[新聞] 聯發科Q2毛利率降至35.2%,Q3估持平
1.原文連結(必須檢附):
http://money-link.com.tw/RealtimeNews/NewsContent.aspx?sn=2801427001&pu=News_0031_3
2.原文內容:
【時報記者施蒔穎台北報導】聯發科今(3)日下午舉行線上法說會,聯發科(2454)表示,
受到智慧型手機市場競爭激烈,以及產品組合因素影響,第2季毛利率自前季38.1%下滑
2.9個百分點至35.2%,更較去年同期大幅滑落10.7個百分點。財務長顧大為表示,預期全
年毛利率將落在35%~38%區間。
聯發科今日下午舉行第2季線上法人說明會,由副董事長暨總經理謝清江以及財務長暨
發言人顧大為擔任主講人。
財務長暨發言人顧大為表示,今年智慧型手機產品在整體比重中,第2季與第3季比重相
當,新舊產品的變化不大,如果毛利率要有變化,可能要等到第4季或是明年有新產品的
貢獻後,才會有較大的差值。
顧大為表示,整體來看,第2季的產品組合與第3季大致相同,除非平均售價有變化或是
產品組合有調整,否則第2季與第3季的毛利率大致會相當,全年毛利率預估將落在
35%~38%,維持今年初所提供的預測值。
3.心得/評論(必需填寫滿20字):
今年EPS 15塊應該沒有問題,只是毛利率持續維持低檔
明天開高開低?
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