ʻatikala http://bbs.51touch.com/
TechNiche: Hiki ke hoʻopā i loko o ke kelepona
lilo i mea maoli i ka makahiki 2012
Ma kēia pukana o TechNiche, nānā mākou i 1) nā ʻike hou mai
nā mākaʻikaʻi ala 2) hōʻano hou i ka loaʻa kālā lima lima/papa
3) Hoʻohou PC mākeke.Ma muli o kā mākou hoʻopaʻa ʻana i ke kahawai hou, mākou
manaʻoʻiʻo e hoʻomaka paha ka hoʻopā ʻana i loko o ke kelepona i ka hana nui ma
waena o 2012.ʻIke ʻia ka manawa like me ka lehulehu
i manaʻo ʻia e hoʻokuʻu ʻia ka iPhone 5 ma 2H12.Hiki paha iā TPK ke lilo nā kauoha
ma mua o ka mea i manaʻo ʻia.Ua hōʻike pū ʻia kā mākou hoʻāʻo ʻana i kahi a
ʻoi aku ka maikaʻi ma mua o ka iPhone 4s akā ʻoi aku ka nāwaliwali o ka iPad 2 i kūʻai aku-
ma hope o ka hopena pule hoʻomaha Hoʻomaikaʻi.4Q
ʻOi aku ka nāwaliwali o ka hoʻouna puke puke ma mua o ka mea i manaʻo ʻia, ʻaʻole no ka mea
o ka hemahema o ka HDD akā ma muli o ke koi hope nāwaliwali.HDD
He hopena nui ka hemahema ma ka motherboard DIY
mākeke no ka mea ʻaʻohe mana kūʻai aku nā mea pāʻani liʻiliʻi
e kiʻi i ka lako HDD a i ʻole e uku lākou i ka uku kumu kūʻai 2-3x
e kiʻi i loko o ke kahawai.
» Hōʻike hoʻopā i loko o ke kelepona e hoʻopilikia iā TPK
Manaʻo mākou e hoʻomaka koke ka hana ʻenehana i loko o ka cell
i manaʻo ʻia ma waena o 2012.ʻO ka patent a Apple ma ka pale paʻi paʻa
paʻi ʻia ma ʻAukake 2011 (e ʻike i ka Appendix) a hiki i ka hui
i waho i ka ʻenehana e hōʻike i nā mea hana e hana i ka huahana.Me he
ʻO ka hopena, ke piʻi aʻe nei ka pilikia o TPK o ka nalo ʻana i nā kauoha ma 2H12.
» ʻOi aku ka maikaʻi ma mua o ka iPhone 4s a me ka iPad2 nāwaliwali
E hōʻike ana kā mākou mau ʻike kaila ma hope o ka hopena pule Thanksgiving
ʻOi aku ka maikaʻi o ka iPhone 4s ma mua o ka mea i manaʻo ʻia, ʻoiai ʻo iPad 2
ʻoi aku ka nāwaliwali.
» Hoʻohou PC: ʻoki ʻana i ka leka uila 4Q11 a me ka motherboard
nā ukana
ʻIke ʻia ka hopena o ka hemahema o ka HDD i ka
ʻO ka mākeke motherboard DIY no ka mea ʻoi aku ka liʻiliʻi o nā mea pāʻani liʻiliʻi
mana e kiʻi i ka lako HDD.Ke ʻoki nei mākou i kā mākou motherboard Taiwan
hoʻouna wānana i -19% QoQ mai -11% ma 4Q ma muli o ka hopena.ʻO mākou kekahi
e ʻoki i kā mākou hoʻouna puke puke 4Q i -4% QoQ mai kahi hapaha palahalaha ma
nawaliwali koi.
» ʻO ka hapa nui o nā hui ma lalo o kā mākou uhi ma Taiwanpaha
nalowale a i ʻole ma ka hope haʻahaʻa o kā lākou alakaʻi no4Q koe
ʻO Wistron a me Flexium
Manaʻo ʻia ka hoʻouna ʻana o ka leka uila Wistron e ulu 6% QoQ ma 4Q11,
e paʻi ana i kāna alakaʻi o 0-5% ulu.Loaʻa ka loaʻa kālā 4Q11 o Flexium
ma ke ala e hiki aku ai ma mua o 20% QoQ, e paʻi ana i kāna alakaʻi o kahi pālahalaha
hapaha.
1. Nānā Kanal Hou
In-cell Touch Technology no iPhone 5?
Hōʻike kā mākou hōʻike ʻana i ke kahawai e hoʻoikaika ikaika ʻo Apple e hana i ka pa-cell touchʻenehana panel e lilo i mea ʻoiaʻiʻo.ʻO ka hana nui o ke kelepona paʻi TFT-LCDHiki ke hōʻike ʻia ma ka waena o 2012 a ʻike ʻia ka manawa kūponoka iPhone aʻe (i manaʻo nui ʻia e like me iPhone 5) hoʻomaka i 2H12.
E like me ka hui pū ʻana o Apple me TPK ma kāna papa hoʻopā mua, ka patentʻO ka ʻenehana hoʻopā i loko o ke kelepona e hiki mai ana paha iā Apple (e nānā i ka Appendix).ʻO mākoumanaʻoʻiʻo hiki iā Apple ke laikini iā ia i nā ʻoihana hōʻike like ʻole e hana i ka hana ʻanaApple.No laila, ua pi'i nui ka pilikia o ka poho kauoha ma TPK ma 2H12i ka wā e loaʻa ai ka hana nui TFT-LCD i loko o ke kelepona.
E like me kā mākou i hōʻike ai i ka hōʻike hoʻomaka i ka lā 23 Nowemapa 2011, hiki ke lilo ʻo TPKʻO kahi hui 'lamination' no ka pā paʻi no ka mea he hōʻike TFT-LCD i loko o ke kelepona paʻipono e laminated me ka uhi aniani e hōʻoia i ka holoʻokoʻa modulehana pono.Akā, e hoʻemi nui ʻia ka huina kālā i loaʻa no TPK.Ma mua o ka hana ʻana i ʻelua papa o ka lamination me nā mea ʻike paʻi (50% a ʻoi aku paha oHoʻokuʻu ʻia nā mea ʻike paʻi a TPK), hiki iā TPK ke hana i hoʻokahi papa o ka lamination i ka wāua hoʻopaʻa ʻia ka hōʻike paʻa i loko o ke kelepona.Manaʻo mākou ʻo ka nui o ka loaʻa kālā loaʻamai kahi laminated in-cell touch display module e hoʻemi ʻia ma kahi o ʻelua hapakolu e like mehe hopena.
Manaʻo mākou e hoʻohana ʻia ka ʻenehana in-cell no nā hōʻike ma nā smartphones ma mua.He makahiki ʻelua a ʻelua paha ia ma mua o ka hoʻokō ʻia ʻananā hōʻike papa-nui me ka ʻae ʻia, i kā mākou ʻike.
Kiʻi 1. ʻenehana in-cell vs. nā ʻano ʻenehana paʻi pā
ʻOi aku ka maikaʻi o ka iPhone 4s ma mua o ka mea i manaʻo ʻia akā ua nāwaliwali ka iPad 2
Hōʻike kā mākou mau hōʻike ʻana i ka iPhone 4s i ʻoi aku ka maikaʻi ma mua o ka mea i manaʻo ʻia akā ʻo iPadʻOi aku ka nāwaliwali o 2 ma mua o ka mea i manaʻo ʻia ma hope o ka hopena pule hoʻomaha Hoʻomaikaʻi.ʻO kanawaliwali ma iPad 2 paha ma muli o ka ikaika hoʻokūkū kumu kūʻai mai Kindle Fire e like menā mea hana papa papa ʻē aʻe e ʻoki ana i nā kumukūʻai no ka holoi ʻana i ka waihona.He hopena maikaʻi ʻole kēiama Simplo (no ka ʻike ʻana o ka iPad 2 a me ka nāwaliwali o nā puke puke).Manaʻo mākoue hele mai ana paha ʻo Simplo ma ka haʻahaʻa haʻahaʻa o kāna alakaʻi 4Q11 a i ʻole nalo pahake alakaʻi iki.Inā hiki mai kāna hui ʻole ʻo Dekemaba ma kahi o NT $ 4bn, ʻo iaAia ma ka haʻahaʻa haʻahaʻa o ke alakaʻi kālā 4Q o NT $ 13bn.
ʻO ke kumukūʻai HDD kiʻekiʻe e hoʻohuli ana i nā mea kūʻai aku ma ka mākeke PC DIY
Ua hoʻonui ʻia ke kumukūʻai HDD ma ke kahawai e 2-3x mai ka wai o Thailand i ʻOkakopa a me PCUa hoʻonui nā mea hana i nā kumukūʻai no kekahi o kā lākou PC.Ma waho o ka ~ 170m HDD koi ma 4Q11, ua ʻōlelo ʻo Seagate a me Western Digital e kākoʻo ʻia ʻo 120m.Manaʻo mākou he 90m+ wale nō ka noi PC ma 4Q11 a no laila, ʻo ka hapa nui o nā māka PC alakaʻi e kākoʻo ʻia kā lākou HDD.ʻO nā wahi i hoʻopilikia nui ʻia ʻo ia nā mea pāʻani liʻiliʻi ma ke kahawai (no ka mākeke DIY a me ka mākeke hoʻihoʻi ʻikepili) a me nā mea ma ka mākeke uila mea kūʻai aku (e laʻa i nā HDD no nā camcorders a i ʻole ka hoʻopaʻa TV).
Kiʻi 2. Kumu kūʻai a ʻaʻole.o nā mea kūʻai aku o Seagate Barracuda 1TB Internal Hard Drive
Hōʻike kā mākou mau loiloi hou loa i ka piʻi ʻana o ke kumukūʻai HDD i lohi i ka noi nonā PC desktop ma ka mākeke DIY.No ka mea, ʻo ka hapa nui o ka poʻe e komo i ka mākeke DIYpūnaewele integrators a me ka PC 'ike loea', manaʻo mākou he nui o lākou i koho e kali ma mua oe uku ana i ke kumu kūʻai kiʻekiʻe no HDD.Ua ʻike mākou i ka mākeke motherboard ma Taiwan (ka hapa nui no kaʻO ka mākeke DIY) ua lohi nui i ka hopena.Ma hope o ke kahe ʻana ma Thailand i ʻOkakopa,Ua hāʻule nā moku motherboard Taiwan i 20% MoM ma ka mahina hoʻokahi, hohonu ma mua o ka 15%Hāʻule ʻo MoM i ʻOkakopa 2010. I Nowemapa, manaʻo mākou ua ulu wale nā moku motherboarde 4% MoM, emi iho ma mua o ka ulu ʻana o 10% MoM i ka mahina hoʻokahi i ka makahiki i hala.
Ke manaʻoʻiʻo nei kekahi o nā mea hana motherboard e iho mai ke kumukūʻai HDD i ke kahawai i ka hopenaKekemapa a me ka hoʻomaka o 2012, no ka mea he nui nā mea kālepa i hoʻopaʻa a loaʻa kālā maikaʻimai kēia 'pōʻino'.
No ka hoʻomaikaʻi ʻana o ka lako (e pili ana i ka mea hou mai Seagate a me Western Digital)a ke iho mai nei ke koi ma muli o ke kumukūʻai kiʻekiʻe o ka HDD a me ka manawa haʻahaʻa ma 1Q12, ke manaʻoʻiʻo nei mākouke ʻike nei mākou i ka pōʻino loa e pili ana i ka hemahema o ka HDD ma ka mākeke PC ma Dekemaba 2011.ua hala i ka mahina kiʻekiʻe o ke kūkulu ʻana o PC ma ʻOkakopa.Ma lalo o nā kūlana maʻamau, ka helu holoi ka mahina haʻahaʻa ma 1Q he 30% + haʻahaʻa ma mua o ka mahina kiʻekiʻe ma 4Q.Mai ka 25-30% wale nō o ka honuaUa hoʻopilikia ʻia ka hoʻolako HDD e ka waikahe o Thailand, hiki iā mākou ke hōʻea i kahi koi hoʻolako pōkolekaulike no ka mākeke PC ma ka hopena o Ianuali a i ʻole Pepeluali.Inā ʻaʻole kūʻai aku nā mea kālepa HDD i kā lākounā waihona ma ka lima ma Dekemaba a i ʻole Ianuali ma mua o ka Makahiki Hou Lunar, ʻoi aku paha lākoue kūʻai aku iā lākou ma ke kumukūʻai haʻahaʻa ma hope no ka mea e hoʻomaikaʻi wale ka lako HDD mai kēia manawama mua, ʻoiai ʻoi aku ka lōʻihi o ka hemahema o ka mākeke PC ʻole.
2. Hoʻohou hou i ka loaʻa kālā o ka lima lima/papa
Kiʻi 3. ʻĀpana lima a me ka lima lima: loaʻa kālā o kēlā me kēia mahina a me ka hapaha
HTC– Ua manaʻo ʻia ka emi ʻana o ke kūʻai ʻana o Nowemapa (i hōʻike ʻia ma -30% MoM).makeke ma hope o ka hui i hoʻohaʻahaʻa i kāna alakaʻi 4Q ma 23 Nowemapa 2011. Kekemapapono e emi iho ke kuai ma lalo o 6% MoM i mea e halawai ai me kona alakai loaa o ka palahalahaHoʻonui ka loaʻa kālā o ka makahiki (ʻo ia hoʻi ~NT$104bn).
Hopu- ʻO ka emi ʻana o ka loaʻa kālā ʻo 19% MoM i Nowemapa e like me ka mākekenā manaʻolana.ʻAʻole hiki i ka hui ke hāʻawi i kahi lā i hiki ai i kāna mea kanu Suzhoue hoʻomau i ka hana akā ke manaʻo nei e hoʻopau ʻia ka pilikia ma Dekemaba.ʻO kā mākou 4QʻAʻole hiki ke hoʻokō ʻia nā wānana kūʻai o NT $ 8.89bn.Manaʻo mākou hiki ke kūʻai aku ʻo 4Qma ka laulā o NT$8.0bn a i NT$8.5bn.
Simplo– 4Q non-consolidated kuai e hiki mai i loko o ka haʻahaʻa hope o kona alakaʻi oNT$13.0-13.8bn.Ma muli o ka hoʻouna ʻana i ka mahina ʻo Dekemaba, nalo paha ia i ka 4Qalakaʻi iki.Manaʻo mākou ma muli o ka nāwaliwali o ka notebook a me iPad2.
ʻOihana ʻenehana- ʻAʻole i hoʻolaha ka hui i nā kūʻai aku o Nowemapa, akā manaʻo mākouia e ulu 3-5% MoM.No ka hiki ʻana i ka hopena haʻahaʻa o kāna alakaʻi kālā i hoʻoponopono ʻia,Pono nā kūʻai aku ʻo Dekemaba ma ka liʻiliʻi loa o MoM.Eia naʻe, manaʻo mākou ʻo ka ʻoihanahiki ke ulu ma 7% MoM i Dekemaba ma muli o ka hopena o nā hoʻololi kauohamai nā mea hoʻokūkū Kepani (ma muli o ke kahe ʻana o Thailand).ʻO kā mākou loaʻa kālā 4Q11ʻAʻole i loli ka manaʻo i ka 7.6% QoQ emi.
Flexium- Ua ʻoi aku ka ikaika o ke kūʻai aku ʻana o Nowemapa ma mua o ka mea i manaʻo ʻia ma 9% MoMma muli o ka hoʻoili kauoha mai nā mea hoʻokūkū Kepani (ma muli o kaKa waikahe o Thailand).ʻO ka manawa o nā hoʻoili kauoha e hoʻomau i Dekemaba,no laila ke manaʻo nei mākou i kēia manawa e ulu ʻo 4Q11 i 25% QoQ, ʻoi aku ka maikaʻi ma mua o kāna alakaʻi kumu aka hapaha palahalaha a me kā mākou kuhi mua o 5% QoQ ulu.
TPK- Ua hoʻihoʻi hou ka hui i kāna kūʻai ʻana i kēlā me kēia mahina (e ʻike i ke Kiʻi 3) no ka mea ma muli oʻo ke ʻano helu helu kahiko, hiki ke hoʻololi i ke kumukūʻai o nā haole i ke aka loli nui o nā helu kūʻai mahina ma TW$.
Helu mua:
Ke kūʻai aku nei i kēlā me kēia mahina ma TW$ = (Makahiki a i kēia manawa-mahina i hōʻiliʻili ʻia nā kūʻai ma US$ x Ka helu FX hopena o ka mahina) - (Makahiki-a-nā kūʻai i hōʻiliʻili ʻia i ka mahina i hala ma TW$)
Helu 'ōlelo hou:
Ke kūʻai aku nei i kēlā me kēia mahina ma TW$ = Kūʻai o kēlā me kēia mahina ma US$ x ka helu FX hopena o ka mahina
ʻOi aku ka maikaʻi o ka hoʻohālikelike ʻana i ka loaʻa kālā o kēlā me kēia mahina ma nā huaʻōlelo US$, i ko mākou manaʻo.Hiki i kēia ke hāʻawi iā mākou i kahikiʻi ʻoiaʻiʻo o ke kahe ʻoihana, ʻoiai ua hana ʻia nā ʻoihana āpau ma US $.E ulu ana paha ka TPKloaʻa kālā (ma US$ huaʻōlelo) na
5-10% i kēia manawa me ke alakaʻi kumu o 0-5% ulu, aia i lokolaina me kā mākou wānana o 8.5% QoQ ulu.Hiki i kāna loaʻa kālā Kekemapa i kēia manawa ke emi i ka 35% MoM ie hālāwai me ka hopena haʻahaʻa o kāna alakaʻi i hoʻoponopono hou ʻia a me 26% MoM e hālāwai me kā mākou wānana.
Kiʻi 4. Ua hoʻolaha mua ʻia ʻo TPK vs
3. Hoʻohou PC Market
puke puke
Ua ʻoki mākou i kā mākou 4Q11 palapala hoʻouna wānana i ka 4% QoQ hāʻule, haʻahaʻa ma mua o kā mākouwānana mua o ka hapaha palahalaha a me 5-makahiki mōʻaukala awelika o + 10% QoQ ulu, ka hapanuima muli o ka nāwaliwali macro.Loaʻa ka hopena liʻiliʻi o nā puke ODM mai ka HDDka hoʻohālikelike ʻana i nā mea hana motherboard, no ka mea, kākoʻo ʻia nā notebook ODM e lunaʻO nā inoa inoa o ka pae i loaʻa ka mea nui i ka lako HDD.Me he mea lā ua emi iki ka hopena o Wistron e ka nāwaliwalikoi a me ka hemahema HDD.Manaʻo mākou ma muli o ka ikaika o nā PC pāʻoihana Lenovo.ʻO ka hopena, ʻo Wistron wale nō ka puke ODM e lanakila ana i kāna alakaʻi 4Q11.ʻO kaʻO ka hui i alakaʻi mua ʻia no ka ulu ʻana o 0-5% QoQ no 4Q11 a i kēia manawa e ulu paha ʻo 6% QoQ.
Manaʻo mākou e hōʻemi ka hoʻouna ʻana o nā puke no Taiwan i ka 10% QoQ ma 1Q12, ma lalo o ka 5 makahiki.ka awelika mōʻaukala o 11% ka emi ʻana ma muli o kekahi koi pent-up a me ka hāʻawi HDDe hoʻomāmā i ka 1Q12.
Kiʻi 5. Hoʻouna ʻia ʻo Taiwan Notebook (Mahina)
Kiʻi 6. Hoʻouna ʻia ʻo Taiwan Notebook (Quarter)
Quanta (nā mea kūʻai nui: Apple, HP, Lenovo, Dell, Acer)
• Manaʻo ʻia ka hoʻouna ʻana i ka puke puke no Nowemapa e hōʻemi i ka 15% MoM, ʻoi aku ka ʻino ma mua o kā mākouwanana mua o 8% emi a me ka market consensus.Manaʻo mākou no kēianawaliwali i ka HP consumer notebooks (HP mooolelo 25-30% o kona mau moku), ma mua oka hopena mai ka hemahema o ka HDD.Manaʻo mākou e hāʻule ka hoʻouna ʻana o Dekemaba i 4.4m mau ʻāpanama muli o ke ʻano maʻamau o ke kau.Ua hiki mai ka hoʻouna puke puke ʻOkakopa ma 5.3m mau ʻāpana,ʻoi aku ka maikaʻi ma mua o kā mākou wānana mua ma muli o ka hopena o ka hemahema o ka pahu metalaʻO Catcher (ma muli o ka pani ʻia ʻana o kāna mea kanu ʻo Suzhou) ʻoi aku ka liʻiliʻi ma mua o kā mākou muamanaoia.
• Ua manaʻo ʻia ka emi ʻana o 2% QoQ i nā hoʻouna puke puke 4Q11 i kā mākou muawanana o 3% ulu ma muli o ka nāwaliwali-ma mua o ka manaʻo koi mai kona mau mea kūʻai mai maNowemapa a me Kekemapa;Manaʻo mākou no ka nāwaliwali o HP.ʻO kēiae hōʻike ana e hala ka hui i kāna alakaʻi hoʻouna puke puke 2011 o 57m mau ʻāpana e 2% akona alakai 4Q11 o ka hapaha palahalaha.
• Manaʻo mākou e lohi ka koi i Ianuali no ka mea he liʻiliʻi nā lā hana ma muli oMakahiki Hou Pākē (ma ka 23 Ianuali 2012) a wānana e hāʻule i ka 16% MoM.No ka 1Q12,Manaʻo mākou e emi ana ka 11%, e like me kāna awelika 5 makahiki o ka emi ʻana o 12% QoQ.
• Manaʻo pū mākou e emi iho ka nui o 4Q11 ma mua o 3Q11 o 3.7% no ka mea aia kahi hui waiwaio nā huahana kiʻekiʻe ma 4Q11 e hoʻemi ana i ka pākēneka MVA.ʻO ka OPEX-i-kūʻaiʻO ka pakeneka ma 4Q11 e manaʻo ʻia e iho i lalo i 2.0-2.2% mai 2.5% i 3Q11.ʻo kēiae like me kā mākou manaʻolana o 1.3% ka palena hana no 4Q11.
Compal (nā mea kūʻai nui: Acer, Lenovo, Dell)
• Hoʻomau mākou i kā mākou hōʻike manaʻo hoʻouna puke no Nowemapa o 6% ka emi ʻana o MoM a me Kekemapao kekahi 3% MoM emi ma muli o ka nawaliwali koi akā, aole HDD shortage, e like me kahui.ʻO ka hoʻouna puke puke ʻOkakopa he 3.2m mau ʻāpana, ka nui o ka laina me kā mākou wānana.
• Ke wānana nei mākou i ka 4Q11 e hōʻemi i ka 9% QoQ, ma ka hopena haʻahaʻa o kona emi ʻana he 5-10%.alakaʻi a haʻahaʻa hoʻi ma mua o kā mākou wānana mua o ka emi ʻana o 7%, ma muli o ka nāwaliwali-ma-i manaʻo ʻia ka noi mai kāna mau mea kūʻai nui.
• Ua manaʻo ʻia e hāʻule ka hoʻouna puke puke ma Ianuali e 21% MoM ma muli o ka makahiki hou o Kinalā hoʻomaha.Manaʻo mākou e hōʻemi ka hoʻouna ʻana o 1Q12 i ka 8% QoQ, ma lalo o ka awelika mōʻaukala 5 makahikio 4% ka emi ʻana no ka mea ʻoi aku ka nāwaliwali o Acer ma mua o nā makahiki i hala.ʻO kaʻoi aku ka maʻalahi o ka emi ʻana ma mua o nā puke ODM ʻē aʻe ma muli o ke kumu haʻahaʻa i loko4Q11.
• Ke mālama nei ka hui i kāna 4Q11 gross margin e palahalaha i 3Q11 ma 5.0%.ʻO ia wale nōhoʻomaka e hoʻouna i nā ultrabooks ma 1Q12.
Wistron (nā mea kūʻai nui: Dell, Lenovo, HP)
• ʻOi aku ka maikaʻi o kā mākou wānana hoʻouna puke puke ma Nowemapa ma mua o kā mākou wānana mua e 0.3mnā ʻāpana ma muli o ka noi ʻoi aku ka maikaʻi-ma mua o ka manaʻo mai nā PC pāʻoihana Lenovo, i kā mākou ʻike.Pono ka hoʻouna ʻana o Dekemaba i 2.6m mau ʻāpana ma muli o nā kumu kau.ʻOkakopaUa hiki mai nā moku ma 3.1m mau ʻāpana, ʻoi aku ka kiʻekiʻe ma mua o kā mākou wānana ma muli o ka ikaika-ma-koi i manaʻo ʻia.
• 4Q11 notebook moku i keia manawa ua manaoia e ulu 6% QoQ, oi aku mamua o ke alakai ana o0-5% ulu a me kā mākou wānana mua o 2% ulu, ma muli o ka ikaika-ma mua o ka mea i manaʻo ʻiakoi mai Lenovo, i ko makou manao.
• Hoʻomaopopo mākou ʻo Wistron wale nō ka ODM i manaʻo ʻia e lanakila i kāna alakaʻi hoʻouna 4Q11,a ʻike ʻia he liʻiliʻi a ʻaʻohe hopena mai ka hemahema HDD.Manaʻo mākou ʻo ka ikaikae hele mai ana mai Lenovo a ʻoi aku ka nui o kāna mau PC pāʻoihana ma HDDlako.
• Manaʻo mākou e hāʻule ka hoʻouna puke puke ma Ianuali i 2.1m mau ʻāpana ma muli o ka Makahiki Hou Kinanā lā hoʻomaha a me 1Q12 e hāʻule i ka 10% QoQ, e like me kāna awelika 5 makahiki o 11% emi.
• Manaʻo ka hui i ka 4Q11 gross margin a me ka palena hana e hoʻomaikaʻi mai ka 3Q11ʻoiai ʻo ka TV ma luna o ka hiki ke hoʻoholo nui ʻia, NT dollar depreciation a me ka puke puke nuinā unahi.
• No ka makahiki 2012, manaʻo ia he 33-35m puke puke (10-17% YoY ulu) a me 3-4m papa papa.(kūʻē i nā ʻāpana 1m i alakaʻi ʻia e ka hui no 2011) i ka loaʻa ʻana o nā mea kūʻai papa papa.
• Ke manaʻo wale nei mākou e hoʻouna ʻo Wistron i nā puke puke 32.8m ma 2012. Manaʻo ʻo Wistron e loaʻa.kaʻana hou aku mai kāna mau mea kūʻai aku i nā mea paʻa lima ma 2012.
Inventec (nā mea kūʻai nui: HP, Toshiba)
• Manaʻo mākou e emi ana ka hoʻouna puke puke o Nowemapa i 1.3m mau ʻāpana mai 1.5m i ʻOkakopa,ma lalo o kā mākou wānana mua o 1.55m.Manaʻo ʻia ʻo Dekemaba e hāʻule hou i 1.1m mau ʻāpanama muli o ke kau.Manaʻo mākou ua kōkua ʻo HP i ka hapa nui o kona nāwaliwali i nā mahina 2 i hala.
• Ua wānana ʻia kā mākou hoʻouna puke puke 4Q11 i ka emi ʻana o 10% QoQ, ʻoi aku ka maikaʻi ma mua o kā mākou muawānana o 5% loaʻa no ka mea ua manaʻo nui mākou i ka noi HP ma mua i ka wā i lanakila ai ʻo Inventecnā manaʻolana o ka mākeke i Kepakemapa akā ua lohi ke kūʻai aku.
• Manaʻo ʻia ka emi ʻana o Ianuali e 14% MoM a me 1Q12 e hāʻule i ka 14% QoQ, e like me kāna5-makahiki mōʻaukala awelika.
Pegatron (mea kūʻai nui: Asus) incl.netbook
• Ke hoʻololi iki nei mākou i ka helu hoʻouna puke puke o Nowemapa mai 1.25m a i 1.2m mau ʻāpana, aʻO 17% ka emi ʻana o ka MoM ma muli o ka nāwaliwali o ka netbook aʻo ka waiho ʻana o ka puke maʻamauhale paʻa.Manaʻo ʻia e hāʻule ka hoʻouna ʻana o Dekemaba i 1.1m mau ʻāpana ma muli o ke kau.ʻOkakopaUa hiki mai ka moku ma 1.45m mau ʻāpana, e like me kā mākou wānana.
• Ke nānā nei kā mākou hoʻouna puke puke 4Q11 i ka emi ʻana o 10% QoQ, ma lalo o kā mākou muawanana o 7% emi nui ma muli o ka nawaliwali-ma-i-manaʻo koi ma netbook.
• Ke alakaʻi nei ka hui i ka emi ʻana o 10-15% ma ka puke maʻamau, netbook a me ka papahoʻouna pū ʻia ma 4Q11 a inā mākou e hoʻokomo i nā moku papa, manaʻo mākou e hōʻole ʻo 4Q1112% QoQ i loko o ke alakaʻi ʻoihana.
• Ua manaʻo ʻia ka emi ʻana o ka hoʻouna puke puke ma Ianuali he 14% MoM i 0.95m mau ʻāpana ma muli oNā lā hoʻomaha Makahiki Hou.Manaʻo mākou e hāʻule ka 1Q12 e 12% QoQ, ʻoi aku ka maikaʻi ma mua o kāna 5 makahikimōʻaukala awelika o 24% QoQ emi, e like me ka hoʻohui o hou puke puke maʻamau nā mea kūʻai maiPono e kōkua i ka hoʻopaʻa ʻana i ke ʻano o ka hapahā, i ko mākou manaʻo.
• Manaʻo mākou e hōʻea i ka 4Q11 papa pākaukau e hōʻea i 0.61m mau ʻāpana, e hōʻemi ana i ka 24% QoQ ma muli o ka hoʻokahi-hoʻopaneʻe mahina (i Kekemapa) i ka hoʻomaka ʻana o Transformer Prime.
Papa makuahine
Ua ʻike mākou he ʻoi aku ka nui o ka hemahema o ka HDD ma nā motherboards ma mua o nā puke, aʻoi aku ka nui ma ka mākeke DIY ma mua o ka mākeke ODM e like me ka ʻoi aku o ka mākeke DIYʻāpana me nā mea pāʻani me ka liʻiliʻi o ka mana kūʻai.No laila ke hoʻoponopono nei mākou i kā mākou4Q11 motherboard manao i ka 16.6m (19% QoQ emi) mai 18.2m wae (11% QoQ emi).ʻO ka Elitegroup ka hapa nui o ka mākeke ODM motherboard, no laila ʻaʻole i hoʻopilikia ʻia e HDDhemahema a manaʻo ʻia e emi ka liʻiliʻi loa ma 4Q11.Gigabyte, e kālele ana i ka DIYmākeke, ʻike i ka emi ʻana o ʻOkakopa ma muli o ka hemahema o ka HDD a me ka hoʻoponopono ʻana i nā waihona, ʻo ia hoʻike kumu nui o kā mākou hoʻoponopono i lalo i ka 4Q11.
Eia naʻe, manaʻo mākou e hoʻomaka ana ke kumukūʻai o HDD i ke kahawai e iho i ka hoʻomaka o1Q12 i ka wā e hoʻihoʻi lohi ana ka hana HDD mai ke kahe ʻana ma Thailand.ʻO ka hopena, pono mākoue ʻike i kekahi koi motherboard pent-up ma 1Q12, no laila ke alakaʻi nei i kahi manawa ma luna ikihāʻule ka hapaha o 2% QoQ ma mua o ka awelika mōʻaukala 5 makahiki o 3% QoQ emi.
Kiʻi 7. Hoʻouna ʻia ʻo Taiwan Motherboard (Mahina)
Kiʻi 8. Hoʻouna ʻia ʻo Taiwan Motherboard (Quarterly)
Pegatron (4938 TT, ʻaʻole helu ʻia)
• Ke hoʻoponopono nei mākou i ka hoʻouna ʻana i ka motherboard ʻo Nowemapa ma lalo o 0.2m a 1.8m mau ʻāpana ma muli oʻO ka hopena o ka hemahema HDD a me Kekemapa e iho i lalo i 1.7m i ka hopenaHoʻopaneʻe nā mea kūʻai i ke kūʻai ʻana ma muli o ka piʻi ʻana o ke kumukūʻai HDD.ʻO ʻOkakopa ka hoʻouna motherboard2m mau ʻāpana, e like me kā mākou wānana, a hōʻole i ka 5% MoM ma muli o ke kau.
• Ua alakaʻi ka hui i ka emi ʻana o 15-20% QoQ ma ka hoʻouna ʻana i ka motherboard 4Q11.Ua manaʻo mākouhe 19% QoQ ka emi ʻana, ka hopena haʻahaʻa o ke alakaʻi, hāʻawi ʻia ka hopena o ka hemahema HDDʻo ka ʻāpana motherboard a me ka papa kuhikuhi ka nui loa.
• No ka 1Q12, manaʻo mākou e emi ana ka 13% QoQ, e like me kāna awelika 4 makahiki, e like meke hoʻomau nei ka nāwaliwali o ka noi ma hope o ka 4Q11 ʻoi aku ka maikaʻi ma mua o ka manaʻo.Ua helu mākoui ka Makahiki Hou Kina ma mua o ka makahiki aʻe a manaʻo ʻia he 18% MoM ka emi ʻanahoʻouna motherboard i Ianuali.
Gigabyte (2376 TT, ʻaʻole helu ʻia)
• Manaʻo mākou e hoʻonui ʻia ka hoʻouna motherboard ʻo Nowemapa i 1.3m mau ʻāpana mai 1m i ʻOkakopai ka hāʻule ʻana o ka waihona i kahi pae kūpono.Manaʻo ʻia e emi iki ʻo Dekemaba i1.2m mau ʻāpana ma muli o ka nāwaliwali o ka mākeke hopena ma muli o ka piʻi ʻana o ke kumukūʻai HDD.Ua ʻike ka huika emi ʻana o ka hoʻouna ʻana o ka motherboard o ʻOkakopa i ka 34% MoM a hāʻule i ko mākou muamanaʻo ma muli o ka hemahema o ka HDD a me ka hoʻoponopono waiwai.
• Ua hoʻoponopono ka hui i kāna alakaʻi hoʻouna 4Q11 mai 10-15% QoQ emi i loko.Sepatemaba i 30% emi.ʻO kā mākou manaʻo hoʻouna motherboard 4Q11 i ka laina meua hoʻoponopono hou ka hui i ka 30% ka emi ʻana o ka QoQ ma muli o ka hopena o ka hemahema HDD.Ke ʻike nei ka noi o Kina i ka lohi, e like me ka ʻoihana.
• Manaʻo mākou e hāʻule ka 17% MoM i ka hoʻouna motherboard o Ianuali i 1m mau ʻāpana ma muli o KinaHoʻomaha pule makahiki hou.ʻO kā mākou wānana no 1Q12 he 8% ka ulu ʻana o QoQ, ʻoi aku ka liʻiliʻi ma mua o kaawelika mōʻaukala o ka ulu ʻana o ka QoQ helu ʻelua ma muli o ke koi ʻana no ka pae kiʻekiʻeʻO nā motherboards maʻamau e hele mai i ka 1Q akā i kēia manawa e hiki mai paha ia ma 2Q12 wale nō ma hope o kaka hoʻomaka ʻana o Ivy Bridge no ka mea hiki i nā mea hoʻohana ke lohi i kā lākou kūʻai.
MicroStar (2377 TT, ʻaʻole helu ʻia)
• alakai ka hui no ka mahina o Novemaba;ua wānana mākou i ka ulu ʻana o 5% MoM ma muli o kahihaʻahaʻa-ma mua o ka mea i manaʻo ʻia ʻOkakopa.Manaʻo ʻia ka hoʻouna ʻana i ka motherboard ʻo Dekemabanoho lohi ma 1m mau ʻāpana.Ua ʻoi aku ka maikaʻi o ka hoʻouna motherboard ʻOkakopa ma mua o kā mākouwānana mua a me ke alakaʻi ʻana o 10-20% MoM ka emi ʻana ma muli o ka hopena o HDDka nele i ka 2H ʻOkakopa, e like me ka hui.
• Manaʻo mākou i kēia manawa e hōʻemi ka hoʻouna ʻana o 4Q11 motherboard i ka 21% QoQ, me kā mākou muawānana o 17% ka emi ʻana ma muli o ka hapa nui o ka HDD i hoʻopilikia i nā mea pāʻani liʻiliʻie like me MicroStar ma mua o nā mea nui.
• Manaʻo mākou e hōʻemi ʻo Ianuali i ka 15% MoM ma muli o ka Makahiki Hou Kina, akā 1Q12 e ulu i 20%QoQ ma muli o ka haʻahaʻa haʻahaʻa ma mua o ka awelika 4Q11 a me ke kau maʻamau.
Elitegroup (2331 TT, ʻaʻole helu ʻia)
• Ke hoʻoponopono nei mākou i ka hoʻouna ʻana i ka motherboard ʻo Nowemapa i 1.65m mai nā ʻāpana 1.55m e like me HDDʻike ʻia ka liʻiliʻi o ka hemahema ma ka mākeke ODM, kahi i loaʻa ai i ka Elitegroup kahiʻoi aku ka nui o ka hoʻolaha ʻana, a me ke koi ʻoi aku ka maikaʻi mai Kina, e like me ka hui.Manaʻo mākouKe emi nei ʻo Kekemapa i 1.4m mau ʻāpana ma muli o kahi kiʻekiʻe o Nowemapa, me Kina e koeʻoi aku ka ikaika ma mua o nā wahi ʻē aʻe.Ua hele mai ʻo ʻOkakopa i 1.5m mau ʻāpana, haʻahaʻa ma mua o kā mākouwānana mua ma muli o ka lohi ʻana i nā kauoha mai Kina ma hope o kāna mau lā hoʻomaha.
• Ke manaʻo nei mākou i ka 4Q11 e hōʻemi i ka 5% QoQ, ʻoi aku ka ʻino ma mua o kā mākou wānana mua o 2%hāʻule ma muli o ka hoʻouna haʻahaʻa haʻahaʻa ma mua o ka mea i manaʻo ʻia.Eia naʻe, ʻike mākou i ka 4Q11ʻO ka emi ʻana ka mea haʻahaʻa loa ma waena o nā mea pāʻani motherboard ma muli o kona kiʻekiʻe kiʻekiʻe i kaMakeke ODM.
• Manaʻo mākou e emi iho ʻo Ianuali i 1.2m mau ʻāpana ma muli o ka makahiki hou o Kina a me ka 1Q12 e hōʻoleʻO 11% QoQ ma ke ʻano he wā haʻahaʻa ʻo 1Q no ka ʻoihana.
Pākuʻi
Kiʻi 9. ʻO Apple's Integrated Touch Screen Patent Snapshot
E pili ana i nā Kiʻi Patent:Patent FIGS.Hōʻike ka 1A-1C i kekahi laʻana kelepona paʻa lima, kikohoʻemea pāʻani media a me ka lolouila pilikino i loaʻa i kēlā me kēia me kahi hiʻohiʻona paʻi paʻi paʻa;FIG.ʻO 2 he kiʻikuhi poloka o kahi ʻōnaehana helu laʻana e hōʻike ana i hoʻokahi hoʻokōo kekahi la'ana i ho'ohui 'ia me ka pale lima;FIG.Hōʻike ʻo 13A i kahi laʻana hoʻonohonoho o ka lehulehu-hōʻike hana i nā pika i hui pū ʻia i loko o nā ʻāpana e hana ana e like me ke kaapuni ʻike paʻi i ka wā aʻāpana hoʻopā o kahi pale lima.
ʻO ka hōʻuluʻulu o Apple:Pili ka patent i ka circuit sensing touch i hoʻohui ʻia i loko o ka pixel hōʻikestackup (ʻo ia hoʻi, nā ʻāpana mea i hoʻopaʻa ʻia i nā pika hōʻike) o kahi hōʻike, e like me kahiHōʻike LCD.Hiki ke hoʻohui pū ʻia nā mea kaapuni i loko o ka hōʻike ʻana i nā pika pikakaapuni hoʻopā ʻana e ʻike i ka hoʻopā ʻana a i ʻole kokoke i ka hōʻike.Hiki i ke kaapuni hoʻopāe hoʻokomo, no ka laʻana, nā laina hōʻailona hoʻopā, e like me nā laina kaʻa a me nā laina manaʻo, nā ʻāpana kumu,a me nā kaapuni ʻē aʻe.
Hiki ke hoʻokomo ʻia nā ʻāpana kaapuni multi-function i kahi ʻāpana o ka pale paʻi hoʻohuika kaapuni hōʻike i hoʻolālā ʻia e hana ma ke ʻano he kaapuni o ka ʻōnaehana hōʻike e hoʻohua i kahi kiʻima ka hōʻike, a hiki ke lilo i ʻāpana o ka circuitry touch sensing o kahi ʻōnaehana hoʻopāʻike ia i hoʻokahi a ʻoi aʻe paha ke hoʻopā ʻana a i ʻole kokoke i ka hōʻike.
ʻO nā mea kaapuni multi-function, no ka laʻana, nā capacitors i nā pika hōʻike o kahi LCDhiki ke hoʻonohonoho ʻia e hana ma ke ʻano he capacitors / electrodes, electrodes maʻamau,nā uwea conductive/alanui, a me nā mea ʻē aʻe, o ke kaapuni hōʻike i ka ʻōnaehana hōʻike, a pēlā pahae hoʻonohonoho ʻia e hana ma ke ʻano he mea kaapuni o ka circuitry touch sensing.Ma keia ano, noEia kekahi laʻana, i kekahi mau hiʻohiʻona, hiki ke hōʻike ʻia me ka hoʻopili ʻana i ka mana hoʻopāhana ʻia me ka hoʻohana ʻana i nā ʻāpana liʻiliʻi a/a i ʻole ka hana ʻana, a ʻoi aku ka lahilahi o ka hōʻike ponoʻī,ʻoi aku ka mālamalama, a koi aku i ka mana liʻiliʻi.
Puna: www.patentlyapple.com
Helu Palapala Sila Nui 7,995,041
Ka manawa hoʻouna: Dec-23-2019