彭双浪樂觀 TV換機潮來了

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2016/10/28 第3816期  |  訂閱/退訂  |  看歷史報份

資訊科技頭條 彭雙浪樂觀 TV換機潮來了
半導體業 高通併恩智浦 不利聯發科
資訊產業 宏達電攜手三創 開設VR樂園
軟硬體業搶進 看好VR成長性
特斯拉拉貨力道猛 貿聯急擴產
攜手4大咖 研華打造完整物聯網解決方案
保毛利 蘋果恐再砍價供應鏈
網際網路 行動商務 躋身電商成長主力

今日財經頭條

彭雙浪樂觀 TV換機潮來了
記者蕭君暉/台北報導/經濟日報
友達董事長彭双浪昨(27)日表示,中國大陸與美國第3季液晶電視銷售量年增率分別為7%及5%,新興亞洲地區(印度及印尼等地),甚至是兩位數成長,全球已開發國家進入液晶電視史上第一次換機潮,將帶動電視平均出貨尺寸不斷上揚。

友達總經理蔡國新表示,受惠成熟國家換機,以及新興國家替代映像管電視的雙重效應帶動下,今年電視面板平均尺寸可以成長2吋(每增長1吋可以去化一座8.5代廠產能),預期2017年換機潮持續,平均尺寸還能再成長1吋以上。

友達視訊產品事業群總經理廖唯倫分析,液晶電視曾經在2009至2010年在歐美等成熟市場經歷快速成長期,目前已經步入換機潮,預估全球將有3億台電視需要替換。當年液晶電視的主流尺寸為32至42吋,平均零售價為400至900美元,現在同樣的價格,可以買到43至55吋,甚至是更大的尺寸,尤其是中國與美國市場,偏好60及65吋的超大電視。

蔡國新表示,液晶電視的大尺寸與高解析度趨勢不會改變,例如中國十一五周(9月5日至10月9日)液晶電視銷售仍正成長,4K占比高達68%,50吋以上占比達52%。

 

半導體業

高通併恩智浦 不利聯發科
記者謝佳雯/台北報導/經濟日報
高通確定以470億美元天價併購恩智浦,法人認為,由於兩家均為台積電客戶,對晶圓代工供應鏈改變不大,但會拉開與勁敵聯發科的競爭距離,豎立規模經濟的高牆,更加速在車用、物聯網、行動支付等新興領域布局。

就高通釋出的資料來看,併購恩智浦後,不僅公司全年營收可呈現跳躍式成長,光是在車用與物聯網的營收亦可直接拉高到102億美元,比目前高通本身的18億美元高出近4.7倍,還可加速在車用、物聯網、行動支付等新興領域的布局。

高通併購恩智浦將於明年底完成,屆時,新高通的年營收一舉拉高到350億美元,成長四成,將擠下併購博通的安華高,重新奪回全球IC設計業龍頭寶座。

對於後段晶圓代工、封測等半導體供應鏈來說,高通、恩智浦都是無晶圓廠,與台積電、日月光等台廠原本就密切合作,法人認為,併購後,對於供應鏈影響不大,但對於台系競爭對手來說,會豎立起較高的競爭障礙。

對照國內IC設計龍頭聯發科,雖然經過連年併購,今年營收規模還不到2,500億元;高通藉由併購恩智浦,將年營收規模一舉拉高到350億美元,折合新台幣已達兆元級,是聯發科短時間難以突破的高牆。

 

資訊產業

宏達電攜手三創 開設VR樂園
記者彭慧明/台北報導/經濟日報
宏達電聯手三創生活園區開設台灣第一家「VIVELAND」虛擬實境樂園,讓消費者體驗VR娛樂內容,享受虛擬實際樂趣。開幕前的試玩員就是宏達電董事長王雪紅及三創董事長郭守正。HTC VR新技術部門副總經理鮑永哲表示,希望建立VR商業模式,帶動開發者投入開發更多有趣的產品。

VIVELAND初期訂定每月營業額目標200萬元,希望一年後擴大營運。VR技術在國內外至今多為免費體驗,但有企業想推動商業化機制,宏達電找上三創生活開設第一個展區,占地100坪,有包廂式體驗空間和VR遊戲台。本月29日正式開放,試營運六個月。

根據VIVELAND收費標準,不同項目、遊戲的價格不一。

主要的四個遊戲每次從150元至250元不等,最新的混合實境(MR)體驗區每15分鐘收費300元,包廂是30分鐘400元,不含包廂、每個體驗關卡都玩一遍,收費1,300元,只玩四個遊戲也要800元。

鮑永哲說,尚未確定下一步展店計畫,目前重點是針對營運狀況隨時調整、觀察和蒐集消費者回饋等,遊戲會不定期更新,但沒完全確定是否採取會迅速展店的策略,未來若要展店,會以直營店為主。

他說,設立體驗遊樂園是要建立VR可以收費營運的模式,吸引更多開發者投入,並能獲利。

三創生活營運副總經理王國瑞說,下一個拓展的VR據點可能在大陸、歐洲或東南亞,或在台灣開出第二家,但目前還沒有確定計畫。

王雪紅和夫婿陳文琦,以及郭守正都先來測試當「試玩員」。

王國瑞說,現在按次計費或是按時間計費的模式,是經過問卷調查及體驗遊戲時的用戶回饋,但資費可以有更彈性的模式,例如團體包場、套票或是其他收費模式,都可以再評估。

 

軟硬體業搶進 看好VR成長性
記者彭慧明/台北報導/經濟日報
虛擬實境(VR)技術應用服務今年蓬勃發展,網路業者Google、Facebook積極投入;硬體業者有三星、宏達電捉對廝殺。隨著業者推出更多VR硬體,IDC指出,市場將2016年視為虛擬實境等技術發展應用元年,看好此類技術發展創造高額營收。

IDC調查,預期包含虛擬實境與擴增實境技術今年創造的營收將達52億美元。

但從2015年至2020年,VR技術成長率高達181.31%,估計未來市場規模可達1,620億美元。

Google去年推出紙做的「Cardboard」,號稱是「窮人VR」。Google推出解決方案VR View,可輕易做出360度照片和視頻。今年5月開發者大會推出Daydream平台,新一代Android系統也會加入VR模式,另有VR頭戴頭盔及控制器的開發標準,以及多款應用。Google傾向可在手機觀看VR影像,宏達電、中興、華為、小米、三星、LG等將是第一批合作夥伴。

天貓將在今年雙11購物節推出全球首個虛擬現實購物商場「Buy+ 頻道」。阿里巴巴用1元價格出售15萬個類似Google的Cardboard,讓用戶體驗虛擬實境購物的感覺,15秒完成訂單。

 

特斯拉拉貨力道猛 貿聯急擴產
記者詹惠珠/台北報導/經濟日報
美國電動車大廠特斯拉預估下半年交車5萬輛可以達陣,且超級電池工廠有助新車如期交貨,台廠供應鏈的貿聯-KY已準備為特斯拉擴產,且未來還會交貨新產品,崧騰則新打入特斯拉供應鏈,接獲高壓連接器訂單。

特斯拉賺錢的消息傳來,且執行長穆斯克看好第4季仍將持續獲利,相關概念股如貿聯、和大昨天股價都受此激勵上漲。

據了解,貿聯目前正積極擴充產能,以因應特斯拉的需求,且除了原來的車用線束外,會再新增其他的品項,據了解,由於貿聯會取得逾五成以上的占比,將會為特斯拉擴產,不排除以購買新廠的方式快速滿足客戶的需求。

 

攜手4大咖 研華打造完整物聯網解決方案
記者曾宛琳/台北報導/聯合晚報
工業電腦大廠研華(2395)今在6 Embedded IoT Partner Summit夥伴高峰會議上宣布,將攜手Intel、 Microsoft、ARM、IBM等廠商,打造從端至雲的完整物聯網解決方案,並將共同合作方案推廣至世界各角落,以加速各產業走向智能化應用。

研華科技董事長劉克振表示,物聯網新紀元才正要展開,而未來將有三大潮流引領物聯網世界,包含物聯網技術的普及運用、共享經濟的發酵應用、企業逐步走向平台化經營,而研華也將奠基在此基礎上,將IoT嵌入式平台事業群建構為專注的分享平台商業模式。

研華近幾年來皆以「驅動智慧城市創新 共建物聯產業典範」作為物聯網成長的願景;此次與Intel、Microsoft、ARM、IBM等夥伴合作,是協同合作的最佳展現。

 

保毛利 蘋果恐再砍價供應鏈
記者尹慧中、謝艾莉、劉芳妙/台北/經濟日報
蘋果大中華區銷售持續萎縮,業績成長動能受壓抑,且面臨毛利率下滑壓力,市場憂心蘋果為保住毛利率,恐再對供應鏈砍價。

供應鏈透露,蘋果10、11月對iPhone 7零組件拉貨動能仍持續;至於砍價壓力,有業者私下透露確實存在,但多是舊機種的零組件。PCB廠商直言,蘋果對於供應鏈砍價已是常態,「不砍價才奇怪」,供應商也積極開拓新應用領域,避免單一客戶過度集中的風險。

針對蘋果財報表現不佳,和碩董事長童子賢昨天表示,短期一個月或一季的上升或下滑、或者單一產品的上升或下滑「不要太在意」。

 

網際網路

行動商務 躋身電商成長主力
記者曾宛琳/台北報導/聯合晚報
在智慧型手機快速發展與應用下,行動裝置已改變商業模式,因應行動時代,行動商務逐漸崛起,根據SP eCommerce的數據顯示,台灣電子商務2015年達到340億美元,主要的成長來自行動商務;相較2013年的255億美元,成長率高達10%到20%,顯示台灣電子商務與行動商務市場持續成長。

Facebook委託市調機構TNS調查「購買歷程解鎖:手機購物行為」發現,84%台灣消費者幾乎都是手機不離身,比起使用網頁,35%消費者更習慣使用App,這樣的現象也明顯反映在行動商務的成長,57%的消費者會更常使用手機網頁瀏覽商品,使用App逛街的消費者也高達54%。

此外,TNS研究也發現一個有趣現象,一般認為網購年齡層較偏向年輕人,但在台灣,老年人的網購經驗持續上升;12到65歲的人平均於線上消費佔總平均的14%。

 

當孩子的情緒風暴來臨,該怎麼辦?
人是情緒的動物,會感到開心、快樂,自然也會有生氣、悲傷等負面情緒來襲,當孩子遭遇心理壓力時,該如何適當的表達、抒解情緒呢?透過討論,幫孩子找到抒發的管道,並以平常心來看待每種情緒來臨,學習與它和平共處。

先別管大蜘蛛了!你有聽過夏康嗎?
夏康原是中南美洲墨西哥一帶的舞曲,在歐洲第一波地理大發現後,這些地區成為西班牙殖民地,音樂也在十六世紀隨之傳入西班牙,「夏康」之名據現有資料指出,應是來自巴斯克語。

 

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