穩懋不給力 外資恐降評 - 股票
By Jessica
at 2018-10-24T08:22
at 2018-10-24T08:22
Table of Contents
1.原文連結：
https://www.chinatimes.com/newspapers/20181024000401-260206
2.原文內容：
極富人氣的蘋概大將穩懋（3105）昨（23）日接棒舉行法說會，但無論是上季毛利、獲利
，乃至本季展望，全都不符市場預期，外資分析師直言，穩懋遭遇上季財報、本季財測雙
重利空侵擾，恐將引動外資圈新一輪下修潮。
針對穩懋VCSEL事業，里昂提出不確定因子：1.蘋果明年iPhone後鏡頭是否採用3D感測是
未定數，且就算採用，也可能只是三款新機其中一款。
2.蘋果更重視RF UWB（超寬帶無線通訊技術）ToF技術，並借重台積電技術含量，勝過投
入VCSEL ToF。
3.VCSEL供應商如Finisar、II-VI、AMS來勢洶洶，2019～2020年前鏡頭3D感測將對穩懋施
加更多瓜分訂單、價格壓力。
4.Android陣營智慧機把三鏡頭視為優先選項，明年採用3D感測比例不高。
3.心得/評論：
版上多空交戰
法說前一天外資賣3000張後出這新聞
今天方向往..？
--
https://www.chinatimes.com/newspapers/20181024000401-260206
2.原文內容：
極富人氣的蘋概大將穩懋（3105）昨（23）日接棒舉行法說會，但無論是上季毛利、獲利
，乃至本季展望，全都不符市場預期，外資分析師直言，穩懋遭遇上季財報、本季財測雙
重利空侵擾，恐將引動外資圈新一輪下修潮。
針對穩懋VCSEL事業，里昂提出不確定因子：1.蘋果明年iPhone後鏡頭是否採用3D感測是
未定數，且就算採用，也可能只是三款新機其中一款。
2.蘋果更重視RF UWB（超寬帶無線通訊技術）ToF技術，並借重台積電技術含量，勝過投
入VCSEL ToF。
3.VCSEL供應商如Finisar、II-VI、AMS來勢洶洶，2019～2020年前鏡頭3D感測將對穩懋施
加更多瓜分訂單、價格壓力。
4.Android陣營智慧機把三鏡頭視為優先選項，明年採用3D感測比例不高。
3.心得/評論：
版上多空交戰
法說前一天外資賣3000張後出這新聞
今天方向往..？
--
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