Topher的个人主页 - 老虎社区

Topher

Topher

不要怂,调整心态定额买入优质公司

IP属地：未知

29关注

4粉丝

1主题

0勋章

2021-09-10

Let's see

抱歉，原内容已删除

2021-08-27

[惊讶]

比亚迪股份上半年营收891.3亿元，净利润11.7亿元

2021-08-13

$苹果(AAPL)$😋😋

2021-08-11

$Vanguard S&P 500 ETF(VOO)$ 拿好吧

2021-08-08

$不动产信托指数ETF-Vanguard(VNQ)$高通张就买点来中和portfolio 吧.

2021-08-01

$苹果(AAPL)$苹果大哥应该能够抗住的.

2021-07-26

$苹果(AAPL)$香

2021-07-24

$苹果(AAPL)$1️⃣日1️⃣苹果, 医生远离我[得意]

2021-07-22

$Vanguard S&P 500 ETF(VOO)$真的会有所谓的崩盘出现吗？

2021-07-21

$苹果(AAPL)$[财迷]

2021-07-14

$不动产信托指数ETF-Vanguard(VNQ)$[得意]

2021-07-09

$苹果(AAPL)$ 拿好拿稳吧😝

2021-07-06

$苹果(AAPL)$拿好拿稳就好了

2021-07-02

$Vanguard S&P 500 ETF(VOO)$无脑持有就好了[龇牙] [龇牙]

2021-06-30

$苹果(AAPL)$[得意]

2021-06-24

$苹果(AAPL)$ 苹果棒[得意]

2021-06-23

$苹果(AAPL)$ 继续好好抱着就好吧

2021-06-14

$不动产信托指数ETF-Vanguard(VNQ)$也许时间可以证明

2021-05-25

$Vanguard S&P 500 ETF(VOO)$ maybe just hold till the rest of life [得意] [得意]

2021-05-06

$蘋果(AAPL)$持有苹果吧

去老虎APP查看更多动态

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overflow: hidden}\n.head .h-thumb { width: 30px; 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比亚迪股份上半年营收891.3亿元，净利润11.7亿元\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\">2021-08-27 21:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月27日，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>：上半年营收891.3亿元，去年同期580.28亿元；上半年净利润11.7亿元，去年同期15.27亿元；上半年每股盈利0.41元，去年同期0.56元；上半年毛利率11.1%。</p>\n<p><img src=\"https://static.tigerbbs.com/14bc5b1f5c45e0c1f710472e00649261\" tg-width=\"986\" tg-height=\"278\" referrerpolicy=\"no-referrer\"></p>\n<p>上半年汽车、汽车相关产品及其他产品业务的收入约人民币381.46亿元，同比增长25.41%；手机部件、组装及其他产品业务的收入约人民币428.22亿元，同比增长86.26%；二次充电电池及光伏业务的收入约人民币78.74亿元，同比增长70.47%。三大业务占本集团总收入的比例分别为42.80%、48.04%和8.83%。</p>\n<p>二零二一年上半年，随着本集团新技术的应用与新产品的上市，新能源汽车销量屡创新高。根据中国汽车工业协会公布的数据，六月，本集团新能源汽车市场占有率超过16%，较年初增长接近5%，销量继续领跑国内新能源汽车市场，并稳居全球前列，品牌影响力进一步提升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185758912","content_text":"8月27日，比亚迪股份：上半年营收891.3亿元，去年同期580.28亿元；上半年净利润11.7亿元，去年同期15.27亿元；上半年每股盈利0.41元，去年同期0.56元；上半年毛利率11.1%。\n\n上半年汽车、汽车相关产品及其他产品业务的收入约人民币381.46亿元，同比增长25.41%；手机部件、组装及其他产品业务的收入约人民币428.22亿元，同比增长86.26%；二次充电电池及光伏业务的收入约人民币78.74亿元，同比增长70.47%。三大业务占本集团总收入的比例分别为42.80%、48.04%和8.83%。\n二零二一年上半年，随着本集团新技术的应用与新产品的上市，新能源汽车销量屡创新高。根据中国汽车工业协会公布的数据，六月，本集团新能源汽车市场占有率超过16%，较年初增长接近5%，销量继续领跑国内新能源汽车市场，并稳居全球前列，品牌影响力进一步提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894922677,"gmtCreate":1628784146099,"gmtModify":1631892004603,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576059713952189","authorIdStr":"3576059713952189"},"themes":[],"htmlText":"<a 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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传美证交会将调查马斯克关于狗狗币的推文\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\">2021-02-26 01:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<span style=\"text-align: justify; white-space: pre-wrap; -webkit-text-size-adjust: 100%;\">消息人士表示，据悉美国证交会将调查特斯拉CEO埃隆·马斯克关于狗狗币的推文。</span>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114734791","content_text":"消息人士表示，据悉美国证交会将调查特斯拉CEO埃隆·马斯克关于狗狗币的推文。","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369144716,"gmtCreate":1614011034335,"gmtModify":1631885279988,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576059713952189","idStr":"3576059713952189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a>看好银行股会来个反弹😆😆","listText":"<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a>看好银行股会来个反弹😆😆","text":"$美国银行(BAC)$看好银行股会来个反弹😆😆","images":[{"img":"https://static.tigerbbs.com/19ecca78ebdc8b5d24150a14778a4265","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369144716","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":883326088,"gmtCreate":1631204480044,"gmtModify":1631892004597,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576059713952189","idStr":"3576059713952189"},"themes":[],"htmlText":"Let's see&nbsp;","listText":"Let's see&nbsp;","text":"Let's see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883326088","repostId":"2166034532","repostType":4,"repost":{"id":"2166034532","kind":"news","pubTimestamp":1631201869,"share":"https://www.laohu8.com/m/news/2166034532?lang=&edition=full","pubTime":"2021-09-09 23:37","market":"us","language":"zh","title":"台积电芯片代工涨价真相调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2166034532","media":"芯东西","summary":"本周一，据日经亚洲报道，随着台积电宣布晶圆代工价格上涨，芯片及相应的终端设备价格或将在2022年继续上涨。\n自8月25日有媒体报道台积电代工涨价后，其具体的涨价幅度、从什么时候开始涨以及代工价格的上涨","content":"<p>本周一，据日经亚洲报道，随着台积电宣布晶圆代工价格上涨，芯片及相应的终端设备价格或将在2022年继续上涨。</p>\n<p>自8月25日有媒体报道台积电代工涨价后，其具体的涨价幅度、从什么时候开始涨以及代工价格的上涨会不会向下游转移成为了行业内关心的话题。</p>\n<p>芯东西采访到了行业内的芯片设计厂商和后端企业，芯片设计厂商透露台积电已在8月25日通知全面涨价20%，而且此后上线生产的晶圆都会是涨价后的价格，设计厂商已经下单的晶圆也在涨价之列。<b>但具体的终端产品是否涨价并不确定，还是要看供应链中各个厂商的议价能力。</b></p>\n<p>后端企业则暗示，受晶圆代工产能增加影响，封测厂产能将较为紧张，其报价存在上涨的可能。</p>\n<p>自台积电涨价事宜被报道后，台积电的股价迎来了新的增长，25日当天上涨了4.39%。截至芯东西完稿，台积电股价已至121.89美元（约合人民币786元），总市值达6321亿美元（约合4万亿人民币）。</p>\n<p>一、所有客户涨价2成，苹果仅涨3%</p>\n<p>据报道，台积电的代工涨价将以16/12nm为分界线，16/12nm以下（含12nm）的先进制程报价调涨20%，12nm以上的制程报价上调10%左右。目前，台积电尚未就此事进行回应，但华尔街日报等多家媒体的调查结果均显示涨价存在。</p>\n<p>芯东西也采访了相关芯片设计厂商，其回复称，台积电已在8月25日通知全面涨价20%，而且此后上线生产的晶圆都会是涨价后的价格，台积电客户已下单的晶圆一样在涨价之列。</p>\n<p>比特大陆此前披露了相同的涨价时间和价格上调幅度。比特大陆的蚂蚁售前公众号称：“（8月）25日上午台积电通知所有客户，即日起所有半导体制程均涨价20%。”</p>\n<p><img src=\"https://static.tigerbbs.com/87574abeaf1b707f4642318e932ab907\" tg-width=\"1000\" tg-height=\"816\" referrerpolicy=\"no-referrer\"></p>\n<p>▲比特大陆蚂蚁售前公众号通知</p>\n<p>有芯片高管称，十多年来，他还没见过台积电推出过如此广泛的涨价。另一方面，本次台积电涨价并未给客户流出缓冲期，其最新价格在通知当天立即生效，而这也是极为罕见的举动。</p>\n<p>不过相比其他厂商，第一大金主苹果则享受到了特殊待遇。据悉，作为台积电最大的客户，苹果的订单占台积电晶圆代工收入的20%以上。在本轮涨价中，台积电对苹果的代工价格仅上涨3-5%。</p>\n<p>二、代工厂商股价上涨，设计客户齐下跌</p>\n<p>其他芯片设计厂商则并没有那么好的待遇。在涨价冲击下，一直以来获利颇丰的芯片设计厂商受到了冲击。</p>\n<p>8月26日当天，有媒体列出了晶圆代工厂商和芯片设计厂商在市场中的两种不同的境遇。台积电、联电代工双雄自宣布代工涨价后，其股价一路上涨；而联发科、联咏、矽创、天钰等设计厂商的股价跌幅都超过了2%。</p>\n<p>同时，由于单颗芯片的价格提升，IP厂商所能够收取到的授权费也会随之上涨。多家IP厂商在消息公布当日迎来了股价上涨。</p>\n<p>DigiTimes报道称，台积电的涨价将会影响很多IC设计厂商，苹果iPhone 13的售价可能会因此而提高。根据拆解网站TechInsights对iPhone 12 Pro Max的数据，台积电代工的AP射频芯片占到了全机成本的19%。</p>\n<p><img src=\"https://static.tigerbbs.com/c7b18f9173dac2bb487a5cdb7274b0a5\" tg-width=\"1000\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p>▲TechInsights给出的iPhone 12 Pro Max拆解图</p>\n<p>台积电涨价后，三星和韩国的晶圆代工厂Key Foundry也宣布在九月份会上调其芯片报价，针对不同合同额和客户，代工价格提升15%到20%不等。至此，晶圆代工价格的上涨基本已成定局。</p>\n<p>而据芯东西采访，<b>受晶圆代工产能增加影响，封测厂产能将处于紧张态势，测试设备交付时间已经延长，封测厂商的报价同样存在上涨可能</b>。</p>\n<p>在这样的趋势下，汽车、智能手机、可穿戴设备等市场都可能会受到一定的冲击，不过这并不意味着上述这些产品一定会涨价。</p>\n<p>接受芯东西采访的芯片设计厂商回应道，因为每个case的情况不同，芯片设计厂商的报价都有所不同，晶圆代工涨价对产业链下游的影响到底如何，还需要结合终端市场和供应链整体情况考虑。</p>\n<p>终端产品的价格是否上涨，仍取决于上下游厂商的议价能力。</p>\n<p>值得一提的是，<b>尽管当前台积电有所涨价，但是很多客户都表示接受这样的价格调整</b>。</p>\n<p>一方面，当前全球晶圆代工产能吃紧，对很多陷入困境的厂商来说，问题不是晶圆价格有多贵，而是能不能抢到足够的供应份额。</p>\n<p>另一方面，台积电的代工价格虽然单次上涨幅度较高，但仍处于一个可以接受的区间。全球第三大硅晶圆厂商环球尽管董事长兼首席执行官称，由于生产和物流成本的提升，硅晶圆和基板等芯片制造上游材料价格都在上涨。</p>\n<p>据悉，此前台积电代工价格普遍比联电等厂商高出15%-30%，其价格一般被视为行业标准。但在上游材料涨价、市场需求暴涨的情况下，联电的代工价格在今年已有多次上涨，其部分制程报价甚至高过台积电的报价。</p>\n<p>因此台积电的涨价比较符合行业趋势，对很多客户来说并不难接受。</p>\n<p>三、台积电先进制程投入影响收益，市场份额降低1.6%</p>\n<p>如果细究台积电的涨价原因，其在先进制程上的大笔投入是一个关键因素。不少分析师称，尽管台积电今年上半年的营收超过预期，但其资本支出的配置出现了错误。</p>\n<p>简单来说，就是成熟制程市场更加火热，但是台积电并没有投入相匹配的资金来顺应市场变化，反将各种资源投向了没那么短缺的先进制程，从而在当季的市场份额和毛利率等数据上表现平平。</p>\n<p>根据TrendForce的最新调查显示，台积电的市场份额由上个季度的54.5%下降到了52.9%。相比之下，联电、中芯国际、格芯等成熟制程玩家市场份额都有所增长。其中格芯和中芯国际的市场份额涨幅超过0.5%。</p>\n<p>而从营收增速来看，中芯国际2021年2季度营收环比增长21.8%、力积电营收环比增长18.3%、格芯营收环比增长17%。而台积电营收环比涨幅仅为3.1%，是前十大晶圆代工厂商中增速最慢的一个。</p>\n<p><img src=\"https://static.tigerbbs.com/370b83b1d24010a0cf6658b2cc06f99e\" tg-width=\"1000\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>▲全球十大晶圆厂排名、营收与市场份额变化</p>\n<p>同时，<b>对先进制程的研发和建厂投入，也拖累了台积电的毛利率和现金流。</b>在二季度的报告中，台积电的毛利率再次下降了2个百分点左右，其毛利率为50%。尽管台积电的净利润率较高，但是其现金流大部分都被投入到了新的工厂和设备中。</p>\n<p>联电等玩家的毛利率却一路走高，从去年年初的不到20%，如今已达31.25%。世界先进、力积电等厂商毛利率甚至接近40%。</p>\n<p>事实上，针对台积电毛利率、投资回报不断下降的趋势，摩根士丹利分析师在6月中旬就有过报告，认为其行业优势正在减弱，降低了台积电的投资评级。随后在诸多不利影响下，台积电股价一路下跌，21日市值蒸发近5000亿新台币（约合1000亿人民币）。</p>\n<p>国金证券的半导体分析师陆行之评论称，此前台积电在先进制程上花费了过多的资本预算，从而在成熟制程上失去了部分市场份额。台积电当前顺应大流的涨价，可以弥补自身的支出分配问题。</p>\n<p>陆行之认为，短期内，台积电的涨价将会压低市场需求，为那些短缺情况最严重且别无选择的客户保留一定产能供应。从长远来说，更高的收入将帮助台积电投资新的产能。而在涨价过后，台积电的毛利率目标也随之水涨船高。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b1051c92b0250710607f873d3cc2f\" tg-width=\"1000\" tg-height=\"635\" referrerpolicy=\"no-referrer\"></p>\n<p>▲成熟制程涨幅对代工厂毛利率影响</p>\n<p>四、结语：台积电涨价引发行业新动作，成熟制程市场争夺战正在酝酿</p>\n<p>继台积电涨价之后，资本市场给出回应，其股价8月26日后出现了大幅回升。在当前产线满负荷运转之际，本次涨价可能会直拉动台积电的营收和毛利增长，助力其新厂投资与三星的制程竞争。</p>\n<p>但在台积电宣布涨价后，联电等晶圆代工厂商也希望与部分芯片设计客户签订2-3年的长约，以保证自己的盈利。未来，台积电为了保证自己的市场份额和话语权，可能也会有所动作，成熟制程市场或成角力场。</p>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电芯片代工涨价真相调查</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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台积电芯片代工涨价真相调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 23:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090918530879ee6245&s=b><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周一，据日经亚洲报道，随着台积电宣布晶圆代工价格上涨，芯片及相应的终端设备价格或将在2022年继续上涨。\n自8月25日有媒体报道台积电代工涨价后，其具体的涨价幅度、从什么时候开始涨以及代工价格的上涨会不会向下游转移成为了行业内关心的话题。\n芯东西采访到了行业内的芯片设计厂商和后端企业，芯片设计厂商透露台积电已在8月25日通知全面涨价20%，而且此后上线生产的晶圆都会是涨价后的价格，设计厂商已经...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090918530879ee6245&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090918530879ee6245&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2166034532","content_text":"本周一，据日经亚洲报道，随着台积电宣布晶圆代工价格上涨，芯片及相应的终端设备价格或将在2022年继续上涨。\n自8月25日有媒体报道台积电代工涨价后，其具体的涨价幅度、从什么时候开始涨以及代工价格的上涨会不会向下游转移成为了行业内关心的话题。\n芯东西采访到了行业内的芯片设计厂商和后端企业，芯片设计厂商透露台积电已在8月25日通知全面涨价20%，而且此后上线生产的晶圆都会是涨价后的价格，设计厂商已经下单的晶圆也在涨价之列。但具体的终端产品是否涨价并不确定，还是要看供应链中各个厂商的议价能力。\n后端企业则暗示，受晶圆代工产能增加影响，封测厂产能将较为紧张，其报价存在上涨的可能。\n自台积电涨价事宜被报道后，台积电的股价迎来了新的增长，25日当天上涨了4.39%。截至芯东西完稿，台积电股价已至121.89美元（约合人民币786元），总市值达6321亿美元（约合4万亿人民币）。\n一、所有客户涨价2成，苹果仅涨3%\n据报道，台积电的代工涨价将以16/12nm为分界线，16/12nm以下（含12nm）的先进制程报价调涨20%，12nm以上的制程报价上调10%左右。目前，台积电尚未就此事进行回应，但华尔街日报等多家媒体的调查结果均显示涨价存在。\n芯东西也采访了相关芯片设计厂商，其回复称，台积电已在8月25日通知全面涨价20%，而且此后上线生产的晶圆都会是涨价后的价格，台积电客户已下单的晶圆一样在涨价之列。\n比特大陆此前披露了相同的涨价时间和价格上调幅度。比特大陆的蚂蚁售前公众号称：“（8月）25日上午台积电通知所有客户，即日起所有半导体制程均涨价20%。”\n\n▲比特大陆蚂蚁售前公众号通知\n有芯片高管称，十多年来，他还没见过台积电推出过如此广泛的涨价。另一方面，本次台积电涨价并未给客户流出缓冲期，其最新价格在通知当天立即生效，而这也是极为罕见的举动。\n不过相比其他厂商，第一大金主苹果则享受到了特殊待遇。据悉，作为台积电最大的客户，苹果的订单占台积电晶圆代工收入的20%以上。在本轮涨价中，台积电对苹果的代工价格仅上涨3-5%。\n二、代工厂商股价上涨，设计客户齐下跌\n其他芯片设计厂商则并没有那么好的待遇。在涨价冲击下，一直以来获利颇丰的芯片设计厂商受到了冲击。\n8月26日当天，有媒体列出了晶圆代工厂商和芯片设计厂商在市场中的两种不同的境遇。台积电、联电代工双雄自宣布代工涨价后，其股价一路上涨；而联发科、联咏、矽创、天钰等设计厂商的股价跌幅都超过了2%。\n同时，由于单颗芯片的价格提升，IP厂商所能够收取到的授权费也会随之上涨。多家IP厂商在消息公布当日迎来了股价上涨。\nDigiTimes报道称，台积电的涨价将会影响很多IC设计厂商，苹果iPhone 13的售价可能会因此而提高。根据拆解网站TechInsights对iPhone 12 Pro Max的数据，台积电代工的AP射频芯片占到了全机成本的19%。\n\n▲TechInsights给出的iPhone 12 Pro Max拆解图\n台积电涨价后，三星和韩国的晶圆代工厂Key Foundry也宣布在九月份会上调其芯片报价，针对不同合同额和客户，代工价格提升15%到20%不等。至此，晶圆代工价格的上涨基本已成定局。\n而据芯东西采访，受晶圆代工产能增加影响，封测厂产能将处于紧张态势，测试设备交付时间已经延长，封测厂商的报价同样存在上涨可能。\n在这样的趋势下，汽车、智能手机、可穿戴设备等市场都可能会受到一定的冲击，不过这并不意味着上述这些产品一定会涨价。\n接受芯东西采访的芯片设计厂商回应道，因为每个case的情况不同，芯片设计厂商的报价都有所不同，晶圆代工涨价对产业链下游的影响到底如何，还需要结合终端市场和供应链整体情况考虑。\n终端产品的价格是否上涨，仍取决于上下游厂商的议价能力。\n值得一提的是，尽管当前台积电有所涨价，但是很多客户都表示接受这样的价格调整。\n一方面，当前全球晶圆代工产能吃紧，对很多陷入困境的厂商来说，问题不是晶圆价格有多贵，而是能不能抢到足够的供应份额。\n另一方面，台积电的代工价格虽然单次上涨幅度较高，但仍处于一个可以接受的区间。全球第三大硅晶圆厂商环球尽管董事长兼首席执行官称，由于生产和物流成本的提升，硅晶圆和基板等芯片制造上游材料价格都在上涨。\n据悉，此前台积电代工价格普遍比联电等厂商高出15%-30%，其价格一般被视为行业标准。但在上游材料涨价、市场需求暴涨的情况下，联电的代工价格在今年已有多次上涨，其部分制程报价甚至高过台积电的报价。\n因此台积电的涨价比较符合行业趋势，对很多客户来说并不难接受。\n三、台积电先进制程投入影响收益，市场份额降低1.6%\n如果细究台积电的涨价原因，其在先进制程上的大笔投入是一个关键因素。不少分析师称，尽管台积电今年上半年的营收超过预期，但其资本支出的配置出现了错误。\n简单来说，就是成熟制程市场更加火热，但是台积电并没有投入相匹配的资金来顺应市场变化，反将各种资源投向了没那么短缺的先进制程，从而在当季的市场份额和毛利率等数据上表现平平。\n根据TrendForce的最新调查显示，台积电的市场份额由上个季度的54.5%下降到了52.9%。相比之下，联电、中芯国际、格芯等成熟制程玩家市场份额都有所增长。其中格芯和中芯国际的市场份额涨幅超过0.5%。\n而从营收增速来看，中芯国际2021年2季度营收环比增长21.8%、力积电营收环比增长18.3%、格芯营收环比增长17%。而台积电营收环比涨幅仅为3.1%，是前十大晶圆代工厂商中增速最慢的一个。\n\n▲全球十大晶圆厂排名、营收与市场份额变化\n同时，对先进制程的研发和建厂投入，也拖累了台积电的毛利率和现金流。在二季度的报告中，台积电的毛利率再次下降了2个百分点左右，其毛利率为50%。尽管台积电的净利润率较高，但是其现金流大部分都被投入到了新的工厂和设备中。\n联电等玩家的毛利率却一路走高，从去年年初的不到20%，如今已达31.25%。世界先进、力积电等厂商毛利率甚至接近40%。\n事实上，针对台积电毛利率、投资回报不断下降的趋势，摩根士丹利分析师在6月中旬就有过报告，认为其行业优势正在减弱，降低了台积电的投资评级。随后在诸多不利影响下，台积电股价一路下跌，21日市值蒸发近5000亿新台币（约合1000亿人民币）。\n国金证券的半导体分析师陆行之评论称，此前台积电在先进制程上花费了过多的资本预算，从而在成熟制程上失去了部分市场份额。台积电当前顺应大流的涨价，可以弥补自身的支出分配问题。\n陆行之认为，短期内，台积电的涨价将会压低市场需求，为那些短缺情况最严重且别无选择的客户保留一定产能供应。从长远来说，更高的收入将帮助台积电投资新的产能。而在涨价过后，台积电的毛利率目标也随之水涨船高。\n\n▲成熟制程涨幅对代工厂毛利率影响\n四、结语：台积电涨价引发行业新动作，成熟制程市场争夺战正在酝酿\n继台积电涨价之后，资本市场给出回应，其股价8月26日后出现了大幅回升。在当前产线满负荷运转之际，本次涨价可能会直拉动台积电的营收和毛利增长，助力其新厂投资与三星的制程竞争。\n但在台积电宣布涨价后，联电等晶圆代工厂商也希望与部分芯片设计客户签订2-3年的长约，以保证自己的盈利。未来，台积电为了保证自己的市场份额和话语权，可能也会有所动作，成熟制程市场或成角力场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364713969,"gmtCreate":1614873501651,"gmtModify":1703482424233,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576059713952189","idStr":"3576059713952189"},"themes":[],"htmlText":"<a 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23:24","market":"us","language":"zh","title":"一长期性股东卖出180万股特斯拉，称“缓解风险”","url":"https://stock-news.laohu8.com/highlight/detail?id=2116058575","media":"老虎资讯综合","summary":"Ron Baron表示，每卖出一股特斯拉都让人倍感痛苦。","content":"<p>亿万富翁、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>长期性股东Ron Baron表示，旗下公司卖出180万股特斯拉股票，因其在投资组合中占比过于庞大，且卖出特斯拉股票可以“缓解客户的风险”。</p><p>Ron Baron表示，每卖出一股特斯拉都让人倍感痛苦，但自己个人对特斯拉超过110万股股票丝毫未动。</p><p>周四盘中，特斯拉股价一度跌超5%。截至发稿有所回升，现跌幅超2%。</p><p><img src=\"https://static.tigerbbs.com/9799d9f41c7a6655143307107facd02f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一长期性股东卖出180万股特斯拉，称“缓解风险”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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一长期性股东卖出180万股特斯拉，称“缓解风险”\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\">2021-03-04 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>亿万富翁、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>长期性股东Ron Baron表示，旗下公司卖出180万股特斯拉股票，因其在投资组合中占比过于庞大，且卖出特斯拉股票可以“缓解客户的风险”。</p><p>Ron Baron表示，每卖出一股特斯拉都让人倍感痛苦，但自己个人对特斯拉超过110万股股票丝毫未动。</p><p>周四盘中，特斯拉股价一度跌超5%。截至发稿有所回升，现跌幅超2%。</p><p><img src=\"https://static.tigerbbs.com/9799d9f41c7a6655143307107facd02f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116058575","content_text":"亿万富翁、特斯拉长期性股东Ron Baron表示，旗下公司卖出180万股特斯拉股票，因其在投资组合中占比过于庞大，且卖出特斯拉股票可以“缓解客户的风险”。Ron Baron表示，每卖出一股特斯拉都让人倍感痛苦，但自己个人对特斯拉超过110万股股票丝毫未动。周四盘中，特斯拉股价一度跌超5%。截至发稿有所回升，现跌幅超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176985437,"gmtCreate":1626854937929,"gmtModify":1631892004618,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576059713952189","idStr":"3576059713952189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[财迷]&nbsp;","listText":"<a 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拿好拿稳吧😝","images":[{"img":"https://static.tigerbbs.com/61dffbc253472b4620e5d8190c632827","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141898919","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":151098417,"gmtCreate":1625055997239,"gmtModify":1631892004626,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576059713952189","idStr":"3576059713952189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[得意]&nbsp;","text":"$苹果(AAPL)$[得意]","images":[{"img":"https://static.tigerbbs.com/e669aa2f2d2f15fdb07bf9ba025afcb3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151098417","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":344806544,"gmtCreate":1618392516888,"gmtModify":1634293270056,"author":{"id":"3576059713952189","authorId":"3576059713952189","name":"Topher","avatar":"https://static.tigerbbs.com/f3bb1629f056ca9e457b55df688ddf7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576059713952189","idStr":"3576059713952189"},"themes":[],"htmlText":"苹果棒🤩🤩","listText":"苹果棒🤩🤩","text":"苹果棒🤩🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344806544","repostId":"2127974780","repostType":2,"repost":{"id":"2127974780","kind":"news","pubTimestamp":1618292640,"share":"https://www.laohu8.com/m/news/2127974780?lang=&edition=full","pubTime":"2021-04-13 13:44","market":"sh","language":"zh","title":"IDC：M1处理器推动2021年1季度苹果Mac产品线销量大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2127974780","media":"cnBeta","summary":"IDC：M1处理器推动2021年1季度苹果Mac产品线销量大涨 来源：cnBeta.COM就在许多人认为 Mac 销量大幅增长的时代已经过去的时候，苹果在 2020 下半年发布了基于自研 ARM 芯片的 M1 Mac，并且成功引起了消费者的浓厚兴趣。由 IDC 最新发布的市场研究报告可知，到 2021 年 1 季度，PC 行业的整体出货量同比增长了 55% 。由 IDC 分享的 PC 制造商 2021 Q1 销量与市场份额明细表可知，即便忽略苹果，宏碁、惠普、联想等企业的销售额也取得了惊人的同比增长。","content":"<html><body><p>原标题：IDC：M1处理器推动2021年1季度<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Mac产品线销量大涨 来源：cnBeta.COM</p><p><font>就在许多人认为 Mac 销量大幅增长的时代已经过去的时候，苹果在 2020 下半年发布了基于自研 ARM 芯片的 M1 Mac，并且成功引起了消费者的浓厚兴趣。</font>由 IDC 最新发布的市场研究报告可知，到 2021 年 1 季度，PC 行业的整体出货量同比增长了 55% 。与此同时，Mac 销量却在 1 季度迎来了惊人的 111.5% 增长。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021413/211/w700h311/20210413/d5e1-knqqqmv2230799.jpg/w720fin.jpg\"/></div><p>这番趋势或归因于 COVID-19 大流行期间，许多人都选择了在家远程办公 / 网络授课，从而推动了 PC 市场的销售回暖。</p><p>IDC 具体数字表明，苹果在 1~3 月售出了约 660 万台 Mac，而去年同期仅为 330 万台左右，PC 市场份额也从 5.8% 提升到了 8% 。</p><p>IDC 的 Ryan Reith 预计：展望 2021 年，商业、消费与教育领域的 PC 增量仍有相当大的潜力。但在半导体供应链持续短缺的形势下，供应商的库存补充和客户订单的履行能力都将受到较大的影响。</p><p>不过就算 PC 行业已经发生了根本性的转变，他还是对未来几年的前景感到乐观。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021413/227/w700h327/20210413/a2b7-knqqqmv2230804.png/w720fin.jpg\"/></div><p>由 IDC 分享的 PC 制造商 2021 Q1 销量与市场份额明细表可知，即便忽略苹果，宏碁、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、联想等企业的销售额也取得了惊人的同比增长。</p><p>不过在苹果于去年 11 月首次发布 M1 Mac 产品线后，其出色的能效表现（以及宣布通过 2 年时间全面向 Apple Silicon 平台过渡），还是让基于 x86 芯片的 Windows PC 阵营感到了一丝压力。</p><p>即使目前的 M1 芯片仅在 13.3 英寸 MacBook Air / MacBook Pro 和 Mac mini 上采用，但未来苹果显然会将之引入到其它细分产品线上，比如 macOS Big Sur 11.3 beta 中暗示的两款 iMac 新机（或为 21.5 / 27 英寸版本）。</p></body></html>","source":"sina_symbol","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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\">\nIDC：M1处理器推动2021年1季度苹果Mac产品线销量大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 13:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-04-13/doc-ikmyaawa9411127.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：IDC：M1处理器推动2021年1季度苹果Mac产品线销量大涨 来源：cnBeta.COM就在许多人认为 Mac 销量大幅增长的时代已经过去的时候，苹果在 2020 下半年发布了基于自研 ARM 芯片的 M1 Mac，并且成功引起了消费者的浓厚兴趣。由 IDC 最新发布的市场研究报告可知，到 2021 年 1 季度，PC 行业的整体出货量同比增长了 55% 。与此同时，Mac 销量却在 1...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-04-13/doc-ikmyaawa9411127.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-04-13/doc-ikmyaawa9411127.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127974780","content_text":"原标题：IDC：M1处理器推动2021年1季度苹果Mac产品线销量大涨 来源：cnBeta.COM就在许多人认为 Mac 销量大幅增长的时代已经过去的时候，苹果在 2020 下半年发布了基于自研 ARM 芯片的 M1 Mac，并且成功引起了消费者的浓厚兴趣。由 IDC 最新发布的市场研究报告可知，到 2021 年 1 季度，PC 行业的整体出货量同比增长了 55% 。与此同时，Mac 销量却在 1 季度迎来了惊人的 111.5% 增长。这番趋势或归因于 COVID-19 大流行期间，许多人都选择了在家远程办公 / 网络授课，从而推动了 PC 市场的销售回暖。IDC 具体数字表明，苹果在 1~3 月售出了约 660 万台 Mac，而去年同期仅为 330 万台左右，PC 市场份额也从 5.8% 提升到了 8% 。IDC 的 Ryan Reith 预计：展望 2021 年，商业、消费与教育领域的 PC 增量仍有相当大的潜力。但在半导体供应链持续短缺的形势下，供应商的库存补充和客户订单的履行能力都将受到较大的影响。不过就算 PC 行业已经发生了根本性的转变，他还是对未来几年的前景感到乐观。由 IDC 分享的 PC 制造商 2021 Q1 销量与市场份额明细表可知，即便忽略苹果，宏碁、惠普、联想等企业的销售额也取得了惊人的同比增长。不过在苹果于去年 11 月首次发布 M1 Mac 产品线后，其出色的能效表现（以及宣布通过 2 年时间全面向 Apple Silicon 平台过渡），还是让基于 x86 芯片的 Windows PC 阵营感到了一丝压力。即使目前的 M1 芯片仅在 13.3 英寸 MacBook Air / MacBook Pro 和 Mac mini 上采用，但未来苹果显然会将之引入到其它细分产品线上，比如 macOS Big Sur 11.3 beta 中暗示的两款 iMac 新机（或为 21.5 / 27 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