光頡科技股份有限公司 Viking Tech Corp. 2026 法人說明會
Company Overview
- 公司名稱: 光頡科技股份有限公司 (Viking Tech Corp.)
- 成立日期: 1997年10月
- 資本額: 11.73億元
- 上櫃時間: 2011年
- 營運總部: 台灣 新竹
- 工廠: 新竹一廠、新竹二廠、高雄廠、無錫廠
Products & Technologies
核心技術 (Core Technologies)
- 薄膜技術 (Thin Film Technology)
- 厚膜技術 (Thick Film Technology)
- 合金技術 (Alloy Technology)
- RF (Radio Frequency)
主要產品 (Main Products)
- 電阻系列 (Resistor Series)
- 薄膜精密電阻 (Thin Film Precision Resistor)
- 厚膜電阻 (Thick Film Resistor)
- 高阻值電阻 (High Resistance Resistor)
- 高壓電阻 (High Voltage Resistor)
- 微電阻 (Micro Resistor)
- 金屬膜精密電阻 (Metal Film Precision Resistor)
- 功率電阻 (Power Resistor)
- 汽車級 (Automotive Grade)
- 抗硫化精密電阻 (Anti-Sulfuration Precision Resistor)
- 超低電阻(合金)貼片電阻 (Ultra Low Resistance (Alloy) Chip Resistor)
- 排阻 (Resistor Array)
- 其他特殊電阻 (Other Special Resistors)
- 電感系列 (Inductor Series)
- 薄膜高頻電感 (Thin Film High Frequency Inductor)
- 繞線高頻電感 (Wirewound High Frequency Inductor)
- 積層高頻電感 (Multilayer High Frequency Inductor)
- 一般晶片電感 (General Chip Inductor)
- SMD功率電感 (SMD Power Inductor)
- EMI濾波器 (EMI Filter)
- 電容系列 (Capacitor Series)
- 積層陶瓷電容 (Multilayer Ceramic Capacitor)
- 高Q值和低ESR (High Q and Low ESR)
- 超高Q值和低ESR (Ultra High Q and Low ESR)
光頡的被動元件優勢 (Viking's Passive Component Advantages)
- 先進薄膜製程,精密規格 (Advanced thin-film process, precise specifications)
- ERP/APS系統管理,有效控制成本 (ERP/APS system management, effective cost control)
- 完整尺寸規格,面對各類市場需求 (Complete range of sizes, meeting various market demands)
- IATF16949/ISO13485汽車及醫療產業各類認證齊全 (Full range of IATF16949/ISO13485 certifications for automotive and medical industries)
- 快速反應客製服務 (Quick response to customized services)
- 高良率,自主材料研發團隊 (High yield rate, independent material R&D team)
- 交期快速,庫存完整,樣品齊全 (Fast delivery, complete inventory, full range of samples)
- 優秀研發團隊,持續創新 (Excellent R&D team, continuous innovation)
Clients & Markets
主要應用市場 (Main Application Markets)
- 汽車工業 (Automotive Industry): 48%
- 應用: BMS、ADAS、ESU(車身穩定控制)、ECU、充電樁、車燈、娛樂設備、電子鎖、後視感應…。
- 工業用 (Industrial): 22%
- 應用: 智能儀器儀表、電源供應器、光纖、工業機器人…。
- AI: 12%
- 應用: Sever、GPU、SWITCHING、DATACENTER、SEVER POWER。
- 代工 (OEM/ODM): 11%
- 醫學用 (Medical): 5%
- 應用: AED(電擊器)、個人健康電子儀器、血壓計、心電圖顯示、配藥機..。
- 航空/軍用 (Aerospace/Military): 2%
- 應用: 通信系統、衛星系統…。
主要客戶 (Main Clients)
- Industrial / Medical: PEPPERL+FUCHS, Great Wall, Danfoss, MW MEAN WELL, ABB, SMA, Tyco Electronics, OMRON, SIEMENS, Roche, UNI-T, ADVANTECH, mindray迈瑞, Johnson & Johnson, Rossmax®, 国家电网 STATE GRID, 南瑞集团公司 NARI GROUP CORPORATION, LARSEN & TOUBRO, Agilent Technologies
- Automotives: BOSCH, HELLA, MARQUARDT, MARELLI, HYUNDAI MOBIS, KIA, CASCO
- Aerospace / Military: AAI AeroVision Avionics, Inc. 利翔航太電子股份有限公司
- 產品類別: 被動元件、主動服務
Financial Highlights
主要產品之銷售比重 (Sales Proportion of Main Products)
2026年Q1
- 精密電阻 (Precision Resistor): 57%
- 一般電阻 (General Resistor): 36%
- 高頻電感 (High Frequency Inductor): 5%
- 其他 (Other): 2%
Recent Performance and Results
合併綜合損益表(1) (Consolidated Statement of Comprehensive Income (1))
單位:新台幣 仟元 (Unit: NTD Thousand)
| 項目 (Item) | 2023年 金額 (Amount) | 2023年 % | 2024年 金額 (Amount) | 2024年 % | 2025年 金額 (Amount) | 2025年 % | 2026年1~3月 金額 (Amount) | 2026年1~3月 % |
|---|---|---|---|---|---|---|---|---|
| 營業收入 (Operating Revenue) | 2,553,243 | 100.0 | 2,581,140 | 100.0 | 2,675,360 | 100.0 | 727,980 | 100.0 |
| 營業成本 (Operating Costs) | (1,845,306) | (72.3) | (1,913,189) | (74.1) | (1,998,731) | (74.7) | (520,091) | (71.4) |
| 營業毛利 (Gross Profit) | 707,937 | 27.7 | 667,951 | 25.9 | 676,629 | 25.3 | 207,889 | 28.6 |
| 營業費用 (Operating Expenses) | (399,343) | (15.6) | (421,653) | (16.3) | (416,931) | (15.6) | (111,461) | (15.3) |
| 營業利益 (Operating Income) | 308,594 | 12.2 | 246,298 | 9.6 | 259,698 | 9.7 | 96,428 | 13.2 |
| 營業外收入及支出 (Non-operating Income and Expenses) | 16,753 | 0.7 | 52,816 | 2.0 | 20,190 | 0.8 | 21,966 | 3.0 |
| 稅前淨利 (Profit Before Tax) | 325,347 | 12.7 | 299,114 | 11.6 | 279,888 | 10.5 | 118,394 | 16.3 |
| 所得稅費用 (Income Tax Expense) | (63,151) | (2.5) | (54,536) | (2.1) | (58,088) | (2.2) | (29,414) | (4.0) |
| 本期淨利 (Net Profit for the Period) | 262,196 | 10.3 | 244,578 | 9.5 | 221,800 | 8.3 | 88,980 | 12.2 |
| 本期淨利(歸屬於母公司) (Net Profit for the Period (Attributable to Parent Company)) | 261,813 | 10.3 | 242,120 | 9.4 | 218,179 | 8.2 | 87,930 | 12.1 |
| 每股盈餘(新台幣元) (EPS (NTD)) | 2.23 | 2.06 | 1.86 | 0.75 |
合併綜合損益表(2) (Consolidated Statement of Comprehensive Income (2))
單位:新台幣 仟元 (Unit: NTD Thousand)
| 項目 (Item) | 2026年第一季 金額 (Amount) | 2026年第一季 % | 2025年四季 金額 (Amount) | 2025年四季 % | 季成長 Change(%) | 2025年第一季 金額 (Amount) | 2025年第一季 % | 年成長 Change(%) |
|---|---|---|---|---|---|---|---|---|
| 營業收入 (Operating Revenue) | 727,980 | 100.0 | 656,713 | 100.0 | 10.9 | 618,995 | 100.0 | 17.6 |
| 營業成本 (Operating Costs) | (520,091) | (71.4) | (503,682) | (76.7) | 3.3 | (454,583) | (73.4) | 14.4 |
| 營業毛利 (Gross Profit) | 207,889 | 28.6 | 153,031 | 23.3 | 35.8 | 164,412 | 26.6 | 26.4 |
| 營業費用 (Operating Expenses) | (111,461) | (15.3) | (105,722) | (16.1) | 5.4 | (103,931) | (16.8) | 7.2 |
| 營業利益 (Operating Income) | 96,428 | 13.2 | 47,309 | 7.2 | 103.8 | 60,481 | 9.8 | 59.4 |
| 營業外收入及支出 (Non-operating Income and Expenses) | 21,966 | 2.9 | 34,904 | 5.3 | (37.1) | 20,503 | 3.3 | 7.1 |
| 稅前淨利 (Profit Before Tax) | 118,394 | 16.3 | 82,213 | 12.5 | 44.0 | 80,984 | 13.1 | 46.2 |
| 所得稅費用 (Income Tax Expense) | (29,414) | (4.0) | (4,925) | (0.7) | 497.2 | (17,068) | (2.8) | 72.3 |
| 本期淨利 (Net Profit for the Period) | 88,980 | 12.2 | 77,288 | 11.8 | 15.1 | 63,916 | 10.3 | 39.2 |
| 本期淨利(歸屬於母公司) (Net Profit for the Period (Attributable to Parent Company)) | 87,930 | 12.1 | 76,347 | 11.6 | 15.2 | 63,259 | 10.2 | 39.0 |
| 每股盈餘(新台幣元) (EPS (NTD)) | 0.75 | 0.65 | 0.54 |
合併資產負債表(1) (Consolidated Balance Sheet (1))
單位:新台幣 仟元 (Unit: NTD Thousand)
| 項目 (Item) | 2023年 金額 (Amount) | 2023年 % | 2024年 金額 (Amount) | 2024年 % | 2025年 金額 (Amount) | 2025年 % | 2026年3月31日 金額 (Amount) | 2026年3月31日 % |
|---|---|---|---|---|---|---|---|---|
| 現金及約當現金 (Cash and Cash Equivalents) | 792,389 | 20.6 | 681,702 | 17.7 | 637,438 | 16.6 | 585,209 | 15.2 |
| 應收票據及應收帳款 (Notes and Accounts Receivable) | 507,039 | 13.2 | 496,243 | 12.9 | 568,613 | 14.8 | 629,645 | 16.4 |
| 存貨 (Inventories) | 795,666 | 20.7 | 696,023 | 18.1 | 747,320 | 19.4 | 840,925 | 21.8 |
| 不動產、廠房及設備 (Property, Plant and Equipment) | 1,278,070 | 33.2 | 1,226,708 | 31.9 | 1,193,298 | 31.0 | 1,179,192 | 30.6 |
| 總資產 (Total Assets) | 3,850,385 | 100.0 | 3,953,387 | 102.7 | 4,096,171 | 106.4 | 4,315,394 | 112.1 |
| 短期借款 (Short-term Borrowings) | 0 | 0.0 | 0 | 0.0 | 0 | 0.0 | 0 | 0.0 |
| 應付票據及應付帳款 (Notes and Accounts Payable) | 192,479 | 5.0 | 175,675 | 4.6 | 219,759 | 5.7 | 304,537 | 7.9 |
| 流動負債 (Current Liabilities) | 484,325 | 12.6 | 493,086 | 12.8 | 567,608 | 14.7 | 690,966 | 17.9 |
| 非流動負債 (Non-current Liabilities) | 75,331 | 2.0 | 50,081 | 1.3 | 39,128 | 1.0 | 34,233 | 0.9 |
| 總負債 (Total Liabilities) | 559,656 | 14.5 | 543,167 | 14.1 | 606,736 | 15.8 | 725,199 | 18.8 |
| 總權益 (Total Equity) | 3,290,729 | 85.5 | 3,410,220 | 88.6 | 3,489,435 | 90.6 | 3,590,195 | 93.2 |
合併資產負債表(2) (Consolidated Balance Sheet (2))
單位:新台幣 仟元 (Unit: NTD Thousand)
| 項目 (Item) | 2026年3月31日 金額 (Amount) | 2026年3月31日 % | 2025年12月31日 金額 (Amount) | 2025年12月31日 % | 季成長 Change(%) | 2025年3月31日 金額 (Amount) | 2025年3月31日 % | 年成長 Change(%) |
|---|---|---|---|---|---|---|---|---|
| 現金及約當現金 (Cash and Cash Equivalents) | 585,209 | 13.6 | 637,438 | 15.6 | (8.2) | 593,865 | 14.7 | (1.5) |
| 應收票據及應收帳款 (Notes and Accounts Receivable) | 629,645 | 14.6 | 568,613 | 13.9 | 10.7 | 511,134 | 12.7 | 23.2 |
| 存貨 (Inventories) | 840,925 | 19.5 | 747,320 | 18.2 | 12.5 | 666,480 | 16.5 | 26.2 |
| 不動產、廠房及設備 (Property, Plant and Equipment) | 1,179,192 | 27.3 | 1,193,298 | 29.1 | (1.2) | 1,206,365 | 29.9 | (2.3) |
| 總資產 (Total Assets) | 4,315,394 | 100.0 | 4,096,171 | 100.0 | 5.4 | 4,029,369 | 100.0 | 7.1 |
| 短期借款 (Short-term Borrowings) | 0 | 0.0 | 0 | 0.0 | 0 | 0.0 | ||
| 應付票據及應付帳款 (Notes and Accounts Payable) | 304,537 | 7.1 | 219,759 | 5.4 | 38.6 | 182,664 | 4.5 | 66.7 |
| 流動負債 (Current Liabilities) | 690,966 | 16.0 | 567,608 | 13.9 | 21.7 | 499,588 | 12.4 | 38.3 |
| 非流動負債 (Non-current Liabilities) | 34,233 | 0.8 | 39,128 | 1.0 | (12.5) | 45,427 | 1.1 | (24.6) |
| 總負債 (Total Liabilities) | 725,199 | 16.8 | 606,736 | 14.8 | 19.5 | 545,015 | 13.5 | 33.1 |
| 總權益 (Total Equity) | 3,590,195 | 83.2 | 3,489,435 | 85.2 | 2.9 | 3,484,354 | 86.5 | 3.0 |
Outlook & Strategy
未來公司發展策略 (Future Company Development Strategy)
- 專注發展核心技術,提升製程能力,滿足第三代半導體規格需求(高壓、高頻、高功率、高溫) (Focus on developing core technologies, enhancing manufacturing capabilities, and meeting third-generation semiconductor specifications (high voltage, high frequency, high power, high temperature))
- 持續開發與行銷車用/醫療/工業設備應用領域 (Continuously develop and market applications in automotive/medical/industrial equipment)
- 開發與行銷高階電子元件,滿足智能產品應用領域 (Develop and market high-end electronic components, meeting smart product application areas)
- 持續提升顧客滿意度,強化供應關係 (Continuously improve customer satisfaction, strengthen supply relationships)