華碩去年EPS 35.8元 史上最賺 - 手機討論

By Mia
at 2021-03-19T10:45
at 2021-03-19T10:45
Table of Contents
1.原文連結:https://www.chinatimes.com/newspapers/20210318000112-260202?chdtv
2.原文標題:華碩去年EPS 35.8元 史上最賺
3.原文來源(媒體/作者):04:102021/03/18 工商時報 翁毓嵐
4.原文內容:
華碩去年在PC及板卡兩大業務迎來近十年來的產業榮景,交出超標的營運成績,不僅獲利
翻倍年增、突破265億元創高,每股稅後盈餘也以35.8元改寫新高,擬配息26元。兩位共
同執行長對今年營運雙雙釋出樂觀展望,儘管預期供應鏈缺料未能紓解,華碩亦已有積極
因應措施,同時預持續對終端產品售價調漲。
華碩共同執行長許先越17日於法說會中,以業界「得料件、得產能者,得天下」一說,比
喻吃緊的供應鏈缺料問題。且預期今年缺料仍難解,不過華碩已於去年下半年即就2021年
的需求量,與供應鏈夥伴簽訂LTA長期合約,另一方面亦透過尋求第二、第三供應來源,
或透過更改產品設計方式快速因應,降低不確定性。
共同執行長胡書賓則表示,去年第四季的三成供貨缺口,遞延出貨動能至今年第一季,目
前看來缺口沒有明顯改善、仍達25~30%,預期華碩第一季筆電出貨動能雖將季減,但仍
將以雙位數年增幅跳升,第二季並將有更明顯成長力道,為上半年帶來逐季走升的表現。
展望今年整體PC產業,胡書賓認為,因疫情推動各行各業的數位轉型,與疫後新型態的數
位工作、學習及生活模式,將成為這兩年驅動PC產業持續成長的重要因子,儘管面對缺料
挑戰,他仍對下半年及後市抱持正面樂觀看法。
華碩也設下全年積極成長目標,力拚在商用及含括Chromebook的教育PC出貨,要有翻倍年
增外,在常規筆電及電競筆電等產品,則皆要有優於市場平均值、再加上十個百分點的雙
位數成長高標。
不過,華碩亦憂整體半導體供應鏈供貨緊俏,恐對PC產業產生排擠效應。此外,因缺料造
成的零組件價格持續攀升,華碩也表明將適度反映在售價的調漲上,尤針對今年以來幾乎
月月調價的顯卡產品,許先越亦直言,預期在上半年還會繼續上漲。
針對手機事業營運,許先越表示,甫發表的第四代ROG Phone 5系列新品,
以不同產品區隔來擴增客群,目前為止的首波發售及預購,都有較上一代明顯增長。
而即將推出的新一代ZenFone系列新品,預期也將交出優於去年的成績。
5.心得/評論:
連執行長都出面證實新的ROG銷售狀況很正向
代表華碩這兩年的辛苦經營算是很有成效的
也正面的回答說今年有新的Zenfone系列
華碩能擺脫非常失敗又拖垮全公司的Zenfone 5系列
反過來能得到一個史上最賺錢的狀況
應該算是很成功的台灣品牌了吧
--
2.原文標題:華碩去年EPS 35.8元 史上最賺
3.原文來源(媒體/作者):04:102021/03/18 工商時報 翁毓嵐
4.原文內容:
華碩去年在PC及板卡兩大業務迎來近十年來的產業榮景,交出超標的營運成績,不僅獲利
翻倍年增、突破265億元創高,每股稅後盈餘也以35.8元改寫新高,擬配息26元。兩位共
同執行長對今年營運雙雙釋出樂觀展望,儘管預期供應鏈缺料未能紓解,華碩亦已有積極
因應措施,同時預持續對終端產品售價調漲。
華碩共同執行長許先越17日於法說會中,以業界「得料件、得產能者,得天下」一說,比
喻吃緊的供應鏈缺料問題。且預期今年缺料仍難解,不過華碩已於去年下半年即就2021年
的需求量,與供應鏈夥伴簽訂LTA長期合約,另一方面亦透過尋求第二、第三供應來源,
或透過更改產品設計方式快速因應,降低不確定性。
共同執行長胡書賓則表示,去年第四季的三成供貨缺口,遞延出貨動能至今年第一季,目
前看來缺口沒有明顯改善、仍達25~30%,預期華碩第一季筆電出貨動能雖將季減,但仍
將以雙位數年增幅跳升,第二季並將有更明顯成長力道,為上半年帶來逐季走升的表現。
展望今年整體PC產業,胡書賓認為,因疫情推動各行各業的數位轉型,與疫後新型態的數
位工作、學習及生活模式,將成為這兩年驅動PC產業持續成長的重要因子,儘管面對缺料
挑戰,他仍對下半年及後市抱持正面樂觀看法。
華碩也設下全年積極成長目標,力拚在商用及含括Chromebook的教育PC出貨,要有翻倍年
增外,在常規筆電及電競筆電等產品,則皆要有優於市場平均值、再加上十個百分點的雙
位數成長高標。
不過,華碩亦憂整體半導體供應鏈供貨緊俏,恐對PC產業產生排擠效應。此外,因缺料造
成的零組件價格持續攀升,華碩也表明將適度反映在售價的調漲上,尤針對今年以來幾乎
月月調價的顯卡產品,許先越亦直言,預期在上半年還會繼續上漲。
針對手機事業營運,許先越表示,甫發表的第四代ROG Phone 5系列新品,
以不同產品區隔來擴增客群,目前為止的首波發售及預購,都有較上一代明顯增長。
而即將推出的新一代ZenFone系列新品,預期也將交出優於去年的成績。
5.心得/評論:
連執行長都出面證實新的ROG銷售狀況很正向
代表華碩這兩年的辛苦經營算是很有成效的
也正面的回答說今年有新的Zenfone系列
華碩能擺脫非常失敗又拖垮全公司的Zenfone 5系列
反過來能得到一個史上最賺錢的狀況
應該算是很成功的台灣品牌了吧
--
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