The strong demand for iPhone 7 and iPhone 7 Plus has boosted the performance of component manufacturers. As an OEM company for the Apple A10 processor, Taiwan Semiconductor Manufacturing Co., Ltd. announced yesterday the third quarter 2016 financial report and future performance prospects. The data shows that the company's net profit and sales in the third quarter set a historical record. .
Specifically, in the third quarter of 2016, TSMC realized a consolidated revenue of NT$260.41 billion (approximately RMB55.15 billion), an increase of 22.5% year-on-year; after-tax net profit was approximately NT$96.706 billion (approximately RMB) 20.48 billion yuan), a year-on-year increase of 28.4%.
TSMC pointed out that the 16th and 20th-nanometer process shipments in the third quarter of 2016 accounted for 31% of TSMC’s wafer sales in the third quarter, and the 28-nm process shipment accounted for 24% of the total wafer sales. Overall, the above advanced process (including 28nm and more advanced processes) achieved 55% of the total wafer sales.
At the same time, the company expects better performance in the fourth quarter, with revenues ranging from 255 billion to 250 billion Taiwan dollars (approximately RMB 53.9 billion to 54.5 billion).
At yesterday's analyst meeting, TSMC also raised its 2016 total revenue forecast. Specifically, TSMC raised its forecast for this year's growth to 11% to 12%, compared with 5% to 10% previously. Liu Deyin, the company's co-CEO, said: "The demand for high-end smart phones will continue to improve."
Fubon Research, a Taiwanese-based market research company, said that the iPhone 7 business is expected to account for 10% to 15% of TSMC’s revenue in the second half of the year and expects iPhone 7 shipments to reach 82 million units in the second half of this year. unit.
Some analysis shows that although there has been news that the iPhone 7 / 7 Plus's total shipments are less than the iPhone 6s, but may be affected by the Note 7 bombing, the actual shipment of this new machine is still beyond expectations.
At present, there are already two U.S. carriers that have announced data, saying that the sales volume of iPhone 7 / 7 Plus has set a record.
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