技嘉出貨續強 2021營收挑戰千億 - 股票

By Hedda
at 2020-12-24T12:27
at 2020-12-24T12:27
Table of Contents
https://reurl.cc/R1xRpx
《電腦設備》技嘉出貨續強 2021營收挑戰千億
【時報-台北電】時序接近年底,台系板卡廠陸續在25日周末前後截單,結束今年度的出
貨作業。技嘉(2376)最後截單日訂在26日,近日並甫進行中國區代理商線上大會,以今
年在中國大陸顯卡的銷售成績來看,技嘉交出年增七成的價量齊揚表現,並預期成長動能
將延續至明年上半年外,看好整體主板、顯卡及伺服器等業務都有增長利多,內部訂下20
21年營收拚挑戰千億元大關。
儘管今年第一季受到疫情影響產能一度斷供,但技嘉在庫存仍能補上,加上第二季後中國
礦場因應以太坊將進行升級、擴大掃進特定型號的輝達及超微顯卡,帶動技嘉顯卡出貨力
道持穩增溫。
尤進入下半年後,在輝達與超微兩大業者皆推出新一代的顯卡新品、啟動新舊世代產品交
替期之際,因新舊品供貨分別因芯片停產及新品供貨嚴重吃緊,市場供不應求的情況估得
至明年上半年後才能消化,更加拉抬技嘉下半年顯卡出貨有優於預期的表現。
技嘉於日前召開的中國區代理商大會中揭穿,截至今年11月底為止,技嘉在中國區顯卡的
銷售量及銷售額,分別有達七成以上及近七成的年增表現,全年拚雙位數增長目標順利提
前達陣,內部也針對明年設下維持雙位數增長的積極目標。
以整體主板、顯卡、電競周邊及伺服器等四大產品區塊來看,技嘉樂估在市場需求延續下
,能見度至少已達明年第一季。法人預期,技嘉第四季在迎來史上最旺第四季後,明年第
一季在主板、顯卡出貨續旺下,將將能維持季對季有持平以上的表現。
累計今年前十一個月技嘉營收已達778.98億元、年增逾36.5%,預期全年突破800億元大
關的新高已無懸念。依近五年多來技嘉內部持續以板、卡、伺服器業務拚雙位數增長目標
來看,法人樂看技嘉2021年可望首度挑戰年營收千億元關卡。(新聞來源:工商時報─記
者翁毓嵐/台北報導)
心得:
芯片供不應求
技嘉大利多!
加上疫情影響 宅經濟發酵
技嘉持續看旺到明年Q1Q2
股價也開始要爆噴嘍
--
《電腦設備》技嘉出貨續強 2021營收挑戰千億
【時報-台北電】時序接近年底,台系板卡廠陸續在25日周末前後截單,結束今年度的出
貨作業。技嘉(2376)最後截單日訂在26日,近日並甫進行中國區代理商線上大會,以今
年在中國大陸顯卡的銷售成績來看,技嘉交出年增七成的價量齊揚表現,並預期成長動能
將延續至明年上半年外,看好整體主板、顯卡及伺服器等業務都有增長利多,內部訂下20
21年營收拚挑戰千億元大關。
儘管今年第一季受到疫情影響產能一度斷供,但技嘉在庫存仍能補上,加上第二季後中國
礦場因應以太坊將進行升級、擴大掃進特定型號的輝達及超微顯卡,帶動技嘉顯卡出貨力
道持穩增溫。
尤進入下半年後,在輝達與超微兩大業者皆推出新一代的顯卡新品、啟動新舊世代產品交
替期之際,因新舊品供貨分別因芯片停產及新品供貨嚴重吃緊,市場供不應求的情況估得
至明年上半年後才能消化,更加拉抬技嘉下半年顯卡出貨有優於預期的表現。
技嘉於日前召開的中國區代理商大會中揭穿,截至今年11月底為止,技嘉在中國區顯卡的
銷售量及銷售額,分別有達七成以上及近七成的年增表現,全年拚雙位數增長目標順利提
前達陣,內部也針對明年設下維持雙位數增長的積極目標。
以整體主板、顯卡、電競周邊及伺服器等四大產品區塊來看,技嘉樂估在市場需求延續下
,能見度至少已達明年第一季。法人預期,技嘉第四季在迎來史上最旺第四季後,明年第
一季在主板、顯卡出貨續旺下,將將能維持季對季有持平以上的表現。
累計今年前十一個月技嘉營收已達778.98億元、年增逾36.5%,預期全年突破800億元大
關的新高已無懸念。依近五年多來技嘉內部持續以板、卡、伺服器業務拚雙位數增長目標
來看,法人樂看技嘉2021年可望首度挑戰年營收千億元關卡。(新聞來源:工商時報─記
者翁毓嵐/台北報導)
心得:
芯片供不應求
技嘉大利多!
加上疫情影響 宅經濟發酵
技嘉持續看旺到明年Q1Q2
股價也開始要爆噴嘍
--
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