聯詠(3034)今日僅摩根大通證券發布績效評等報告，評價為看空，目標價為500元。
預估 2024年度營收約1,072.29億元、EPS約35.37元。

值得注意的是，摩根大通證券評等由中立轉向看空，認為：『We downgrade Novatek to UW, as we believe its market position in Android OLED is increasingly being challenged by Raydium, while Chinese OLED DDIC vendors are also likely not too far behind, resulting in intensified price competition in the next two years. At the same time, expectations for iPhone OLED DDIC shipments have already peaked, and LX Semicon’s qualifying for the iPhone 16 series is likely to place a cap on Novatek’s market share within Apple, in our view. Other Apple projects (such as OLED MacBook) are likely to materialize only in late 2026 or early 2027, at the earliest. While the market has been excited about new datacenter ASIC opportunities for Novatek with customers such as Anthropic, we see this as a low-probability event, given Anthropic’s heavy usage of Amazon’s Trainium and Inferentia and Novatek’s lack of experience in datacenter ASICs. With limited earnings growth and a likely risk of market share/margin erosion in Android OLED DDICs, we turn cautious on the name with a Jun-25 PT of NT$500, based on ~13x 12M forward EPS (1 notch down from earlier).』。

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