高通拚5G釋善意,聯發科繃緊神經 - 股票

By Ula
at 2018-05-03T10:40
at 2018-05-03T10:40
Table of Contents
1.原文連結:
http://www.chinatimes.com/realtimenews/20180503001656-260410
2.原文內容:
高通拚5G釋出最大善意!傳出高通有意在後續降低5G專利授權費,市場解讀,高通此
舉偏向「短空長多」,儘管短線會讓授權費收入降低,但長線將有利於其在5G市場上
贏得更多商機,高通和聯發科(2454)一直為競爭關係,如今高通針對即將到來的5G世代
,率先對市場展現誠意,這勢必也將讓聯發科未來在5G市場中與高通的競爭再添變數,
聯發科今股價聞訊走跌,跌幅逾3%。
最新消息指出,高通有意降低其在5G的專利授權費,考慮捨棄按照成本百分比收費,
儘管預計後續所有智慧型手機都將受惠,但市場多解讀高通此舉的重點就是針對蘋果,
因為高通目前和蘋果有多項專利訴訟正在進行中,加上先前也傳出蘋果有意在2018年iPhon
e的基頻晶片改採用英特爾,捨棄高通,也因此,高通會在此時宣布降低其在5G的專利授
權費,是期望可以讓透過此舉讓與蘋果的合作關係回溫。
聯發科日前法說會甫落幕,執行長蔡力行就指出,聯發科在5G的布局上相當積極,為迎戰
2020年的商轉,預計2019年就會將5G產品送樣讓客戶測試,初步會以智慧型手機為主,市
場則預估會以大陸為首波。
3.心得/評論:
MTK法說後這幾天的股價........看來不妙
400哥怎看呢?
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