Re: [請益] Apple新聞內提到日月光台積電矽品鴻海

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※ 引述《chenwin25 (楓)》之銘言： : --------------------------------------------- : 1.新聞連結過長請善用 https://goo.gl/ 縮網址。 : 2.心得/評論請盡量充實。 : 3.除括弧內文字可刪除外，請依格式輸入內容， : 否則板主得依未依格式砍文。 : -----------按ctrl+y可刪除以上內容。---------- : 1.原文連結(必須檢附)：https://www.etrade.wallst.com/v1/stocks/news/search_results.asp?symbol=AAPL : 2.原文內容：Apple Suppliers Battle for Control of Taiwan Chip CompanyFont size: A | A | A 翻完發現沒啥重點囧就是看好SiP成長 2018年400億矽品和鴻海聯盟有利於蘋果議價 : 7:19 AM ET 10/14/15 | Dow Jones : RELATED QUOTES : 4:00 PM ET 10/13/15 : Symbol Last % Chg : AAPL : 111.79 0.00% : ASX : 5.24 0.00% : SPIL : 6.22 0.00% : Quotes delayed at least 15 minutes : By Lorraine Luk : HONG KONG--Two of the world's top players in Apple Inc.'s supply chain are : locked in a fierce battle for control of a Taiwanese company that is : developing a key technology used in the latest iPhones and smartwatches. : In a corporate skirmish that underscores how sought-after Apple Inc.'s : business is, Taiwan-based Advanced Semiconductor Engineering Inc., the : world's biggest chip assembler and a crucial player in Apple's supply chain, : unveiled a plan in August to acquire a 25% stake in smaller Taiwanese rival : Siliconware Precision Industries Co., known as SPIL, through a US$1 billion : tender offer. ASE, which completed the stake purchase in September, : ultimately hopes to take a controlling stake in SPIL to bolster its position : amid industry consolidation and pull farther ahead of a fast-growing Chinese : competitor, analysts say. 蘋果供應鍊中兩個大咖為了一間台灣公司陷入激鬥中，該公司正在發展用於最新 iPhone和智慧表的關鍵技術分析師表示：在一場追尋蘋果生意的前哨戰中，世界第一大封裝廠兼蘋果供應鍊中的重要角色台灣的ASE日月神教於8月揭露了一樁10億美元收購其規模較小的台灣競爭對手SPIL矽品25％股權的收購計畫預計9月完成最終希望能控制SPIL矽品而有助其在產業聯盟中的地位，並拉開快速成長的中國競爭者。 : Those plans were frustrated in late August when SPIL announced a deal to : collaborate with Hon Hai Precision Industry Co., the world's biggest : electronics contract manufacturer and the main assembler for Apple's iPhones. : The deal included a share swap that would give Hon Hai, known by the trade : name Foxconn, a bigger stake in SPIL and more voting clout than ASE has -- : especially when combined with the stakes of SPIL's founders. 八月底，此計畫於矽品宣佈與世界最大電子契約生產廠商及iPhone主要組裝廠鴻海精密聯盟的交易後受挫。該交易內容包括和紅海以富士康股份換股，將使得鴻海取得大於日月光的股權尤其是與矽品阿伯聯手後 : Foxconn says it is hoping to join forces with SPIL to expand into new areas : that could help win more business from Apple, specifically, a technology that : packs multiple components onto a tiny chip. : SPIL is holding a shareholder meeting Thursday at which it hopes to seal the : deal. ASE has sent letters to shareholders, urging them to vote against the : share swap. ASE can't vote on Thursday because its stake purchase wasn't : registered in time. 鴻海表示其希望與矽品合作以擴展有助爭取更多蘋果單的新事業領域尤其是封裝多元件在小晶片上的技術矽品希望於週四股東會上確保此交易神教發信給股東們，敦促他們投票反對此項換股交易。神教無法在會議投票投票因為其收購尚未即時註冊 : At stake for ASE, Foxconn and SPIL are billions of dollars in potential : revenue and new orders from Apple, analysts say. : Strong demand for Apple's large-screen iPhones last year was a windfall for : key players in the tech giant's supply chain. ASE's net profit in the fourth : quarter last year surged 51% to 7.86 billion New Taiwan dollars (US$242 : million) dollars after it received orders to assemble chips used in the Apple : Watch. Taiwan Semiconductor Manufacturing Co., which makes computing chips : known as processors, posted a 40% jump in net profit last year after it : started supplying the chips for iPhones. 去年大螢幕iPhones強大買氣為蘋果供應鍊大廠帶來意外之財神教接到AppleWatch所用封裝單後，去年Q4淨利上升51％至78.6億台幣台GG作蘋果處理器去年淨利上升40％ : ASE, Foxconn and SPIL are hoping to boost their earnings by assembling chips : and other components for Apple devices using component-packaging technology : called system-in-package, or SiP. 神教，鴻海和矽品都希望能藉由使用SiP技術為蘋果產品封裝晶片和其他元件來增進收入 : The size of the SiP market could grow to $40 billion in revenue in 2018 from : an estimated $25 billion this year, researcher Bernstein Research forecasts. : SiP already accounts for 20% of ASE's revenue, which totaled $8 billion last : year, and the company expects that contribution to continue increasing, says : Chief Operating Officer Tien Wu. SiP市場預估能從今年的250億成長至2018的400億營收 Chief Operating Officer Tien Wu說SiP已經佔神教去年營收20％，80億，預估貢獻能持續成長。 : SPIL supplies SiP services in small volume, but hopes to roll out the : technology on a mass scale in 2017. SPIL says working with Foxconn will allow : the company to develop new markets and share resources to ensure long-term : profit growth. SPIL has a good chance of winning SiP orders from Apple, given : Foxconn's strong relationship with the U.S. tech giant and their combined : skills, says Mark Li, an analyst at Bernstein Research. : Apple alone will account for around $3.1 billion in SiP orders this year, and : that amount could more than double to $6.5 billion in 2017, according to : estimates by Bernstein Research. : Apple declined to comment. 矽品提供SiP服務量很小，但預估能於2017放量。矽品認為和富士康合作能發展新市場並分享資源以確保長期利潤成長。矽品有望藉富士康和蘋果的關係取得蘋果單今年蘋果SiP單約31億，2017可能成長為65億蘋果拒絕評論 : SPIL chairman Bough Lin declined to comment about potential Apple business, : but said he is confident that the alliance will help land new orders. : An alliance with SPIL could also help Foxconn in its efforts to expand into : new business areas such as semiconductors, beyond labor-intensive electronics : assembly -- its bread and butter. : SPIL said in an open letter to its shareholders on Oct. 5 that the alliance : with Foxconn is "aimed at creating new growth drivers." : ASE, in a separate letter to shareholders, questioned whether Hon Hai's deal : is in the best interest of SPIL shareholders. 矽品阿伯拒絕評論蘋果單，但是對與鴻海的聯盟助於爭取訂單有信心和矽品聯盟同樣有助於富士康於勞力密集組裝外的擴展新事業，比如半導體矽品於對股東公開信中表示和富士康聯盟目標是創造新的成長動力神教則是發公開信質疑和紅海的交易非為矽品股東最佳利益 : Hon Hai shareholders would be exchanging one Hon Hai share for 2.34 SPIL : shares. Based on the closing share price on Aug. 28, it would value each SPIL : share at NT$36, below the NT$45 a share in cash ASE had offered to : shareholders in its tender offer. : In response, SPIL said the company plans to exchange shares on Dec. 1 and the : price for the exchange will be different at that time. : ASE's Mr. Wu also warned that the collaboration between SPIL and Foxconn will : be difficult because of their different cultures and areas of expertise. : "We are not against the alliance between SPIL and Hon Hai as long as you can : justify the valuations and clearly articulate the benefits," he said. : The real winner could be Apple since SPIL and Foxconn say they plan to : collaborate regardless of whether their share swap goes through. Analysts say : a successful alliance could give Apple more supplier options and drive down : component costs. 鴻海1股換矽品2.34股依照8月28矽品收盤價36低於45的神教收購價為此矽品表示其計畫於12月換股到時候股價就不是這樣了歐(科科真的嘛) 神教吳先生警告矽品和富士康的結合傷當困難肇因於不同企業文化和專業 (酸葡萄) 我們並不反對矽品和鴻海結盟只要你們能合理估價並創造利益真贏家是蘋果，因為汐品和鴻海表示仍然計畫合作不管換股是否成功進行分析師認為兩家成功聯盟將給予蘋果更多採購上的選擇並減少零組件成本 : Write to Lorraine Luk at lorraine.luk@wsj.com : Access Investor Kit for "Apple, Inc." : Visit http://www.companyspotlight.com/partner?cp_code=P479&isin=US0378331005 : Subscribe to WSJ: http://online.wsj.com?mod=djnwires : > Dow Jones Newswires : October 14, 2015 07:19 ET (11:19 GMT) : Copyright (c) 2015 Dow Jones & Company, Inc. : 3.心得/評論(必需填寫)： : 英文苦手求請翻譯 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.239.12.69 ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1444847260.A.4D2.html

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