[新聞] Avago併博通 穩懋迎肥單
原文連結:http://money.udn.com/money/story/5710/934230-Avago併博通-穩懋迎肥單
半導體產業最大併購案Avago併購博通,於昨天拍板定案,外界推測Avago的併購動作是針
對WiFi整合,將可望讓國內的三五族化合物半導體廠受惠。法人認為,目前是Avago首要
代工廠穩懋(3105)將受惠最多,上游磊晶廠全新也雨露均沾。
砷化鎵業界分析,博通的情況之所以從過去大幅領先到落後,是因為之前投資手機SoC業
績不佳,持續虧損,一直到約一年前關掉手機部門, 專注WiFi及網通領域,及積極投入I
oT相關生態系統開發,逐漸贏得市場認同。因此Avago的併購動作,應是著眼車用、家庭I
oT應用的興起。外資分析師認為,Avago併購博通代表高頻元件模組化趨勢不變,市場將
會更形寡占,由Avago、Skyworks和Quovo三強主導,Avago將會更專注提供模組解決方案
,這也會讓台灣專司代工的三五族晶圓供應鏈,持續受惠這三家整合元件廠的委外訂單。
目前Avago在手機的PA是由穩懋代工,而Skyworks的PA則是由宏捷科代工,Qrovo自有製造
,因此全新除了為Qrovo代工外,穩懋和宏捷代工的砷化鎵磊晶材料則是來自全新。外界
認為,一旦Avago朝WiFi發展,由於長期與穩懋的合作關係,將會讓穩懋的代工訂單大增
,而全新也可望受惠。
穩懋發言人曾經洲表示,穩懋對客戶的戰略思考發展不清楚,也不宜發表意見。目前穩懋
的WiFi模組主要是為Skyworks和Murata代工,WiFi相關業務占營收比重三分之一。
心得:
從前次噴發到現在,穩哥比捷哥冷靜多了,就是欠點一把火…發利多要出貨嗎?要出就出
,一堆散虎等著接!看好下禮拜至少過前高52.8,買股票賺太慢,歐in權證了!有人要一
起上嗎?
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