外資:台積獨吞i7訂單 Q3大爆發 - 工程師

By Hedy
at 2016-04-28T22:26
at 2016-04-28T22:26
Table of Contents
外資:台積獨吞i7訂單 Q3大爆發
http://www.appledaily.com.tw/realtimenews/article/new/20160427/848073/
美國財經新聞網站Barron’s報導,美系券商Bernstein Research科技業分析師Mark Li在
今天出具的最新報告中指出,蘋果本季需要去化逾20億美元(約650億元台幣)的通路庫
存,不利台廠供應鏈本季表現。
不過,iPhone 7的晶片代工訂單可望由台積電(2330)全部吃下,因此台積電不僅第3季
營收可望大爆發,2016全年營收也可望達到原本預估成長5~10%的財測目標。
Bernstein Research指出,第1,台積電精準掌握了全球智慧手機市場的變化,預期今年
全球智慧手機出貨成長7%,與Bernstein Research預估的7.1%一致。
第2,儘管蘋果的整體市場大餅變小,台積電吃到這塊餅的比例卻愈來愈大。舉例來說,
iPhone 6s與iPhone SE的晶片代工訂單,是由台積電與三星電子平分,
但iPhone 7的代工訂單將由台積電全部吃下。
Mark Li寫道:「儘管第2季疲軟,我們對台積電下半年展望依然樂觀,因為他們拿到100%
的新一代iPhone與iPad業務,外加InFO(整合扇出型的封裝測試技術),預期蘋果對16奈
米業務的挹注程度,將從上半年的5%,增加至下半年的17%。」
「第3季向來是旺季,我們認為(台積電)在蘋果業務佔比提高,加上InFO的挹注,將使
台積電第3季營收更強勁,預期將季增19%,高於市場一般預期,只是第4季營收會小幅季
減4.4%。」
就2016全年營收來說,Bernstein Research預估台積電將年增7%,與台積電財測所預估的
成長5~10%一致。(劉煥彥/綜合外電報導)
--
http://www.appledaily.com.tw/realtimenews/article/new/20160427/848073/
美國財經新聞網站Barron’s報導,美系券商Bernstein Research科技業分析師Mark Li在
今天出具的最新報告中指出,蘋果本季需要去化逾20億美元(約650億元台幣)的通路庫
存,不利台廠供應鏈本季表現。
不過,iPhone 7的晶片代工訂單可望由台積電(2330)全部吃下,因此台積電不僅第3季
營收可望大爆發,2016全年營收也可望達到原本預估成長5~10%的財測目標。
Bernstein Research指出,第1,台積電精準掌握了全球智慧手機市場的變化,預期今年
全球智慧手機出貨成長7%,與Bernstein Research預估的7.1%一致。
第2,儘管蘋果的整體市場大餅變小,台積電吃到這塊餅的比例卻愈來愈大。舉例來說,
iPhone 6s與iPhone SE的晶片代工訂單,是由台積電與三星電子平分,
但iPhone 7的代工訂單將由台積電全部吃下。
Mark Li寫道:「儘管第2季疲軟,我們對台積電下半年展望依然樂觀,因為他們拿到100%
的新一代iPhone與iPad業務,外加InFO(整合扇出型的封裝測試技術),預期蘋果對16奈
米業務的挹注程度,將從上半年的5%,增加至下半年的17%。」
「第3季向來是旺季,我們認為(台積電)在蘋果業務佔比提高,加上InFO的挹注,將使
台積電第3季營收更強勁,預期將季增19%,高於市場一般預期,只是第4季營收會小幅季
減4.4%。」
就2016全年營收來說,Bernstein Research預估台積電將年增7%,與台積電財測所預估的
成長5~10%一致。(劉煥彥/綜合外電報導)
--
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