动感疯牛
2021-01-09
某为不能下订单,影响着哪门子的营收,那么多订单排着队。文章请勿歪屁股。
财报前瞻:台积电Q4营收再创新高,股价会继续跟涨吗?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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韭菜们冲啊
2021-01-12
韭菜们冲啊
键盘侠,悠着点
动感疯牛
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悠着点啥,哪说错了
自由君
2021-01-12
自由君
不启用鸿蒙是为了给安卓一口饭吃,哈哈哈哈😄
蔚莱
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哈哈哈高级黑
丈娘
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哈哈哈哈
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tg-height=\"130\"><b>Q3业绩回顾:5nm发力,台积电Q3业绩全面超指引上限</b></p><p>受益于5G和HPC驱动,台积电2020Q3业绩创新高。全球晶圆代工龙头台积电发布2020Q3财报,公司2020Q3实现营业收入121.4亿美元(+29.2%),大超业绩指引(112-115亿美元),实现归母净利润47.34亿美元(+43.85%),持续创下单季度业绩历史新高。</p><p>公司营收增长主要源于下半年大客户5G旗舰手机上市以及疫情背景下全球数字化转型加速对智能手机、高性能运算领域的先进制程芯片需求的提升。</p><p>按下游应用拆分来看,智能手机(环比+12%)和HPC(环比+25%)、IoT(环比+24%)合计营收占比超九成;按制程拆分来看,先进制程营收占比持续提升,16nm及以下制程收入占比达到61%(环比+7pct),细分来看,16nm/7nm/5nm占比分别为18%/35%/8%,其中5nm为首次贡献收入;2020Q3公司毛利率和净利率分别为53.4%(环比+0.4pct)和38.5%,毛利率上升的原因主要为产能利用率的大幅提升抵消了5nm投产带来的毛利率稀释。</p><p>受益于5G、HPC强劲需求,公司在业绩会展望预测Q4营收将继续创新高达到124-127亿美元(+17.1%~20.0%),毛利率区间为51.5%~53.5%,全年以美元计算的营收增速有望达到30%。</p><p><b>Q4展望:营收创新高的台积电,股价会继续跟涨吗?</b></p><p>苹果芯片代工厂商台积电周五公布初步财务数据:在苹果5G版iPhone强劲需求推动下,台积电第四季度营收达3615亿新台币(约合129亿美元),创历史新高。<img src=\"https://static.tigerbbs.com/e1a65baf1f560984b2621a2b5482dc98\" tg-width=\"600\" tg-height=\"136\">台积电表示,该公司12月份销售额为1174亿新台币(约合42亿美元)。再加上此前的月度销售数据,其第四季度营收达到创纪录水平。不过,这个数字略低于3640亿元新台币(约合130亿美元)的平均预期。该公司预测,从长远来看,5G和高性能计算相关产品的行业“大趋势”将继续推动其营收增长。</p><p>台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。</p><p>2020年是5nm工艺爆发的一年,三星和台积电依靠给新工艺芯片赚取了巨大了利益,例如英伟达新GPU以及苹果A14芯片以及M1处理器等。</p><p>遗憾的是,由于某些原因,台积电第二大客户华为被迫与台积电中断合作,这在一定程度上影响了台积电今年的营收。此外,高通也将5nm旗舰芯片骁龙888的代工订单转交给了三星,由此也对台积电今年的利润产生了一定影响。但是无论如何,台积电2020年的收益仍然创下了新高。</p><p>台积电作为全球晶圆代工龙头,是整个晶圆代工行业发展的风向标。研发方面,公司3nm和4nm制程进展顺利,预计均将于2022年量产;公司将全年Capex预期上调至170亿美元,预示下游5G手机和HPC对先进制程的需求将持续旺盛;市场空间方面,公司将2020年晶圆代工行业的增速预测调升至20%,预示着半导体产业景气度仍将上行。</p><p>截至1月11日收盘,台积电涨3.29%,报122.60美元。截至发稿,台积电盘前涨1.86%,报124.88美元。<img src=\"https://static.tigerbbs.com/3cb084cc89f0ceace60f5ea2371d1383\" tg-width=\"771\" tg-height=\"539\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻:台积电Q4营收再创新高,股价会继续跟涨吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-12 18:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>已经于1月8日公布初步财务数据:在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>5G版iPhone强劲需求推动下,芯片代工厂商台积电第四季度营收达3615亿新台币(约合130亿美元),创历史新高。台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。台积电定于1月14日公布详细财报。</p><p>台积电股价在过去12个月里累计上涨了70%以上,并在上周五创下新高。</p><p><b>以下为彭博关于台积电2020年Q4业绩的预期:</b><img src=\"https://static.tigerbbs.com/bd75b270ecba1cc41000b6bc7141b0b1\" tg-width=\"553\" tg-height=\"130\"><b>Q3业绩回顾:5nm发力,台积电Q3业绩全面超指引上限</b></p><p>受益于5G和HPC驱动,台积电2020Q3业绩创新高。全球晶圆代工龙头台积电发布2020Q3财报,公司2020Q3实现营业收入121.4亿美元(+29.2%),大超业绩指引(112-115亿美元),实现归母净利润47.34亿美元(+43.85%),持续创下单季度业绩历史新高。</p><p>公司营收增长主要源于下半年大客户5G旗舰手机上市以及疫情背景下全球数字化转型加速对智能手机、高性能运算领域的先进制程芯片需求的提升。</p><p>按下游应用拆分来看,智能手机(环比+12%)和HPC(环比+25%)、IoT(环比+24%)合计营收占比超九成;按制程拆分来看,先进制程营收占比持续提升,16nm及以下制程收入占比达到61%(环比+7pct),细分来看,16nm/7nm/5nm占比分别为18%/35%/8%,其中5nm为首次贡献收入;2020Q3公司毛利率和净利率分别为53.4%(环比+0.4pct)和38.5%,毛利率上升的原因主要为产能利用率的大幅提升抵消了5nm投产带来的毛利率稀释。</p><p>受益于5G、HPC强劲需求,公司在业绩会展望预测Q4营收将继续创新高达到124-127亿美元(+17.1%~20.0%),毛利率区间为51.5%~53.5%,全年以美元计算的营收增速有望达到30%。</p><p><b>Q4展望:营收创新高的台积电,股价会继续跟涨吗?</b></p><p>苹果芯片代工厂商台积电周五公布初步财务数据:在苹果5G版iPhone强劲需求推动下,台积电第四季度营收达3615亿新台币(约合129亿美元),创历史新高。<img src=\"https://static.tigerbbs.com/e1a65baf1f560984b2621a2b5482dc98\" tg-width=\"600\" tg-height=\"136\">台积电表示,该公司12月份销售额为1174亿新台币(约合42亿美元)。再加上此前的月度销售数据,其第四季度营收达到创纪录水平。不过,这个数字略低于3640亿元新台币(约合130亿美元)的平均预期。该公司预测,从长远来看,5G和高性能计算相关产品的行业“大趋势”将继续推动其营收增长。</p><p>台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。</p><p>2020年是5nm工艺爆发的一年,三星和台积电依靠给新工艺芯片赚取了巨大了利益,例如英伟达新GPU以及苹果A14芯片以及M1处理器等。</p><p>遗憾的是,由于某些原因,台积电第二大客户华为被迫与台积电中断合作,这在一定程度上影响了台积电今年的营收。此外,高通也将5nm旗舰芯片骁龙888的代工订单转交给了三星,由此也对台积电今年的利润产生了一定影响。但是无论如何,台积电2020年的收益仍然创下了新高。</p><p>台积电作为全球晶圆代工龙头,是整个晶圆代工行业发展的风向标。研发方面,公司3nm和4nm制程进展顺利,预计均将于2022年量产;公司将全年Capex预期上调至170亿美元,预示下游5G手机和HPC对先进制程的需求将持续旺盛;市场空间方面,公司将2020年晶圆代工行业的增速预测调升至20%,预示着半导体产业景气度仍将上行。</p><p>截至1月11日收盘,台积电涨3.29%,报122.60美元。截至发稿,台积电盘前涨1.86%,报124.88美元。<img src=\"https://static.tigerbbs.com/3cb084cc89f0ceace60f5ea2371d1383\" tg-width=\"771\" tg-height=\"539\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8c9c49da4dba0c4aad704281806f686","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102458198","content_text":"台积电已经于1月8日公布初步财务数据:在苹果5G版iPhone强劲需求推动下,芯片代工厂商台积电第四季度营收达3615亿新台币(约合130亿美元),创历史新高。台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。台积电定于1月14日公布详细财报。台积电股价在过去12个月里累计上涨了70%以上,并在上周五创下新高。以下为彭博关于台积电2020年Q4业绩的预期:Q3业绩回顾:5nm发力,台积电Q3业绩全面超指引上限受益于5G和HPC驱动,台积电2020Q3业绩创新高。全球晶圆代工龙头台积电发布2020Q3财报,公司2020Q3实现营业收入121.4亿美元(+29.2%),大超业绩指引(112-115亿美元),实现归母净利润47.34亿美元(+43.85%),持续创下单季度业绩历史新高。公司营收增长主要源于下半年大客户5G旗舰手机上市以及疫情背景下全球数字化转型加速对智能手机、高性能运算领域的先进制程芯片需求的提升。按下游应用拆分来看,智能手机(环比+12%)和HPC(环比+25%)、IoT(环比+24%)合计营收占比超九成;按制程拆分来看,先进制程营收占比持续提升,16nm及以下制程收入占比达到61%(环比+7pct),细分来看,16nm/7nm/5nm占比分别为18%/35%/8%,其中5nm为首次贡献收入;2020Q3公司毛利率和净利率分别为53.4%(环比+0.4pct)和38.5%,毛利率上升的原因主要为产能利用率的大幅提升抵消了5nm投产带来的毛利率稀释。受益于5G、HPC强劲需求,公司在业绩会展望预测Q4营收将继续创新高达到124-127亿美元(+17.1%~20.0%),毛利率区间为51.5%~53.5%,全年以美元计算的营收增速有望达到30%。Q4展望:营收创新高的台积电,股价会继续跟涨吗?苹果芯片代工厂商台积电周五公布初步财务数据:在苹果5G版iPhone强劲需求推动下,台积电第四季度营收达3615亿新台币(约合129亿美元),创历史新高。台积电表示,该公司12月份销售额为1174亿新台币(约合42亿美元)。再加上此前的月度销售数据,其第四季度营收达到创纪录水平。不过,这个数字略低于3640亿元新台币(约合130亿美元)的平均预期。该公司预测,从长远来看,5G和高性能计算相关产品的行业“大趋势”将继续推动其营收增长。台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。2020年是5nm工艺爆发的一年,三星和台积电依靠给新工艺芯片赚取了巨大了利益,例如英伟达新GPU以及苹果A14芯片以及M1处理器等。遗憾的是,由于某些原因,台积电第二大客户华为被迫与台积电中断合作,这在一定程度上影响了台积电今年的营收。此外,高通也将5nm旗舰芯片骁龙888的代工订单转交给了三星,由此也对台积电今年的利润产生了一定影响。但是无论如何,台积电2020年的收益仍然创下了新高。台积电作为全球晶圆代工龙头,是整个晶圆代工行业发展的风向标。研发方面,公司3nm和4nm制程进展顺利,预计均将于2022年量产;公司将全年Capex预期上调至170亿美元,预示下游5G手机和HPC对先进制程的需求将持续旺盛;市场空间方面,公司将2020年晶圆代工行业的增速预测调升至20%,预示着半导体产业景气度仍将上行。截至1月11日收盘,台积电涨3.29%,报122.60美元。截至发稿,台积电盘前涨1.86%,报124.88美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":66,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3316139,"commentId":"3316139","gmtCreate":1610449786896,"gmtModify":1610449786896,"authorId":3463396495859877,"author":{"id":3463396495859877,"idStr":"3463396495859877","authorId":3463396495859877,"name":"韭菜们冲啊","avatar":"https://static.tigerbbs.com/0ed1cab609fbd8b5f64e6d01da19ef18","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":336700702,"objectIdStr":"336700702","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"键盘侠,悠着点","text":"键盘侠,悠着点","html":"键盘侠,悠着点","likeSize":0,"commentSize":1,"subComments":[{"id":3319868,"commentId":"3319868","gmtCreate":1610499276586,"gmtModify":1610503171858,"authorId":3570074930462159,"author":{"id":3570074930462159,"idStr":"3570074930462159","authorId":3570074930462159,"name":"动感疯牛","avatar":"https://static.tigerbbs.com/4e00c3d4d67f113476a935fd88e0f4a8","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":336700702,"objectIdStr":"336700702","type":1,"supId":3316139,"supIdStr":"3316139","prevId":0,"prevIdStr":"0","content":"悠着点啥,哪说错了","text":"悠着点啥,哪说错了","html":"悠着点啥,哪说错了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3315907,"commentId":"3315907","gmtCreate":1610446769334,"gmtModify":1610446769334,"authorId":3547114025989487,"author":{"id":3547114025989487,"idStr":"3547114025989487","authorId":3547114025989487,"name":"自由君","avatar":"https://static.tigerbbs.com/f249506f773b7df167d4defbae98dca7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":336700702,"objectIdStr":"336700702","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不启用鸿蒙是为了给安卓一口饭吃,哈哈哈哈😄","text":"不启用鸿蒙是为了给安卓一口饭吃,哈哈哈哈😄","html":"不启用鸿蒙是为了给安卓一口饭吃,哈哈哈哈😄","likeSize":0,"commentSize":2,"subComments":[{"id":3316030,"commentId":"3316030","gmtCreate":1610448262736,"gmtModify":1610448262736,"authorId":3565937411380585,"author":{"id":3565937411380585,"idStr":"3565937411380585","authorId":3565937411380585,"name":"蔚莱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":336700702,"objectIdStr":"336700702","type":1,"supId":3315907,"supIdStr":"3315907","prevId":0,"prevIdStr":"0","content":"哈哈哈高级黑","text":"哈哈哈高级黑","html":"哈哈哈高级黑"},{"id":3315971,"commentId":"3315971","gmtCreate":1610447655387,"gmtModify":1610447655387,"authorId":3569104773875583,"author":{"id":3569104773875583,"idStr":"3569104773875583","authorId":3569104773875583,"name":"丈娘","avatar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