廣達啃蘋果 5月甜蜜蜜

廣達啃蘋果 5月甜蜜蜜 – 中時電子報

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廣達啃蘋果 5月甜蜜蜜

2015年06月11日 04:10
中國時報 康文柔、邱琮皓/台北報導

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2/10

蘋果代工廠5月業績走勢分岐,廣達獨吞Apple Watch訂單、又負責組裝12吋的新Macbook,表現最為強勁,5月合併營收為770.34億元,比4月增逾14%,較去年同期成長近1成,鴻海及和碩營收則雙雙滑落。隨著iPhone 6銷售周期近尾聲,市場氣氛陷入觀望,鴻海5月合併營收為3015.99億元,比4月下滑14.4%,但仍創下歷年5月新高。

廣達啃蘋果 5月甜蜜蜜 - 中時電子報

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廣達啃蘋果 5月甜蜜蜜

2015年06月11日 04:10
中國時報 康文柔、邱琮皓/台北報導

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蘋果代工廠5月業績走勢分岐,廣達獨吞Apple Watch訂單、又負責組裝12吋的新Macbook,表現最為強勁,5月合併營收為770.34億元,比4月增逾14%,較去年同期成長近1成,鴻海及和碩營收則雙雙滑落。隨著iPhone 6銷售周期近尾聲,市場氣氛陷入觀望,鴻海5月合併營收為3015.99億元,比4月下滑14.4%,但仍創下歷年5月新高。

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鴻海表示,5月業績比去年同期成長,主要來自消費電子產品貢獻,通訊、電腦產品表現持平;展望第2季,消費電子仍呈現季節性走勢,有待下半年旺季效應發酵。鴻海累計前5月營收約為1.67兆,年增率為15.4%。法人預估,鴻海6月業績仍可站上3000億元,第2季營收有機會挑戰9600億元,創下歷年第2季新高,下半年可望取得新一代iPhone約6、7成訂單,不乏動能。和碩5月合併營收為705.73億元,月減9.6%、年增率7.1%,累計1到5月營收達4226億元,比去年同期增加18.6%。第2季蘋果產品由Apple Watch、新MacBook上檔演出,據了解,Apple Watch因零組件良率不佳,初期供貨吃緊,但隨產能問題解決,反映穿戴裝置出貨,廣達5月淡季不淡,逆勢跳高。半導體龍頭大廠台積電5月合併營收701.55億元,較4月減少6.9%,但對照第2季財測,6月營收恐下滑,法人預期,以過往「5窮6絕」來看,6月營收應該是今年谷底,春燕要到7月才會來到。值得一提的是,台積電原對第2季的匯率假設為31.03元對1美元,但目前台幣走貶,市場估有機會下探32元,這也會影響台積電的6月營收,估計落在640億元至660億元之間,不排除因為匯率因素而超前。,

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