中芯制裁效應 華邦獨吃新iPhone NOR大單 - 工程師
By Ursula
at 2020-10-22T08:44
at 2020-10-22T08:44
Table of Contents
中芯制裁效應 華邦獨吃新iPhone NOR大單
美國限制設備出口中芯國際帶來的台廠轉單效應發酵。市場傳出,蘋果擔心中芯無法順利
為大客戶兆易創新代工生產編碼型快閃記憶體(NOR Flash),因而將原本預計交給兆易
創新的新iPhone OLED面板外掛NOR Flash訂單全數改下給華邦(2344),由華邦獨家吃下
相關大單。
華邦向來不對單一客戶置評,僅強調美系客戶拉貨力道確實很強,近期客戶甚至不談價錢
,直接下單。隨著新iPhone預購人氣熱,法人看好華邦營運大進補,大啖5G換機潮商機。
據悉,華邦電過去就是三星面板主要NOR Flash供應商。在蘋果前幾代手機產品,包括
iPhone X、iPhone XS等機種,均由華邦供貨OLED面板外掛NOR Flash晶片。蘋果去年發表
的iPhone 11 Pro,則由華邦與兆易創新共同供應NOR晶片。
業界人士透露,由於大陸晶圓代工龍頭中芯遭美方限制取得設備,中芯為兆易創新代工的
NOR晶片產出可能受阻,蘋果為了避免零組件供應短缺導致新機生產面臨風險,此次
iPhone 12系列新機首次全數搭載OLED螢幕,相關面板外掛NOR Flash訂單全數下給華邦,
華邦相關產品出貨量將明顯高於往年,將明顯挹注出貨。
在iPhone 12系列新機人氣爆棚帶動下,華邦目前新機相關訂單需求已看至明年第1季,伴
隨蘋果拉貨動能強勁,供應商持續補貨建立庫存,營運旺上加旺。
華邦近期業績亮眼,9月營收創新高,主要受惠子公司新唐完成併購日本Panasonic半導體
相關事業,帶動營收跳增;第3季營收160.3億元,季增25.7%,年增19.5%,同寫單季新猷
。華邦累計前三季營收403.3億元,年增逾11%。
由於中芯遭美國政府制裁,影響兆易創新NOR Flash生產,儘管兆易創新可能尋求另一晶
圓代工廠上海華力微協助,但華力微產能恐無法滿足其需求,因此兆易創新今年已無產能
供貨iPhone手機面板NOR Flash,華邦電獨吃外掛NOR Flash晶片全數訂單。
https://reurl.cc/Xk2Wya
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