錯失發展先機 華爾街日報:Intel 將被台 - 3C

By Freda
at 2018-06-27T21:45
at 2018-06-27T21:45
Table of Contents
錯失發展先機 華爾街日報:Intel 將被台積電超車
http://news.ltn.com.tw/news/business/breakingnews/2468665
〔財經頻道/綜合報導〕錯失發展下一代晶片先機,晶片大廠英特爾(Intel)將失去晶
片龍頭寶座。這也讓台積電有機可乘,目前英特爾仍停留在10奈米晶片,但台積電已經開
始採用7奈米先進製程,並準備用於新iPhone的A12處理器。
英特爾在前執行長科再奇(Brian Krzanich)的帶領下,錯失下一代晶片發展先機。《華
爾街日報》引述知情人士報導,英特爾內部工程師對此大感不滿,除了延遲生產新一代晶
片,這也使英特爾被迫放棄研發新產品。
分析師Handel Jones估計,如果英特爾在未來12個月無法研發出下一代晶片,英特爾定價
能力將下降10%~15%,市占率影響可能高達5%。2020~2021年間,延遲問題將造成每年50
~100億美元(約新台幣1480~2960億元)的營收衰減。
根據英特爾近期公布的Q1財報,估計Q2每股盈餘(EPS)約0.99美元,較去年同期成長38%
;營收約169億美元(約新台幣5002億元),較去年同期成長15%。
不過,英特爾若要發展下一代晶片將必須投入數十億美元建設廠房、購買設備。英特爾拒
絕透露在新廠的投資金額,但《華爾街日報》引述英特爾高層表示,預計今年支出將增加
23%,約145億美元(約新台幣4292億元),較去年同期成長22%。分析師Jim McGregor則
估計,英特爾新廠成本可能高達50億美元(約新台幣1480億元)。
英特爾過去一直坐擁晶片龍頭寶座,自2014年量產10奈米晶片,英特爾在2015年表示2017
下半年將推出新一代晶片,之後不斷遞延,如今時程訂在2019年,這也讓台積電有機可乘
。
今年5月時,外媒報導台積電已經開始採用7奈米先進製程,準備用於新iPhone的A12處理
器;此外,台積電5奈米廠今年初開始動工,台積電創辦人張忠謀並在去年10月受訪時稱
,將砸6000億建3奈米廠,預計落腳南台灣。
--
http://news.ltn.com.tw/news/business/breakingnews/2468665
〔財經頻道/綜合報導〕錯失發展下一代晶片先機,晶片大廠英特爾(Intel)將失去晶
片龍頭寶座。這也讓台積電有機可乘,目前英特爾仍停留在10奈米晶片,但台積電已經開
始採用7奈米先進製程,並準備用於新iPhone的A12處理器。
英特爾在前執行長科再奇(Brian Krzanich)的帶領下,錯失下一代晶片發展先機。《華
爾街日報》引述知情人士報導,英特爾內部工程師對此大感不滿,除了延遲生產新一代晶
片,這也使英特爾被迫放棄研發新產品。
分析師Handel Jones估計,如果英特爾在未來12個月無法研發出下一代晶片,英特爾定價
能力將下降10%~15%,市占率影響可能高達5%。2020~2021年間,延遲問題將造成每年50
~100億美元(約新台幣1480~2960億元)的營收衰減。
根據英特爾近期公布的Q1財報,估計Q2每股盈餘(EPS)約0.99美元,較去年同期成長38%
;營收約169億美元(約新台幣5002億元),較去年同期成長15%。
不過,英特爾若要發展下一代晶片將必須投入數十億美元建設廠房、購買設備。英特爾拒
絕透露在新廠的投資金額,但《華爾街日報》引述英特爾高層表示,預計今年支出將增加
23%,約145億美元(約新台幣4292億元),較去年同期成長22%。分析師Jim McGregor則
估計,英特爾新廠成本可能高達50億美元(約新台幣1480億元)。
英特爾過去一直坐擁晶片龍頭寶座,自2014年量產10奈米晶片,英特爾在2015年表示2017
下半年將推出新一代晶片,之後不斷遞延,如今時程訂在2019年,這也讓台積電有機可乘
。
今年5月時,外媒報導台積電已經開始採用7奈米先進製程,準備用於新iPhone的A12處理
器;此外,台積電5奈米廠今年初開始動工,台積電創辦人張忠謀並在去年10月受訪時稱
,將砸6000億建3奈米廠,預計落腳南台灣。
--
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