聯發科手機晶片 全球出貨王 - 股票

By Edith
at 2021-05-05T14:17
at 2021-05-05T14:17
Table of Contents
原文標題:
聯發科手機晶片 全球出貨王
原文連結:
https://ctee.com.tw/news/tech/455235.html
發布時間:
2021.05.05
原文內容:
根據研調機構Counterpoint釋出最新報告,聯發科(2454)在2020年超越高通(Qualcomm
)成為全球手機晶片龍頭後,進入2021年後,聯發科將有望保持全球出貨王寶座,且全球
市占率將上看37%,明顯優於高通的31%。
Counterpoint報告指出,聯發科在2021年的手機晶片全球市占率將可望達到37%,高通僅
達31%,代表聯發科將可望持續搶下手機晶片出貨量全球第一名的寶座,且聯發科與高通
的市占率差距將可望從2020年的相差4個百分點擴大到2021年的6個百分點,顯示聯發科
2021年出貨動能仍相當強勁。
Counterpoint認為,聯發科2021年出貨動能仍持續看增的主要原因在於台積電產能全面支
援,使聯發科出貨量相較高通強勁,以及聯發科在4G智慧手機市場又搶下更多市占,推動
聯發科2021年出貨表現可望抱持正面看待。
對比競爭對手高通,市調指出,由於高通在三星德州廠先前遭遇停工影響出貨動能,加上
高通目前主要在三星5奈米製程投片量產,在三星先進製程良率偏低影響下,使高通出貨
表現不如聯發科。
不過單就5G智慧手機晶片市場來看,高通仍舊穩居全球市占王。Counterpoint報告顯示,
高通在2021年的5G市占率約可望達到30%、年成長2個百分點,其次是蘋果的29%、年成
長4個百分點,排名第三的為聯發科的28%、年增13個百分點。
法人指出,由於高通產能受限,因此將手中資源集中在較高毛利的5G手機晶片全力衝刺,
以鞏固獲利表現,聯發科雖然當前僅位居第三,但同樣受惠產能大增,因此使市占大幅成
長,與高通市占僅相差2個百分點。
聯發科2021年營運成長動能相當強勁,第一季稅後淨利就高達257.72億元的歷史新高水準
,每股淨利為16.21元。根據聯發科釋出的第二季財測,預期單季合併營收將落在1,188~
1,275億元的單季新高表現,法人圈預期,聯發科第二季及第三季獲利皆有望逐季成長,
代表可望寫下至少逐季創高第三季的優異表現。
心得/評論: ※必需填寫滿20字
聯發科手機晶片 全球出貨王
看今天的股價 還真的是出貨王
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