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Q2營收成長日月光將贏矽品

  • 2008-05-09
  • 工商時報
  • 【張?文/台北報導】

     封測龍頭日月光(2311)公佈4月營收83.87億元、與3月維持相當的水準,另外,矽格(6257)4月營收3.31億元、則比上月成長10%。日月光預估,第二季營收季增率約3-5%,毛利率維持與第一季25%相當,就季成長率來看,日月光第二季營收成長動力優於另一大廠矽品(2325)。

     封測廠幾乎全數公佈4月營收,其中日月光公佈4月合併營收83.87億元、與3月相當,不過比去年同期成長13.2%,累計今年前4月營收330.82億元、年增率16.07%。日月光日前在法說會當中預估,第二季營收季增率約3-5%,毛利率維持與第一季25%相當,從4月營收及季成長率來看,日月光的表現略優於矽品。

     除了日月光外,典範公佈4月營收3.22億元、較上月小幅成長,京元電12.01億元、月衰退3.92%、欣銓3.36億元、月衰退7.7%,而具有LED切割挑檢與IC測試的久元則因為產能利用率回升,四月營收月增率10%、達到1.97億元。

     另外,矽格公佈4月份集團合併營收3.31億元、較上月成長8%,同時也較去年同期成長10%。累計今年前四月的營收為12.06億元、年成長率14%。矽格表示,四月營收成長與預期相符,主要是無線射頻IC晶片出貨持續暢旺,電源管理IC晶片及消費性邏輯IC晶片需求亦明顯回溫所致。由於主要客戶貨源充沛,矽格認為,接下來的出貨將陸續創今年新高。






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