上季營收季增10%,刷新單季紀錄
台北報導
晶圓代工龍頭台積電昨(10)日公告去(2017)年第4季營收,達到2,775.67億元、季增10.1%,刷新單季歷史新高,觸及原先預估區間的高標水位。台積去年全年合併營收達到9,774.47億元、年增3.1%,同創歷史新高。
■法人:Q2起營收將彈升
法人看好,台積電今年第1季在7奈米製程開始量產帶動下,營收將可望優於去年同期,第2季起更將彈升,也就代表台積電上半年業績幾乎確定將優於往年同期,全年業績更有機會力拚新高。
■去年業績優於市場預期
台積電去年12月合併營收月減3.5%、為898.97億元,年增15.1%,主要受到客戶年終庫存盤點影響。去年第4季合併營收達2,775.67億元、季增幅約10.1%,寫下歷史新高,同時也達到預估2,757~2,788區間的高標。累計2017年全年合併營收達9,774.47億元、年增3.1%,同創新高水位,表現優於市場預期。
事實上,台積電去年第4季合併營收若以美元計算,略優於法說會上預估的91~92億元,全年合併營收也有成長8.8%的實力,符合台積電董事長張忠謀於去年初預估成長的5~10%水準。
法人表示,去年第4季業績主要因為行動晶片及PC應用產品需求旺盛,帶動10奈米製程晶圓出貨量急速上升,且上季又有蘋果iPhone 8/8s、iPhone X需求加持,讓第4季營收出現明顯成長,站上去年高峰。
■全年EPS可望達13元以上
台積電將於下周四(18日)舉行法說會,屆時將公告去年第4季及全年營運成果,並對展望今年營運。法人圈普遍認為,去年第4季在10奈米製程放量出貨帶動下,毛利率將可望超過50%,全年每股淨利(EPS)也將擁有13元以上的優異成績。
半導體市場今年除了智慧手機為出貨主力,將可望額外新增人工智慧及高效能運算(HPC)、車用電子及物聯網產品加持。法人表示,台積電本季營收相較去年第4季預期將下滑,但由於7奈米製程於第1季進入量產,因此本季營收將可望淡季不淡,預期台積電營收也將逐季增長,全年有機會再創新高。
The government intends to make Taiwan a world leader in smart technology, capturing opportunities in the industry that will propel the economy to new levels, Premier Lin Chuan said at the Strategic Review Board meeting for the smart system and chip industry, a three-day conference ending today that attracted over 1,000 participants.
Taiwan has relied on its outstanding hardware industry to push the economy higher for many years, and it will look to software technology to provide the pulling force in the future, the premier told the conference, organized by the Executive Yuan's Office of Science and Technology. To begin with, the government will improve the environment for open data, cybersecurity, testbeds, and human resources development, attracting the best and the brightest to carve out Taiwan's advantages in the smart technology revolution.
Minister without Portfolio Wu Tsung-Tsong said the government has included intelligent networks, unmanned vehicles and other pioneering digital technologies as major R&D projects in the “DIGI+” or Digital Nation and Innovative Economic Development Plan approved late last year. The plan will invest NT$14 billion (US$459.2 million) into smart technology projects next year, with total investments by 2025 expected to reach NT$100 billion (US$3.3 billion).
Another NT$12 billion (US$393.6 million) has been earmarked for smart technologies under the digital infrastructure component of the government's Forward-looking Infrastructure Development Program, Wu continued. These projects will include cloud services, big data computation platforms, internets of things for public services, and science park bases for smart robot innovators and makers.
Kuo Yau-hwang, executive secretary of the Office of Science and Technology, said the government envisions several overall objectives for smart technology by 2025:
• Core smart technologies will enable Taiwan to produce its own smart computing software and artificial intelligence (AI) powered devices, making Taiwan a global leader in this niche.
• Different types of open environments for smart innovation and experimentation will be created, helping government and businesses go digital, and raising Taiwan’s smart technology utilization rate to among the world's highest.
• The industry will cultivate and recruit more than 10,000 specialists for smart technologies, nurture 100 new companies, and strengthen Taiwan's work force for digital innovation and industrial transformation.
• Taiwan will leverage its advantages and international resources to become a global hub for AI innovation and R&D, secure a key position in the worldwide industrial value chain, and turn AI into a key engine for economic growth.
All resolutions from this week's conference will be incorporated into the government’s industrial blueprint, and an interministerial action plan for accelerating development of the smart technology industry will be compiled by late September, Kuo said.
Deputy Minister of Science and Technology Hsu Yu-chin said Taiwan boasts excellent manufacturing and design capabilities for information and communications technology (ICT), a complete industrial value chain and industrial clusters for ICT, and academic and research institutions that have years of experience in AI development. The government will encourage closer interdisciplinary cooperation going forward, bringing all sectors together in promoting smart applications and solutions and building innovative ecosystems.
This includes providing public testbeds, developing a privacy and cybersecurity framework, evaluating and promoting open access to national health insurance records, training epidemiologists and other interdisciplinary professionals, raising the entire salary structure, attracting world-class AI specialists, creating an innovation and entrepreneurship environment for young people, and attracting teams with international potential to work in Taiwan, Hsu said.
At today’s weekly Cabinet meeting, Premier Lin Chuan touted the Ministry of Science and Technology’s (MOST) strategy plan for artificial intelligence (AI) scientific research, saying AI will be critical to Taiwan’s competitiveness for the next 30 years. Countries possessing AI advantages are certain to lead the world in technological development and wield influence, making the plan all the more important for Taiwan’s future.
The ministry will devote NT$16 billion (US$528.7 million) over the next five years to building an AI innovation ecosystem in Taiwan, the premier continued. Objectives for the end of 2017 are to set up an AI innovative research center, AI Robot Maker Space facilities at the Central Taiwan Science Park and Southern Taiwan Science Park, and other AI-related infrastructure.
According to MOST, the plan will promote AI by leveraging Taiwan’s world-leading ICT advantages and applying five strategies: creating an AI platform to provide R&D services, establishing an AI innovative research center, setting up AI robot maker spaces, subsidizing a semiconductor “moonshot” program to explore ambitious and groundbreaking smart technologies, and organizing Formosa Grand Challenge competitions to engage young people in the development of AI applications.
All of these efforts will weave Taiwan’s people, technologies, facilities and businesses into a broader AI innovation ecosystem, making Taiwan a major hub for AI development and nurturing emerging AI industries and applications, the ministry said.
President Tsai Ing-wen met on the morning of September 14 with directors from the Semiconductor Equipment and Materials International (SEMI) and the Taiwan Semiconductor Industry Association (TSIA), as well as the representatives of a number of semiconductor firms from home and abroad. She stressed that the Taiwan government will continue to promote the development of the smart machinery industry to meet the needs of the industrial development, and thus enhance Taiwan's global competitiveness.
President Tsai noted that when she met with representatives from the SEMI and the TSIA in September last year, she was impressed by their ambitious development plans for the semiconductor industry. As the Internet of Things sector and the smart applications market have been growing, the semiconductor industry will also grow. Meanwhile, semiconductor demand for intelligent manufacturing and energy conservation will also spur development of the Industry 4.0 supply chain. From any perspective, she said, the semiconductor industry will continue to have undeniable strategic importance in the future.
The president mentioned that during the meeting last year, she told SEMI Taiwan President Terry Tsao (曹世綸) that one source of Taiwan's industrial competitiveness is the perfect integration of the semiconductor and precision machinery industries. As such, the government launched a Smart Machinery Development Program last year. One of that program's key objectives is for domestic manufacturing—including semiconductor equipment demand—to help domestic equipment manufacturers gain a bigger share of the Industry 4.0 sector.
In addition to expressing hope for the visitors' support for the aforementioned policies, President Tsai also stressed that as long as private companies are willing to increase investment, procurement, and employment in Taiwan, the government will do its utmost to meet their development needs in terms of water, electricity, land and talent. She mentioned that over the past year, the government has continued to relax legal restrictions, and created a one-stop investment service hub that responds to investment queries within 24 hours.
And finally, the president once again welcomed the visitors to Taiwan from the United States, the United Kingdom, Japan, and Korea. She also expressed hope that exchanges of opinions will help the government consider how to enhance Taiwan's global competitiveness.
Also in the visiting group were SEMI President and CEO Ajit Manocha and Taiwan's MediaTek Vice Chairman & President Hsieh Ching-Jiang (謝清江).
2017 Ranking |
Company |
Category |
2016 Revenue (USD million) |
2017 Revenue (USD million) |
Growth Rate |
---|---|---|---|---|---|
1 |
Samsung |
IDM |
41,954 |
63,344 |
51% |
2 |
Intel |
IDM |
57,027 |
61,720 |
85 |
3 |
TSMC |
Foundry |
29,488 |
31,163 |
9% |
4 |
SK Hynix |
IDM |
14,487 |
26,262 |
81% |
5 |
Micron |
IDM |
13,538 |
23,920 |
77% |
6 |
Qualcomm |
Fabless |
15,414 |
17,082 |
11% |
7 |
Broadcom Ltd. |
Fabless |
13,846 |
16,021 |
17% |
8 |
TI |
IDM |
11,706 |
13,018 |
11% |
9 |
Toshiba |
IDM |
9,850 |
12,205 |
24% |
10 |
Nvidia |
Fabless |
6,389 |
9,402 |
47% |
11 |
NXP |
IDM |
7,401 |
8,228 |
22% |
12 |
WD/SanDisk |
IDM |
5,310 |
7,840 |
48% |
13 |
Media Tek |
Fabless |
8,809 |
7,838 |
-11% |
14 |
Apple |
Fabless |
6,493 |
6,960 |
7% |
15 |
GlobalFoundries |
Foundry |
5,495 |
6,060 |
10% |
16 |
ST |
IDM |
5,129 |
5,911 |
15% |
17 |
Analog Devices |
IDM |
4,793 |
5,433 |
13% |
18 |
AMD |
Fabless |
4,272 |
5,329 |
25% |
19 |
Renesas |
IDM |
4,877 |
5,328 |
9% |
20 |
UMC |
Foundry |
4,582 |
4,898 |
7% |
21 |
Infineon |
IDM |
4,333 |
4,841 |
12% |
22 |
HiSilicon |
Fabless |
3,910 |
,4,715 |
21% |
23 |
Microchip |
IDM |
3,221 |
3,781 |
17% |
24 |
Skyworks |
IDM |
3,205 |
3,711 |
16% |
25 |
SMIC |
Foundry |
2,914 |
3,101 |
6% |
Source:IC Insights, III-IEK, organized by SIPO (July 2018)
2017 Ranking |
Company |
Category |
2016 Revenue (NT$100 million) |
2017 Revenue (NT$100 million) |
Growth Rate |
---|---|---|---|---|---|
1 |
TSMC |
IC Foundry |
9,479 |
9,774 |
3.1% |
2 |
Media Tek |
IC Design |
2,755 |
2,382 |
-13.5% |
3 |
ASE |
IC Packaging & Testing |
1,523 |
1,524 |
0.1% |
4 |
UMC |
IC Foundry |
1,479 |
1,493 |
0.9% |
5 |
SOIL |
IC Packaging & Testing |
851 |
836 |
-1.8% |
6 |
PTI |
IC Packaging & Testing |
483 |
596 |
23.4% |
7 |
Nanya |
Memory |
416 |
549 |
32.0% |
8 |
Winbond |
Memory |
421 |
476 |
13.1% |
9 |
Novatek |
IC Design |
456 |
471 |
3.3% |
10 |
Powerchip |
IC Foundry |
418 |
463 |
10.8% |
Total |
18,281 |
18,564 |
1.5% |
Source:Companies’ Financial Statements, III-IEK, organized by SIPO (July 2018)
ITRI's R&D expertise of robotics will be in the international limelight at the 2017 IEEE International Conference on Robotics and Automation (ICRA), the world's largest robotics conference. ICRA is considered the source of many groundbreaking technologies for robotics, self-driving vehicles, and artificial intelligence. At ICRA, top researchers around the globe annually discuss the latest innovations in robotics and automation. Dr. Jwu-Sheng Hu, ITRI's Vice President and General Director of the Mechanical and Mechatronics Systems Research Laboratories, has been invited to serve as one of the Industrial Forum Chairs in ICRA 2017 committee. ITRI's Motion Intelligence Orchestration( MIO) industrial robotics controller and PC-based motion control card EPCIO will also be on display at ICRA 2017.
Dr. I-Ming Chen of Singapore's Nanyang Technological University and General Chair of this year's ICRA, stated that according to the International Federation of Robotics (IFR), Japan, Korea, and China are the leading markets for industrial robotics, with the Asia Pacific industrial robotics industry contributing to over 50% of overall market revenue. This points to the importance of the Asia Pacific in the global robotics industry and is why ICRA 2017 took place in Singapore, he said. ITRI's Dr. Hu, who is also a Professor in the Department of Electrical and Computer Engineering at National Chiao Tung University, will serve as an Industrial Forum Chair at ICRA 2017 committee. Dr. Hu's background in both academic and research communities will be conducive to forging cooperation with the industrial sector.
Dr. Hu remarked that interest among international venture capitals in robotics startups is greater than ever due to the increasing maturity of robotics applications. Consequently, a number of startups will unveil their latest technologies and applications at this year's ICRA. At the same time, Dr. Hu pointed out that the pace of research papers being turned into industrial applications is also picking up. ITRI, he said, has long been committed to promoting the commercialization of groundbreaking technology, and it will be on the lookout at this year's conference for the latest international trends in robotics and collaboration opportunities.
Dr. Nelson Yen-Chung Chang, Manager in ITRI's Mechanical and Systems Research Laboratories, was invited to share R&D achievements at the Industry Forum on May 31. He would introduce the ITRI-developed MIO industrial robotics controller, which has enhanced dynamics control and improved trajectory precision, boosting robotic arm precision by a factor of 10. This will be conducive to precision assembly automation in the aerospace and timepiece industries and will help Taiwan companies seize upon global business opportunities associated with Industry 4.0.
The IEEE has held ICRA for over 30 years, dating back to 1985. Each year, ICRA brings together experts from the world's leading research institutions and industrial representatives to discuss the latest robotics technologies. Research related to self-driving vehicles and artificial intelligence was among the groundbreaking technology first discussed at the conference. Renowned international companies such as ABB, KIKA, JD, drone manufacturer DJI, Korean educational robot manufacturer ROBOTIS, and Kawasaki Heavy Industries have participated in the event over the years as sponsors.
ITRI celebrated its 44th anniversary on July 6th, along with the ITRI Laureates Award Ceremony. Taiwan Vice President Chen Chien-jen encouraged all ITRI workers to continue to dream big, emphasizing that this will bring them greater opportunities of success. He also commented on the need for industry advancement in Taiwan. With the government’s 5+2 industrial innovation and forward-looking infrastructure policies, it is expected to build long-term technological competency for industrial transformation. Being the most important technology research institute in Taiwan, ITRI with strong industry-academia tie should not only help connect leading technology research to real market application, but also be a beacon of light, allowing Taiwan to shine on the global stage.
Besides continuous efforts in supporting regional industrial innovation, ITRI has been devoted to cross-field cooperation with leading companies from worldwide. ITRI Chairman Tsung-Tsong Wu remarked that in order to respond to government’s New Southbound Policy, ITRI and the Institute for Information Industry (III) visited South East Asia this June to explore possible business cooperation. For instance, ITRI and Thailand’s National Science and Technology Development Agency (NSTDA) signed an MOU in June for the creation of innovation-oriented industrial value chain. ITRI also keeps partnerships with the Philippines, Malaysia, Indonesia and other ASEAN countries, who all recognized ITRI’s longstanding efforts in R&D innovation. Moreover, Dr. Wu encouraged ITRI researchers to develop diverse technology innovations and build their own ventures.
During the ceremony, three ITRI laurates was awarded by Taiwan Vice President Chen Chien-Jen for their contributions to technology advancement and industrial development. Prof. Chintay Shih used to be President of ITRI and Chairman of III. He is the pioneer of Taiwan’s semiconductor industry, assisting in the founding of the startups such as UMC, TSMC, and VIS. Mr. Yingzhi Gao, the founder of Eternal Materials Co., is known as Asia’s top resin supplier and the world’s largest dry-film photoresist supplier. Mr. Ming-Kuang Lu, who has been dedicated to the semiconductor industry over 40 years, turned around many companies for rapid growth and continued innovation by mergers and acquisitions.
Meeting on the morning of June 8 with a group of visitors from the US-based Micron Technology, Inc., President Tsai Ing-wen stressed that the Taiwan government will do everything it can to assist with Micron Technology's plans for expansion in Taiwan. She also expressed hope that Micron Technology will continue to invest in Taiwan to create win-win situations.
In remarks, President Tsai noted that Micron Technology CEO Sanjay Mehrotra just took the reins at Micron Technology a month ago, and said it is surely a tremendously challenging task to lead a company of global influence. She expressed confidence that under Mr. Mehrotra's leadership Micron Technology will scale new heights. The president also extended best wishes for the success of Micron Technology and Mr. Mehrotra.
President Tsai mentioned that she had met in September 2016 with previous Micron Technology CEO Mark Durcan, and in December she attended a ceremony marking Micron Technology's acquisition of Taiwan's Inotera Memories. She stressed that the government attaches great importance to investments by foreign companies, and will do everything it can to assist with Micron Technology's plans for expansion in Taiwan. The president expressed hope that Micron Technology under the leadership of Mr. Mehrotra will continue to invest in Taiwan.
President Tsai pointed out that Mr. Mehrotra has a wealth of experience in industry and no doubt understands the key importance of Taiwanese companies and talent to global high-tech supply chains. Choosing Taiwan as a principal R&D and production base to establish a strong global position in DRAM technologies and markets, is win-win cooperation.
President Tsai stated that The Economist last week published an article which pointed out that foreign firms have maintained a positive view of Taiwan's prospects for the past year, and foreign direct investment in the electronics industry here has also surged. One important reason why foreign firms are bullish about Taiwan's economic outlook is that the clear policy direction of the Taiwan government has bolstered people's confidence.
President Tsai pointed out that the government is now promoting economic structural reforms with a determination seldom seen in the past. In addition to encouraging industrial innovation and pursuing deregulation, the government is also using the New Southbound Policy to strengthen links to ASEAN members, New Zealand, and Australia, as well as the markets of South Asia where Mr. Mehrotra was born, in order to expand and balance Taiwan's foreign trade relationships. At the same time, the government is also boosting industry-academia cooperation as a means of cultivating personnel with the skills needed to support future industrial growth. In addition, the government is working to launch the Forward-looking Infrastructure Development Program to further improve the infrastructure that provides the water and power needed by the semiconductor industry.
And finally, President Tsai stressed that the investment climate in Taiwan will get better and better, and welcomed Mr. Mehrotra to provide suggestions directly to the Taiwan government so that we can do a better job.
During a meeting on the afternoon of May 25 with a delegation led by Chairman Takehiro Kamigama of Japan's TDK Corporation, President Tsai Ing-wen spoke highly of the 50 years of valuable cooperation and friendship between TDK and Taiwan, and called on TDK and Taiwanese companies to collaborate to develop the semiconductor industry and green energy.
In remarks, President Tsai noted that Taiwan is home to TDK's first overseas operation. The cooperative relationship that has been built up between TDK and Taiwan over the past 50 years, she said, constitutes a virtual microcosm of the process of Taiwan's industrialization, and bilateral relations are extremely close. The president also thanked TDK and Chairman Kamigama for the great importance that they attach to Taiwan.
President Tsai mentioned that she had often used TDK cassette tapes when she was young, so the TDK name evokes positive memories, and though cassette tapes are a thing of the past, TDK is still an innovative powerhouse that remains a leading member of supply chains for electronic components and green energy technologies. This is quite impressive, she said.
President Tsai pointed out that the Taiwan government is devoting resources and encouraging companies to get involved in the "Industry 4.0" initiative and development of the Internet of Things and green energy, and expressed confidence that TDK will have opportunities in the future to do even greater things in Taiwan. In addition, the government is willing to lend its full support for TDK's sustainable development here. The president said she hoped TDK would coordinate with the Taiwan government's industrial policy by launching more cooperation projects and working together with Taiwanese companies to develop the semiconductor industry and green energy.