瑞昱 全年業績拚新猷 - 工程師
By Emily
at 2018-09-06T08:36
at 2018-09-06T08:36
Table of Contents
工商時報【蘇嘉維╱台北報導】
網通晶片廠瑞昱(2379)公告8月合併營收達40.82億元,衝破單月歷史新高水準,累計今
年前8個月營收相較去年同期成長10.2%至297.2億元。法人表示,瑞昱本季主要受惠於中
國標案重啟,加上傳統旺季加持,帶動網通產品出貨暢旺,今年第四季又有車用乙太網路
(ethernet)晶片接力,全年營收將有機會再締新猷。
中興通訊在先前遭到美國禁售晶片,連帶衝擊台灣網通供應鏈出貨受創,不過在中興通訊
與美國政府達成和解後,原先吞下大陸網通標案的廠商也開始重啟出貨潮,瑞昱的被動式
光纖網路(PON)出貨衝刺。
另外,今年以來的WiFi規格持續從802.11n升級至802.11ac,瑞昱同樣也受惠其中。供應
鏈指出,由於下半年舉凡PC、電視、及路由器(Router)皆開始導入11ac,而且下半年的
筆電需求旺盛,將有機會帶動瑞昱11ac的滲透率達到60%水準。
在網通標案、WiFi力道雙引擎推升下,瑞昱8月合併營收衝破單月歷史新高水準,達到
297.2億元、月增5.77%,相較去年同期成長13.5%。累計今年前8個月合併營收為297.2
億元、年增10.2%,寫下歷史同期新高。
展望未來表現,瑞昱的車用乙太網路晶片目前已經通過一級零組件供應商認證,將可望在
第四季開始量產出貨,有機會推升全年營收改寫新高。法人表示,由於車載處理器及感器
元件增加,當前汽車採用的控制器區域網路(CAN bus)傳輸速度未來將無法負荷大量資
料傳送,因此汽車可望全面更換成乙太網路。瑞昱不評論法人預估財務數字。
法人指出,瑞昱預料將首發歐系車廠,隨後中國大陸車廠將可望跟進採用,供應產品主要
為實體層(PHY)、Switch晶片,未來將可望成為瑞昱營運新支柱。
此外,瑞昱於今(6)日除息,每股配發5.5元現金,當中包含4.5元現金股利、1元的資本
公積,現金股利預計將於10月5日發放。
https://bit.ly/2Q8jpOn
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