iPhone X現雜音 台積A11訂單傳砍30% - 股票

By Suhail Hany
at 2017-12-16T13:10
at 2017-12-16T13:10
Table of Contents
---------------------------
1.原文連結:
※過長無法點擊者必須縮網址
https://money.udn.com/money/story/5612/2878036
2.原文內容:
iPhone X現雜音 台積A11訂單傳砍30%
蘋果iPhone X銷售出現雜音,近期市場傳出蘋果對廠商由原本的追單變成砍單。據消息來
源透露,蘋果近期大砍在台積電投片的A11處理器訂單,明年第1季A11的投片量比本季少
了三成,恐將加重台積電首季的淡季效應。
市場雖傳言不斷,但台積電一貫立場是不評論客戶。
蘋果今年推出的iPhone新機未能順利推動換機潮,iPhone 8一上市就因為消費者期待11月
推出的iPhone X而欠缺買氣,原本缺貨的十周年紀念機種iPhone X雖仍有排隊訂單,但主
要受限於3D感測元件良率,還有部分需求在大容量版本產品,銷售成果仍須觀察。
近期市場更傳出iPhone 7銷售比iPhone X更好的消息,原本傳出蘋果向代工廠台積電小幅
追加5%訂單,但近日卻傳出,蘋果向台積電大砍下一季的A11訂單,下修幅度高達三成,
明年首季足足比本季少了5萬片的A11投片量。A11是蘋果新機採用的處理器,砍單顯示產
品銷售狀況未必如目標樂觀。
從銷售動能來看,目前iPhone 7的買氣超越iPhone 8和iPhone 8 Plus,甚至優於缺貨中
的iPhone X,在中國大陸電商平台銷售的iPhone 8和iPhone 8 Plus一再跌價,售價甚至
低於iPhone 7,足見人氣流向。
iPhone 7使用台積電以16奈米製程打造的A10處理器;iPhone 8和iPhone X則採用10奈米
製程的A11處理器,對代工廠台積電來說,兩者之間存在價差。
法人認為,每年第1季是台積電的營運淡季,明年淡季效應可能還會延續到第2季;在蘋果
A11砍單效應下,台積電首季的營運動能仍將偏弱;如果高階機種銷售不振,其他手機零
組件的情況也不會好。
就短期營運面而言,法人認為,即使蘋果針對A11砍單,衝擊會發生在下一季,對台積電
來說,10月和11月合計營收已達1,876.73億元,對照第4季財測,12月營收只要達到880.6
億元至910.9億元間即可達標,單季營收將會趨近高標,並改寫歷史新高。
據台積電第4季財測,本季合併營收將落在2,757.3億元至2,787.6億元,較上季營收成長9
.37%至10.57%;毛利率在48%至50%,與上季的49.9%差異不大;營業利益率預估在37%至39
%,較上季38.9%減少1.9個百分點到0.1個百分點。
3.心得/評論:
※必需填寫滿20字
台積電砍單30%,台股要跌幾點?
10491x30%=3147
大概7300點
還有人做多嗎?
--
1.原文連結:
※過長無法點擊者必須縮網址
https://money.udn.com/money/story/5612/2878036
2.原文內容:
iPhone X現雜音 台積A11訂單傳砍30%
蘋果iPhone X銷售出現雜音,近期市場傳出蘋果對廠商由原本的追單變成砍單。據消息來
源透露,蘋果近期大砍在台積電投片的A11處理器訂單,明年第1季A11的投片量比本季少
了三成,恐將加重台積電首季的淡季效應。
市場雖傳言不斷,但台積電一貫立場是不評論客戶。
蘋果今年推出的iPhone新機未能順利推動換機潮,iPhone 8一上市就因為消費者期待11月
推出的iPhone X而欠缺買氣,原本缺貨的十周年紀念機種iPhone X雖仍有排隊訂單,但主
要受限於3D感測元件良率,還有部分需求在大容量版本產品,銷售成果仍須觀察。
近期市場更傳出iPhone 7銷售比iPhone X更好的消息,原本傳出蘋果向代工廠台積電小幅
追加5%訂單,但近日卻傳出,蘋果向台積電大砍下一季的A11訂單,下修幅度高達三成,
明年首季足足比本季少了5萬片的A11投片量。A11是蘋果新機採用的處理器,砍單顯示產
品銷售狀況未必如目標樂觀。
從銷售動能來看,目前iPhone 7的買氣超越iPhone 8和iPhone 8 Plus,甚至優於缺貨中
的iPhone X,在中國大陸電商平台銷售的iPhone 8和iPhone 8 Plus一再跌價,售價甚至
低於iPhone 7,足見人氣流向。
iPhone 7使用台積電以16奈米製程打造的A10處理器;iPhone 8和iPhone X則採用10奈米
製程的A11處理器,對代工廠台積電來說,兩者之間存在價差。
法人認為,每年第1季是台積電的營運淡季,明年淡季效應可能還會延續到第2季;在蘋果
A11砍單效應下,台積電首季的營運動能仍將偏弱;如果高階機種銷售不振,其他手機零
組件的情況也不會好。
就短期營運面而言,法人認為,即使蘋果針對A11砍單,衝擊會發生在下一季,對台積電
來說,10月和11月合計營收已達1,876.73億元,對照第4季財測,12月營收只要達到880.6
億元至910.9億元間即可達標,單季營收將會趨近高標,並改寫歷史新高。
據台積電第4季財測,本季合併營收將落在2,757.3億元至2,787.6億元,較上季營收成長9
.37%至10.57%;毛利率在48%至50%,與上季的49.9%差異不大;營業利益率預估在37%至39
%,較上季38.9%減少1.9個百分點到0.1個百分點。
3.心得/評論:
※必需填寫滿20字
台積電砍單30%,台股要跌幾點?
10491x30%=3147
大概7300點
還有人做多嗎?
--
Tags:
股票
All Comments

By Mary
at 2017-12-21T11:44
at 2017-12-21T11:44

By Oscar
at 2017-12-22T05:04
at 2017-12-22T05:04

By Michael
at 2017-12-24T03:43
at 2017-12-24T03:43

By Xanthe
at 2017-12-28T13:54
at 2017-12-28T13:54

By Cara
at 2017-12-30T11:24
at 2017-12-30T11:24

By Lauren
at 2018-01-02T11:14
at 2018-01-02T11:14

By Ula
at 2018-01-03T19:09
at 2018-01-03T19:09

By Kyle
at 2018-01-08T01:10
at 2018-01-08T01:10

By Daph Bay
at 2018-01-12T14:52
at 2018-01-12T14:52

By Mary
at 2018-01-13T10:17
at 2018-01-13T10:17

By Andy
at 2018-01-14T22:31
at 2018-01-14T22:31

By Kumar
at 2018-01-19T16:50
at 2018-01-19T16:50

By Gilbert
at 2018-01-22T07:16
at 2018-01-22T07:16

By Zanna
at 2018-01-24T19:23
at 2018-01-24T19:23

By Brianna
at 2018-01-29T08:15
at 2018-01-29T08:15

By Thomas
at 2018-01-30T05:15
at 2018-01-30T05:15

By Dorothy
at 2018-02-04T02:55
at 2018-02-04T02:55

By Tracy
at 2018-02-04T08:33
at 2018-02-04T08:33

By Adele
at 2018-02-06T16:54
at 2018-02-06T16:54

By Caitlin
at 2018-02-09T20:03
at 2018-02-09T20:03

By Oscar
at 2018-02-11T00:30
at 2018-02-11T00:30

By Puput
at 2018-02-13T19:26
at 2018-02-13T19:26

By Caroline
at 2018-02-15T04:11
at 2018-02-15T04:11

By Harry
at 2018-02-17T01:58
at 2018-02-17T01:58

By Margaret
at 2018-02-18T18:34
at 2018-02-18T18:34

By Gilbert
at 2018-02-23T11:02
at 2018-02-23T11:02

By Victoria
at 2018-02-26T19:34
at 2018-02-26T19:34

By Carolina Franco
at 2018-02-26T22:33
at 2018-02-26T22:33

By Margaret
at 2018-03-01T05:53
at 2018-03-01T05:53

By Jacky
at 2018-03-02T04:32
at 2018-03-02T04:32

By Margaret
at 2018-03-02T07:53
at 2018-03-02T07:53

By Edwina
at 2018-03-04T17:19
at 2018-03-04T17:19

By Carol
at 2018-03-08T04:29
at 2018-03-08T04:29

By Christine
at 2018-03-12T04:13
at 2018-03-12T04:13

By Wallis
at 2018-03-14T01:54
at 2018-03-14T01:54

By Bethany
at 2018-03-18T02:31
at 2018-03-18T02:31

By Suhail Hany
at 2018-03-20T23:04
at 2018-03-20T23:04

By Freda
at 2018-03-21T01:19
at 2018-03-21T01:19

By Quanna
at 2018-03-22T22:10
at 2018-03-22T22:10

By George
at 2018-03-23T22:34
at 2018-03-23T22:34

By Audriana
at 2018-03-27T06:53
at 2018-03-27T06:53

By Elma
at 2018-03-28T17:26
at 2018-03-28T17:26

By Sierra Rose
at 2018-03-30T06:49
at 2018-03-30T06:49

By Audriana
at 2018-03-30T18:18
at 2018-03-30T18:18

By Mia
at 2018-04-04T11:19
at 2018-04-04T11:19

By Candice
at 2018-04-08T22:01
at 2018-04-08T22:01

By Mia
at 2018-04-12T12:29
at 2018-04-12T12:29

By Franklin
at 2018-04-15T05:13
at 2018-04-15T05:13

By Megan
at 2018-04-18T10:50
at 2018-04-18T10:50

By Anthony
at 2018-04-21T03:45
at 2018-04-21T03:45

By Mia
at 2018-04-21T20:29
at 2018-04-21T20:29

By Valerie
at 2018-04-22T08:16
at 2018-04-22T08:16

By Ivy
at 2018-04-25T23:41
at 2018-04-25T23:41

By Susan
at 2018-04-30T12:59
at 2018-04-30T12:59

By Jacob
at 2018-05-05T07:01
at 2018-05-05T07:01

By Belly
at 2018-05-09T20:02
at 2018-05-09T20:02

By Hardy
at 2018-05-14T09:00
at 2018-05-14T09:00

By David
at 2018-05-18T06:40
at 2018-05-18T06:40

By Sierra Rose
at 2018-05-21T03:13
at 2018-05-21T03:13

By Belly
at 2018-05-25T22:05
at 2018-05-25T22:05

By Ophelia
at 2018-05-27T06:45
at 2018-05-27T06:45

By Bennie
at 2018-05-29T09:26
at 2018-05-29T09:26

By Daniel
at 2018-05-31T21:15
at 2018-05-31T21:15

By Madame
at 2018-06-03T05:05
at 2018-06-03T05:05

By Selena
at 2018-06-05T13:37
at 2018-06-05T13:37

By Leila
at 2018-06-05T23:10
at 2018-06-05T23:10

By Carol
at 2018-06-06T14:10
at 2018-06-06T14:10

By Kama
at 2018-06-08T20:24
at 2018-06-08T20:24

By Jack
at 2018-06-09T12:34
at 2018-06-09T12:34

By Noah
at 2018-06-13T17:10
at 2018-06-13T17:10

By Enid
at 2018-06-18T00:00
at 2018-06-18T00:00

By Valerie
at 2018-06-19T00:26
at 2018-06-19T00:26

By Caitlin
at 2018-06-19T04:54
at 2018-06-19T04:54

By Elma
at 2018-06-20T12:14
at 2018-06-20T12:14

By Jacob
at 2018-06-20T19:33
at 2018-06-20T19:33

By Delia
at 2018-06-23T14:56
at 2018-06-23T14:56

By Kyle
at 2018-06-27T11:43
at 2018-06-27T11:43

By Aaliyah
at 2018-06-28T10:09
at 2018-06-28T10:09

By Adele
at 2018-07-01T18:51
at 2018-07-01T18:51

By Tracy
at 2018-07-06T09:36
at 2018-07-06T09:36

By Zanna
at 2018-07-10T12:05
at 2018-07-10T12:05

By Ula
at 2018-07-13T04:31
at 2018-07-13T04:31

By Olga
at 2018-07-13T08:36
at 2018-07-13T08:36

By Sarah
at 2018-07-13T17:07
at 2018-07-13T17:07

By David
at 2018-07-14T09:30
at 2018-07-14T09:30

By Megan
at 2018-07-16T00:30
at 2018-07-16T00:30

By Delia
at 2018-07-19T19:36
at 2018-07-19T19:36

By Eartha
at 2018-07-22T09:51
at 2018-07-22T09:51

By Sarah
at 2018-07-26T15:44
at 2018-07-26T15:44

By Ursula
at 2018-07-30T05:32
at 2018-07-30T05:32

By Jacob
at 2018-08-03T20:45
at 2018-08-03T20:45

By Dora
at 2018-08-06T20:40
at 2018-08-06T20:40

By Jack
at 2018-08-11T03:20
at 2018-08-11T03:20

By Charlotte
at 2018-08-15T17:18
at 2018-08-15T17:18

By Zora
at 2018-08-20T06:35
at 2018-08-20T06:35

By Una
at 2018-08-23T21:06
at 2018-08-23T21:06

By Charlotte
at 2018-08-26T21:38
at 2018-08-26T21:38

By Lucy
at 2018-08-30T23:33
at 2018-08-30T23:33

By John
at 2018-09-04T05:12
at 2018-09-04T05:12

By Edith
at 2018-09-08T19:23
at 2018-09-08T19:23

By Carol
at 2018-09-12T14:16
at 2018-09-12T14:16

By Ingrid
at 2018-09-15T11:38
at 2018-09-15T11:38

By Ingrid
at 2018-09-18T03:25
at 2018-09-18T03:25

By Mia
at 2018-09-19T04:05
at 2018-09-19T04:05

By Ida
at 2018-09-23T13:23
at 2018-09-23T13:23

By Sandy
at 2018-09-26T15:04
at 2018-09-26T15:04

By Liam
at 2018-09-30T16:10
at 2018-09-30T16:10

By Thomas
at 2018-10-05T07:30
at 2018-10-05T07:30

By Edwina
at 2018-10-05T22:36
at 2018-10-05T22:36

By Charlie
at 2018-10-07T07:08
at 2018-10-07T07:08

By Vanessa
at 2018-10-08T03:27
at 2018-10-08T03:27

By Joe
at 2018-10-11T16:46
at 2018-10-11T16:46

By Enid
at 2018-10-15T14:16
at 2018-10-15T14:16

By Gary
at 2018-10-18T04:16
at 2018-10-18T04:16

By Aaliyah
at 2018-10-22T10:15
at 2018-10-22T10:15

By Susan
at 2018-10-26T06:01
at 2018-10-26T06:01

By Queena
at 2018-10-30T07:24
at 2018-10-30T07:24

By Xanthe
at 2018-11-03T01:19
at 2018-11-03T01:19

By Hedy
at 2018-11-03T08:55
at 2018-11-03T08:55

By Franklin
at 2018-11-06T02:37
at 2018-11-06T02:37

By Hedda
at 2018-11-10T01:44
at 2018-11-10T01:44

By Sierra Rose
at 2018-11-12T15:27
at 2018-11-12T15:27

By Hardy
at 2018-11-16T09:24
at 2018-11-16T09:24

By Kristin
at 2018-11-20T08:28
at 2018-11-20T08:28

By Todd Johnson
at 2018-11-21T16:28
at 2018-11-21T16:28

By Anthony
at 2018-11-25T10:50
at 2018-11-25T10:50

By Zanna
at 2018-11-27T23:51
at 2018-11-27T23:51

By Kama
at 2018-11-29T19:58
at 2018-11-29T19:58

By Eartha
at 2018-12-03T20:21
at 2018-12-03T20:21

By Jake
at 2018-12-05T02:33
at 2018-12-05T02:33

By Hedwig
at 2018-12-05T06:45
at 2018-12-05T06:45

By Sierra Rose
at 2018-12-09T12:41
at 2018-12-09T12:41

By Bennie
at 2018-12-10T13:53
at 2018-12-10T13:53

By Belly
at 2018-12-13T19:18
at 2018-12-13T19:18

By David
at 2018-12-16T05:42
at 2018-12-16T05:42

By Quanna
at 2018-12-17T10:29
at 2018-12-17T10:29

By Elma
at 2018-12-21T11:05
at 2018-12-21T11:05

By Cara
at 2018-12-24T11:25
at 2018-12-24T11:25

By Emily
at 2018-12-27T22:06
at 2018-12-27T22:06

By Robert
at 2018-12-30T04:40
at 2018-12-30T04:40

By Lauren
at 2019-01-01T12:19
at 2019-01-01T12:19

By Candice
at 2019-01-03T12:45
at 2019-01-03T12:45

By David
at 2019-01-06T17:53
at 2019-01-06T17:53

By Freda
at 2019-01-08T23:29
at 2019-01-08T23:29

By Skylar DavisLinda
at 2019-01-13T18:34
at 2019-01-13T18:34

By Heather
at 2019-01-15T19:12
at 2019-01-15T19:12

By Anthony
at 2019-01-18T06:50
at 2019-01-18T06:50

By Brianna
at 2019-01-22T05:07
at 2019-01-22T05:07

By Jacky
at 2019-01-26T12:02
at 2019-01-26T12:02

By Eden
at 2019-01-30T02:54
at 2019-01-30T02:54

By Agnes
at 2019-01-31T19:07
at 2019-01-31T19:07

By Hardy
at 2019-02-01T03:49
at 2019-02-01T03:49

By Elizabeth
at 2019-02-02T10:53
at 2019-02-02T10:53

By Gary
at 2019-02-05T02:25
at 2019-02-05T02:25

By Lucy
at 2019-02-06T19:51
at 2019-02-06T19:51

By Rebecca
at 2019-02-08T03:48
at 2019-02-08T03:48

By Audriana
at 2019-02-11T14:18
at 2019-02-11T14:18

By Rosalind
at 2019-02-13T05:04
at 2019-02-13T05:04

By Donna
at 2019-02-15T20:51
at 2019-02-15T20:51

By Tristan Cohan
at 2019-02-17T21:55
at 2019-02-17T21:55

By Hardy
at 2019-02-20T13:59
at 2019-02-20T13:59

By Emily
at 2019-02-23T09:31
at 2019-02-23T09:31

By Carol
at 2019-02-25T14:13
at 2019-02-25T14:13

By Wallis
at 2019-02-25T15:58
at 2019-02-25T15:58

By John
at 2019-02-26T21:07
at 2019-02-26T21:07

By Frederica
at 2019-03-01T20:55
at 2019-03-01T20:55

By Zora
at 2019-03-04T12:07
at 2019-03-04T12:07

By Quanna
at 2019-03-05T23:51
at 2019-03-05T23:51

By Erin
at 2019-03-06T03:21
at 2019-03-06T03:21

By Ula
at 2019-03-06T23:53
at 2019-03-06T23:53

By Audriana
at 2019-03-08T20:07
at 2019-03-08T20:07

By Olga
at 2019-03-13T17:56
at 2019-03-13T17:56

By Sandy
at 2019-03-17T17:51
at 2019-03-17T17:51

By Isabella
at 2019-03-20T16:42
at 2019-03-20T16:42

By Steve
at 2019-03-22T22:42
at 2019-03-22T22:42

By Sandy
at 2019-03-25T03:30
at 2019-03-25T03:30

By Damian
at 2019-03-27T13:32
at 2019-03-27T13:32

By Ursula
at 2019-03-29T10:18
at 2019-03-29T10:18

By Brianna
at 2019-04-02T22:38
at 2019-04-02T22:38

By Mia
at 2019-04-07T07:53
at 2019-04-07T07:53

By Harry
at 2019-04-11T08:25
at 2019-04-11T08:25

By Eartha
at 2019-04-13T20:45
at 2019-04-13T20:45

By Gary
at 2019-04-16T14:44
at 2019-04-16T14:44

By Queena
at 2019-04-18T22:04
at 2019-04-18T22:04

By Hazel
at 2019-04-19T09:42
at 2019-04-19T09:42

By Lydia
at 2019-04-22T11:57
at 2019-04-22T11:57

By Annie
at 2019-04-25T06:19
at 2019-04-25T06:19

By Poppy
at 2019-04-25T22:49
at 2019-04-25T22:49

By Selena
at 2019-04-30T11:32
at 2019-04-30T11:32

By Jack
at 2019-05-04T19:07
at 2019-05-04T19:07

By Jake
at 2019-05-08T22:51
at 2019-05-08T22:51

By Bethany
at 2019-05-12T12:20
at 2019-05-12T12:20

By Genevieve
at 2019-05-16T18:04
at 2019-05-16T18:04

By Genevieve
at 2019-05-18T01:41
at 2019-05-18T01:41

By Aaliyah
at 2019-05-18T23:46
at 2019-05-18T23:46

By Brianna
at 2019-05-23T09:48
at 2019-05-23T09:48
Related Posts
價值投資的買點跟賣點

By Xanthe
at 2017-12-16T12:34
at 2017-12-16T12:34
逾六成民眾估 下半年台股跌破萬點

By Todd Johnson
at 2017-12-16T11:34
at 2017-12-16T11:34
台灣DRAM產業當初是怎麼輸韓國的

By Cara
at 2017-12-16T11:15
at 2017-12-16T11:15
橘子 10~11月每股虧0.88元

By Michael
at 2017-12-16T11:08
at 2017-12-16T11:08
台灣散戶其實滿有錢的對不對

By George
at 2017-12-16T10:27
at 2017-12-16T10:27