[新聞] 台積尬三星 分食蘋果大單
市調機構顧能(Gartner)研究總監王端昨(4)日指出,台積電有機會在2014年之前,從
三星手上分食蘋果行動處理器1年21億美元(約新台幣615.4億元)的代工生意;一旦台積
電全數拿下,營收將大增逾一成,更奠定其在晶圓代工龍頭地位。
台積電基本面動能看俏,外資連續20個交易日買超,持股比重攀至77.38%,昨天股價上漲
0.8元、收90.6元,寫下2002年5月、近10年半來新高價,還原權值股價也創歷史新高。台
積電1994年9月5日掛牌,若當時買進的股東到現在還沒賣掉,投資報酬率高達30.65倍。
台積電昨天市值也攀上2兆3,484萬元的新高,居台股上市櫃公司之冠,占台股總市值的
11.11%。隨著股價創新高,放空的投資人同步大增,使得融券餘額攀升,券資比達到
80.58%,悄悄展開軋空行情。
台積電取得蘋果次世代行動處理器A7代工商機備受看好,顧能是第1家點出訂單金額的機
構,惟台積電不對此置評。
顧能昨日舉行全球半導體巡迴論壇,王端看好台積電爭取蘋果生意的潛力。他表示,三星
系統晶片部門(LSI)今年為蘋果行動處理器代工的總產能高達70萬片,若每片單價以市
場最低價3,000美元(約新台幣8.8萬元)計算,訂單總金額高達21億美元。
他認為,由於三星和蘋果官司問題未解,蘋果分散風險投片勢在必行,2014年以前,蘋果
將再尋求其他晶圓代工合作夥伴,台積電憑藉著技術領先優勢,勝出機率相當大。
王端估計,台積電今年營收上看160億美元(約新台幣4,689.6億元)。
一旦蘋果處理器代工訂單全數轉至台積電,相當於挹注逾一成營收。
http://udn.com/NEWS/FINANCE/FIN3/7410073.shtml
--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 111.252.242.129
→
10/05 20:24, , 1F
10/05 20:24, 1F
推
10/05 20:35, , 2F
10/05 20:35, 2F
推
10/05 22:44, , 3F
10/05 22:44, 3F
→
10/05 22:45, , 4F
10/05 22:45, 4F
→
10/05 22:45, , 5F
10/05 22:45, 5F
→
10/05 23:39, , 6F
10/05 23:39, 6F
→
10/05 23:39, , 7F
10/05 23:39, 7F
→
10/05 23:40, , 8F
10/05 23:40, 8F
推
10/05 23:54, , 9F
10/05 23:54, 9F
推
10/06 00:00, , 10F
10/06 00:00, 10F
→
10/06 00:01, , 11F
10/06 00:01, 11F
→
10/06 00:01, , 12F
10/06 00:01, 12F
推
10/06 00:06, , 13F
10/06 00:06, 13F
推
10/06 00:10, , 14F
10/06 00:10, 14F
推
10/06 00:13, , 15F
10/06 00:13, 15F
推
10/06 00:51, , 16F
10/06 00:51, 16F
→
10/06 00:57, , 17F
10/06 00:57, 17F
→
10/06 00:58, , 18F
10/06 00:58, 18F
推
10/06 01:01, , 19F
10/06 01:01, 19F
→
10/06 01:31, , 20F
10/06 01:31, 20F
推
10/06 08:15, , 21F
10/06 08:15, 21F
推
10/06 09:13, , 22F
10/06 09:13, 22F
推
10/06 10:43, , 23F
10/06 10:43, 23F
推
10/06 11:21, , 24F
10/06 11:21, 24F
→
10/06 11:21, , 25F
10/06 11:21, 25F
→
10/06 11:23, , 26F
10/06 11:23, 26F
→
10/06 11:24, , 27F
10/06 11:24, 27F
推
10/06 12:18, , 28F
10/06 12:18, 28F
→
10/06 12:19, , 29F
10/06 12:19, 29F
推
10/06 13:40, , 30F
10/06 13:40, 30F
→
10/06 13:41, , 31F
10/06 13:41, 31F
→
10/06 13:56, , 32F
10/06 13:56, 32F
推
10/06 14:39, , 33F
10/06 14:39, 33F
推
10/06 16:06, , 34F
10/06 16:06, 34F
→
10/06 17:36, , 35F
10/06 17:36, 35F
→
10/06 17:36, , 36F
10/06 17:36, 36F
→
10/06 17:37, , 37F
10/06 17:37, 37F
→
10/06 17:38, , 38F
10/06 17:38, 38F
→
10/06 17:41, , 39F
10/06 17:41, 39F
→
10/06 17:41, , 40F
10/06 17:41, 40F
→
10/06 17:42, , 41F
10/06 17:42, 41F
→
10/06 17:43, , 42F
10/06 17:43, 42F
→
10/06 17:44, , 43F
10/06 17:44, 43F
→
10/06 17:45, , 44F
10/06 17:45, 44F
→
10/06 17:46, , 45F
10/06 17:46, 45F
→
10/06 17:49, , 46F
10/06 17:49, 46F
→
10/06 17:49, , 47F
10/06 17:49, 47F
→
10/06 17:50, , 48F
10/06 17:50, 48F
→
10/06 19:41, , 49F
10/06 19:41, 49F
→
10/06 19:43, , 50F
10/06 19:43, 50F
→
10/06 19:48, , 51F
10/06 19:48, 51F
→
10/06 19:49, , 52F
10/06 19:49, 52F
→
10/06 20:36, , 53F
10/06 20:36, 53F
→
10/06 20:36, , 54F
10/06 20:36, 54F
→
10/06 20:42, , 55F
10/06 20:42, 55F
推
10/06 21:37, , 56F
10/06 21:37, 56F
→
10/06 21:38, , 57F
10/06 21:38, 57F
推
10/09 01:56, , 58F
10/09 01:56, 58F
→
10/09 01:56, , 59F
10/09 01:56, 59F
→
10/09 01:57, , 60F
10/09 01:57, 60F
→
10/09 01:57, , 61F
10/09 01:57, 61F
→
10/09 01:58, , 62F
10/09 01:58, 62F
→
10/09 21:00, , 63F
10/09 21:00, 63F
推
10/10 09:15, , 64F
10/10 09:15, 64F
→
10/10 09:16, , 65F
10/10 09:16, 65F