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聯電(UMC.US)第二季每股純利新台幣1.74元創新高 毛利率衝高至46.5%
格隆匯 07-27 19:38
格隆匯7月27日丨聯電(UMC.US)公佈第二季業績,合併營收為新台幣720.6億元,環比增13.6%、同比增41.5%;毛利率達到46.5%,優於原預估的45%;歸屬母公司税後純利為213.3億元,每股純利1.74元,同創單季新高。聯電總經理王石表示,在終端市場對聯電差異化製程持續強勁需求的帶動下,公司第二季業績與預期相符。整體晶圓出貨量較前一季增加4.3%,平均售價的提升與有利的匯率,推升第二季毛利率至46.5%。此外,受惠於南科Fab 12A廠P5新建產能在第2季開始量產,以及OLED顯示驅動、影像處理、WiFi和車用等應用需求的驅動下,22/28奈米產品組合的營收較前一季度成長了29%,佔公司整體晶圓收入約22%。王石強調,隨着結構性趨勢推動智能手機到汽車等終端設備中半導體含量的增加,公司確信28奈米對於現有及未來新的產品應用將會是一個需求長穩的技術節點。王石進一步指出,邁入第三季,公司業務仍將保持穩健。雖然智能手機、個人電腦和消費電子產品的需求降温可能會帶來一些短期波動,但公司正積極與客户合作,調整產品組合。歷經了過去兩年的超級循環週期,半導體業目前正進入庫存調整期。相信聯電差異化的產品組合,領先的特殊製程技術以及結合全球頂尖客户的堅強合作伙伴關係,將引領度過週期性的波動。
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