聯發科4G晶片 缺貨到年底 - 工程師
By Caroline
at 2020-07-24T11:28
at 2020-07-24T11:28
Table of Contents
https://udn.com/news/story/7240/4726708
聯發科4G晶片 缺貨到年底
2020-07-24 02:14 經濟日報 / 記者李孟珊/台北報導
https://uc.udn.com.tw/photo/2020/07/24/2/8243564.jpg
圖/經濟日報提供
手機品牌大廠陸續推出5G新機之際,供應鏈透露,由於5G手機售價較高,現階段4G智慧手
機仍較受消費者青睞,品牌廠為了搶下半年的市占,先衝刺銷售量較大的4G機種,導致聯
發科多款4G手機晶片一路缺貨到年底,成為5G晶片熱銷之際,聯發科營運另一亮點。
聯發科向來不對訂單狀況置評,該公司將在下周五(31日)舉行法說會,揭露上季財報與
營運展望。
市調機構TrendForce指出,今年下半年除了Android陣營各品牌,蘋果新機也會加入5G行
列,有助於提升全年市占。預估今年全球智慧手機生產總量為12.43億支,5G手機占2.35
億支,滲透率達18.9%。
不過,業界人士分析,儘管各大品牌大廠積極搶攻5G市占,但現階段5G手機售價高於4G機
種,目前消費者仍青睞4G手機。
供應鏈透露,品牌大廠為了搶下半年市占,先衝刺銷售量較大的4G手機,再加上電源管理
IC缺貨,兩大因素導致聯發科有多款用於中低階智慧手機的晶片,至今年底前都供不應求
。
聯發科受惠於手機晶片出貨暢旺,6月合併營收252.79億元,月增逾16%,年增近21%,單
月營收創近四年新高,推升第2季合併營收衝上676.03億元,季增逾11%,年增9.8%,優於
財測高標的669億元,寫下近14季來新高;累計上半年合併營收1284.66 億元,年增12.4%
。
展望本季,法人預估在5G、4G智慧手機晶片出貨帶動下,聯發科單季營收有望季增19%,
配合產品組合轉佳,將帶動毛利率、營益率「雙率」成長。
聯發科營運看俏,里昂證券最新報告指出,聯發科的潛力不止手機晶片業務,還有未來深
入AI晶片、WiFi 6、PMIC等擴展為平台業者的爆發力,給予1,200元的超級天價目標價,
為外資圈目前最高價。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
聯發科4G晶片 缺貨到年底
2020-07-24 02:14 經濟日報 / 記者李孟珊/台北報導
https://uc.udn.com.tw/photo/2020/07/24/2/8243564.jpg
圖/經濟日報提供
手機品牌大廠陸續推出5G新機之際,供應鏈透露,由於5G手機售價較高,現階段4G智慧手
機仍較受消費者青睞,品牌廠為了搶下半年的市占,先衝刺銷售量較大的4G機種,導致聯
發科多款4G手機晶片一路缺貨到年底,成為5G晶片熱銷之際,聯發科營運另一亮點。
聯發科向來不對訂單狀況置評,該公司將在下周五(31日)舉行法說會,揭露上季財報與
營運展望。
市調機構TrendForce指出,今年下半年除了Android陣營各品牌,蘋果新機也會加入5G行
列,有助於提升全年市占。預估今年全球智慧手機生產總量為12.43億支,5G手機占2.35
億支,滲透率達18.9%。
不過,業界人士分析,儘管各大品牌大廠積極搶攻5G市占,但現階段5G手機售價高於4G機
種,目前消費者仍青睞4G手機。
供應鏈透露,品牌大廠為了搶下半年市占,先衝刺銷售量較大的4G手機,再加上電源管理
IC缺貨,兩大因素導致聯發科有多款用於中低階智慧手機的晶片,至今年底前都供不應求
。
聯發科受惠於手機晶片出貨暢旺,6月合併營收252.79億元,月增逾16%,年增近21%,單
月營收創近四年新高,推升第2季合併營收衝上676.03億元,季增逾11%,年增9.8%,優於
財測高標的669億元,寫下近14季來新高;累計上半年合併營收1284.66 億元,年增12.4%
。
展望本季,法人預估在5G、4G智慧手機晶片出貨帶動下,聯發科單季營收有望季增19%,
配合產品組合轉佳,將帶動毛利率、營益率「雙率」成長。
聯發科營運看俏,里昂證券最新報告指出,聯發科的潛力不止手機晶片業務,還有未來深
入AI晶片、WiFi 6、PMIC等擴展為平台業者的爆發力,給予1,200元的超級天價目標價,
為外資圈目前最高價。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
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