聯發科手機晶片市占 連八冠 - 工程師
By Eden
at 2022-09-23T08:36
at 2022-09-23T08:36
Table of Contents
聯發科手機晶片市占 連八冠
2022/09/23 02:16:28
經濟日報 記者鐘惠玲/台北報導
研調機構Counterpoint昨(22)日公布今年第2季全球手機應用處理器排行,聯發科(
2454)出貨量市占率逼近四成,連續八季稱霸業界,遙遙領先位居第二的勁敵高通十個百
分點。
聯發科手機晶片出貨市占率持續稱霸,但近期非蘋手機市況低迷,市場對聯發科營運能否
達標開始出現疑慮,衝擊聯發科昨天股價失守600元整數大關,終場下跌14元、收591元。
為近兩個月低點,聯發科昨天再次對市場信心喊話,強調第3季營運展望目標不變。
https://imgur.com/tMdaTpC.jpg
本土投信與自營商昨天仍力挺聯發科,聯袂站在買方,其中,自營商已連四買,投信更是
連六買,但外資大賣逾2,200張,成為摜壓股價的最大賣壓。累計外資已連三個交易日賣
超聯發科,使得聯發科市值失守兆元大關,最新市值約9,451.8億元。
聯發科遭狙擊,高價IC設計族群昨天也不妙。信驊下跌50元、收1,809元,再次讓出股王
寶座給大立光(收盤價1,900元);譜瑞-KY、祥碩等也都收黑。
就第2季全球手機晶片排名來看,Counterpoint指出,單季出貨量市占率排名,聯發科以
39%居冠,其後依序為:高通(29%)、蘋果(14%)、紫光展銳(11%)、三星(6%
)。
但若以單季營收市占來看,第2季以高通市占率44%奪魁,其後依序為:蘋果(23%)、
聯發科(22%)、三星(8%)、紫光展銳(3%)。
Counterpoint提到,聯發科在入門與中階手機晶片市場出貨量傲視群雄,主要是其4G晶片
與5G「天璣700」晶片貢獻。
https://reurl.cc/rRV2pr
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