不受疫情影響 晶圓雙雄Q1業績皆現成長

作者 : EE Times Taiwan整理

台灣晶圓代工「雙雄」台積電(TSMC)與聯電(UMC)於4月下旬先後公佈2020年第一季財報,台積電第一季合併營收約新台幣3,106億元,較去年同期增加了42%,與前一季相較略減2.1%;聯電第一季合併營收為新台幣422.7億元,與去年同期相較成長29.7%,較上一季成長1.0%。

台灣晶圓代工「雙雄」台積電(TSMC)與聯電(UMC)於4月下旬先後公佈2020年第一季財報,台積電第一季合併營收約新台幣3,106億元,較去年同期增加了42%,與前一季相較略減2.1%;聯電第一季合併營收為新台幣422.7億元,與去年同期相較成長29.7%,較上一季成長1.0%。

16奈米以下先進製程營收佔據台積電第一季全季晶圓銷售金額的55%,其中7奈米、10奈米與16奈米製程銷售比例分別為35%、0.5%與19%。台積電財務長暨發言人黃仁昭表示,該公司第一季營收受惠於高效能運算(HPC)相關應用需求提升,以及5G智慧型手機的持續出貨,因此營收減少幅度低於季節性因素帶來之影響。

邁入2020年第二季,台積預期行動裝置產品需求較弱的現象將因5G的持續布建及高效能運算相關產品的推出而相互抵銷,因此公司業績表現將保持平穩。黃仁昭於法說會後表示,對於新型冠狀病毒(Covid-19)影響,台積電仍維持疫情將在6月趨於穩定的評估,目前也未看到客戶的設計案受到相關影響。而原本將於4月底於北美起跑的年度技術論壇,因疫情而延至8月,目前相關計畫也未有改變。

聯電優先出貨醫療相關晶片

聯電總經理簡山傑表示,該公司第一季整體產能利用率微幅提高到93%,出貨量來到215萬片約當8吋晶圓,主要是來自消費性和通訊產品中顯示驅動器的需求;消費性IC的需求反映了全球許多地區為對抗新冠肺炎病毒,而採取了在家工作模式。

他指出:「隨著肺炎疫情持續侵襲全球各地,聯華電子已將所有醫療相關晶片的製造列為最優先出貨事項,以便讓醫院和照護中心能夠在最短的時間內獲得所需的設備,以對抗新冠病毒。在與新冠病毒的全面戰役中,我們將持續地竭盡所能,加快醫療保健相關IC的出貨量。」

展望2020年第二季,簡山傑表示儘管新冠肺炎疫情導致不確定性明顯升高,但現階段的預期仍顯示晶片需求略有上升,主要是由電腦周邊和終端市場的消費性電子產品庫存回補所支撐;「我們將持續關注市場動態,同時也為今年上半年許多客戶28奈米設計定案數量的增加做好準備。除了努力維持第一季獲得的業務成長動能,未來我們仍將持續強化財務結構,並透過技術開發和執行公司經營策略來提升市佔率。」

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