2011年1月28日

台積電去年大賺1,616億元 =5.38bnUDS



  • 2011-01-28
  •  
  • 工商時報
  •  
  • 【記者涂志豪/台北報導】
     晶圓代工龍頭台積電昨(27)日舉行法說會,2010年稅後淨利達1,616.1億元,創下台灣單一公司有史以來賺最多錢的新紀錄,也是台積電第3個年度獲利超過千億元大關。台積電也宣布,今年資本支出將提高逾31%,至78億美元。
     所以,台積電也改變股利發放政策,由過去每年可分配盈餘的80%,改為發放不低於3元現金股利,董事長張忠謀強調,目標是為了追求股東最大的價值。
     雖然新台幣在去年第4季大幅升值,但台積電去年第4季營收達1,101.4億元,優於先前預期數字,毛利率為49.8%,單季稅後淨利為407.2億元,每股淨利為1.57元。2010年全年營收達4,195.4億元,稅後淨利為1,616.1億元,均創下歷史新高的紀錄,而每股淨利高達6.23元。
     台積電表示,基於第1季新台幣兌美元平均匯率為29.26元假設下,營收將介於1,050億至1,070億元間,季減率為3%至5%,毛利率介於47%至49%間,營業利益率為35%至37%。由於台積電是預期本季匯率升值3.75%,所以在不計匯率影響情況下,台積電本季營收將與上季持平,顯示本季接單淡季不淡。
     台積電去年獲利大增,創下台灣單一公司有史以來賺最多錢的新紀錄,但今年發放現金股利預估只有3元。台積電財務長何麗梅解釋,過去幾年半導體產業成長趨緩,台積電股利政策是每年可分配盈餘的80%,但金融海嘯之後,台積電在先進製程上取得領先,為了更積極追求獲利上的成長,決定將賺到的錢拿來擴大投資擴產,所以未來幾年分配的股利改為不低於3元現金股利,希望股東可由股價成長中得到更多的報酬率。
     張忠謀表示,預估今年全球半導體市場在不包含記憶體情況下,可較去年成長7%,而在不考慮匯率情況下,台積電今年可大幅成長20%,而今年預估晶圓代工市場的需求仍會大於供給,所以台積電決定加碼投資,提高今年資本支出至78億美元,除了可提高今年總產能20%,12吋廠產能還可較去年大增35%。
     張忠謀表示,目前產能仍維持滿載,其中28奈米及40奈米的排隊最長,65奈米雖然排隊較40奈米短,但仍供不應求,0.13微米及90奈米產能較鬆,至於應用在微機電、功率晶片等利基型技術上的0.18微米,客戶也是大排長龍。

2011年1月25日

semi capex 2011 forcast

Five IC makers join $3B 'capex club'

Mark LaPedus

1/21/2011 9:46 AM EST

SUNNYVALE, Calif. - Semiconductor capital spending is expected to hit $59.070 billion in 2011, up 15 percent over 2010, according to IC Insights Inc.

The forecasted 2011 top 25 semiconductor capital spenders are shown below. ''There are five companies that are expected to spend at least $3.0 billion in 2011, the same number as in 2010 and three more than in 2009,'' according to IC Insights.

The members of the $3 billion ''capex club'' are Samsung, Intel, TSMC, Globalfoundries and Hynix,'' according to the firm.

"Five of the top 10 increases are expected to come from major DRAM and flash memory suppliers. However, the top increase in 2011 is forecast to come from Intel, a massive $3.8 billion surge,'' according to the firm.






2011年1月15日

Intel Reports First $11 Billion Revenue Quarter

ibm

samsung

intel    profit gross 67%  rev 11b/q4  xxx/2010 mkt.cap

amd

sunw

Intel Reports First $11 Billion Revenue Quarter

Posted by Patrick Darling on Oct 12, 2010 1:05:15 PM
  • Revenue $11.1 billion
  • Gross Margin 66 percent
  • Operating Income $4.1 billion
  • Net Income $3.0 billion
  • EPS 52 cents


SANTA CLARA, Calif., Oct. 12, 2010 – Intel Corporation today reported that third-quarter revenue exceeded $11 billion for the first time, up 18 percent year-over-year to $11.1 billion. The company reported operating income of $4.1 billion, net income of $3.0 billion and EPS of 52 cents.

“Intel’s third-quarter results set all-time records for revenue and operating income,” said Paul Otellini, Intel president and CEO. “These results were driven by solid demand from corporate customers, sales of our leadership products and continued growth in emerging markets. Looking forward, we continue to see healthy worldwide demand for computing products of all types and are particularly excited about our next-generation processor, codenamed Sandy Bridge, and the many new designs around our Intel® Atom™ processors in everything from the new Google TV* products to a wide array of tablets based on Windows*, Android* and MeeGo* operating systems.”

Q3 2010 Highlights
  • PC Client Group revenue was up 3 percent sequentially, with record mobile microprocessor revenue.
  • Data Center Group revenue was up 3 percent sequentially, with record server microprocessor revenue.
  • Intel Atom microprocessor and chipset revenue of $396 million, down 4 percent sequentially.
  • The average selling price (ASP) for microprocessors was approximately flat sequentially and up significantly year-over-year.
  • Gross margin was 66 percent, consistent with the company’s revised expectation of 65 to 67 percent.
  • R&D plus MG&A spending was $3.2 billion, consistent with the company’s expectation.
  • The net gain from equity investments and interest and other was $115 million, lower than the company’s revised expectation of $175 million.
  • The effective tax rate was 30.5 percent, slightly below the company’s expectation of approximately 32 percent.

Business Outlook
The Outlook for the fourth quarter does not include the effect of any acquisitions, divestitures or similar transactions that may be completed after Oct. 12.

Q4 2010
  • Revenue: $11.4 billion, plus or minus $400 million.
  • Gross margin: 67 percent, plus or minus a couple percentage points.
  • R&D plus MG&A spending: Approximately $3.2 billion.
  • Impact of equity investments and interest and other: Approximately $20 million gain.
  • Depreciation: Approximately $1.1 billion.
  • Tax rate: Approximately 31 percent.
  • Full-year capital spending: $5.2 billion, plus or minus $200 million.

Status of Business Outlook
During the quarter, Intel’s corporate representatives may reiterate the Business Outlook during private meetings with investors, investment analysts, the media and others. From the close of business on Nov. 24 until publication of the company’s fourth-quarter earnings release, Intel will observe a “Quiet Period” during which the Business Outlook disclosed in the company’s news releases and filings with the SEC should be considered as historical, speaking as of prior to the Quiet Period only and not subject to an update by the company.

JPMorgan Chase Q410 profit $4.83bn ::: 2010 rev $104.8bn


摩根大通 上季獲利激增47%


摩根大通上季獲利激增47%至48.3億美元,超乎分析師預期,可望為增發年度股利鋪路。
(美聯社)
美國資產第二大的銀行摩根大通銀行(JPMorgan Chase)14日率先公布上季財報,獲利激增47%,超乎預期,因為認列的放款損失減少和商業銀行部門盈餘創紀錄。摩根大通去年第四季淨利48.3億美元,相當於每股盈餘1.12 美元,遠高於前一年同季的32.8億美元(每股盈餘74美分),和去年第三季的每股1.01美元。彭博調查的分析師平均預期每股盈餘為1美元。
由執行長戴蒙掌舵的摩根大通,是金融危機至今唯一持續獲利的美國大銀行。
紐約Oppenheimer公司研究部經理科托斯基說:「好消息是,損失逐漸減少,意味要創造盈餘所需的營收愈來愈少。壞消息是,貸款業務仍有壓力,因此盈餘也仍有壓力。」
FBR資本市場公司分析師米勒說:「消費者信用全面好轉。」科托斯基也指出,信用卡壞帳打消率從第三季的8.5%,降到10月及11月的7.51%,這是情況全面好轉的跡象。
摩根大通是第一家發表財報的美國大銀行,分析師預測,接著美國第三大銀行花旗集團18日可望公布去年第四季獲利21.9億美元。美國最大銀行美國銀行(BofA),21日可望公布獲利26.1億美元。摩根士丹利和高盛下周也將公布財報。銀行業營運對整體經濟表現具有指標作用。
據彭博的數據,美國房貸危機和失業率攀至26年來最高,導致金融業者蒙受高達1.82兆美元的損失和資產減值。過去兩季來美國經濟好轉,已使新問題貸款增加的速度減緩。
摩根大通去年全年每股盈餘達3.96美元,遠高於2009年的2.26美元,主因是商業銀行部門獲利創紀錄。由於貸款損失減少,摩根大通已連續四季無需提列鉅額損失準備。去年全年營收減少至1,048億美元,不如2009年的1,086億美元。
戴蒙11日暗示,摩根大通計劃提高年度股利到75美分至1美元,遠高於目前的20美分。摩根大通最快4月可望宣布提高股利。
【2011/01/15 經濟日報】http://udn.com/


J.P. Morgan Bankers Earn Less

NEW YORK—J.P. Morgan Chase & Co.'s annual compensation per employee in its investment-banking unit fell 2.4% from a year ago, though the firm set aside 4% more for payouts to reward a higher headcount.
The banking giant allocated $9.7 billion in compensation for the unit in 2010, up from $9.3 billion, a year ago. Per-employee compensation, however, was $369,651, down from $378,559, a year ago. The firm had to pay 1,660 more employees in the business as the size of its staff climbed 7% to 26,314 from 24,654 in 2009.
J.P. Morgan's compensation figures are closely watched by Wall Street because it is the first big U.S. bank to report fourth-quarter results and should provide the first indication of annual payouts for the industry in 2010.
In the fourth quarter, compensation as a percentage of net revenue was 30%, up from 11% a year ago. The compensation expense in 2009 was unusually low because the firm paid employees outside of the investment bank who still supported the unit as well as a U.K. tax on bonuses and a higher portion of equity payments in compensation packages.
During a conference call with analysts, J.P. Morgan Chief Financial Officer Douglas Braunstein said that excluding the U.K. bonus tax, the compensation ratio for 2010 was 35%, consistent with the firm's prior guidance of 35% to 40%. He said executives expect full-year compensation-to-revenue ratios to continue to be in that range.
Overall revenue for the investment bank rose 26% from a year earlier, but profit fell 21%, in part because of higher expenses, including performance-based compensation.
The unit's investment-banking fees, earned for advising companies and helping them raise capital, for example, were down 3% from a year ago as advisory and equity underwriting revenues each fell, while debt underwriting climbed 26%.
Write to Brett Philbin at brett.philbin@dowjones.com

美電玩去年營收155億美元 沒驚喜 15.5bn

美電玩去年營收155億美元 沒驚喜
市調公司NRP集團13日說,美國電玩業2010年營收約155億美元,和2009年相當。報告說,去年電玩硬體和軟體銷售乏力,到12月才為全年強勁收尾,主因是有創新之作,以及消費者受吸引,2011年可望續有主力新戲碼問世,乘勝追擊。
市調公司NRP集團13日說,美國電玩業2010年營收約155億美元,和2009年相當。報告說,去年電玩硬體和軟體銷售乏力,到12月才為全年強勁收尾,主因是有創新之作,以及消費者受吸引,2011年可望續有主力新戲碼問世,乘勝追擊。這些戲碼可能在洛杉磯稍後舉行的「國際電子娛樂博覽會」發表。 NRP說,「我們期望2011年是電玩業的成長年」。

2010年最暢銷的電玩軟體是Call of Duty: Black Ops(決勝時刻:暗黑行動),賣出120 多萬套。電玩機和掌上機最賣的廠商是任天堂,賣出850萬台DC和七百萬台Wii主機。

【聯合晚報╱編譯彭淮棟/法新社紐約13日電】

英特爾 去年史上最賺! 11.7bn/43.6bn 2011/01/14

晶片業龍頭英特爾公司去年第四季獲利激增48%,全年盈餘更創公司史上新高,並預測今年首季營收可能超越分析師預期,13日盤後股價上漲2.6%。
英特爾去年業績輝煌,締造了空前的淨利與營收。圖為英特爾執行長歐德寧。
(美聯社)
晶片業龍頭英特爾公司去年第四季獲利激增48%,全年盈餘更創公司史上新高,並預測今年首季營收可能超越分析師預期,13日盤後股價上漲2.6%。
英特爾上季淨利達33.9億美元或每股48美分,比前一年同季的22.8億美元或每股40美分躍增48%,但低於分析師預估的每股53美分。上季營收也成長8.4%,達到115億美元,略優於分析師預測的114億美元。

此外,英特爾2010年全年營收436億美元,淨利高達117億美元,比2009 年的獲利激增167%。執行長歐德寧說:「2010是公司史上最亮麗的一年,我們相信2011年的景況還會更好。」

英特爾預測今年第一季的營收將介於111到119億美元之間,優於分析師平均預估的107億美元。財務長史密斯接受訪問時說,今年的營收可望成長10%。

雖然在經濟逐漸擺脫衰退之際,消費者對筆記型電腦的需求依舊低迷,但企業已在加緊更新他們的電腦與伺服器設備,對英特爾的業務大有幫助。貝克資本管理公司的派特貝克說:「這是光輝的一季,企業市場已走出低迷。」

去年上漲3.1%的英特爾股價,13日在那斯達克股市下跌1美分,以21.29美元收盤,但財報公布後,盤後交易價上漲2.6%,以21.85 美元成交。

英特爾預估本季的毛利率約64%,略低於去年第四季的67.5%,今年全年的毛利率則約65%,但或許會有幾個百分點的上下差異;彭博資訊的調查預估今年毛利率是64.2%。

不過,英特爾去年雖締造空前的獲利與營收,投資人仍然擔憂英特爾能否把個人電腦處理器市場的主宰優勢,擴展到手機與平板電腦晶片上。畢竟,蘋果的iPad架構在使用ARM技術的處理器上,其他平板電腦製造商也都寧可選擇較省電的其他晶片,未使用英特爾的產品。

【聯合晚報╱編譯陳澄和/綜合報導】

2011年1月10日

Airline Industry Margins 'Pathetic' $15.1bn profit over $565bn rev

IATA: Airline Industry Margins 'Pathetic'

PARIS—International airlines will likely beat earlier profit forecasts this year after revived passenger and cargo traffic, but the industry remains fragile and underlying profitability is weak.
Global airlines are now expected to achieve an aggregate net profit of $15.1 billion this year, up from a forecast of $8.9 billion earlier this year, the International Air Transport Association said. The industry group said it has also tweaked its forecast for 2011 and now expects the airline industry to post an aggregate net profit of $9.1 billion next year, compared with an estimate of $5.3 billion made in September. IATA said, however, the airline industry's average 2.7% net-profit margin remains weak and will fall to 1.5% in 2011.
"Our profit projections increased for both 2010 and 2011 based on an exceptionally strong third-quarter performance. But despite higher profit projections, we still see the recovery pausing next year after a strong post-recession rebound. And the two-speed nature of the recovery is unchanged, with European airlines continuing to underperform other regions," said Giovanni Bisignani, IATA's director general and CEO.
"Margins remain pathetic. With a 2.7% net margin in 2010 shrinking to 1.5% in 2011, we are nowhere near covering our cost of capital. The industry is fragile and balancing on a knife edge. Any shock could stunt the recovery, as we are seeing with the results of new or increased taxation on airlines and travelers in Europe," said Mr. Bisignani.
IATA pointed out that although the changes in the industry forecasts appear dramatic in absolute numbers, the $6.2 billion increase in IATA's projection for the 2010 net profit is equal to just 1.1% of the industry's projected $565 billion in revenue for this year.
"Any increase in profits is a welcome step in the right direction. But the fact that we can increase our profit forecast by 70% and still be left with a net margin of just 2.7% shows just how far this industry has to go to achieve a normal level of profitability," Mr. Bisignani said.
IATA's latest projections assume passenger traffic growth of 8.9% in 2010, up from the 7.7% it forecast previously. It expects strong passenger yield growth of 7.3%, unchanged from the September outlook, and an average annual oil price in line with previously projected level of $79 a barrel.
"The third quarter of 2010 was exceptionally positive in terms of passenger traffic volume. Airlines met increased demand by utilizing their fleets more intensely. Fixed costs remained constant, passenger yields firmed and the increased revenues went almost directly to the bottom line," said Mr. Bisignani.
In contrast to improved conditions for passenger travel, the outlook for air cargo deteriorated from IATA's September forecast. Demand is now expected to grow by 18.5%—compared with the previously forecast 19.8%—limiting yield growth to 7%, below the previously forecast 7.9%.
"The post-recession rebound drove a rapid expansion for cargo earlier in the year, but it ran out of steam by the third quarter. Since May, overall volumes fell by 5%. This will only pick up when consumers have bought the products that are already on the shelves," Mr. Bisignani said.
"The industry will face tougher conditions in 2011 than what we are experiencing today," Mr. Bisignani predicted, partly due to higher fuel costs with the average price of crude oil expected to increase to $84 a barrel, up from the $79 a barrel for 2010.

AND,

June 8, 2010

Global Airline Industry Rebounds, Will See Profit in 2010 From Recovering Economy

Global Airline Industry Rebounds, Will See Profit in 2010 From Recovering Economy

The International Air Transport Association (IATA) yesterday (Monday) raised its airline industry outlook and now expects airlines to post a $2.5 billion profit in 2010, recovering from two years of ailing business.

The IATA said increasing passenger travel, a climb in cargo trade, and effective cost cutting measures will contribute to accelerating the industry's rebound.

"The global economy is recovering from the depths of the financial crisis much more quickly than could have been anticipated. Airlines are benefiting from a strong traffic rebound that is pushing the industry into the black," IATA Director General Giovanni Bisignani said.

Previous industry predictions forecast a $2.8 billion loss. However the IATA revised its expectations for passenger traffic and cargo volume. Passenger traffic will grow 7.1% this year, up from the IATA's original prediction of 5.6%, and cargo volume will grow by 18.5%, up from the earlier estimate of 12%. Total revenue for the industry will be about $545 billion, up 13% from $483 billion in 2009, the group said.

Moody's Investors Service upgraded the industry's outlook Monday to stable from negative, saying they "expect profitability in the global airline sector to improve as we gain distance from the 2009 trough of the recession."

Bisignani cautioned that the recovery is fragile and that labor unions must prepare for more budget reductions.

TSMC result Q42010 rev 3.67bn(Q4) 13.98bn(2010)

台積電Q4業績 優於預期 【14:35】
〔中央社〕晶圓代工龍頭廠台積電去年第4季合併營收達新台幣1101.43億元,表現優於預期,超越營運目標上限1090億元,但季減1.87%。

受新台幣升值及客戶年終盤點作業影響,台積電去年12月業績持續滑落,合併營收為348.69億元,較11月再下滑5.4%,並為6月來單月合併營收新低水準,不過,仍較前年同期成長約10.5%。

台積電整體第4季合併營收達1101.43億元,高於原預期的1070億至1090億元,僅較第3季小幅下滑1.87%;若排除新台幣升值影響,台積電第4季業績將續創歷史新高紀錄,表現淡季不淡。

台積電去年合併總營收達4195.38億元,年增41.9%,表現確實優於整體半導體業年增3%,也較晶圓代工業年增 4成高。13.98 bn.usd

展望今年,台積電董事長暨總執行長張忠謀曾對第1季釋出樂觀看法,預期第1季業績仍持續淡季不淡,僅將較去年第4季小幅下滑5%以內,不排除有機會維持與去年第4季相當水準。

受惠IC設計業持續成長,及整合元件製造(IDM)廠擴大釋出委外代工訂單,今年晶圓代工業產值可望較去年成長14%,張忠謀曾預期,台積電表現將持續優於整體晶圓代工業,即業績可望較去年再成長14%以上。
http://iservice.libertytimes.com.tw/liveNews/news.php?no=451889&type=%E8%B2%A1%E7%B6%93

versustu

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can I find a way to orgainize infomation more efficiently ?

maybe

13 monkeys


13 fabless IC suppliers in 2010 $1b sales club, says IC Insights



Table. 2010 billion dollar fabless IC suppliers. Source: IC Insights' Strategic Reviews Database

2010F rank

2009 rank

2008 rank

Company

Headquarters

2008 ($M)

2009 ($M)

% Change

2010F ($M)

% Change

1

1

1

Qualcomm

US

6477

6409

-1

7098

11

2

3

2

Broadcom

US

4449

4271

-4

6540

53

3

2

--

AMD

US

0

5403

N/A

6460

20

4

4

5

MediaTek

Taiwan

2864

3500

22

3610

3

5

6

4

Marvell

US

3055

2690

-12

3602

34

6

5

3

Nvidia

US

3660

3151

-14

3571

13

7

7

6

Xilinx

US

1906

1699

-11

2355

39

8

10

8

Altera

US

1367

1196

-13

1950

63

9

8

7

LSI Corp.

US

1795

1422

-21

1625

14

10

11

9

Avago

US

905

858

-5

1200

40

11

12

11

Novatek

Taiwan

829

819

-1

1145

40

12

9

--

ST-Ericsson

Europe

0

1263

N/A

1140

-10

13

15

18

MStar

Taiwan

454

605

33

1060

75

*Represents the 50% share not accounted for by ST.

http://www.electroiq.com/index/display/semiconductors-article-display/8377927630/articles/solid-state-technology/semiconductors/industry-news/business-news/2010/12/13-fabless-ic-suppliers-in-2010-1b-sales-club-says-ic-insights.html