前三季營收 聯發科超越去年全年 - 工程師

By Liam
at 2021-10-09T18:32
at 2021-10-09T18:32
Table of Contents
新聞標題: 前三季營收 聯發科超越去年全年
手機晶片大廠聯發科(2454)昨(8)日公布9月業績,突破6月歷史高點,再度改寫新猷
,第3季業績如預期同步攀峰,連三個季度創新高,前三季業績已超過去年全年業績表現
,今年營收篤定將也創新紀錄。
第3季本來就是聯發科傳統出貨旺季,9月合併營收為479.06億元,月增11.9%、年增26.5%
,第3季合併營收為1,310.74億元,季增4.3%、年增幅度達34.7%,符合原預估落在1,257
億至1,319億元之間,累計前九月合併營收為3,647.6億元,年增幅度高達61.5%。
聯發科10月下旬將舉行法說會,除了公布第3季財報,將釋出對本季甚至到明年的營運展
望。
聯發科先前已經上修全年業績展望,年增率至少達45%,等於約可達4,671億元以上,超過
170億美元水準,上、下半年的業績比重推估將各占一半左右。以前三季的業績來推算,
若全年營收年增45%,第4季業績將回歸淡季表現,但仍有千億元以上的水準。
聯發科的業績增長,主要受惠於四大類產品的市場需求強勁,以及該公司在 5G、WiFi 6
等方面具備技術優勢。隨著5G智慧型手機、物聯網等市場持續成長,未來該公司邁向200
億美元營收的目標,指日可待。
今年第2季全球前十大IC設計廠排名中,聯發科位居第四,是台廠中排名最高者,前三名
分別為高通、輝達與博通。
雖然今年全球智慧手機市場增長率不如外界原先預期樂觀,仍維持成長態勢,聯發科也持
續增加市占。根據研調機構Counterpoint的資料,聯發科從去年第3季,市占率開始超車
高通,以31%拿下龍頭位置,去年第4季繼續小增至32%,今年首季的市占率進一步達35%,
第2季更達38%,已領先高通6個百分點。
除了手機晶片銷售量增長,聯發科先前提到,今年在高階手機晶片的市占率明顯提升。外
界因此密切關注該公司可能於今年底推出的5G晶片天璣2000,市場傳聞此款產品將採用台
積電的4奈米製程打造,並率先採用全新的ARM V9架構。
新聞來源: https://reurl.cc/bn9LQy
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