Benefit from Apple's new machine began to drive shipments demand, TSMC 10 nm large shipments, TSMC has revenue of more than 90 billion yuan for two consecutive months, set a record high in October, even slightly reduced in November, but also the second highest in history .
According to TSMC's previous Q4 fiscal results, revenue forecast rose by about 10% quarter-to-quarter to challenge the highest single-season record. According to market analysts, TSMC's Q4 revenue is expected to be satisfactory. Revenue for November was approximately 888.755 billion yuan, an increase of 2% over the same period of last year.
After the listing of the Apple iPhone series, the sales volume has been gradually warming up, and the revenue of TSMC has returned to the growth track in the second half of the year, and the strength of performance growth has been more pronounced since the fourth quarter. TSMC switched its operating outlook to US dollars since the third quarter; 4 quarter earnings forecast, estimated revenue will range from 9,100,000,000 US dollars to 9.2 billion US dollars, an average quarterly growth rate of about 10%; gross margin is expected to be 48% to 50%, operating profit margin of 37% to 39%.
TSMC this quarter to 30.3 basis of the New Taiwan dollar, it is estimated that the fourth quarter revenue will fall from NT 275,700 to 2,788 billion yuan, the fourth quarter of TSMC's financial estimates, if the December revenue of 88,027 million Yuan is up to a low standard, if the 911.27 billion yuan is up to high standards.
TSMC issued a report a few days ago worried that TSMC first quarter of next year operating correction fear fear quite drastic, bearish growth momentum next year, TSMC shares so there is a wave of kill, however, TSMC outlook for future orders continued to be optimistic. TSMC rose slightly yesterday 0.5 yuan, received 227 yuan.
TSMC estimates 5G will be formally commercialized in 2019, a year earlier than the market research agency into the era of 5G, the AI and 5G related applications, the future must be advanced to 7 nanometers below the process support, the market demand in the future is quite strong, TSMC is expected to become a major technology and ecosystem supplier.
Huang Wenqing, vice president of Taiwan's new investment adviser also believes that TSMC's performance in November in line with expectations, the fourth quarter revenue should be smooth record high in history, for some foreign investors bearish on the first quarter of next year, TSMC performance, Huang Wenqing that the first quarter of the business cycle of prosperity Diminishing normal, but the future launch of various new applications conducive to TSMC's advanced manufacturing processes and high-speed computing products shipped on the TSMC 2018 outlook is still positive.
