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台積年報揭露 蘋果比華為甜 – 我是在地人

台積年報揭露 蘋果比華為甜

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#新竹 #市 #自由時報


2019-05-31

〔記者洪友芳/新竹報導〕台積電向來不評論客戶相關訊息,但華為遭美國禁令管制封殺,半導體國際大廠紛紛表態暫停與華為業務往來或暫停供貨,台積電才不得已明確公開表示,華為旗下海思是其客戶,且該公司經過內部盡職調查評估,沒有違反國際的規範,將維持正常出貨;但依據台積電年報揭露,最大的「甲客戶」佔營收比重達廿二%,超過海思佔比的約十%,半導體供應鏈直言,甲客戶是美國蘋果,當然比華為海思甜。

因母公司華為的扶植,海思半導體已躍為中國IC設計第一大,且今年第一季度銷售額年增長四十一%,躍升全球半導體業第十四名;海思在台積電代工投產比重逐年攀升,且是越貴先進製程越敢投,目前已是台積電七奈米製程的重量級客戶之一。

但比起蘋果在台積電投產的比重,海思還略遜一籌。根據台積電年報揭露,去年「甲客戶」貢獻營收為二二四六.九億元、佔營收比重達廿二%,較前年的二二○四億元還要成長;市場都清楚「甲客戶」即為蘋果,海思佔台積電營收比重約十%,也算名列前茅的客戶,業界趣稱,「美中大戰」已在台積電開打了,結果是蘋果勝過海思。

DRAM大廠南亞科昨舉行股東會,小股東擔心中國華為事件對南亞科衝擊性;董事長吳嘉昭坦言,美中貿易戰主要是科技戰,國際大廠紛紛封殺華為,斷鏈危機不能小看;南亞科去年對華為出貨較多,今年第一季變少,南亞科在法律許可範圍都會支持每一家客戶、不僅是華為一家。

                        <p>台積電最大客戶佔營收比重達廿二%,超過海思佔比的約十%;半導體業界直言,該客戶為蘋果。(路透資料照)</p>

報導來源:自由時報【原文網址

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