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 中美矽晶太陽能產品四月營收成長13.6% 今年前四月累計合併營收228億元 | 中美矽晶製品股份有限公司

中美矽晶太陽能產品四月營收成長13.6% 今年前四月累計合併營收228億元

中美矽晶今日公告四月營收,合併營收為53.68億元,月減率14.7%,年減率6.1%。其中,太陽能產品營收為7.11億元,月成長幅度13.6%,年衰退幅度37.4%。中美矽晶今年一月至四月的累計合併營收為228.72億元,較去年同期增加1.2%。

 

中美矽晶旗下的半導體子公司環球晶圓今日亦公告營收,四月的合併營收為46.57億元,月減率17.8%,年增率1.6%。環球晶圓在日本共有五座工廠,四月底時值日本黃金週連休長假,出貨天數銳減四天,是環球晶圓四月營收減少的主因之一。此外,環球晶圓與客戶簽訂的長約是以季為單位,為配合客戶庫存調整,環球晶圓同意客戶在同一季度內的各個月內有取貨數量的彈性。許多長約客戶在第一季的季末為完成第一季長約數量,所以取貨量較大,因此第二季的季首即會相對減少取貨,這亦是環球晶圓四月營收較三月營收下滑的根由。環球晶圓今年一月至四月的累計合併營收為202.48億元,與去年同期相較成長9.5%。

 

上半年全球半導體產業的庫存壓力仍大,但是市場需求已漸趨穩定,下半年可望逐步復甦。惟中美貿易戰的最新發展,可能會增加市場不確定因素,目前尚不明確。雖然全球半導體市場短期間不確定性仍在,但矽晶圓產業的快速復甦仍是十分可期的。

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