台積電年報透露 蘋果佔營收比22%、去年 - 股票
By Liam
at 2018-04-21T19:11
at 2018-04-21T19:11
Table of Contents
1.原文連結:
http://news.ltn.com.tw/news/business/breakingnews/2401491
2.原文內容:
台積電年報透露 蘋果佔營收比22%、去年貢獻2142億
2018-04-20 16:31
〔記者洪友芳/新竹報導〕受蘋果手機需求疲軟、挖礦加密貨幣不確定性高的變數影響,
晶圓代工龍頭廠台積電(2330)昨下修今年營收,以美元計約成長10%,低於上季預期成
長10%到15%,展望第2季也不如預期,到底蘋果對台積電有多重要?根據台積電股東會年
報顯示,最大咖客戶佔營收比重達22%,貢獻年營收2142億元,難怪蘋果賣不好,衝擊台
積電營運跟著下滑。
台積電法說會沒有指明哪一家高階智慧型手機需求疲軟,也不對單一客戶評論,但明確指
中國智慧型手機市場需求回溫,法人推估應該是蘋果的iPhone X銷售量下滑衝擊台積電營
運。
從台積電新公布的股東會年報顯示,去年最大咖的「甲」客戶佔營收比重達22%,貢獻年
營收2142億元,遙遙領先居次的「乙」客戶(佔營收比7%、貢獻營收640億元),「甲」
客戶前年佔台積電營收比重17%、貢獻1571億元,法人認為,連續2年佔台積電營收逾10%
「甲」客戶應該為蘋果,也是推升台積電成長的主力客戶之一。
台積電從蘋果的iPhone 6起與韓國三星分食蘋果的A9處理器訂單,因市場測試出台積電生
產效能優於三星,加上三星與蘋果打侵權訴訟,台積電接續全拿蘋果iPhone的A10、A11處
理器的代工訂單,蘋果並躍居台積電最大客戶,前兩代手機產品賣得好,也帶動台積電營
收與獲利創新高。
3.心得/評論:
蘋果佔台積電營收22%
週五台積電已經先反應6%
如果再補跌15%
反而可以考慮進場
--
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