TSMC 4분기 매출은 4.5% 증가할 것(2021.10.15)

2021.10.15

1대만달러=40원 계산

TSMC expects 4.5% revenue growth in 4Q21 (digitimes.com)

 

TSMC expects to post revenues of between US$15.4 billion and US$15.7 billion in the fourth quarter of 2021,

which is a 4.5% sequential increase at the midpoint. Gross margin and operating margin for the quarter are estimated at 51-53% and 39-41%, respectively.

TSMC는 4분기 매출이 전분기대비 4.5% 증가한 154억달러에서 157억달러 사이에 달할 것으로 예상했다.

매출초이익은 51-53%, 영업 이익은 49-41%에 달할 것.

 

Based on its sales guidance for the fourth quarter, TSMC narrowed its revenue growth outlook this year to 24%.

The pure-play foundry also reiterated its capex target for 2021 of a record-high US$30 billion.

4분기 예상치로 볼때, TSMC의 2021년 전체 매출은 전년대비 24% 증가할 것으로 예상된다.

2021년 설비투자액은 300어갈러에 달할 것이다.

 

TSMC reported net profits increased 16.3% sequentially and 13.8% on year to NT$156.26 billion (US$5.56 billion) in the third quarter of 2021, with EPS coming to NT$6.03, or US$1.08 per ADR unit.

TSMC의 2021년3분기 순이익은 전분기 대비 16.3% 증가하고, 전년 동기대비 13.8% 증가한

1562.6억 대만달러(6조2480억원)에 달하고, 주당순이익은 6.03대만달러여다.

 

TSMC posted consolidated revenue of NT$414.67 billion in the third quarter, representing increases of 11.4% on quarter and 16.3% from a year earlier. In US dollars, revenue came to US$14.88 billion, which increased 22.6% on year and 12% sequentially. The results came within the company's guidance range of US$14.6 billion to US$14.9 billion.

 

TSMC credited its 11.4% sequential revenue increase in the third quarter to strong demand for its industry-leading 5nm and 7nm technologies driven by all four growth platforms, which are smartphone, HPC, IoT and automotive-related applications.

 

TSMC saw its gross margin and operating margin arrive at 51.3% and 41.2%, respectively, in the third quarter, with the operating margin slightly beating its estimate given in July.

 

TSMC disclosed 5nm chip shipments accounted for 18% of the foundry's total wafer revenue in the third quarter, while 7nm chip shipments grew as a proportion of revenue to 34% from 31% in the prior quarter. Advanced technologies, defined as 7nm and under nodes, accounted for 52% of TSMC's total wafer revenue in the third quarter of 2021.

TSMC의 매출중 5나노 공정 비중은 18%이고, 7나노공정 매출 비중은 전분기 31%에서 34%로 증가하였다.

7나노이하 미세공정 매출 비중은 전체 매출의 52%를 차지하였다.

 

TSMC saw revenue generated from orders for smartphones increase 15% sequentially to account for 44% of its total wafer revenue in the third quarter, while revenue from orders for HPC products grew 9% on quarter to account for 37% of the revenue. Revenue generated from the IoT, automotive, digital consumer electronics and others accounted for 9%, 4%, 3% and 3%, respectively, during the quarter.

매출중에서 스마트폰 비중이 44%였고, 고성능컴퓨터 매출 비중이 전분기보다 9%증가한 37%를 차지하였다.

 

North America remains the largest market of TSMC accounting for 65% of the foundry's total wafer revenue in the third quarter, while Asia Pacific slid as a proportion of total wafer revenue to 13%, down from 15% in the prior quarter. China, as a proportion of TSMC's total wafer revenue, stayed flat sequentially but fell 11pp year-on-year to 11% in the third quarter of 2021.

 

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Highlights of the day: TSMC expects 24% sales growth in 2021 (digitimes.com)

TSMC has narrowed its revenue growth outlook this year to 24%, based on its forecast of 4.5% sales rise at the midpoint of the foundry house's latest guidance for fourth-quarter 2021. Despite a media report's claims that Apple is cutting its production goals for iPhone 13 seies for 2021, components suppliers have disclosed hey have not seen any reductions in orders from the client for the new smartphones. In China, manufacturers are making contingency plans to cope with power restrictions, which they expect will become a long-term policy of the country.

TSMC expects 4.5% revenue growth in 4Q21: TSMC expects to post revenues of between US$15.4 billion and US$15.7 billion in the fourth quarter of 2021, which is a 4.5% sequential increase at the midpoint. Gross margin and operating margin for the quarter are estimated at 51-53% and 39-41%, respectively.

Component suppliers see no cutback in orders for iPhone 13: Component suppliers for Apple's new iPhones have seen no cutback in orders thus far this year, in contrast to a media report indicating Apple may slash its projected iPhone 13 production targets for 2021 by as many as 10 million units due to chip shortage, according to industry sources.

China power restrictions to challenge supply chains in the long term: Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up production costs, according to industry sources.