突破封鎖! 華為求生戰 找到下個百億美 - 股票
By Joe
at 2020-10-08T11:38
at 2020-10-08T11:38
Table of Contents
突破封鎖! 華為求生戰 找到下個百億美元金雞母
18:432020/10/06 中時新聞網 葉明芳
在美國祭出華為禁令後,有陸媒報導,華為開始計劃轉向NB領域發展,華為內部已訂下NB
銷售目標,2020年銷售目標是訂在數百萬台左右 (法人預估600萬台),營收將達百億美元
,且2021年將會持續擴大發展。
根據數據顯示,今年第二季華為NB產品在大陸出貨數量達到 15.5萬台,市佔約17%,而大
陸最大的PC龍頭聯想出貨量則達21.5萬台,市佔約24%,兩者相差6萬台,其他品牌出貨量
均不到10萬台,市佔不到10%。
產業鏈人士表示,與手機動輒破億級出貨量相較之下,華為NB的出貨明顯差太多,但華為
布局智慧手機以外的其它消費電子產品的決心不變。當美國祭出禁令後,華為目前能做的
事就是要能在這場封鎖戰後還活得下來,並找到另一個產品出路,以等待未來美國能放鬆
管制,重新再起。
以目前的情形來看,華為並不會放棄手機事業,只是目前在美國的打壓下,華為手機業務
空間大為縮減,但可以確定的是與手機相關研發不會停止,當美中關係逐漸緩和後,華為
或許就能馬上推出新手機。只是現在禁令一天不解除,加上高通、聯發科等手機晶片廠沒
拿到出貨許可證的情況下,華為手機晶片庫存最多只能撐到明年上半年,之後就無晶片可
用。
https://www.chinatimes.com/realtimenews/20201006005114-260410?chdtv
心得/評論:
受制於手機業務縮減 華為把重心轉往NB 會危及到台廠獲利嗎?
--
18:432020/10/06 中時新聞網 葉明芳
在美國祭出華為禁令後,有陸媒報導,華為開始計劃轉向NB領域發展,華為內部已訂下NB
銷售目標,2020年銷售目標是訂在數百萬台左右 (法人預估600萬台),營收將達百億美元
,且2021年將會持續擴大發展。
根據數據顯示,今年第二季華為NB產品在大陸出貨數量達到 15.5萬台,市佔約17%,而大
陸最大的PC龍頭聯想出貨量則達21.5萬台,市佔約24%,兩者相差6萬台,其他品牌出貨量
均不到10萬台,市佔不到10%。
產業鏈人士表示,與手機動輒破億級出貨量相較之下,華為NB的出貨明顯差太多,但華為
布局智慧手機以外的其它消費電子產品的決心不變。當美國祭出禁令後,華為目前能做的
事就是要能在這場封鎖戰後還活得下來,並找到另一個產品出路,以等待未來美國能放鬆
管制,重新再起。
以目前的情形來看,華為並不會放棄手機事業,只是目前在美國的打壓下,華為手機業務
空間大為縮減,但可以確定的是與手機相關研發不會停止,當美中關係逐漸緩和後,華為
或許就能馬上推出新手機。只是現在禁令一天不解除,加上高通、聯發科等手機晶片廠沒
拿到出貨許可證的情況下,華為手機晶片庫存最多只能撐到明年上半年,之後就無晶片可
用。
https://www.chinatimes.com/realtimenews/20201006005114-260410?chdtv
心得/評論:
受制於手機業務縮減 華為把重心轉往NB 會危及到台廠獲利嗎?
--
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