聯發科初體驗,蔡力行給自己90分 - 股票

By Poppy
at 2017-12-27T16:30
at 2017-12-27T16:30
Table of Contents
1.原文連結:
http://www.chinatimes.com/realtimenews/20171227003854-260410
2.原文內容:
蔡力行自中華電(2412)卸任中華電董事長後,於今年6月接任聯發科(2454)共同執行長,
他對自己近半年的表現打上90分的高分,他強調,主要是因為聯發科有很堅強的團隊,未
來,他強調,聯發科必須積極強化關鍵技術,以免被邊緣化。
蔡力行上任聯發科共同執行長將近半年,他給自己打上90分,他強調,主要是因為聯發科
有很好的團隊,至於剩下的10分該如何努力,他則說,「留到明年給大家打」,蔡力行表
示,聯發科不僅會在行動業務上搶回市占率,其餘包括智慧語音、物聯網(IoT)、電源管
理以及客製化晶片(ASIC),這些業務預計未來1~2年都會有雙位數成長,整體營收占比會
上看逾30%,另外,聯發科也會持續爭取和國際一線大廠合作,除繼續深耕中國大陸、新
興市場外,更為繼續擴大北美市場投資,聯發科除了台灣,在美國、歐洲等有擁有豐富的
高階技術人才,蔡力行也強調,聯發科也會繼續徵才,除北美市場外,全球市場都會,有
很好的能力,蔡力行表示,「不僅是雇人、重點是雇到對的人」,尤其在高階技術、業務
面更是有高度需求。
蔡力行表示,聯發科未來會持續投資關鍵技術,在競爭的環境下,產業併購時有所聞,唯
有自己有核心技術的能力,才會持續有價值。後續聯發科會持續瞄準AI、5G、NB IoT、
802.11ax以及車用電子相關技術等,都會朝向作出和市場差異性產品為目標,讓公司市值
一步一步穩定的往上走。
展望明年智慧機市場,蔡力行表示,目前看好明年的智慧機市場看來還是平穩的局面,而
中國大陸市場則是緩慢,主要是換機周期拉長所致,新興市場相對應該會比較樂觀,整體
智慧機市場發展定調為審慎樂觀。
3.心得/評論:
我覺得 100 分 !
--
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