Tsab ntawv excerpt http://bbs.51touch.com/
TechNiche: Hauv-cell kov yuav muaj
dhau los ua qhov tseeb hauv 2012
Hauv qhov teeb meem no ntawm TechNiche, peb saib 1) kev tshawb pom tsis ntev los no los ntawm
channel checks 2) handset/tablet supply chain income update
3) PC ua lag luam hloov tshiab.Raws li peb cov kev kuaj xyuas channel tsis ntev los no, peb
ntseeg hais tias nyob rau hauv-cell kov zaub yuav pib loj ntau lawm los ntawm
nruab nrab-2012.Lub sij hawm zoo li coincidental mus rau dav
xav tias iPhone 5 tso tawm hauv 2H12.TPK tuaj yeem pheej hmoo poob xaj
ua ntej tshaj qhov xav tau.Peb cov kev kuaj xyuas channel kuj tau qhia txog a
zoo dua li qhov xav tau iPhone 4s tab sis tsis muaj zog iPad 2 muag-
mus txog tom qab hnub Thanksgiving hnub so.4 q yib
phau ntawv xa khoom tsis muaj zog tshaj li qhov xav tau, tsis yog vim
ntawm HDD tsis txaus tab sis vim tsis muaj zog kawg thov.HDD
tsis txaus yog muaj kev cuam tshuam loj rau DIY motherboard
kev ua lag luam vim tias cov neeg ua si me tsis muaj lub zog sib tham
kom tau HDD muab los yog lawv yuav tsum them 2-3x tus nqi hwm
mus saib hauv channel.
» Hauv-cell kov zaub kom TPK muaj kev pheej hmoo
Peb ntseeg hais tias nyob rau hauv-cell technology loj ntau lawm tej zaum yuav pib sai dua
xav tau nyob rau nruab nrab-2012.Apple's patent ntawm kev sib xyaw kov npo yog
luam tawm thaum Lub Yim Hli 2011 (saib Cov Ntawv Ntxiv) thiab lub tuam txhab yuav
outsource cov thev naus laus zis los tso saib cov neeg tsim khoom los ua cov khoom lag luam.Raws li ib tug
qhov tshwm sim, TPK qhov kev pheej hmoo ntawm kev poob xaj hauv 2H12 yog nce ntxiv.
» Zoo tshaj li qhov xav tau iPhone 4s thiab tsis muaj zog iPad2
Peb cov channel txheeb xyuas tom qab Thanksgiving weekend qhia tias
iPhone 4s muag-los ntawm zoo li yuav zoo dua li qhov xav tau, thaum iPad 2
tsis muaj zog.
» PC Hloov tshiab: Txiav 4Q11 phau ntawv sau thiab motherboard
kev xa khoom
Qhov cuam tshuam ntawm HDD tsis txaus zoo nkaus li tau tshaj tawm hauv cov
DIY motherboard kev ua lag luam raws li cov players me me muaj kev sib tham tsawg dua
lub zog kom tau txais cov khoom siv HDD.Peb tab tom txiav peb Taiwan motherboard
Kev xa khoom xa tuaj rau -19% QoQ los ntawm -11% hauv 4Q raws li qhov tshwm sim.Peb kuj
txiav peb 4Q phau ntawv xa khoom mus rau -4% QoQ los ntawm lub quarter tiaj tus
tsis muaj zog thov.
» Feem ntau cov tuam txhab raws li peb cov kev pab cuam hauv Taiwan yoglos yog
ploj lawm los yog tsawg kawg ntawm lawv cov kev taw qhia rau4 qw,ex
Wistron thiab Flexium
Wistron phau ntawv xa tuaj yuav tsum loj hlob 6% QoQ hauv 4Q11,
ntaus nws cov kev taw qhia ntawm 0-5% kev loj hlob.Flexium's 4Q11 cov nyiaj tau los tam sim no
ntawm kev khiav mus txog ntau dua 20% QoQ, ntaus nws cov kev taw qhia ntawm lub tiaj tus
peb lub hlis twg.
1. Kev txheeb xyuas Channel tsis ntev los no
Hauv-cell Touch Technology rau iPhone 5?
Peb cov kev kuaj xyuas channel qhia tias Apple tab tom thawb nyuaj heev los ua rau hauv-cell kovvaj huam sib luag technology kom dhau los ua qhov tseeb.Loj ntau lawm ntawm hauv-cell kov TFT-LCDzaub yuav tuaj ntxov li nruab nrab xyoo 2012 thiab lub sijhawm zoo li yog coincidental raulub iPhone tom ntej (xav tau dav li iPhone 5) tso tawm hauv 2H12.
Zoo ib yam li Apple txoj kev koom tes nrog TPK ntawm nws thawj tiam kov vaj huam sib luag, patentntawm cov thev naus laus zis hauv xov tooj uas yuav los tom ntej no yuav yog los ntawm Apple (saib Cov Ntawv Ntxiv).Pebntseeg tias Apple tuaj yeem tso cai rau nws rau cov tuam txhab ua yeeb yam sib txawv los ua kev tsim khoom rauKua.Yog li ntawd, qhov kev pheej hmoo ntawm kev txiav txim poob ntawm TPK hauv 2H12 tau nce ntau heevThaum nyob rau hauv-cell kov TFT-LCD ntau lawm ua muaj.
Raws li peb tau hais tseg hauv peb daim ntawv tshaj tawm pib hnub tim 23 Lub Kaum Ib Hlis 2011, TPK yuav dhau losib lub tuam txhab 'lamination' rau lub vaj huam sib luag kov vim tias lub xov tooj ntawm tes kov TFT-LCD zaubtseem yuav tsum tau laminated nrog lub hau iav kom paub meej tias tag nrho cov moduleua haujlwm kom raug.Tab sis tag nrho cov khoom lag luam muaj yuav raug txo qis heev rau TPK.Es tsis txhob ua ob txheej ntawm lamination ntxiv rau qhov kov sensors (50% lossis ntau dua ntawmTPK's touch sensors yog outsourced), TPK tsuas tuaj yeem ua ib txheej ntawm lamination thaumin-cell touch zaub yog tag nrho ramped.Peb kwv yees tias tag nrho cov nyiaj tau los tag nrholos ntawm lub laminated hauv-cell kov zaub module yuav raug txo los ntawm kwv yees li ob feem peb liib qho tshwm sim.
Peb cia siab tias cov thev naus laus zis hauv xov tooj yuav tsuas yog siv rau kev pom hauv smartphones thawj zaug.Tej zaum nws yuav siv sij hawm tsawg kawg yog lwm xyoo lossis ob xyoos ua ntej nws tuaj yeem siv tauntsiav tshuaj-loj zaub nrog cov txiaj ntsig tau, hauv peb qhov kev pom.
Daim duab 1. Hauv-cell technology vs. lwm hom kov vaj huam sib luag technologies
iPhone 4s zoo nkaus li zoo tshaj qhov xav tau tab sis iPad 2 tsis muaj zog
Peb cov kev kuaj xyuas channel qhia tias iPhone 4s muag tau zoo dua li qhov xav tau tab sis iPad2 tej zaum yuav tsis muaj zog tshaj qhov xav tau tom qab hnub Thanksgiving hnub so.Covtsis muaj zog hauv iPad 2 tej zaum yuav yog vim muaj kev sib tw nqi zog los ntawm Kindle Fire thiabLwm cov neeg tsim cov ntsiav tshuaj txiav cov nqi kom tshem tawm cov khoom muag.Qhov no muaj qhov cuam tshuam tsis zoontawm Simplo (vim nws lub iPad 2 raug thiab tsis muaj zog hauv phau ntawv sau).Peb ntseegtias Simplo yuav zoo li tuaj rau hauv qhov qis kawg ntawm nws 4Q11 kev taw qhia lossis tej zaum yuav ncokev taw qhia me ntsis.Yog tias nws lub Kaum Ob Hlis uas tsis yog koom ua ke los ntawm ib puag ncig NT $ 4bn, nwsyuav yog qhov kawg ntawm 4Q cov lus qhia txog nyiaj tau los ntawm NT $ 13bn.
Tus nqi siab HDD tig cov neeg siv khoom tawm hauv DIY PC lag luam
HDD nqi hauv cov channel tau nce 2-3x txij thaum Thaib dej nyab lub Kaum Hli thiab PCcov neeg tsim khoom tau nce nqi rau qee qhov ntawm lawv lub PC.Tawm ntawm ~ 170m HDD xav tau hauv 4Q11, Seagate thiab Western Digital tau hais tias ze li 120m yuav tau txais kev txhawb nqa.Peb kwv yees tias PC xav tau tsuas yog 90m + hauv 4Q11 thiab yog li ntawd, feem ntau ntawm cov PC ua lag luam yuav muaj lawv cov HDDs txhawb nqa.Cov chaw cuam tshuam feem ntau yog cov me me hauv cov channel (rau DIY kev lag luam thiab cov ntaub ntawv thaub qab lag luam) nrog rau cov neeg siv khoom siv hluav taws xob (xws li HDDs rau camcorders lossis TV kaw).
Daim duab 2. Nqe thiab tsis muaj.ntawm cov muag khoom ntawm Seagate Barracuda 1TB Internal Hard Drive
Peb qhov kev kuaj xyuas zaum kawg qhia tau tias qhov nce hauv HDD tus nqi tau ua rau qeeb qhov kev thov raudesktop PCs hauv khw DIY.Txij li feem ntau ntawm cov neeg uas koom nrog hauv kev ua lag luam DIY yogsystem integrators thiab PC 'cov kws tshaj lij', peb ntseeg tias ntau ntawm lawv tau xaiv tos es tsis yogthem tus nqi siab rau HDD.Peb pom tias lub lag luam motherboard hauv Taiwan (feem ntau yog rau covDIY kev lag luam) tau qeeb zuj zus raws li qhov tshwm sim.Tom qab dej nyab hauv Thaib teb thaum Lub Kaum Hli,Taiwan motherboard xa tuaj poob 20% MoM nyob rau tib lub hlis, tob dua li 15%MoM poob rau lub Kaum Hlis 2010. Thaum lub Kaum Ib Hlis, peb kwv yees tias cov khoom xa tuaj ntawm motherboard tsuas yog loj tuajlos ntawm 4% MoM, kuj qis dua 10% MoM kev loj hlob nyob rau tib lub hlis ib xyoos dhau los.
Ib tug ntawm cov motherboard tsim ntseeg hais tias HDD nqi nyob rau hauv lub channel tej zaum yuav poob nyob rau hauv ligLub Kaum Ob Hlis thiab thaum ntxov 2012, vim muaj coob tus tub luam tau khaws cia thiab tau nyiaj zootawm ntawm no 'kev puas tsuaj'.
Txij li thaum cov khoom tau txhim kho (raws li qhov hloov tshiab tshiab los ntawm Seagate thiab Western Digital)thiab qhov kev thov tau nqis los vim tias HDD nqi siab dua thiab lub caij qis hauv 1Q12, peb ntseegtias peb tab tom pom qhov phem tshaj plaws ntawm HDD tsis txaus hauv PC lag luam thaum Lub Kaum Ob Hlis 2011. Pebtau dhau lub hli siab tshaj ntawm PC tsim thaum Lub Kaum Hli.Raws li ib txwm muaj, tus nqi khiavHauv lub hlis qis hauv 1Q yog 30% + qis dua lub hli siab tshaj hauv 4Q.Txij li thaum tsuas yog 25-30% ntawm lub ntiaj teb noHDD mov raug cuam tshuam los ntawm Thaib dej nyab, peb tuaj yeem ncav cuag qhov kev xav tau luv luvtshuav nyiaj li cas rau PC lag luam thaum lub Ib Hlis lossis Lub Ob Hlis.Yog tias HDD cov tub luam tseem tsis muag lawvstocks ntawm tes nyob rau lub Kaum Ob Hlis lossis Lub Ib Hlis ua ntej Lunar Xyoo Tshiab, nws muaj feem ntau tias lawvyuav muag lawv ntawm tus nqi qis tom qab vim tias HDD cov khoom yuav tsuas yog txhim kho txij li tam sim notxuas ntxiv mus, txawm hais tias qhov tsis txaus hauv kev lag luam tsis yog PC yuav kav ntev dua.
2. Tes/Tablet Supply Chain Revenue Update
Daim duab 3. Cov khoom siv tes thiab tes: cov nyiaj tau los txhua hli thiab peb lub hlis twg
HTC- Kev poob qis hauv lub Kaum Ib Hlis kev muag khoom (qhia tawm ntawm -30% MoM) yog xav tau los ntawmkev ua lag luam tom qab lub tuam txhab txo qis nws cov lus qhia 4Q rau 23 Kaum Ib Hlis 2011. Lub Kaum Ob Hliskev muag khoom yuav tsum tau poob qis dua 6% MoM txhawm rau ua kom tau raws li nws cov lus qhia cov nyiaj tau los ntawm lub tiaj tusYoY cov nyiaj tau los loj hlob (piv txwv li ~ NT $ 104bn).
Catcher- 19% MoM cov nyiaj tau los poob rau lub Kaum Ib Hlis yog qhov ua tau zoo nrog kev ua lag luamkev cia siab.Lub tuam txhab tseem tsis tuaj yeem muab hnub tim uas nws cov nroj tsuag Suzhou tuaj yeem ua taurov pib tsim khoom tab sis nws cia siab tias qhov teeb meem yuav daws tau rau lub Kaum Ob Hlis.peb 4qKev muag khoom kwv yees ntawm NT $ 8.89bn tsis zoo li yuav ua tiav.Peb ntseeg tias 4Q kev muag khoom tuaj yeem yognyob rau hauv thaj tsam ntawm NT $ 8.0bn rau NT $ 8.5bn.
Yooj yim- 4Q tsis yog kev muag khoom sib sau yuav zoo li tuaj rau ntawm qhov kawg ntawm nws cov lus qhia ntawmNT $ 13.0-13.8bn.Nyob ntawm kev xa khoom thaum Lub Kaum Ob Hlis, nws tseem tuaj yeem nco 4Qkev taw qhia me ntsis.Peb ntseeg tias qhov no feem ntau yog vim tsis muaj zog hauv phau ntawv sau thiab iPad2.
Kev Ua Haujlwm Tech- Lub tuam txhab tseem tsis tau tshaj tawm lub Kaum Ib Hlis kev muag khoom, tab sis peb cia siab tiasnws loj hlob 3-5% MoM.Txhawm rau kom ncav cuag qhov qis kawg ntawm nws cov lus qhia txog nyiaj tau los,Lub Kaum Ob Hlis kev muag khoom yuav tsum yog tsawg kawg nkaus MoM.Txawm li cas los xij, peb ntseeg tias lub tuam txhab yogtseem tuaj yeem loj hlob ntawm 7% MoM nyob rau lub Kaum Ob Hlis feem ntau vim yog cov txiaj ntsig ntawm kev txiav txim hloov pauvlos ntawm cov neeg sib tw Nyij Pooj (vim los ntawm Thaib dej nyab).Peb cov nyiaj tau los 4Q11kwv yees tseem tsis hloov pauv ntawm 7.6% QoQ poob.
Flexium- Kaum ib hlis kev muag khoom sib sau ua ke tau muaj zog tshaj li qhov xav tau ntawm 9% MoMfeem ntau yog vim qhov kev txiav txim hloov ntawm Japanese cov neeg sib tw (raws li qhov tshwm sim ntawmDej nyab Thaib teb).Lub zog ntawm kev txiav txim hloov pauv yuav tsum ua mus txog rau lub Kaum Ob Hlis,Yog li tam sim no peb cia siab tias 4Q11 yuav loj hlob 25% QoQ, zoo dua li nws cov lus qhia thawj ntawmlub quarter tiaj tus thiab peb qhov kev kwv yees yav dhau los ntawm 5% QoQ kev loj hlob.
TPK- Lub tuam txhab tau rov qab muag nws txhua hli (saib daim duab 3) vim yog raws licov txheej txheem qub ntawm kev suav, kev hloov pauv ntawm tus nqi pauv txawv teb chaws tuaj yeem ua rau aKev hloov pauv loj hauv cov lej muag txhua hli hauv TW$.
Kev suav yav dhau los:
Kev muag txhua hli hauv TW$ = (Xyoo-rau-tam sim no-hli khoom muag hauv US$ x Lub Hlis-kawg FX tus nqi) - (Xyoo-rau-Lub hli dhau los qhov muag khoom muag hauv TW$)
Rov hais dua suav:
Lub hli muag hauv TW$ = Lub hli muag hauv US$ x Lub hli-kawg FX tus nqi
Tej zaum nws yuav zoo dua los sib piv cov nyiaj tau los txhua hli hauv US $ nqe lus, hauv peb qhov kev xav.Qhov no tuaj yeem muab rau pebdaim duab tseeb ntawm kev lag luam ntws, raws li tag nrho cov lag luam ua tiav hauv US$.TPK tej zaum yuav loj hlob tuajcov nyiaj tau los (hauv US $ nqe lus) los ntawm
5-10% tam sim no piv rau thawj qhov kev taw qhia ntawm 0-5% kev loj hlob, uas yog nyob rau hauvkab nrog peb kev kwv yees ntawm 8.5% QoQ kev loj hlob.Nws cov nyiaj tau los Lub Kaum Ob Hlis tam sim no tuaj yeem poob 35% MoM rauua tau raws li qhov qis kawg ntawm nws cov kev taw qhia kho dua tshiab thiab 26% MoM kom tau raws li peb cov kev kwv yees.
Daim duab 4. TPK tau tshaj tawm yav dhau los piv rau cov nyiaj tau los txhua hli rov qab
3. PC Market Hloov tshiab
Phau ntawv
Peb tau txiav peb 4Q11 phau ntawv xa khoom xa mus rau kev kwv yees ntxiv mus rau 4% QoQ poob, qis dua pebKev kwv yees yav dhau los ntawm lub quarter tiaj tus thiab 5-xyoo keeb kwm qhov nruab nrab ntawm + 10% QoQ kev loj hlob, feem ntauvim macro tsis muaj zog.Phau ntawv ODMs zoo li muaj kev cuam tshuam me ntsis los ntawm HDDtsis txaus piv rau cov neeg tsim cov motherboard, vim tias phau ntawv ODMs tau txais kev txhawb nqa los ntawm sab saum tojtier hom npe uas muaj qhov tseem ceeb hauv HDD khoom.Wistron zoo li tsis tshua muaj kev cuam tshuam los ntawm qaug zogxav tau thiab HDD tsis txaus.Peb ntseeg tias nws yog vim lub zog hauv Lenovo kev lag luam PCs.Raws li qhov tshwm sim, Wistron yog tib phau ntawv ODM uas zoo li yuav yeej nws cov lus qhia 4Q11.Covlub tuam txhab thawj coj coj mus rau 0-5% QoQ kev loj hlob rau 4Q11 thiab tam sim no nws yuav zoo li loj hlob 6% QoQ.
Peb cia siab tias Taiwan phau ntawv xa khoom yuav poob qis 10% QoQ hauv 1Q12, tsawg dua 5-xyooskeeb kwm qhov nruab nrab ntawm 11% poob vim qee qhov kev thov nce ntxiv nrog rau HDD khoomnruj kom txo qis hauv 1Q12.
Daim duab 5. Taiwan Notebook shipping (hli)
Daim duab 6. Taiwan Phau Ntawv Xa Khoom (Qib Quarter)
Quanta (cov neeg siv khoom loj: Apple, HP, Lenovo, Dell, Acer)
• Lub Kaum Ib Hlis kev xa khoom xa tuaj rau phau ntawv yuav tsum poob 15% MoM, phem dua li pebyav dhau los kwv yees ntawm 8% poob thiab kev pom zoo ua lag luam.Peb xav tias qhov no yog vim li casTsis muaj zog hauv HP cov neeg siv phau ntawv (HP suav 25-30% ntawm nws cov khoom xa tuaj), tsis yogcuam tshuam los ntawm HDD tsis txaus.Peb kwv yees lub Kaum Ob Hlis cov khoom xa tuaj kom poob rau 4.4m unitsua raws li cov qauv raws caij nyoog.Lub kaum hli ntuj phau ntawv xa tuaj tuaj ntawm 5.3m units,zoo dua li peb cov kev kwv yees yav dhau los feem ntau vim qhov cuam tshuam ntawm cov hlau casing tsis txaus los ntawmCatcher (vim qhov kev kaw ntawm nws cov nroj tsuag Suzhou) zoo li tsawg dua li peb pibkwv yees.
• 4Q11 phau ntawv xa tawm tam sim no xav tias yuav poob 2% QoQ piv rau peb yav dhau losKev kwv yees ntawm 3% kev loj hlob vim tsis muaj zog tshaj qhov xav tau los ntawm nws cov neeg siv khoom hauvKaum Ib Hlis thiab Kaum Ob Hlis;peb xav tias qhov no feem ntau yog vim qhov tsis muaj zog hauv HP.Qhov notxhais tau hais tias lub tuam txhab yuav nco nws 2011 phau ntawv qhia kev xa khoom ntawm 57m units los ntawm 2% thiabnws 4Q11 kev taw qhia ntawm lub quarter tiaj tus.
• Peb cia siab tias qhov kev thov yuav nyob qis qis rau lub Ib Hlis vim tias muaj hnub ua haujlwm tsawg duaSuav Xyoo Tshiab (hnub tim 23 Lub Ib Hlis 2012) thiab kwv yees nws yuav poob los ntawm 16% MoM.Raws li rau 1Q12,peb kwv yees nws yuav poob 11%, kwv yees nyob rau hauv txoj kab nrog nws 5-xyoo nruab nrab ntawm 12% QoQ poob.
• Peb kuj cia siab tias 4Q11 tag nrho cov nyiaj tau los yuav qis dua 3Q11 ntawm 3.7% vim tias muaj kev sib xyaw ntau duantawm high-end khoom nyob rau hauv 4Q11 uas ua rau MVA feem pua me me.OPEX-rau-muagQhov feem pua hauv 4Q11 tau kwv yees los ntawm 2.0-2.2% los ntawm 2.5% hauv 3Q11.Qhov no yogFeem ntau nyob rau hauv txoj kab nrog peb qhov kev cia siab ntawm 1.3% kev ua haujlwm margin rau 4Q11.
Compal (cov neeg siv khoom loj: Acer, Lenovo, Dell)
• Peb tuav peb lub Kaum Ib Hlis kev xa khoom xa tuaj rau kev kwv yees ntawm 6% MoM poob thiab lub Kaum Ob Hlisntawm lwm 3% MoM poob vim qhov kev thov tsis muaj zog tab sis tsis yog HDD tsis txaus, raws li covtuam txhab.Lub kaum hli ntuj phau ntawv xa khoom yog 3.2m units, feem ntau raws li peb cov kev kwv yees.
• Tam sim no peb tau kwv yees 4Q11 kom poob 9% QoQ, ntawm qhov qis kawg ntawm nws 5-10% poobkev taw qhia thiab tseem qis dua li peb qhov kev kwv yees yav dhau los ntawm 7% poob qis, vim tsis muaj zog tshaj-kev xav tau los ntawm nws cov neeg siv khoom tseem ceeb.
• Lub Ib Hlis Lub Ib Hlis Kev xa khoom xa tuaj yog kwv yees los ntawm 21% MoM vim yog Suav Xyoo Tshiabhnub so.Peb cia siab tias 1Q12 cov khoom xa tuaj yuav poob 8% QoQ, qis dua 5-xyoo keeb kwm nruab nrabntawm 4% poob vim tias tam sim no Acer yog cov neeg siv khoom tsis muaj zog dua li ob peb xyoos dhau los.CovKev poob qis yog xav tias yuav mob me dua li lwm phau ntawv ODMs vim tias qis qis hauv4q11 ua.
• Lub tuam txhab tab tom tuav nws cov 4Q11 tag nrho cov nyiaj tau los ua kom ncaj rau 3Q11 ntawm 5.0%.Nws tsuas yuavpib xa ultrabooks hauv 1Q12.
Wistron (cov neeg siv khoom loj: Dell, Lenovo, HP)
• Peb lub Kaum Ib Hlis kev xa khoom xa tuaj ntawm phau ntawv kwv yees tam sim no zoo dua li peb qhov kev kwv yees yav dhau los los ntawm 0.3munits feem ntau yog vim qhov zoo tshaj qhov xav tau los ntawm Lenovo kev lag luam PCs, hauv peb qhov kev pom.Lub Kaum Ob Hlis cov khoom xa tuaj yuav tsum nqis mus rau 2.6m units vim muaj caij nyoog.Kaum HliCov khoom xa tuaj tuaj rau ntawm 3.1m units, me ntsis siab dua li peb qhov kev kwv yees vim muaj zog dua-xav tau.
• 4Q11 phau ntawv xa khoom xa tuaj tam sim no kwv yees kom loj hlob 6% QoQ, siab dua qhov kev taw qhia ntawm0-5% kev loj hlob thiab peb cov kev kwv yees yav dhau los ntawm 2% kev loj hlob, vim muaj zog tshaj li qhov xav tauxav tau los ntawm Lenovo, hauv peb qhov kev xav.
• Peb nco ntsoov tias Wistron tsuas yog ODM nkaus xwb uas xav tias yuav yeej nws 4Q11 kev taw qhia kev xa khoom xa tuaj,thiab zoo li muaj kev cuam tshuam me me lossis tsis muaj kev cuam tshuam los ntawm HDD tsis txaus.Peb xav tias lub zog yoglos ntawm Lenovo thiab tshwj xeeb tshaj yog nws cov PCs lag luam tau txais qhov tseem ceeb dua hauv HDDmuab.
• Peb cia siab tias Lub Ib Hlis cov ntawv xa khoom xa tuaj yuav poob mus rau 2.1m units vim yog Suav Xyoo Tshiabhnub so thiab 1Q12 kom poob los ntawm 10% QoQ, nyob rau hauv txoj kab nrog nws 5-xyoo nruab nrab ntawm 11% poob.
• Lub tuam txhab tseem cia siab tias 4Q11 tag nrho cov nyiaj tau los thiab cov nyiaj ua haujlwm tau zoo los ntawm 3Q11raws li TV tshaj peev xwm daws tau loj, NT duas depreciation thiab phau ntawv loj duanplai.
• Raws li rau xyoo 2012, nws cia siab tias 33-35m phau ntawv sau (10-17% YoY kev loj hlob) thiab 3-4m ntsiav tshuaj units(piv rau 1m units coj los ntawm lub tuam txhab rau 2011) raws li nws tau txais ntau cov neeg siv ntsiav tshuaj.
• Peb tsuas yog cia siab tias Wistron yuav xa 32.8m phau ntawv sau hauv xyoo 2012. Wistron cia siab tias yuav tau txaisKev sib koom ntau dua los ntawm nws cov neeg siv khoom uas twb muaj lawm hauv cov khoom siv tuav hauv xyoo 2012.
Inventec (cov neeg siv khoom loj: HP, Toshiba)
• Peb cia siab tias lub Kaum Ib Hlis cov khoom xa tuaj yuav poob mus rau 1.3m units los ntawm 1.5m nyob rau lub Kaum Hlis,hauv qab peb qhov kev kwv yees yav dhau los ntawm 1.55m.Lub Kaum Ob Hlis yog kwv yees tias yuav poob ntxiv mus rau 1.1m unitsvim muaj caij nyoog.Peb ntseeg tias HP tau pab txhawb rau feem ntau ntawm nws qhov tsis muaj zog hauv 2 lub hlis dhau los.
• Peb 4Q11 phau ntawv xa khoom xa tuaj tam sim no kwv yees ntawm 10% QoQ poob, phem dua li peb yav dhau losKev kwv yees ntawm 5% nce raws li peb tau zoo dhau los ntawm HP xav tau yav dhau los thaum Inventec yeejkev lag luam kev cia siab nyob rau lub Cuaj Hli tab sis kev muag khoom tau poob qis txij li ntawd.
• Lub Ib Hlis yuav tsum poob los ntawm 14% MoM thiab 1Q12 kom poob los ntawm 14% QoQ, raws li nws5-xyoo keeb kwm nruab nrab.
Pegatron (tus neeg siv khoom tseem ceeb: Asus) incl.netbook
• Peb yog me ntsis tweaking Kaum ib hlis notebook shipping naj npawb ntawm 1.25m mus rau 1.2m units, a17% MoM poob qis feem ntau vim tsis muaj zog hauv netbook thaum phau ntawv sau tsis tu ncuaruaj khov.Lub Kaum Ob Hlis kev xa khoom yuav tsum poob mus rau 1.1m units vim muaj caij nyoog.Kaum HliKev xa khoom tuaj ntawm 1.45m units, raws li peb cov kev kwv yees.
• Peb 4Q11 phau ntawv xa khoom xa tuaj yog tam sim no saib ntawm 10% QoQ poob, hauv qab peb cov yav dhau losKev kwv yees ntawm 7% poob feem ntau vim qhov tsis muaj zog tshaj qhov xav tau hauv netbook.
• Lub tuam txhab tab tom taw qhia qhov poob ntawm 10-15% hauv phau ntawv sau, netbook thiab ntsiav tshuajkev xa khoom ua ke hauv 4Q11 thiab yog tias peb suav nrog cov khoom xa tuaj, peb cia siab tias 4Q11 yuav poob12% QoQ nyob rau hauv lub tuam txhab kev taw qhia.
• Lub Ib Hlis Lub Ib Hlis Kev xa khoom xa tuaj tam sim no kwv yees yuav poob 14% MoM rau 0.95m units vimSuav Xyoo Tshiab hnub so.Peb kwv yees 1Q12 poob los ntawm 12% QoQ, zoo dua li nws 5-xyookeeb kwm qhov nruab nrab ntawm 24% QoQ poob, raws li qhov sib ntxiv ntawm cov neeg siv phau ntawv tshiabyuav tsum pab kom ruaj khov tus qauv peb lub hlis twg, hauv peb qhov kev xav.
• Peb cia siab tias 4Q11 ntsiav tshuaj xa khoom mus txog 0.61m units, poob 24% QoQ vim yog ib-Lub hli ncua (txog Lub Kaum Ob Hlis) hauv kev pib Transformer Prime.
Motherboard
Peb pom tias HDD tsis txaus muaj qhov cuam tshuam loj dua rau cov motherboards dua li phau ntawv sau, thiabtshwj xeeb tshaj yog nyob rau hauv DIY kev lag luam tshaj li ODM kev lag luam raws li DIY lag luam ntau duafragmented nrog cov players uas muaj kev sib tham tsawg zog.Yog li ntawd, peb tab tom hloov kho peb4Q11 motherboard kwv yees rau 16.6m (19% QoQ poob) los ntawm 18.2m units (11% QoQ poob).Elitegroup yog feem ntau nyob rau hauv motherboard ODM kev ua lag luam, yog li tsis tshua muaj kev cuam tshuam los ntawm HDDtsis txaus thiab kwv yees tias yuav poob qis tshaj plaws hauv 4Q11.Gigabyte, uas tsom mus rau DIYkev ua lag luam, pom qhov poob qis hauv Lub Kaum Hli vim HDD tsis txaus thiab cov khoom muag kho, uas yoglub ntsiab yog vim li cas rau peb downward kho nyob rau hauv 4Q11.
Txawm li cas los xij, peb xav tias tus nqi ntawm HDD hauv cov channel yuav pib nqis los thaum pib ntawm1Q12 raws li HDD ntau lawm rov qab maj mam los ntawm dej nyab hauv Thaib teb.Yog li ntawd, peb yuav tsumpom qee qhov kev xav tau ntawm motherboard hauv 1Q12, yog li ua rau me ntsis saum toj-lub caij nyoogpeb lub hlis twg ntawm 2% QoQ poob qis dua 5-xyoo keeb kwm qhov nruab nrab ntawm 3% QoQ poob.
Daim duab 7. Taiwan Motherboard Shipment (hli)
Daim duab 8. Taiwan Motherboard Shipment (Lub Peb Hlis)
Pegatron (4938 TT, tsis ntsuas)
• Peb tab tom kho lub Kaum Ib Hlis Ntuj cov khoom xa tuaj los ntawm 0.2m mus rau 1.8m units vimqhov cuam tshuam ntawm HDD tsis txaus thiab lub Kaum Ob Hlis yuav tsum nqis mus ntxiv rau 1.7m thaum kawgcov neeg siv khoom ncua kev yuav khoom hauv lub teeb ntawm HDD nqi nce.Lub kaum hli ntuj motherboard xa khoom yog2m units, raws li peb cov kev kwv yees, thiab poob 5% MoM vim muaj caij nyoog.
• Lub tuam txhab tau coj 15-20% QoQ poob ntawm 4Q11 motherboard xa khoom.Peb kwv yees19% QoQ poob, qis kawg ntawm kev taw qhia, muab tias HDD tsis txaus cuam tshuamcov motherboard thiab desktop sectors feem ntau.
• Raws li rau 1Q12, peb kwv yees nws yuav poob 13% QoQ, raws li nws qhov nruab nrab 4 xyoo, raws liTsis muaj zog hauv kev thov txuas ntxiv txawm tias tom qab qhov kev xav phem tshaj 4Q11.Peb muaj factoredHauv Suav Xyoo Tshiab yog ua ntej xyoo tom ntej thiab kwv yees li 18% MoM poob rau hauvmotherboard xa tuaj rau lub Ib Hlis.
Gigabyte (2376 TT, tsis ntsuas)
• Peb kwv yees lub Kaum Ib Hlis kev xa khoom xa tuaj rau motherboard kom nce mus rau 1.3m units los ntawm 1m hauv Lub Kaum Hliraws li cov khoom muag poob mus rau qib tsim nyog.Lub Kaum Ob Hlis yog kwv yees tias yuav poob qis me ntsis rau1.2m units vim tsis muaj zog hauv kev ua lag luam kawg vim yog HDD nqi nce.Lub tuam txhab pomkev poob qis hauv Lub Kaum Hli Ntuj xa khoom xa tuaj ntawm 34% MoM thiab poob qis ntawm peb cov yav dhau loskwv yees vim HDD tsis txaus thiab kho cov khoom muag.
• Lub tuam txhab tau hloov kho nws cov lus qhia kev xa khoom xa tuaj 4Q11 los ntawm 10-15% QoQ poob hauvCuaj hlis mus rau 30% poob.Peb 4Q11 motherboard xa khoom kwv yees yog nyob rau hauv txoj kab nroglub tuam txhab tau hloov kho cov lus qhia ntawm 30% QoQ poob vim qhov cuam tshuam ntawm HDD tsis txaus.Tuam Tshoj qhov kev thov tau pom qeeb, raws li lub tuam txhab.
• Peb cia siab tias Lub Ib Hlis Ntuj xa khoom xa tuaj yuav poob 17% MoM mus rau 1m units vim SuavXyoo tshiab lub lis piam-ntev hnub so.Peb qhov kev kwv yees rau 1Q12 yog 8% QoQ kev loj hlob, tsawg dua qhovkeeb kwm nruab nrab ntawm ob tus lej QoQ kev loj hlob ib feem vim qhov kev thov rau high-endmotherboards feem ntau tuaj hauv 1Q tab sis lub sijhawm no nws yuav zaum tsuas yog hauv 2Q12 tom qabtso tawm Ivy Choj vim tias cov neeg siv yuav ncua lawv qhov kev yuav khoom.
MicroStar (2377 TT, tsis ntsuas)
• Lub tuam txhab tau coj mus rau lub Kaum Ib Hlis Ntuj;peb tau kwv yees qhov kev loj hlob 5% MoM vim aqis tshaj-kwv yees lub Kaum Hli.Lub Kaum Ob Hlis Ntuj xa khoom xa tuaj rau motherboard yog kwv yeesnyob twj ywm sluggish ntawm 1m units.Lub kaum hli ntuj cov khoom xa tuaj motherboard tuaj nyob rau hauv phem tshaj pebyav dhau los kev kwv yees thiab kev taw qhia ntawm 10-20% MoM poob vim qhov cuam tshuam ntawm HDDtsis txaus nyob rau hauv 2H Lub Kaum Hli, raws li lub tuam txhab.
• Tam sim no peb cia siab tias 4Q11 cov khoom xa tuaj ntawm motherboard yuav poob 21% QoQ, piv rau peb yav dhau losKev kwv yees ntawm 17% poob vim feem ntau yog HDD tsis txaus uas cuam tshuam rau cov neeg ua si mexws li MicroStar ntau tshaj qhov loj.
• Peb cia siab tias Lub Ib Hlis yuav poob 15% MoM vim Suav Xyoo Tshiab, tab sis 1Q12 kom loj hlob 20%QoQ vim qis dua-nruab nrab 4Q11 thiab lub caij nyoog ib txwm muaj.
Elitegroup (2331 TT, tsis ntsuas)
• Peb tab tom hloov kho lub Kaum Ib Hlis Ntuj xa khoom xa tuaj rau 1.65m los ntawm 1.55m raws li HDDQhov tsis txaus ntseeg tau muaj kev cuam tshuam tsawg dua rau ODM kev ua lag luam, qhov twg Elitegroup muajloj raug, thiab zoo dua thov los ntawm Tuam Tshoj, raws li lub tuam txhab.Peb cia siab tiasLub Kaum Ob Hlis kom poob mus rau 1.4m units vim yog lub hauv paus siab dua lub Kaum Ib Hlis, nrog Tuam Tshoj tseem tshuavkuj muaj zog dua lwm thaj chaw.Lub Kaum Hli tuaj txog ntawm 1.5m units, qis dua pebKev kwv yees yav dhau los vim tias qeeb qeeb hauv kev xaj los ntawm Tuam Tshoj tom qab nws cov hnub so National.
• Tam sim no peb tab tom kwv yees 4Q11 kom poob 5% QoQ, phem dua li peb qhov kev kwv yees yav dhau los ntawm 2%poob vim qis tshaj li qhov kev cia siab rau lub Kaum Hlis cov khoom xa tuaj.Txawm li cas los xij, peb nco ntsoov tias 4Q11Kev poob qis yog qhov qis tshaj ntawm cov motherboard players vim nws cov concentration ntau dua hauv covODM kev ua lag luam.
• Peb cia siab tias Lub Ib Hlis yuav poob rau 1.2m units vim Suav Xyoo Tshiab thiab 1Q12 yuav poob11% QoQ raws li keeb kwm 1Q yog lub caij qis rau lub tuam txhab.
Cov ntawv ntxiv
Daim duab 9. Apple's Integrated Touch Screen Patent Snapshot
Hais txog Patent Figures:Patent FIGS.1A-1C piav qhia piv txwv lub xov tooj ntawm tes, digitalmedia player thiab tus kheej lub khoos phis tawj uas txhua tus suav nrog cov piv txwv sib koom ua ke kov npo;FIG.2 yog ib daim duab thaiv ntawm ib qho piv txwv xam system uas qhia txog ib qho kev sivntawm ib qho piv txwv integrated touch screen;FIG.13A qhia txog qhov piv txwv ntawm kev teeb tsa ntaumuaj nuj nqi tso saib pixels pab pawg rau hauv cheeb tsam uas ua haujlwm raws li kev ntsuas ntsuas hluav taws xob thaum lub sijhawm akov theem ntawm lub vijtsam kov.
Apple's Summary:Cov patent muaj feem xyuam rau kov qhov ntsuas hluav taws xob sib xyaw ua ke rau hauv cov duab pixelstackup (piv txwv li, cov khoom siv stacked txheej tsim cov duab pixels) ntawm cov zaub, xws li ib qhoLCD zaub.Cov ntsiab lus hauv Circuit Court hauv cov duab pixel stackups tuaj yeem ua ke ua ke los tsimkov sensing circuitry uas paub qhov kov ntawm lossis ze ntawm cov zaub.Kov sensing circuitry tuaj yeemsuav nrog, piv txwv li, kov cov kab teeb liab, xws li cov kab tsav tsheb thiab cov kab nkag siab, thaj chaw hauv av,thiab lwm yam circuitry.
Ib qho kev sib xyaw kov npo tuaj yeem suav nrog ntau qhov kev ua haujlwm hauv Circuit Court uas tuaj yeem ua ib feem ntawmcov zaub circuitry tsim los ua haujlwm raws li circuitry ntawm cov zaub system los tsim cov duabntawm cov zaub, thiab tseem tuaj yeem ua ib feem ntawm qhov kov sensing circuitry ntawm ib qho kev ntsuas kovuas hnov ib lossis ntau dua kov ntawm lossis ze ntawm cov zaub.
Cov khoom siv hluav taws xob ntau yam tuaj yeem yog, piv txwv li, capacitors hauv cov duab pixels ntawm LCDuas tuaj yeem raug teeb tsa los ua haujlwm raws li cov khoom ntim cia / cov khoom siv hluav taws xob, cov khoom siv electrodes,conductive wires / pathways, thiab lwm yam., ntawm cov zaub circuitry nyob rau hauv cov zaub system, thiab tej zaum kujtau teeb tsa los ua haujlwm raws li cov khoom siv hluav taws xob ntawm qhov kov qhov ntsuas hluav taws xob.Ua li no, rauPiv txwv li, nyob rau hauv ib co embodiments ib tug zaub nrog integrated kov sensing muaj peev xwm yuavtsim los siv tsawg dua qhov chaw thiab / lossis ua cov kauj ruam, thiab cov zaub nws tus kheej yuav nyias nyias,brighter, thiab xav tau tsawg zog.
Tau qhov twg los: www.patentlyapple.com
Pom zoo Patent Number 7,995,041
Post lub sij hawm: Dec-23-2019