進逼英特爾 台積市值衝上5兆元

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2016/10/26 第3814期  |  訂閱/退訂  |  看歷史報份

資訊科技頭條 進逼英特爾 台積市值衝上5兆元
半導體業 聯發科跨越障礙 打進一線品牌
台積Q3專利申請211件 冠全台
台積電漲8年 張忠謀身價暴增
資訊產業 8兆美元商機 科技業瞄準FinTech
宏達電告別機海 改推中高階款
三星攜聯發科 在俄開賣平價機
鴻海股漲 幫蘋果暖場

今日財經頭條

進逼英特爾 台積市值衝上5兆元
記者簡永祥/台北報導/經濟日報
台積電昨(25)日股價再創還原權值後歷史新高,以193元作收,市值首度站上5兆元大關,超越甲骨文,進逼英特爾,並刷新台股上市公司市值新高紀錄。

台積電台灣普通股昨天收當日最高價193元、漲2元;ADR早盤相對淡定,小漲約0.1%至31.46美元,尚未追過歷史新高價31.5美元,總市值相當於約1,628億美元,進逼勁敵英特爾的1,668億美元。

以台積電股本約2,593億元計算,若英特爾最近股價無顯著波動,台積電只要再漲5元,總市值便能超越英特爾,成為全球半導體業市值最高的公司。

台積電股價自2008年來已連漲八年,34萬名股東樂開懷,持股部位大的外資、國發基金受惠最深。台積電董事長張忠謀身價同步大增,以台積電2008年底收盤價計算,八年來張忠謀手中的1.25億股持股,在不計現金股息下,市值大增190億元。

台積電股價在2008年金融海嘯曾跌至歷史低點36.4元,四年後(2012年7月)股價翻倍,市值站上2兆元大關,並於2014年3月突破3兆元,之後再花二年時間達到總市值5兆元的里程碑。

外資昨天買超台積電5,391張,累計持股達79.7%,追平今年9月外資持有台積電股權新高紀錄。台積電股價走高除了反應基本面、第3季營收、毛利率、稅後純益創歷史新高外,台積電在先進製程大幅領先對手,市占不斷提升,本季展望也僅是微幅下滑,優於預期,更是激勵外資買盤不縮手主要憑藉。

尤其台積電董事長張忠謀日前在運動會中表示,非常有信心明年業績還會比今年好,股息也會逐年穩定成長,投資人信心大振。

張忠謀看好台積電未來幾年營運,主要憑藉人才優秀、高昂士氣、團結一致及技術領先等四大因素。這四大因素,加上台積電獨創晶圓代工的創新營運模式,成為台積電稱霸晶圓代工的最大本錢及最強而有力的後盾。

台積電全力拚先進製程,已在10奈米正式超車全球半導體霸主英特爾,雖然台積電內部稱7奈米才是最關鍵戰役,但台積電仍全力衝刺,甚至可能會將量產時程提前,這股拚勁,已非三星和英特爾可匹敵。

 

半導體業

聯發科跨越障礙 打進一線品牌
記者 謝佳雯/經濟日報
聯發科投入3G智慧型手機和平板電腦領域超過五年,打從聯發科進入手機晶片市場,一線品牌客戶就是公司積極求取的對象,如今陸續攻克聯想、小米、亞馬遜、三星等客戶,跨越障礙,也為自家主力產品的市占率站穩腳步。

聯發科當年搭上中國大陸白牌市場崛起之勢,一度在當地取得八成市占率,重新登上台股股王寶座,風光一時;2011年進入智慧型手機領域後,成功和當年名列「中華酷聯」四大天王之一的聯想合作,順利在智慧型手機市場打響名氣。

隨後聯發科逐年拿下中國大陸各大手機品牌廠的訂單,也取得宏達電、華碩、亞馬遜、Google等客戶。

今年更因為重要客戶OPPO的手機大熱賣,成為智慧型手機市場亮眼的黑馬,連帶讓手機晶片供應商聯發科產品一路缺貨,市占率更上一層樓。

今年6月,聯發科也首度敲開全球智慧型手機龍頭廠三星的大門,向最後一哩邁進一大步,等於全球前十大智慧型手機廠中,僅剩蘋果未在客戶名單之內。

今年9到10月間,聯發科的4G手機晶片又相繼獲得北美電信營運商Sprint和Verizon認證,可進入電信營運商通路銷售,更是切入北美市場的重大里程碑。

 

台積Q3專利申請211件 冠全台
記者吳馥馨/台北報導/經濟日報
經濟部智慧局昨(25)日公布第3季智慧財產權趨勢統計,智慧局長洪淑敏表示,受益於台積電專利申請案大幅拉升、鴻海專利申請案止跌回升,第3季整體專利申請案達1.8萬件,年增約0.3%,終結連續13季負成長走勢。

統計顯示,過去幾年因鴻海公司專利申請策略改為「重質不重量」,拖累國內專利申請量連續數季衰退。洪淑敏表示,鴻海申請量已有回升跡象,申請量從第3季開始恢復正成長。

台積電的專利申請量也大躍升。洪淑敏說,今年第1、2季,台積電專利申請量皆只有31件,但第3季跳升到211件,年增1.6倍。事實上,台積電申請專利習慣在案件集中在下半年,預估第4季申請量還會繼續成長。

台積電受益於半導體產業的專利競爭,近年專利申請排名逐年攀升,2013年排名第六、2014年第三、去年第二,由於第3季申請量飆升,累計前三季專利申請排名暫時名列第一。

至於外國人和台灣人的設計專利所分布的領域,洪淑敏說,申請量最多的是日本,分布在交通運輸工具、電子裝置、醫療衛生用品、運動器材;第二名為美國,分布在電子裝置、醫療衛生用品、鞋子、座椅。

 

台積電漲8年 張忠謀身價暴增
記者簡永祥/聯合報
晶圓代工龍頭台積電昨天股價再創還原權值後歷史新高,收盤價一九三元,市值突破五兆元,超越IBM,刷新台股單一上市公司市值新高。

台積電股價一路超高,台積電卅四萬股東樂開懷,尤其外資、國發基金受惠最深。

台積電股價自二○○八年來連漲八年,以二○○八年底股價計算,八年來董事長張忠謀手中的一點二五億股,資產增加一九○億元,今年增速最快,反應台積電受到全球資金關注程度愈來高;外資累計至昨天為止,持股已達百分之七十九點七。

 

資訊產業

8兆美元商機 科技業瞄準FinTech
記者楊雅婷/台北報導/聯合晚報
金融科技浪潮席捲全球,由北威國際、KMPG與第一金投信三方聯合舉辦的「FinTech趨勢、投資、論壇」吸引國內300多位金融、科技業人士出席。北威國際董事總經理劉憶如表示,FinTech帶來了破壞性創新,將改變傳統金融業的生態,如何掌握科技平台上的各種應用行為,正是國內金融業者極待思量的課題。

劉憶如指出,FinTech一詞由Finance和Technology組成,在國內直接翻譯為「金融科技」,而在中國採取「科技金融」,更精準詮釋科技行為如何對金融業帶來改變。

第一金投信海外投資部協理唐祖蔭表示,金融與科技的結合並非第一次發生,60年前,第一張信用卡問市、40年前,第一台ATM提款機誕生,乃至15年前,網路、行動銀行萌芽,都是金融科技的變革,但面對科技技術的高速發展,金融業的演變太過緩慢,早已面臨科技業侵門踏戶的威脅。

唐祖蔭表示,全球金融業年營收達8兆美元,保險占了二分之一、銀行占四分之一,剩下的四分之一則是資產管理、信託、創投等,這塊大餅對科技業具有致命的吸引力。因此,在科技業跨足金融後,將帶來重大的變革,創造出全新的巨大商機。

 

宏達電告別機海 改推中高階款
記者黃晶琳/台北報導/經濟日報
全球智慧手機市場成長趨緩,以華為、OPPO等品牌為首的中國業者積極瓜分低價手機市場,價格廝殺相當激烈。

面對市場變化,宏達電手機策略再次調整,將從「機海戰術」轉向,聚焦再聚焦,轉向中、高階機種。

宏達電智慧手機業務第3季單季逼近損平,算是在低迷的營運表現中,露出一點「新曙光」。

宏達電全球業務銷售總經理張嘉臨表示,近幾季宏達電積極優化智慧手機機種,未來還會再聚焦,將產品結構往上移,聚焦中、高階機種。宏達電近年來智慧手機策略歷經幾次改變,再次重新確立鎖定中、高階機種策略。

由於印度等新興市場智慧手機需求增溫,低價入門手機競爭激烈,張嘉臨表示,入門手機對品牌效益不大,但在營運與布局成本投入卻很高,未來宏達電入門款智慧手機款式會持續縮減。

張嘉臨也認為,觀察一些成功案例,真正有驅動力的產品還是少數機種,而策略上除產品線聚焦,在市場、行銷、研發人力分配上都要「聚焦、聚焦、再聚焦」。

 

三星攜聯發科 在俄開賣平價機
記者謝佳雯/台北報導/聯合報
外電報導指出,聯發科和全球智慧型手機龍頭三星合作推出的首款手機,已正式在俄羅斯開賣,訂價一萬盧布,折合新台幣超過四千三百元。法人認為,若新手機銷售量佳,將有利於聯發科的晶片出貨量,但對毛利率可能較為不利。

聯發科今年六月首度打進三星的手機供應鏈,拿到J系列和A系列兩款機種訂單,其中又以J系列較多,將出貨入門級的四核心6位元全模晶片「MT6737」(指晶片代號),以及今年超熱賣的主流級六十四位元八核心全模晶片「MT6750」。

經過三個月準備期,聯發科對三星已於十月正式出貨。據多家外電報導指出,這款三星和聯發科合作的首款手機名為「Galaxy J2 Prime」,部分市場命名為Galaxy GrandPrime+。聯發科對於客戶端訊息一律不予評論。

外電報導指出,Galaxy J2 Prime將內建聯發科1.4GHz四核心處理器「MT6737」(指晶片代號),採用五吋觸控螢幕、解析度為540×960,並搭配1.5GB/2GB RAM和Mali T720 GPU。

智慧型手機晶片供應鏈指出,聯發科自本月起正式出貨給三星,未來每月會拉高到百萬顆等級,如以明年一整年來看,整體出貨量可達六千萬顆到八千萬顆左右。

不過,通常台廠出貨三星的毛利率一般不會太好,法人預期,這筆三星訂單可能使聯發科第四季毛利率下降約一至三個百分點左右,恐使本季毛利率失守百分之卅五。

 

鴻海股漲 幫蘋果暖場
記者尹慧中/台北報導/經濟日報
蘋果財報發布前,市場預期將釋出正面展望,加上期待下世代iPhone換機潮轉強,推動蘋果主力組裝廠鴻海昨(25)日股價大幅走高,登上逾一個月來新高,市值重返1.47兆元之上。

鴻海昨日股價以85.7元作收、上漲1.5元,是9月2日除權息以來波段新高,距離填權息的目標87.4元價差收斂至1.7元,市場解讀是提前為蘋果投資人會議暖身。法人認為,若蘋果財報與展望優於預期,鴻海最快本周可完成填權息。

市場人士樂觀預期,蘋果iPhone 7與iPhone 7 Plus出貨10月開始放量,預料對於蘋果業績以及供應鏈營運皆有顯著挹注,鴻海為iPhone 7最大組裝廠,受惠大。

由於三星Galaxy Note 7停產,分析師對於蘋果大尺寸旗艦機展望轉趨更樂觀。據機構分析師與供應鏈調查統計平均,預估蘋果今年10月至12月iPhone銷售量將破8,000萬支,其中,iPhone 7 Plus占比將過半,隨銷售達到高峰、也將推動組裝廠進入傳統旺季。

另一方面,市場也寄望下世代iPhone明年的銷售表現。分析師指出,由於今年蘋果在iPhone銷售表現疲弱,因此在基期低的基礎上,預期明年蘋果iPhone銷售較能實現年成長。

Business Insider最新報導引述分析師看法指出,明年適逢iPhone十周年預期規格大幅升級,加上屆時超過四成iPhone用戶手機機齡將滿兩年,因此換機需求將較今年顯著提升。

蘋果今年iPhone 7與iPhone 7 Plus首波銷售市場較往年大幅提升至28個,加上隔周又新增30個國家,市場預期,隨著初期銷售市場大增,將能抵銷部分大中華區域銷售疲軟的影響。

 

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一年一度的萬聖節即將來臨,還在煩惱今年不知道要變裝成什麼?或許你可試試來超夢幻魔女宅急便世界中玩變裝,過個另類的萬聖節喔!

 

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