宏達電 1 月營收創 2003 年上市來新低 - 手機討論

By Olivia
at 2019-02-14T18:42
at 2019-02-14T18:42
Table of Contents
宏達電 1 月營收創 2003 年上市來新低
https://finance.technews.tw/2019/02/14/htc-january-revenue/
宏達電今天公布 1 月自結合併營收新台幣 10.1 億元,創下 2003 年上市以來單月營收
新低。市場分析,智慧手機市場競爭,VR 營收貢獻仍在起步中應是主因。
智慧手機市場競爭激烈,宏達電近年不再打機海戰術,縮減每年推出的新機數量,精準瞄
準目標市場,加上虛擬實境(VR)事業仍未有爆發性的貢獻,宏達電月營收規模較過去明
顯下滑。自 2018 年 7 月以來,營收都在「1」字頭,約在 12 至 15 億元的水準,今年
1 月營收也寫下 2003 年上市以來,逾 15 年新低;若以未上市前營收觀察,更創
2001 年 8 月以後新低,回到「代工」時代的水位。
宏達電目前尚未公布去年第四季財報,市場預估,宏達電去年在 Google 案業外助陣下可
獲利;宏達電去年前 3 季每股稅後純益 20.03 元。
展望後續產品動能,宏達電將有 VR 新品上市,還有區塊鏈手機瞄準利基型市場,能否扮
演股價和營運回溫推手,成效仍有待觀察。
宏達電先前在美國消費性電子大展(CES)前夕端出 VIVE 系列新品,並獲得逾 30 個獎
項,為 HTC 歷年在 CES 最佳成績,得獎產品包含 VIVE Cosmos、加入進階眼球定位科技
的 VIVE Pro Eye、Viveport Infinity、以及 VIVE 新一代沉浸式環境系統 VIVE
Reality System,也顯示宏達電在 VR 生態系布局的野心。
在 5G 市場,宏達電表示,推出的 5G smart mobile hub 產品已引起多個電信商興趣,
包含 Sprint 與 Telstra 都已公布搭載此產品的未來計畫,宏達電也預告 2 月登場的全
球行動通訊大會(MWC)上,將有更多消息釋出,HTC 董事長暨執行長王雪紅今年應 MWC
大會邀約,將再度擔任專題演講嘉賓(Keynote speaker)。
心得:
真的不能低估HTC,
每每認為HTC已經爛到谷底了,
但HTC就能證明給你看,低還能更低
所以我已經不敢說這是HTC的谷底了
--
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