iPhone12晶圓代工 台積電通吃 - 股票
By Joseph
at 2019-12-30T12:36
at 2019-12-30T12:36
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://reurl.cc/4g7zWv
2.原文內容:
蘋果2020年下半年將推出四款iPhone 12系列智慧型手機,除搭載運算效能更強大的A14 B
ionic處理器,也會搭載高通Snapdragon X55數據機,並依各國5G網絡不同而僅支援Sub-6
GHz、或同步支援Sub-6GHz及mmWave(毫米波)。供應鏈業者指出,蘋果A14採用5奈米製
程,高通X55採用7奈米製程,晶圓代工訂單由台積電通吃,其中,蘋果A14將在第二季底
開始量產,並包下台積電三分之二的5奈米產能。
台積電2019年及2020年資本支出提升至140~150億美元,用於增加7奈米產能及加速5奈米
產能建置。蘋果2019年推出的iPhone 11系列銷售優於預期,加上2020年上半年將推出低
價版iPhone SE 2並搭載相同的A13處理器,蘋果對台積電7奈米的晶圓代工需求仍維持高
檔。
隨著各國將在2020年開通5G電信網路,蘋果2020年推出的iPhone 12將支援5G。供應鏈消
息顯示,蘋果預估推出四款iPhone 12,包括搭載5.4吋及6.1吋OLED面板的iPhone 12、搭
載6.1吋OLED面板的iPhone 12 Pro、搭載6.7吋OLED面板的iPhone Pro Max等,其中,iPh
one 12 Pro/Pro Max會搭載3鏡頭及支援飛時測距(ToF)。
蘋果iPhone 12系列全數搭載A14應用處理器,將採用台積電5奈米製程量產。台積電5奈米
已進入試產階段,2020年上半年進入量產,蘋果及華為海思是首批兩大客戶。蘋果看好支
援5G的iPhone 12將帶動iPhone 7/8等舊機用戶強勁換機需求,市場樂觀預估出貨量將上
看1億支以上,設備業者估算,蘋果已包下台積電三分之二的5奈米產能,2020年第二季底
開始量產。
蘋果與高通達成和解,並買下英特爾智慧型手機5G晶片事業,但iPhone 12系列將全數搭
載高通5G數據機X55。高通X55是現在唯一同步支援Sub-6GHz及mmWave的5G數據機晶片,蘋
果將依各國5G開通情況,透過韌體調整僅支援Sub-6GHz單頻段或同時支援雙頻段。由於高
通X55採用台積電7奈米量產,在蘋果強勁需求帶動下,高通已大舉預訂2020年7奈米產能
,是讓台積電上半年7奈米產能利用率維持滿載的關鍵原因之一。
台積電11月合併營收月增1.7%達1,078.84億元,創下單月營收歷史新高,較去年同期成
長9.7%,累計前11個月合併營收達9,666.72億元,較去年同期成長2.7%。法人預估,台
積電第四季及全年營收都將創歷史新高,2020年第一季營收僅受工作天數減少影響而小幅
下滑5%以內,第二季之後將逐季創高到下半年,即2020年全年營收及獲利將續創歷史新
高。
3.心得/評論:
封關前不知道有沒有機會上400...
還是總統大選後會掉回300以下讓鄉民們接爽爽呢?!
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