growth forecasts, raising the fair value estimate from NT$603.44 to NT$641.10. What's in the News Phison partnered with RedData and Carahsoft to offer "RedData Powered by Phison" SSDs, targeting commercial and government markets with high-performance, secure, AI-ready storage including NSA CSfC-ready solutions and support services.Analysuppdatering • Sep 06
Next Generation Controllers And Storage Expansion Will Drive Demand
With both the discount rate and future P/E essentially unchanged, Phison Electronics’ consensus analyst price target has also remained steady at NT$603.44. What's in the News Phison formed a strategic partnership with RedData and Carahsoft, enabling RedData to offer "RedData Powered by Phison" SSDs optimized for AI workloads, security, and Government-grade CSfC-compliant products, targeting commercial and government markets with enhanced storage solutions.
Ny analys • Feb 09
Declining NAND Prices Will Pressure Profitability In The Near Term
Phison's strategic shift to enterprise and automotive sectors may raise R&D expenses, impacting margins if market growth lags.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 247,721 | 81,384 | 77,668 | 79,268 | 2 |
| 12/31/2027 | 209,339 | 26,627 | 32,144 | 38,814 | 9 |
| 12/31/2026 | 226,378 | 52,666 | 19,355 | 27,335 | 2 |
| 3/31/2026 | 99,792 | 22,773 | -15,880 | -13,600 | N/A |
| 12/31/2025 | 72,664 | 8,739 | -328 | 1,598 | N/A |
| 9/30/2025 | 62,438 | 6,502 | 1,270 | 3,848 | N/A |
| 6/30/2025 | 58,244 | 4,968 | 804 | 3,034 | N/A |
| 3/31/2025 | 56,248 | 6,674 | 9,671 | 11,341 | N/A |
| 12/31/2024 | 58,936 | 7,953 | 425 | 2,094 | N/A |
| 9/30/2024 | 62,111 | 7,646 | -5,891 | -4,926 | N/A |
| 6/30/2024 | 60,557 | 7,812 | -4,638 | -3,877 | N/A |
| 3/31/2024 | 54,669 | 5,802 | -5,672 | -4,808 | N/A |
| 12/31/2023 | 48,222 | 3,624 | -2,465 | -1,696 | N/A |
| 9/30/2023 | 44,764 | 1,758 | 1,983 | 2,955 | N/A |
| 6/30/2023 | 46,950 | 2,092 | 2,826 | 3,982 | N/A |
| 3/31/2023 | 53,229 | 3,458 | 4,268 | 5,636 | N/A |
| 12/31/2022 | 60,256 | 5,401 | 1,611 | 3,591 | N/A |
| 9/30/2022 | 64,799 | 6,996 | 3,648 | 6,259 | N/A |
| 6/30/2022 | 67,151 | 8,188 | 305 | 3,098 | N/A |
| 3/31/2022 | 66,775 | 8,645 | -3,356 | -292 | N/A |
| 12/31/2021 | 62,557 | 8,147 | 2,434 | 5,097 | N/A |
| 9/30/2021 | 58,565 | 10,119 | -839 | 1,376 | N/A |
| 6/30/2021 | 53,573 | 9,569 | 1,911 | 3,777 | N/A |
| 3/31/2021 | 48,518 | 8,489 | 3,620 | 5,171 | N/A |
| 12/31/2020 | 48,497 | 8,699 | 5,244 | 6,602 | N/A |
| 9/30/2020 | 48,829 | 6,166 | 4,087 | 5,254 | N/A |
| 6/30/2020 | 49,289 | 5,964 | 2,365 | 3,676 | N/A |
| 3/31/2020 | 48,217 | 5,560 | -1,367 | -421 | N/A |
| 12/31/2019 | 44,693 | 4,543 | N/A | -200 | N/A |
| 9/30/2019 | 41,643 | 4,089 | N/A | 530 | N/A |
| 6/30/2019 | 40,286 | 3,861 | N/A | 1,867 | N/A |
| 3/31/2019 | 40,832 | 4,318 | N/A | 3,517 | N/A |
| 12/31/2018 | 40,788 | 4,318 | N/A | 5,213 | N/A |
| 9/30/2018 | 41,308 | 4,811 | N/A | 5,219 | N/A |
| 6/30/2018 | 41,445 | 5,007 | N/A | 5,341 | N/A |
| 3/31/2018 | 41,608 | 5,362 | N/A | 6,537 | N/A |
| 12/31/2017 | 41,865 | 5,761 | N/A | 3,872 | N/A |
| 9/30/2017 | 42,304 | 5,948 | N/A | 5,687 | N/A |
| 6/30/2017 | 43,468 | 5,849 | N/A | 6,252 | N/A |
| 3/31/2017 | 43,432 | 5,218 | N/A | 6,561 | N/A |
| 12/31/2016 | 43,783 | 4,867 | N/A | 4,952 | N/A |
| 9/30/2016 | 43,056 | 4,427 | N/A | 4,614 | N/A |
| 6/30/2016 | 40,908 | 4,110 | N/A | 2,308 | N/A |
| 3/31/2016 | 38,866 | 4,064 | N/A | 1,832 | N/A |
| 12/31/2015 | 37,409 | 4,000 | N/A | 4,343 | N/A |
| 9/30/2015 | 36,005 | 3,733 | N/A | 2,034 | N/A |
| 6/30/2015 | 34,236 | 3,444 | N/A | 1,579 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: 8299 s prognostiserade vinsttillväxt ( 19.8% per år) är över sparkvoten ( 1.3% ).
Resultat vs marknad: 8299 s intäkter ( 19.8% per år) förväntas växa långsammare än marknaden för TW ( 25.2% per år).
Höga tillväxtresultat: 8299 s intäkter förväntas växa, men inte avsevärt.
Intäkt vs marknad: 8299 s intäkter ( 28.7% per år) förväntas växa snabbare än TW marknaden ( 18.2% per år).
Hög tillväxtintäkter: 8299 s intäkter ( 28.7% per år) förutspås växa snabbare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: 8299 s avkastning på eget kapital förväntas bli hög om 3 år ( 33.1 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/09 09:31 |
| Aktiekurs vid dagens slut | 2026/05/08 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Phison Electronics Corp. bevakas av 15 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Sebastian Hou | Barclays |
| Dong-je Woo | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |