聯發科獲下一代Apple Watch訂單 - 工程師
By Eartha
at 2022-07-19T08:46
at 2022-07-19T08:46
Table of Contents
聯發科首入蘋果供應鏈/獲下一代Apple Watch訂單
〔記者洪友芳/新竹報導〕
IC設計龍頭廠聯發科(2454)傳出接獲蘋果下一代Apple Watch有關的數據機(modem)晶片訂單,預計明年下半年出貨,這是聯發科首度取得蘋果訂單,打入蘋果供應鏈,金額雖不大,但意義大於實質,有助日後增加與蘋果合作的機會。
數據機晶片 明年下半年出貨
聯發科去年傳出旗下子公司絡達打入蘋果100%持股的潮牌耳機廠Beats供應鏈,最近傳出自身首度取得蘋果訂單,此案已洽談2年,近期拍板敲定並簽約。但聯發科不評論市場與客戶有關傳言。
聯發科今年初延攬台積電之前負責品質可靠度(QA)副總經理蔡能賢,出任QA與採購相關業務的資深副總經理,凸顯聯發科將更提升QA,這與蘋果對供應廠商品質要求很嚴格似也不謀而合。
半導體業界指出,蘋果Apple Watch有關的數據機(modem)晶片向來由高通供應,年約1千萬顆,未來若由聯發科供應,估計可挹注聯發科年營收約45億台幣,相較聯發科一年營收4千多億元來說,金額雖不大,但對聯發科卻是深具意義,有助增加日後與蘋果攜手合作的機隊。
高通先前透過南韓三星代工生產此一晶片,聯發科奪得明年Apple Watch的數據機晶片訂單,將在台積電(2330)生產。
智慧型手機 Q3恐旺季不旺
聯發科將在7月29日舉辦法說會,由執行長蔡力行、財務長顧大為主持,除了公布第2季財報外,第3季營運展望、5G智慧型手機銷售狀況、庫存修正及全年營收展望是否修正,都將成為市場關注焦點。
通膨衝擊消費性電子需求下滑,中國因疫情封控更使中國智慧型手機銷售疲軟,除非中國祭出補助措施,否則下半年恐難有明顯起色,聯發科主要營收比重來自消費性電子,第3季營運恐旺季不旺。聯發科上季傳出已下修對晶圓代工廠投片量,近期則傳出對封測廠祭出延後出貨的措施。
來源:https://ec.ltn.com.tw/article/paper/1529389
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Sent from JPTT on my iPhone
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工程師
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