Analyst Research Report Snapshot

Title:

宏達電(2498.TT)1Q獲利低於市場預期供應,鏈瓶頸改善程度為2Q回升關鍵,維持中立

Price:

$23.00

Provider:

SinoPac Sec Investment Service Traditional Chinese

Date:

09 Apr 2013

Pages:

4

Type:

AcrobatPDF

Companies referenced:

2498.TW

Available for Immediate Download
Summary:

轉機尚未浮現,維持中立評等:研調處認為宏達電仍身陷「出貨規模下滑零組件議價能力降低供應鏈管理出狀況供給無法滿足需求,出貨規模再度下滑」的負向循環裡,而公司在策略上企圖去打造一款頂級旗艦機種以創造品牌價值,然此策略最大風險在於當手機追求頂級規格時,能供應的零組件廠商產能相對有限,造成供給面短期間會面臨缺貨問題(如過去QCOM的MSM8960、Samsung的AMOLED、APP的VCM、JDI的Full-HD面板等),而SmartPhone產品生命週期短,故一旦因供給面問題錯過熱銷期,將大幅影響出貨量之表現,投資建議上對其維持中立評等。

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