三星有望抢到A12处理器订单?台积电:我全包了

Release time:2017-07-21
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source:工商时报
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韩国媒体报导,明年苹果会将部份A12处理器(AP)订单由台积电(2330)转至三星,驻台外资圈对此消息颇不以为然,港商德意志证券半导体分析师周立中昨(20)日仍看好明年A12订单依旧由台积电全拿,带动股价上涨1元、收在215.5元,稳定迈向填息之路。

美系外资券商主管指出,今年台积电填息之路花了较长时间,一方面是除息前股价已频创新高,另一方面中国智能型手机芯片库存去化延长至第3季、致使第3季营运成长动能低于外资圈预期,但技术门坎并未降低,也因此剩下的1.5元填息价差可望在近几个交易日完成。

美系外资券商主管表示,尽管第3季营运展望不若外资圈预期强劲,并未影响台积电股价走势,尤其是美国存托凭证(ADR)19日再涨1.51%后,收盘价36.41美元已直逼前波历史新高的36.92美元,一旦突破,对台股现货股价将具有强烈指针意义。

而周立中表示,基于下列3项因素考虑,明年苹果A12订单还是会稳稳留在台积电手中:

一、明年台积电将是唯一可提供7奈米产能的晶圆代工厂,且台积电7奈米的PPA(性能、功耗与面积)将会比三星10奈米+与8奈米要好20%至30%。

二、台积电整合型扇出型封装(InFO)技术的速度效能较传统的覆晶技术要好10%,而欠缺InFO技术的三星虽积极切入面板级扇出型封装(FOPLP),但与台积电InFO相比,不但良率低且成本高。

三、过去5年来,台积电持续强化获利结构,若三星以较台积电7奈米ASP还要低20%的8奈米抢进苹果AP订单,明年苹果AP订单毛利率可能仅有25%,意味着营业损失。

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