电子时报研究台湾三大代工厂Q1综合营收下降6
元器件交易网讯 2月18日消息,根据台湾电子时报研究,由于季节性因素和对客户的持续库存调整,台湾前三大IC代工厂在2014年第一季度的合并收入将环比下降6.2%。
电子时报研究表示,由于产能利用率较低,使得28nm芯片的平均售价下降,这是另一个导致本季度收入下降的因素。
研究透露,台积电(TSMC)、联电(UMC)和世界先进(VIS)在2013年第四季度的合并收入总额约为61.5亿美元,较第三季度的67.6亿美元相比,下降了9%。个人电脑和高端智能手机的销售令人失望,且游戏机产业的订单季节性放缓订单,都导致收入减少。
研究表示,三大IC代工厂预计在2014年第一季度的收入再次遭到环比下降,但由于终端市场的需求和产品平均价格日益上升,代工厂收入将在第二季度得到回升。
顶级代工厂台积电将在2014年第二季度提高20纳米芯片产量,同时受益于28纳米芯片订单。 (元器件交易网郭路平 译)
外文:
Digitimes Research: Taiwan top foundries combined revenues to drop 6% in 1Q14
Taiwan"s top-three IC foundries will see their combined revenues drop 6.2% sequentially in the first quarter of 2014, due to seasonal factors and continued inventory adjustments at their clients, according to Digitimes Research.
A fall in 28nm chip ASPs was another factor causing the revenue drop during the quarter, as a result of lower capacity utilization rates, said Digitimes Research.
Combined revenues for Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) totaled US$6.15 billion in the fourth quarter of 2013, down 9% from US$6.76 billion in the third, Digitimes Research disclosed. Disappointing sales of PCs and high-end smartphones and a seasonal slowdown in orders coming from the games console industry led to the revenue decrease.
The top-three IC foundries are expected to see their combined revenues register another sequential decline in the first quarter of 2014, but rebound to growth in the second quarter thanks to a pick-up in end-market demand and rising product ASPs, Digitimes Research indicated.
Top foundry TSMC is set to ramp up production of 20nm chips in the second quarter of 2014, while benefiting a pull-in of orders for 28nm chips, Digitimes Research noted.
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