Mitsubishi AY13E 臺積提前6月量產蘋果A15
蘋果iPhone 12系列銷售持續暢旺，搭載Apple Silicon的13吋MacBook Air及MacBook Pro出貨強勁，不過，蘋果近期已開始著手進行例行性年度產品線轉換，季釋出的晶圓代工訂單進入季節性調整，其中委由臺積電5納米代工的訂單約較季減少10％。不過，蘋果iPhone 13搭載的A15應用處理器提前到6月量產，法人預期臺積電季營收表現可望與季持平。
蘋果供應鏈于每年中國農歷春節后都會傳出砍單或減少下單消息，今年也不例外。近期市場消息指出，蘋果已開始下修iPhone 12系列手機的零組件采購量，降低5納米A14應用處理器的晶圓代工訂單，Apple Silicon的5納米M1處理器晶圓代工訂單同步下滑。整體來看，季對臺積電5納米晶圓代工訂單約較上季減少10％，恐造成臺積電5納米產能利用率降至90％以下。
然而據蘋果供應鏈業者指出，每年季是蘋果新舊產品的交接空窗期，今年也不例外，這些訂單調整都可視為季節性調整。由于疫情帶動遠距商機仍持續帶動蘋果產品出貨，蘋果iPhone 12能手機、Arm架構MacBook筆電等銷售成績符合預期，季對半導體供應鏈的訂單調整幅度不大，第三季旺季效應仍值得期待。
蘋果預期第三季下旬推出新款iPhone 13智能手機，雖然與iPhone 12相較僅升級部份規格并沒有大改版，但業界看好全球5G基礎建設更為完整情況下，今年度iPhone 13預估出貨量將上看1億支，較iPhone 12去年同期表現增加逾15％。iPhone 13搭載的A15應用處理器采用臺積電加強版5納米制程，在考量下半年晶圓代工產能恐嚴重供不應求情況下，今年預估會提前至6月就進入量產。
再者，蘋果將推出搭載款Apple Silicon的M1X處理器的14吋及16吋MacBook Pro，采用臺積電5納米量產，今年底前預期會再推出核心數更高且運算時鐘更快的M2處理器，并搭配在新一代MacBook產品線中。雖然近期M1處理器晶圓代工訂單開始減少，M2處理器晶圓代工訂單延續，但M1X處理器5納米訂單已開始拉高投片量。
法人表示，臺積電季7納米以下成熟制程產能利用率維持滿載，5納米雖因蘋果訂單季節性調整導致產能利用率降低，但依過去經驗，臺積電都會提前替客戶在淡季期間預先投片，以避免下半年旺季期間產能不足。而今年蘋果A15提前至6月量產，包括高通、聯發科、超微等5納米訂單下半年開始投片，預估臺積電季淡季營收表現可望與季持平，下半年將逐季創歷史新高。
Mitsubishi AY13E
BOSCH KM 2200-T POWER SUPPLY
GRACO 220-578 SENATOR AIR POWERED PUMP
FANUC A20B-1003-0010 W/ A20B-0008-0032 TOP BOARD
CUT-OFF SAW ON STAND
INDRAMAT NAM 1.2-15 AC SERVO LINE FILTER
INDRAMAT TDM 1.2-030-300-W0 AC SERVO CONTROLLER
POWERTRAN PTN102-7.5K 7.5 kVa TRANSFORMER
B.E.S.T. BE-13200-6B ELECTROMACHANICAL VIBRATOR, NNB
B.E.S.T. BE-13200-6B ELECTROMACHANICAL VIBRATOR, NNB
B.E.S.T. BE-2200-8 ELECTROMACHANICAL VIBRATOR, NNB
B.E.S.T. BE-T700-B ELECTROMACHANICAL VIBRATOR, NNB
INVECTA HINDON B840/4 VIBRATOR UNIT, NNB
INVECTA HINDON B950/4 VIBRATOR UNIT, NNB
INVECTA HINDON B955/5 VIBRATOR UNIT
INVECTA HINDON B955/5 VIBRATOR UNIT, NNB
INVECTA HINDON BK50-57/8 VIBRATOR UNIT
LOVEJOY 697904-14803 8 INCH X 9 INCH COUPLING, NIB
SQUARE D EE45T1814HF 45 kVa GENERAL PURPOSE TRANSFORMER
RELIANCE ELECTRIC 7144857-001 Fr 365T 40 HP MOTOR, NNB
BOSCH NV 20/1F-D POWER SUPPLY
INDRAMAT AC SERVO CONTROLLER HDS03.2-W100N-HS12-01-F
FANUC A05B-2301-C305 RJ3 TEACH PENDANT *
ALLEN BRADLEY 2094-BM02 KINETIX 6000 SERVO DRIVE 15A
FANUC A06B-6077-H111 POWER SUPPLY MODULE
FANUC A06B-6077-H111 POWER SUPPLY MODULE
FANUC A06B-6076-H001 SERVO AMPLIFIER
FANUC A06B-6076-H101 SERVO AMPLIFIER *
OILGEAR PVWH-15-RDRY-C2NNTK-V115 HYDRAULIC PISTON PUMP
KAWASAKI 50999-1547 1FG PC BOARD NIB
ATLAS COPCO DMC DIGITAL MOTION CONTROLLER DMC31025P
ELAU PacDrive MC-4 SERVO DRIVE MC-4/11/10/400
ATLAS COPCO FIELD BUS UNIT 4240 0355 80
GENERAL ELECTRIC SGDA36AN0600 600 A CIRCUIT BREAKER
INDRAMAT TVM 2.1-50 AC SERVO POWER SUPPLY
INDRAMAT TVM 2.1-050-W1-220 AC SERVO POWER SUPPLY
INDRAMAT TVM 2.1-50-220/300-W1-220/380 POWER SUPPLY
INDRAMAT TVM 2.1-50-200-380-W1 AC SERVO POWER SUPPLY
INDRAMAT TVM 2.1-050-W1-115V AC SERVO POWER SUPPLY
EBARA PUMP 100CSU6554 SUMP PUMP, NNB
FANUC A05B-2300-C002 4 SLOT BACKPLANE *
KAWASAKI 50999-1547 1FG-35 PC BOARD NNB
FANUC A06B-6066-H211 SERIES C SERVO AMPLIFIER
ALLEN BRADLEY 2094-BM05 KINETIX 6000 SERVO DRIVE
BINKS 105-1380 ? VINYL ESTER OUTFIT
INDRAMAT NAM 1.3-08 LINE FORMER
SQUARE D MHL360008M6I85 800 Amp MOLDED CASE SWITCH
FANUC A03B-0819-C001 / ABU10A RACK W/ 5 MODULES, NNB
AMETEK 511571 REGENERATIVE BLOWER
CINCINNATI ELECTRICAL 154 10" BENCH GRINDER
ALLEN BRADLEY 8520-3S5A-BAT-EX4-T1-Y-4-5-7 SYSTEM MODUL
ASEA DSQS 174 / YB 161 100-DR TEACH PENDANT
CONTROL TECHNIQUES MD404-00-000 DRIVE W/ FM-2
GENERAL ELECTRIC 9T23B3872 30 kVa TRANSFORMER
WTC WI05-I43A IGBT UNIT
ATLAS COPCO ASSEMBLY SYSTEMS QCM-T 340 25 4240 0337 81
INDRAMAT AC SERVO CONTROLLER TDM 3.2-020-300W0
PACIFIC SCIENTIFIC SERVO DRIVE MODEL NO: SC902-001-01
FANUC 15M 4-SLOT RACK
YASKAWA SG10SA-GA05AC GEAR W/ SGMGH-05ACA61 SERVO MOTOR
ALLEN BRADLEY 1756-A13 CONTROL LOGIX CHASSIS W/ PWRSUP*
GRACO LSA-117 AGITATOR W/ ? HP MOTOR
GRACO 217-623 PRESIDENT AIR POWERED PUMP
GRACO 228-527 AIR POWERED PUMP
GRACO 206-796 MONARCH AIR POWERED PUMP
GRACO 204-445 PRESIDENT AIR POWERED PUMP
GRACO 220-658 AIR POWERED PUMP
STANLEY SG-SIGMA-202-001 Q3000 SIGMA MODULE INTERFACE
FANUC A06B-6058-H101 SERVO AMPLIFIER DRIVER UNIT
INDRAMAT MAC112D-0-ED-3-C/130-A-2/S016 MOTOR
INDRAMAT MAC112D-0-ED-1-B/130-A-1/1250/S05 SERVO MOTOR
INDRAMAT MAC112D-0-ED-4-C/130-A-0/WI520LV/S005 MOTOR
INDRAMAT MAC112D-0-ED-4-C/130-B-0/WI520LV/S005 MOTOR
INDRAMAT MAC112D-0-ED-4-C/130-A-0/WI520LX/S005 MOTOR
INDRAMAT MAC112D-0-ED-4-C/130-A-2/WI520/S018 MOTOR
INDRAMAT MAC112D-0-ED-4-C/130-A-0/WI520LX/S005 AC MOTOR
ALLEN BRADLEY 1326AB-A3E-11 AC SERVO MOTOR
HABONIM H60 SR-2CR 1/90 COMPACT 4 PNEUMATIC ACTUATOR
EMERSON EPSILON 203 EI-203-00-000 AC DRIVE
FANUC A06B-6079-H291 SERVO AMPLIFIER MODULE
ALLEN BRADLEY 1333-BAB SER B ADJ. FREQ. DRIVE
ALLEN BRADLEY 8520-4S10A-BATEX SERIES 9/440 CNC MODULE
ALLEN BRADLEY 8520-S10 9/440 SERIES CNC SYSTEM MODULE
INDRAMAT TVM-2.1-30-220/300-W1-115/220 POWER SUPPLY
BOSCH VM 60/EB-TA POWER SUPPLY
MARQUIP 9112215 TENSION CONTROL BOARD NIB
GRACO 220-563 PRESIDENT AIR POWERED PUMP
GRACO 220-568 PRESIDENT AIR POWERED PUMP
GRACO 206 393 MONARCH AIR POWERED PUMP
FANUC A16B-2200-0131 / 13B BASE 1 BOARD
FANUC A16B-2200-0131 / 05B BASE 1 BOARD
FANUC A02B-0118-C033 DPL/MDI POWER MATE PROGRAM PANEL
BUSSMANN LPS-RK-60SP LOW PEAK FUSES, LOT OF 74, NNB
ALLEN BRADLEY 1785-L60B/C PLC-5/60 PROCESSOR MODULE
BOSCH EBM 1000-TA DC SERVO DRIVE
FANUC A02B-0094-B502 SERIES 15-TA RACK
FANUC A16B-2100-010 CONTROL BOARD
MILLER DELTAWELD 451 C.V. DC ARC WELDER
VICKERS VC-148-E-3DA-4 HYDRAULIC PUMP
RACINE PVF-SNTO-20FR-01 HYDRAULIC PUMP
RACINE PVF-PNTO-20CA-01 HYDRAULIC PUMP
NIPPON GEROTOR 25605898 BIDIRECTIONAL INDEX MOTOR, NNB
SQUARE D MAL366008002 600 Amp CIRCUIT BREAKER
FANUC A06B-6066-H011 Series C AC SERVO AMPLIFIER
FANUC A06B-6066-H234 Series C AC SERVO AMPLIFIER
GOULD MODICON P884 POWER SUPPLY 170 WATT MA-P884-001
KAWASAKI 50607-R031048 SERVO AMPLIFIER, NEW
FANUC A06B-6058-H007 SERVO AMPLIFIER UNIT
FANUC A06B-6058-H007 SERVO AMPLIFIER UNIT
ALLEN BRADLEY 1746-A13 RACK W/ PWR SUPPLY CPU & MODULES
SPENCER BLOWERS 30102A1 VORTEX REGENERATIVE BLOWER, NNB
FANUC A06B-0852-B190#3000 a 2 AC SPINDLE MOTOR, NIB
ALLEN BRADLEY 1391-DES15-DI-AQB AC SERVO CONTROLLER NIB
I-T-E MXD63M800 CIRCUIT BREAKER 800 AMP
BOSCH DIGITAL DRIVE CONTROLLER TYPE: DM 8K 1101-D
REXROTH INDRAMAT RECO MTS-R02.2-M2-B1-S4-NN-FW
AUTOMATION PC 5PC600.SX02-01 INDUSTRIAL PC APC620
BOSCH VM 60/EB-TA POWER SUPPLY
FANUC A16B-1212-0871/14C RJ-2 POWER SUPPLY UNIT *
NACHI RTC301 ROBOT TEACH PENDANT
BRINKMANN ZS090120-M+250 IMMERSION PUMP, NIB
CHROMALOX STAR 14A-43-P RADIANT HEATER, NIB
GENERAL ELECTRIC 75C142464-CM-G786-H6R-30 30 A BUS PLUG
FANUC A16B-1212-0871/10C POWER SUPPLY UNIT *
FANUC A16B-1212-0871/16C POWER SUPPLY W/ A20B-2000-0600
FANUC A16B-1212-0871/16C RJ-2 POWER SUPPLY UNIT
FANUC A16B-1212-0871/09C RJ-2 POWER SUPPLY UNIT
FANUC A16B-1212-0871/07A RJ-2 POWER SUPPLY UNIT
FANUC A16B-1212-0871/17C RJ-2 POWER SUPPLY UNIT
STANLEY AF-SERVO-040-002 BETA SERVO 4
ALLEN BRADLEY 1394-AM04 3 kW AC SERVO AXIS MODULE
SANYO DENKI A8PU05ABFW00 ABS SUPER PWM UNIT
INDRAMAT 2AD100C-B050B1-BS03-B2N1 AC SERVO MOTOR
ALLEN BRADLEY 2711-K5A1 SER F REV C PANELVIEW 550
ALLEN BRADLEY 2711-K5A1 SER F REV K PANELVIEW 550
ALLEN BRADLEY 2711-K5A1 SER H REV B PANELVIEW 550
ALLEN BRADLEY 1394C-AM75 SER C 15 kW AXIS MODULE REFURB
I.T.E. SIEMENS 400 AMP CORDON CIRCUIT BREAKER 3 POLE
ALLEN BRADLEY 2711-K6C1 SER A REV B PANELVIEW 600 *
INDRAMAT TDM1.2-100-300-W1-115 AC SERVO CONTROLLER
BALDOR CCAM3787-4 Frame 215C 5 HP ELECTRIC MOTOR, NIB
REULAND 0020C-1AEB-00432/.66 HP FRAME 215 MOTOR, NIB
SQUARE D 200 AMP CIRCUIT BREAKER LAL36200
INDRAMAT MHD093B-035-PP0-AN AC SERVO MOTOR
SEW EURODRIVE KA97BAD6 GEAR NEW
KAWASAKI 68BM092HBX2R AC SERVO MOTOR, NIB
BONITRON 3345 REGEN CONTOL
SQUARE D MAL36500 SERIES 2 CIRCUIT BREAKER 500 AMP
BOSCH NE 21/B-D LINE FILTER
HYSTER 2061746 LEFT HAND DRIVE UNIT WITH BRAKE, NIB
Mitsubishi AY13E
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