However, the release of the fourth quarter of TSMC earnings estimates, in October revenue hit a record high, November and December revenue downward trend; coupled with the peak of the arrival of Apple is coming to an end, the corporate forecast, The first quarter of next year, quarter revenue decline may reach a standard, into the industry off-season.
TSMC reported a revenue of 94.52 billion yuan in October, up 6.7% over the previous month and up 3.8% over the same period of previous year. The cumulative revenue for the January-October period totaled about 794.397 billion yuan, up 2.3% year-on-year.
TSMC benefited from the strong launch of new mobile devices and the demand for money mining operations this quarter due to the strong performance of Apple and non-Apple camps. The revenue performance is expected to be better than that of the previous quarter. It is expected that the fourth quarter results will continue to benefit from the launch of new mobile devices .
According to the fourth quarter of TSMC survey, consolidated revenue will fall 2,757.3 billion yuan to 2,787.6 billion yuan, up 9.3% from the previous quarter revenue to 10.5%, gross profit margin of 48% to 50%, estimated operating profit margin of 37 % To 39%.
However, due to TSMC October revenue has soared, in contrast to the fourth quarter of fiscal tests, on behalf of the average monthly revenue in November and December will fall between 90.605 billion yuan to 92.1 billion yuan, lower than the October level I am afraid I can not write a single month high.
Looking forward to the first quarter of next year, with the main peak pull-outs of major customers like Apple, MediaTek and the industry entering the traditional off-season, the number of working days will also decrease. According to legal person estimates, Quarter recession more than; and Apple's new iPhone X follow-up sales force, will determine whether the next wave of replenishment kinetic energy.
TSMC once said at the law said that if the dollar-denominated, this year's full-year revenue growth of about 8.8% over last year, although this year can not break the trillion yuan mark, but full-year revenue could hit a record high .
TSMC chairman Zhang Zhongmou even more optimistic about the expected, in the foreseeable next three years, TSMC's dollar revenue is expected to grow 5% to 10% year by year, better than the world economy 3% growth rate.
Corporate believes that Apple and Qualcomm two mobile phone customer orders, plus mobile
