[新聞] OPPO、vivo投高通懷抱,聯發科啜泣
1.原文連結(必須檢附):
http://www.chinatimes.com/realtimenews/20161104002602-260410
2.原文內容:
聯發科(2454)兩大客戶OPPO及vivo已逐漸轉向高通(Qualcomm),業界人士認為,
聯發科恐自第4季起將逐漸流失OPPO及vivo的訂單。今日股價盤中最低一度至
226.5元,跌幅逾4%,摜破短、中、長期均線,創下近4個月以來新低。
業界人士表示,OPPO和vivo兩大品牌今年銷售速度快速成長,今年第3季度,
OPPO和vivo已同時超越華為,成為中國市場前兩大智能手機廠商,但早期兩
大品牌在擴大市佔時用聯發科的晶片積極搶市,使得聯發科營收逐季成長,
也為聯發科帶來了強勁的成長動能,但隨著兩大品牌漸漸壯大,處理器的選
擇也逐漸轉向了高通,近期OPPO最新款手機中,就選擇了高通針對中高階智
慧型手機市場的Snapdragon653與625處理器。
值得留意的是,中國移動自10月起僅針對提供Cat 7的機種給予補貼,而聯發
科的Cat 7產品要等到明年第1季量產的10奈米曦力X30才會到位,因此法人認
為,OPPO、vivo...等多家中國手機品牌廠,已經與高通達成專利授權協議,
且高通可望因有Cat 7加持,接下來在中國大陸的市佔率可望持續攀升。
巴黎證券科技產業分析師陳佳儀先前就指出,聯發科正面臨高通以品質佳的產
品祭出價格戰來搶市,OPPO R9採用的是聯發科晶片,但下一代產品卻基於基
頻數據機(Cat.7)支援較佳考量,轉投高通懷抱,並預估聯發科未來幾個月營
收成長動能將趨緩。
3.心得/評論(必需填寫滿20字):
如果低價手機也開始走高通,那聯發科的手機晶片是要賣給誰 ?
台灣科技業的未來,真是讓人擔憂。
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※ 編輯: CTC0115 (203.69.37.7), 11/04/2016 15:53:43
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