網通下個爆發商機 100G交換器正夯 - 股票
By Dinah
at 2017-10-08T19:53
at 2017-10-08T19:53
Table of Contents
1.原文連結:goo.gl/HjTrRp
※過長無法點擊者必須縮網址
2.原文內容:(中央社記者田裕斌台北2017年10月8日電)網通業除了等待5G時代帶來爆發性的成長之
外,100G交換器的需求已在近期浮現,其中尤以智邦 (2345) 最具代表性,股價率先衝上
100元大關。
100G交換器的需求最早來自於北美網路業者的需求,包括臉書(facebook)、亞馬遜
(Amazon)為了因應流量大增,大舉建置數據中心,加上中國大陸即將在貴州進行建置數據
中心的大型專案,讓100G交換器的需求正式浮現,國內除了拿下國際大廠訂單的智邦外,
明泰 (3380) 、台達電 (2308) 旗下的達創也都擁有相關技術。
國內法人表示,主要網路服務業者(ISP)業者臉書與亞馬遜持續佈建數據中心至2018年後
,100G交換器預期未來3至5年將成為市場主流;根據市調機構Dell’Oro預估,整體100G
數據中心產值2017年倍增,2018年成長超過60%,將帶動供應鏈100G交換器應用營收貢獻
快速成長。
其中,智邦100G交換器產品線廣度與研製能力領先同業,主要市場在美國,營收占比亦高
於同業,國內法人估計,100G交換器今年占智邦營收比重達35%,明年營收還可成長15%至
20%。
至於明泰雖然出貨比重不如智邦,但將受惠在客戶供貨比重提升與基期低的優勢,相關產
品營收將倍增,成長性更強。
法人強調,中國大陸網通設備廠,近年競爭力提升,加以保護主義明顯,近年市占率快速
提升,其中,華為市占率較高,中興與新華三市占率雖較低,但逐季成長,受惠十三五計
畫與超算中心建置將增加數據中心營運點,100G交換器在中國大陸市場需求將快速成長,
由於過去中國大陸在交換器以進口為主,未來網通廠要出現爆發性成長,100G交換器勢必
成為競逐的標的。
3.心得/評論:3380雖然相對於智邦,是屬於偏二線,目前線型底部反轉,
雖然上方有許多冤魂,不知道會不會經由這波100g突破30
畢竟3380只要突破30,就是一望無際的狂阿
而2345搭配者100G題材,據說裡面訂單滿載,甚至會旺到明後年
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