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style="padding-right:1em">日期：2019-12-23</span> <span style="padding-right:1em">来源：中央社</span><span id="hits">阅读：363</span> </div> <div class="introduce">核心提示：5G时代来临，法人看好5G市场将快速升温，并预期台积电、联发科、联咏、瑞昱与旺宏等多家半导体厂营运可望受惠。</div><div id="content"><div class="content" id="article"> 5G时代来临，法人看好5G市场将快速升温，并预期台积电、联发科、联咏、瑞昱与旺宏等多家半导体厂营运可望受惠。 <div> </div> <div> 国内投顾业者预期，明年5G手机可望超过2亿支规模，渗透率将达10%至20%水准，还有近100万座基地台，将带动明年半导体产业重返成长轨迹，较今年成长1成左右水准。</div> <div> </div> <div> 晶圆代工龙头厂台积电挟先进制程技术领先优势，法人看好，台积电将是5G时代主要受惠者，将囊括苹果（Apple）、华为、高通（Qualcomm）与联发科订单。</div> <div> </div> <div> 法人预期，台积电明年第1季在华为与联发科需求成长支撑下，将可减缓苹果传统淡季需求趋缓影响，整体营运表现可望淡季不淡，不排除有机会持平，全年营收也将成长15%至20%，回复高成长动能。</div> <div> </div> <div> 联发科5G系统单芯片天玑1000今年第4季量产出货，跻身领先群，法人看好联发科可望受惠中国大陆5G手机换机潮，明年营收应可同步成长15%至20%，并刷新历史新高纪录。</div> <div> </div> <div> 随着5G手机市场升温，有机发光二极体（OLED）面板与驱动IC需求也将高度成长，法人预期，联咏明年OLED驱动IC可望大量出货，明年上半年出货便可超越今年整年水准，并将驱动联咏明年营收创历史新高。</div> <div> </div> <div> 法人预期，5G将带动联网环境升级，对网速要求也将提升，连带推升Wi-Fi 6需求显著增加，网通芯片厂瑞昱营运可望受惠，Wi-Fi 6芯片将为瑞昱未来营运注入成长新动能。</div> <div> </div> <div> 存储器制造厂旺宏在5G基地台有不错斩获，全球8成的5G基地台供应商都是旺宏的客户，明、后年将达出货高峰，并大量挹注旺宏业绩。</div></div> </div> <div class="keytags"> <strong>标签：</strong> <a href="http://www.casmita.com/news/search.php?kw=5G" target="_blank" class="b">5G</a> <a href="http://www.casmita.com/news/search.php?kw=%E5%B8%82%E5%9C%BA%E5%8D%87%E6%B8%A9" target="_blank" class="b">市场升温</a> <a href="http://www.casmita.com/news/search.php?kw=" target="_blank" class="b"></a> <a href="http://www.casmita.com/news/search.php?kw=%E5%8D%8A%E5%AF%BC%E4%BD%93" target="_blank" class="b">半导体</a> </div> <div class="award"><div onclick="Go('http://www.casmita.com/member/award.php?mid=21&itemid=45');">打赏</div></div><div id="comment" style="display:;"> <div class="block-head"><a href="http://www.casmita.com/comment/index.php?mid=21&itemid=45"><b id="comment_count" class="px16 f_red">0</b> 条评论</a></div> <div id="comment_main"><div></div></div> </div> <script type="text/javascript" src="http://www.casmita.com/file/script/comment.js"></script> 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