[新聞] 聯發科P23晶片傳拿下OPPO等訂單,Q4料放量出貨
1.原文連結:
https://goo.gl/PbLqfg
2.原文內容:
聯發科P23晶片傳拿下OPPO等訂單,Q4料放量出貨
MoneyDJ新聞
2017-08-23 08:23:50
記者 新聞中心 報導
根據市場消息傳出,聯發科(2454)已取得大陸OPPO、Vivo、小米、魅族等客戶訂單,其中
OPPO將於第四季上市的新機「A61s」中,將採用聯發科中階晶片曦力P23,並已開始出貨
,預估第四季出貨量可望攀上今年高峰。
據了解,OPPO去年推出R9熱賣,造成聯發科相關晶片缺貨;惟因考量中國移動僅補貼數據
機規格Cat.7的手機,使得OPPO R9s起的機款改採用高通平台,直至今年的R11機種,致使
聯發科今年市占率下滑。市場傳出,聯發科將於8月底於大陸召開媒體說明會,說明P23、
P30晶片相關細節,其P23晶片數據機規格已達到Cat.7,符合大陸電信商補貼標準,預料
將有助其手機晶片市占率回升。
另據供應鏈業者傳出,聯發科於今年中就已將P23晶片送樣至OPPO、Vivo等大客戶,且皆
陸續傳出正面訊息,惟聯發科為迎戰高通競爭,其P23價格有可能降至8-10美元;對此,
供應鏈端則認為,至少至今年底,P23單價仍可維持在10美元之上。
根據供應鏈消息,OPPO下半年將打造旗艦機種R13、R13 Plus,以及中低階的A61s、A41等
新機,其中R13系列皆採用高通驍龍660行動平台,A系列則使用聯發科產品。除OPPO之外
,據傳聯發科P23晶片也已取得Vivo、小米及魅族等中階手機訂單,最快將於9月起放量出
貨,可望帶動聯發科第四季出貨量攀上全年高峰。
3.心得/評論:
2454先前300元壓力線碰到隨即回測到260左右
但最近又開始有買單進入
有上攻的味道
P23如果能夠拿下一部分snapdragon 660這個層級的訂單 算是一個利多
畢竟2454近期的股價 相對歷年來說算是低點
籌碼方面還是一樣 大戶持續持股 較為穩定
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