N'ime cell nwere ike bụrụ eziokwu

Mpempe akwụkwọ akụkọ http://bbs.51touch.com/

TechNiche: Enwere ike imetụ n'ime cell
na-aghọ eziokwu na 2012
Na mbipụta TechNiche a, anyị na-eleba anya na 1) nchoputa na nso nso a sitere na
nlele ọwa 2) mmelite ego ha nwetara n'onyinye ekwentị / mbadamba
3) PC update ahịa.Dabere na nlele ọwa anyị na nso nso a, anyị
kwenye na ngosi mmetụ aka n'ime cell nwere ike ịmalite mmepụta oke site na
etiti 2012.Oge a na-egosi na ọ dabara n'ọtụtụ ebe
A na-atụ anya ịmalite iPhone 5 na 2H12.TPK nwere ike itinye ihe ize ndụ ịhapụ iwu
tupu atụ anya.Nyocha ọwa anyị gosikwara a
iPhone 4s dị mma karịa nke a tụrụ anya mana iPad 2 na-esighi ike ere-
site mgbe Ekele ezumike izu ụka.4Q
Mbupu akwụkwọ ndetu adịghị ike karịa ka a tụrụ anya ya, ọ bụghị n'ihi
nke ụkọ HDD mana n'ihi njedebe adịghị ike.HDD
ụkọ na-enwe nnukwu mmetụta na DIY motherboard
ahịa n'ihi na ndị obere egwuregwu enweghị ike ịre ahịa
iji nweta ọkọnọ HDD ma ọ bụ na ha ga-akwụ ụgwọ ọnụahịa 2-3x
iji nweta ya na ọwa.
» Ngosipụta mmetụ n'ime cell iji tinye TPK n'ihe egwu
Anyị kwenyere na mmepụta teknụzụ dị n'ime cell nwere ike ịmalite ngwa ngwa karịa
tụrụ anya na etiti afọ 2012.Patent Apple na ihuenyo mmetụ agbakwunyere bụ
E bipụtara na August 2011 (lee Ihe Odide Ntụkwasị) na ụlọ ọrụ nwere ike
wepụta teknụzụ iji gosipụta ndị na-eme ngwaahịa ahụ.Dị ka a
N'ihi ya, ihe ize ndụ TPK nke ịtọpụ iwu na 2H12 na-abawanye.
» IPhone 4s dị mma karịa nke a tụrụ anya na iPad2 adịghị ike
Nyocha ọwa anyị ka izu ụka Ekele gasịrị na-egosi nke ahụ
IPhone 4s na-ere-site na ọ dị mma karịa ka a tụrụ anya ya, ebe iPad 2
adịghị ike.
» Mmelite PC: Ịcha akwụkwọ ndetu 4Q11 na motherboard
mbupu
Mmetụta nke ụkọ HDD na-egosi na ọ na-apụta karịa na
Ahịa motherboard DIY dị ka obere ndị egwuregwu nwere obere azụmahịa
ike inweta HDD ọkọnọ.Anyị na-egbutu motherboard Taiwan anyị
amụma mbupu na -19% QoQ site na -11% na 4Q n'ihi ya.Anyị onwe anyị
belata mbupu akwụkwọ ndetu 4Q na -4% QoQ site na nkeji iri na ise
achọghị ike.
» Ọtụtụ ụlọ ọrụ dị n'okpuru mkpuchi anyị na Taiwan bụma
efu ma ọ bụ na njedebe dị ala nke nduzi ha maka4Q ewezuga
Wistron na Flexium
A na-atụ anya mbupu akwụkwọ Wistron ga-eto 6% QoQ na 4Q11,
na-akụda nduzi ya nke 0-5% uto.Ego enwetara Flexium 4Q11 dị ugbu a
n'ụzọ iji ruo ihe karịrị 20% QoQ, na-akụda nduzi ya nke ụlọ dị larịị
nkeji iri na ise.

1. Nyochaa ọwa nso nso a
In-cell Touch Technology maka iPhone 5?

Nyocha ọwa anyị na-egosi na Apple na-agbasi mbọ ike ime aka n'ime cellteknụzụ panel ka ọ bụrụ eziokwu.Mmepụta oke nke in-cell touch TFT-LCDNgosipụta nwere ike ịbịa n'isi mmalite nke afọ 2012 ma oge a yiri ka ọ dabara na yaiPhone na-esote (a na-atụ anya ka iPhone 5) malite na 2H12.

Yiri nkwado Apple na TPK na panel mmetụ nke ọgbọ mbụ, patentApple nwere ike nwe nke teknụzụ mmetụ sel cell na-abịa (lee Odide Ntụkwasị).Anyịkwenyere na Apple nwere ike inye ya ụlọ ọrụ ngosi dị iche iche ka ha rụọ ọrụ maka yaApụl.Ya mere, ihe ize ndụ nke ịtụfu iwu na TPK na 2H12 abawanyela nke ukwuumgbe ntinye aka TFT-LCD n'ime cell ga-adị.

Dịka anyị mere ka ọ pụta ìhè na akụkọ mmalite anyị nke ụbọchị 23 Nọvemba 2011, TPK nwere ike ịbụụlọ ọrụ 'lamination' maka panel mmetụ aka n'ihi na ihe ngosi TFT-LCD dị n'ime cellka ọ dị mkpa ka a na-ekpuchi ya na mkpuchi mkpuchi iji hụ na modul dumna-arụ ọrụ nke ọma.Mana mkpokọta ahịa dịnụ ga-ebelata nke ukwuu maka TPK.Kama ime akwa abụọ nke lamination gbakwunyere sensọ mmetụ (50% ma ọ bụ karịa nkeA na-ebupụ ihe mmetụta mmetụ TPK), TPK nwere ike ime naanị otu oyi akwa mgbeNgosipụta mmetụ aka dị n'ime cell agbakọla nke ọma.Anyị na-eche na mkpokọta uru dịA ga-ebelata modul ngosi mmetụ aka nke laminated n'ime ihe dịka ụzọ abụọ n'ụzọ atọ dịkaihe si na ya pụta.

Anyị na-atụ anya na a ga-eji teknụzụ in-cell naanị maka ngosipụta na smartphones mbụ.O yikarịrị ka ọ ga-ewe opekata mpe otu afọ ma ọ bụ abụọ tupu enwee ike itinye ya n'ọrụNgosipụta nke mbadamba mbadamba nwere mkpụrụ a na-anabata, n'echiche anyị.

Ọgụgụ 1. In-cell technology vs. ndị ọzọ ụdị aka panel teknụzụ

iPhone 4s dị ka ọ dị mma karịa ka a tụrụ anya mana iPad 2 adịghị ike
Nyocha ọwa anyị na-egosi na ire iPhone 4s dị mma karịa ka a tụrụ anya mana iPad2 nwere ike ịdị ike karịa ka a tụrụ anya ka izu ụka ezumike Ekele gasịrị.Nkeadịghị ike na iPad 2 nwere ike ịbụ n'ihi asọmpi ọnụahịa siri ike sitere na Kindle Fire yanaNdị ọzọ na-eme mbadamba nkume na-ebelata ọnụ ahịa iji kpochapụ ngwa ahịa.Nke a nwere mmetụta na-adịghị mmana Simplo (n'ihi ikpughe iPad 2 ya na adịghị ike na akwụkwọ ndetu).Anyị kwenyerena Simlo ga-abata na njedebe dị ala nke nduzi 4Q11 ya ma ọ bụ na-atụfu yantụzịaka ahụ dị ntakịrị.Ọ bụrụ na December ya na-abụghị nke akwadoro na-abata na gburugburu NT$4bn, ọga-anọ na njedebe dị ala nke nduzi ego 4Q nke NT $13bn.

Ọnụ ego HDD dị elu na-atụgharị ndị ahịa n'ahịa PC DIY
Ọnụ ego HDD na ọwa abawanyela site na 2-3x kemgbe idei mmiri Thailand na Ọktọba na PCndị na-eme ihe ebulila ọnụ ahịa maka ụfọdụ PC ha.N'ime ~ 170m HDD chọrọ na 4Q11, ma Seagate na Western Digital kwuru na a ga-akwado ihe fọrọ nke nta ka ọ bụrụ 120m.Anyị na-eche na PC chọrọ bụ naanị 90m+ na 4Q11 ya mere, ọtụtụ n'ime ụdị PC ndị na-eduga ga-akwado HDD ha.Mpaghara kacha emetụta bụ ndị obere egwuregwu na ọwa (maka ahịa DIY na ahịa ndabere data) yana ndị nọ n'ahịa eletrọnịkị ndị ahịa (dịka HDD maka camcorders ma ọ bụ ndekọ TV).

Ọgụgụ 2. Ọnụ ego na ọ dịghị.nke ndị na-ere Seagate Barracuda 1TB Internal Hard Drive

Nlebanya ọhụrụ anyị na-egosi na ọnụ ahịa HDD abawanyela ebelatala ọchịchọPC desktọpụ na ahịa DIY.Ebe ọ bụ na ọtụtụ ndị na-ekere òkè n'ahịa N'onwe Gị bụusoro integrators na PC 'ọkachamara', anyị kwenyere na ọtụtụ n'ime ha ahọrọla ichere kamana-akwụ ụgwọ dị elu maka HDD.Anyị chọpụtara na ahịa nne na nna na Taiwan (karịsịa maka ndịAhịa DIY) adalatala nke ukwuu n'ihi nke a.Mgbe idei mmiri ahụ gasịrị na Thailand na October,Mbupu nne nne Taiwan dara 20% MoM n'otu ọnwa, miri karịa 15%MoM dara na Ọktoba 2010. Na Nọvemba, anyị na-eme atụmatụ na mbupu motherboard na-eto naanịsite na 4% MoM, dịkwa ala karịa 10% uto nne n'ime otu ọnwa otu afọ gara aga.

Otu n'ime ndị na-eme motherboard kwenyere na ọnụahịa HDD na ọwa nwere ike gbadata n'ogeDisemba na mmalite 2012, n'ihi na ọtụtụ ndị ahịa echekwala ma nweta ezigbo egopụọ na 'ọdachi' a.

Ebe ọ bụ na ọkọnọ na-akawanye mma (dabere na mmelite kachasị ọhụrụ sitere na Seagate na Western Digital)na ọchịchọ na-agbadata n'ihi ọnụahịa HDD dị elu na oge dị ala na 1Q12, anyị kwenyerena anyị na-ahụ ndị kasị njọ na okwu nke HDD ụkọ na PC ahịa na December 2011. Anyịagafeela ọnwa kachasị elu nke PC na-ewu na October.N'okpuru ọnọdụ nkịtị, ọnụego ịgba ọsọna obere ọnwa na 1Q bụ 30%+ ala karịa ọnwa kacha elu na 4Q.Ebe ọ bụ naanị 25-30% nke ụwaIju mmiri ndị Thailand metụtara HDD, anyị nwere ike iru ihe achọrọ n'oge dị mkpirikpiitule maka PC ahịa na mbubreyo Jenụwarị ma ọ bụ February.Ọ bụrụ na ndị ahịa HDD ka anaghị ere haebuka na aka December ma ọ bụ Jenụwarị tupu Lunar New Year, o yikarịrị ka haga-ere ha na ọnụ ala dị ala ma emechaa n'ihi na ọkọnọ HDD ga-akawanye mma site ugbu an'ihu, n'agbanyeghị ụkọ na ahịa PC na-abụghị PC nwere ike ịdịru ogologo oge.

2. Mmelite ego ntinye aka / mbadamba

Ọgụgụ 3. Akụkụ ekwentị na ekwentị: ego ha nwetara kwa ọnwa na nke anọ

HTC- Mbelata dị ukwuu na ire ahịa Nọvemba (nke a na-akọ na -30% MoM) na-atụ anya yaahịa mgbe ụlọ ọrụ wedara ya 4Q nduzi na 23 November 2011. DecemberỊre ahịa ga-agbada ihe na-erughị 6% MoM iji zute ntụzịaka ego ha ga-enweta nke flatMmụba ego enwetara YoY (ya bụ ~NT$104bn).

Njide– Mbelata ego nnata MoM 19% na Nọvemba dabara na ahịaatụmanya.Companylọ ọrụ ahụ enweghị ike ịnye ụbọchị mgbe osisi Suzhou nwere ikemaliteghachi mmepụta mana ọ na-atụ anya na a ga-edozi nsogbu ahụ na Disemba.4Q anyịO yighị ka a ga-enweta amụma ire ahịa nke NT$8.89.Anyị kwenyere na ahịa 4Q nwere ike ịbụna nso nke NT$8.0bn ruo NT$8.5bn.

Simplo- 4Q ahịa anaghị agbakọ ọnụ ga-abata na njedebe dị ala nke nduzi yaNT$13.0-13.8bn.Dabere na mbupu na Disemba, ọ nwere ike tufuo 4Qndu ubé.Anyị kwenyere na nke a bụ n'ihi adịghị ike na akwụkwọ ndetu na iPad2.

Ọrụ Tech– The ụlọ ọrụ ekwuputala November ahịa ma, ma anyị na-atụ anyaọ ga-eto 3-5% MoM.Iji ruo njedebe dị ala nke ntụzịaka ego ọ ga-enweta,Ịre ahịa Disemba kwesịrị ịdịkarịa ala MoM.Agbanyeghị, anyị kwenyere na ụlọ ọrụ ahụ bụka nwere ike itolite na 7% MoM na Disemba tumadi n'ihi mmetụta nke ịnyefe iwusitere na ndị asọmpi Japan (n'ihi oke idei mmiri Thailand).Ego anyị nwetara 4Q11atụmatụ na-anọgide na-agbanweghị na 7.6% QoQ ọdịda.

Flexium– Nọvemba ọnụ ahịa ahịa siri ike karịa ka a tụrụ anya ya na 9% MoMtumadi n'ihi iwu na-enyefe site na ndị asọmpi Japan (n'ihi nkeIju mmiri Thailand).Ike nke ịnyefe iwu kwesịrị ịga n'ihu ruo Disemba,yabụ anyị na-atụ anya ugbu a 4Q11 na-eto 25% QoQ, dị mma karịa ntuziaka mbụ ya nke ankeji iri na ise na atụmatụ anyị gara aga nke uto 5% QoQ.

TPK- Ụlọ ọrụ ahụ kwughachiri ahịa ya kwa ọnwa (lee foto 3) n'ihi na dabere nausoro oge ochie nke ngụkọta oge, mgbanwe na ọnụego mgbanwe mba ọzọ nwere ike iduga annukwu mgbanwe na ọnụọgụ ahịa kwa ọnwa na TW$.

Mgbakọ gara aga:
Ire kwa ọnwa na TW$ = (Akwakọba ahịa kwa afọ na ọnwa dị ugbu a na ọnụego FX US $ x ngwụcha ọnwa) - (Afọ ruo-chịkọbara ahịa ọnwa gara aga na TW$)
Mgbakọ ekwugharịrị ọzọ:
Ire kwa ọnwa na TW$ = ire ahịa kwa ọnwa na US$ x Ọnụego FX nke ngwụcha ọnwa

Ọ nwere ike ịka mma iji ego a na-enweta kwa ọnwa tụnyere US$, n'echiche anyị.Nke a nwere ike inye anyị aezi foto nke usoro azụmahịa, dịka a na-eme azụmahịa niile na US$.TPK nwere ike itolite yaego ha nwetara (na US$) site na
5-10% ugbu a megide ntuziaka izizi nke 0-5% uto, nke dị naakara na amụma anyị nke 8.5% QoQ uto.Ego ha nwetara na Disemba ugbu a nwere ike ibelata 35% MoM gaazute njedebe dị ala nke ntụzịaka ya edegharịrị yana 26% MoM iji zute amụma anyị.

Ọgụgụ 4. TPK ekwuputara na mbụ vs. kwughachiri ego ha ga enweta kwa ọnwa

3. PC Market Mmelite
Akwụkwọ ndetu
Anyị ebibiela amụma mbupu akwụkwọ ndetu 4Q11 gaa n'ihu na ọdịda 4% QoQ, dị ala karịa nke anyị.amụma gara aga nke nkeji nkeji iri na ise na nkezi akụkọ ihe mere eme nke afọ 5 nke + 10% QoQ uto, ọkachasịn'ihi adịghị ike nnukwu.Akwụkwọ ndetu ODM yiri ka ọ nwere mmetụta dị nta site na HDDụkọ tụnyere ndị na-emepụta motherboard, n'ihi na akwụkwọ ndetu ODM na-akwado eluaha ika nwere ihe kacha mkpa na ọkọnọ HDD.Wistron yiri ka adịghị ike na-emetụta yaachọrọ na ụkọ HDD.Anyị kwenyere na ọ bụ n'ihi ike dị na PC azụmahịa Lenovo.N'ihi ya, Wistron bụ naanị akwụkwọ ndetu ODM nwere ike imeri ntụzịaka 4Q11 ya.Nkeụlọ ọrụ na mbụ eduzi maka 0-5% QoQ ibu maka 4Q11 na ugbu a ọ ga-abụ na-eto eto 6% QoQ.

Anyị na-atụ anya na mbupu akwụkwọ ndetu Taiwan ga-agbada 10% QoQ na 1Q12, na-erughị afọ 5Nkezi akụkọ ihe mere eme nke 11% daa n'ihi ụfọdụ ihe a na-achọsi ike yana ọkọnọ HDDtightness iji belata na 1Q12.

Ọgụgụ 5. Mbupu akwụkwọ ndetu Taiwan (kwa ọnwa)

Ọgụgụ 6. Mbupu akwụkwọ ndetu Taiwan (Quarter)

Quanta (ndị ahịa bụ isi: Apple, HP, Lenovo, Dell, Acer)
• A na-atụ anya na mbupu akwụkwọ ndetu na Nọvemba ga-agbada 15% MoM, njọ karịa nke anyịamụma gara aga nke ọdịda 8% na nkwekọrịta ahịa.Anyị chere na nke a bụ n'ihiadịghị ike na akwụkwọ ndetu ndị ahịa HP (HP nwere 25-30% nke mbupu ya), karịammetụta sitere na ụkọ HDD.Anyị na-eche na mbupu December ga-agbada na nkeji 4.4mna-agbaso ụkpụrụ nke oge nkịtị.Mbupu akwụkwọ ndetu October batara na nkeji 5.3m,mma karịa anyị gara aga amụma ukwuu n'ihi na mmetụta nke metal casing ụkọ siNjide (n'ihi mmechi nke Suzhou osisi) yiri ka ọ dị obere karịa ka anyị na mbụatụmatụ.

• Mbupu akwụkwọ ndetu 4Q11 na-atụ anya na ọ ga-agbada 2% QoQ karịa nke anyị gara agaamụma uto 3% n'ihi ike adịghị ike karịa ka a tụrụ anya ya n'aka ndị ahịa yaNọvemba na Disemba;anyị chere na nke a bụ tumadi n'ihi adịghị ike na HP.Nke ana-egosi na ụlọ ọrụ ahụ ga-atụ uche ya 2011 akwụkwọ ndetu nduzi mbupu nke 57m nkeji site 2% nanduzi ya 4Q11 nke nkeji iri na ise.

• Anyị na-atụ anya na ọchịchọ ga-adị umengwụ na Jenụwarị n'ihi na ụbọchị ọrụ na-adị ntakịrịAfọ Ọhụrụ ndị China (na 23 Jenụwarị 2012) wee buru amụma na ọ ga-agbada site na 16% MoM.Maka 1Q12,anyị na-eche na ọ ga-agbada 11%, n'ụzọ kwekọrọ na nkezi afọ 5 nke 12% QoQ dara.

• Anyị na-atụkwa anya na 4Q11 oke oke ga-adị ala karịa 3Q11 nke 3.7% ka enwere ngwakọta bara ụba.nke ngwaahịa dị elu na 4Q11 na-eme ka pasent MVA dị ntakịrị.OPEX na-ere ahịaA na-eche na pasentị na 4Q11 ga-agbada na 2.0-2.2% site na 2.5% na 3Q11.Nke a bụn'ụzọ dị ukwuu kwekọrọ na atụmanya anyị nke 1.3% oke ọrụ maka 4Q11.

Compal (ndị ahịa bụ isi: Acer, Lenovo, Dell)
• Anyị na-edobe amụma mbupu akwụkwọ ndetu nke ọnwa Nọvemba nke ọdịda 6% MoM na Disembanke ọzọ 3% MoM dara ada n'ihi adịghị ike achọ mana ọ bụghị ụkọ HDD, dị ka nkeụlọ ọrụ.Mbupu akwụkwọ ndetu October bụ nkeji 3.2m, nke dabara na amụma anyị.

• Ugbu a, anyị na-ebu amụma 4Q11 iji jụ 9% QoQ, na njedebe dị ala nke ọdịda 5-10% ya.ntụzịaka ma dịkwa ala karịa amụma anyị gara aga nke ọdịda 7%, n'ihi adịghị ike karịa-chọrọ n'aka ndị isi ahịa ya.

• A na-eche na mbupu akwụkwọ ndetu Jenụwarị ga-agbada site na 21% MoM n'ihi afọ ọhụrụ Chinaezumike.Anyị na-atụ anya na mbupu 1Q12 ga-agbada 8% QoQ, n'okpuru nkezi akụkọ ihe mere eme nke afọ 5nke 4% dara n'ihi na Acer bụ onye ahịa na-esighị ike karịa n'ime afọ ole na ole gara aga.NkeA na-atụ anya na mbelata ga-adị nro karịa ODM akwụkwọ ndetu ndị ọzọ n'ihi ntọala dị ala na4Q11.

• Ụlọ ọrụ ahụ na-edobe oke oke 4Q11 ya ka ọ dị larịị na 3Q11 na 5.0%.Ọ ga-abụ naanịmalite ibupu ultrabooks na 1Q12.

Wistron (ndị ahịa bụ isi: Dell, Lenovo, HP)
• amụma mbupu akwụkwọ ndetu anyị na Nọvemba dị mma ugbu a karịa amụma anyị gara aga site na 0.3mnkeji tumadi n'ihi ihe a na-atụ anya ya karịa PC azụmahịa Lenovo, n'echiche anyị.Mbupu nke December kwesịrị gbadata na nkeji 2.6m n'ihi ihe oge.OctoberMbupu batara na nkeji 3.1m, dị elu karịa amụma anyị n'ihi ike karịa-chọrọ.

• Mbupu akwụkwọ ndetu 4Q11 ugbu a na-eche na ọ ga-eto 6% QoQ, dị elu karịa ntuziaka nke0-5% uto na amụma anyị gara aga nke uto 2%, n'ihi ike karịa ka a tụrụ anya ya.Achọrọ site na Lenovo, n'anya anyị.

• Anyị na-achọpụta na Wistron bụ naanị ODM a na-atụ anya na ọ ga-emeri nduzi mbupu 4Q11 ya,ma ọ dị ka ọ nwere obere mmetụta ma ọ bụ enweghị mmetụta site na ụkọ HDD.Anyị chere na ike bụna-abịa site na Lenovo na karịsịa PC azụmahịa ya na-ebute ụzọ dị elu na HDDọkọnọ.

• Anyị na-atụ anya na mbupu akwụkwọ ndetu Jenụwarị ga-adaba na nkeji 2.1m n'ihi afọ ọhụrụ Chinaezumike na 1Q12 iji daa site na 10% QoQ, n'ikwekọ na nkezi afọ 5 nke 11% dara.

• Ụlọ ọrụ ahụ na-atụkwa anya 4Q11 nnukwu oke na oke ọrụ iji meziwanye site na 3Q11ka a na-ekpebi nke ukwuu TV karịrị ikike, mbelata dollar NT na akwụkwọ ndetu buru ibuakpịrịkpa.

• Maka 2012, ọ na-atụ anya nkeji akwụkwọ ndetu 33-35m (10-17% uto YoY) na nkeji mbadamba 3-4m.(na nkeji 1m nke ụlọ ọrụ na-eduzi maka 2011) ka ọ na-enweta ọtụtụ ndị ahịa mbadamba.

• Anyị na-atụ anya na Wistron ga-ebuga akwụkwọ ndetu 32.8m na 2012. Wistron na-atụ anya inweta uru.òkè karịa site n'aka ndị ahịa ya dị na ngwaọrụ ejiri aka na 2012.

Inventec (ndị ahịa bụ isi: HP, Toshiba)
• Anyị na-atụ anya na mbupu akwụkwọ ndetu na Nọvemba ga-agbada ruo nkeji 1.3m site na 1.5m na Ọktọba,n'okpuru amụma anyị gara aga nke 1.55m.A na-eche na Disemba ga-agbada n'ihu ruo nkeji 1.1mn'ihi seasonality.Anyị kwenyere na HP nyere aka na ọtụtụ adịghị ike ya n'ime ọnwa 2 gara aga.

• Mbupu akwụkwọ ndetu 4Q11 anyị na-ebu amụma ugbu a na ọdịda 10% QoQ dị njọ karịa ka anyị gara aga.amụma nke 5% uru ka anyị nwere oke nchekwube na ihe HP chọrọ na mbụ mgbe Inventec meririatụmanya ahịa na Septemba mana ahịa ejirila nwayọ belata.

• A na-atụ anya na Jenụwarị ga-agbada site na 14% MoM na 1Q12 iji daa site na 14% QoQ, n'usoro ya.5-afọ akụkọ ihe mere eme nkezi.

Pegatron (onye ahịa: Asus) gụnyere.netbook

• Anyị na-eji ntakịrị tweaking nọmba mbupu akwụkwọ ndetu November site na nkeji 1.25m ruo 1.2m, a17% MoM na-adakarị n'ihi adịghị ike na netbook ebe akwụkwọ ndetu mgbe niile ka dịkwụsie ike.A na-atụ anya na mbupu December ga-agbada na nkeji 1.1m n'ihi oge oge.OctoberMbupu batara na nkeji 1.45m, kwekọrọ na amụma anyị.

• Mbupu akwụkwọ ndetu 4Q11 anyị na-elele 10% QoQ ọdịda, n'okpuru ebe anyị gara aga.amụma nke 7% na-agbada tumadi n'ihi ike adịghị ike karịa ka a tụrụ anya na netbook.

• Ụlọ ọrụ ahụ na-eduzi nkwụsị nke 10-15% na akwụkwọ ndetu mgbe niile, netbook na mbadambambupu ọnụ na 4Q11 ma ọ bụrụ na anyị na-agụnye mbadamba Mbupu, anyị na-atụ anya 4Q11 jụ.12% QoQ n'ime ntuziaka ụlọ ọrụ.

• A na-eche na mbupu akwụkwọ ndetu Jenụwarị ga-agbada 14% MoM ruo nkeji 0.95m n'ihiEmeme Afọ Ọhụrụ nke China.Anyị na-eme atụmatụ 1Q12 ka ọ daa site na 12% QoQ, ka mma karịa afọ 5 yaNkezi akụkọ ihe mere eme nke 24% QoQ dara, dị ka mgbakwunye nke ndị ahịa akwụkwọ ndetu ọhụụ ọhụrụkwesịrị inye aka kwado ụkpụrụ nke nkeji iri na ise, n'echiche anyị.

• Anyị na-atụ anya 4Q11 mbadamba nkume Mbupu iru 0.61m nkeji, na-ebelata 24% QoQ n'ihi otu-Oge igbu oge (ruo Disemba) na mbido Transformer Prime.

Motherboard
Anyị chọpụtara na ụkọ HDD nwere mmetụta dị ukwuu na motherboards karịa akwụkwọ ndetu, nakpọmkwem karịa na N'onwe Gị ahịa karịa ODM ahịa dị ka N'onwe Gị ahịa bụ ihekewara ekewa na ndị egwuregwu nwere obere ike ịzụ ahịa.N'ihi ya, anyị na-emeghachi omume anyị4Q11 motherboard atụmatụ na 16.6m (19% QoQ ọdịda) site na 18.2m nkeji (11% QoQ ọdịda).Elitegroup bụ nke kachasị na ahịa ODM motherboard, yabụ HDD adịghị emetụta yaụkọ na echere na ọ ga-agbada nke kacha nta na 4Q11.Gigabyte, nke na-elekwasị anya na DIYahịa, hụrụ mbelata nke ukwuu n'ọnwa Ọktoba n'ihi ụkọ HDD na mgbazi ngwa ahịa, nke bụIsi ihe kpatara ntụgharị ala anyị na 4Q11.

Agbanyeghị, anyị chere na ọnụahịa HDD dị na ọwa ga-amalite gbadata na mbido1Q12 ka mmepụta HDD ji nwayọọ nwayọọ na-agbake site na idei mmiri na Thailand.N'ihi ya, anyị kwesịrịhụ ụfọdụ chọrọ motherboard pent-up na 1Q12, si otú a na-eduga na ntakịrị karịa ogenkeji iri na ise nke 2% QoQ dara karịa nkezi akụkọ ihe mere eme nke afọ 5 nke 3% QoQ dara.

Ọgụgụ 7. Mbupu Motherboard nke Taiwan (kwa ọnwa)

Ọgụgụ 8. Mbupu Motherboard Taiwan (Kwa nkeji anọ)

Pegatron (4938 TT, enweghị akara)
• Anyị na-emegharị mbupu motherboard na November site na nkeji 0.2m ruo 1.8m n'ihiMmetụta nke ụkọ HDD na Disemba kwesịrị gbadata n'ihu ruo 1.7m ka njedebendị ahịa na-egbu oge ịzụrụ ihe n'ihi mmụba ọnụ ahịa HDD.Mbupu motherboard October bụnkeji 2m, kwekọrọ na amụma anyị, wee jụ 5% MoM n'ihi oge oge.

• Ụlọ ọrụ ahụ na-eduzi nkwụsị 15-20% QoQ na mbupu motherboard 4Q11.Anyị mere atụmatụMbelata 19% QoQ, njedebe dị ala nke ntuziaka, nyere na ụkọ HDD metụtarangalaba motherboard na desktọpụ kacha.

• Banyere 1Q12, anyị na-eme atụmatụ na ọ ga-agbada 13% QoQ, n'usoro na nkezi 4 ya, dị kaadịghị ike na ọchịchọ na-aga n'ihu ọbụna mgbe 4Q11 dị njọ karịa nke a tụrụ anya ya.Anyị etinyela ihena Afọ Ọhụrụ nke China bụ mmalite nke afọ na-abịa ma na-eme atụmatụ na 18% MoM dara adaMbupu motherboard na Jenụwarị.

Gigabyte (2376 TT, enweghị akara)
• Anyị na-eche na mbupu motherboard na November ga-abawanye na nkeji 1.3m site na 1m n'Octoberka ngwaahịa ngwaahịa dara n'ọkwa ezi uche dị na ya.A na-eche na Disemba ga-agbadata ntakịrịNkeji 1.2m n'ihi adịghị ike na ahịa njedebe n'ihi mmụba ọnụahịa HDD.Ụlọ ọrụ ahụ hụrụMbelata dị ukwuu na mbupu nne nne October nke 34% MoM wee daa na nke mbụ anyịatụmatụ n'ihi ụkọ HDD na mmezi ngwa ahịa.

• Ụlọ ọrụ ahụ degharịrị ntuziaka mbupu 4Q11 ya site na 10-15% QoQ jụrụ naSeptemba ruo 30% adalata.Atụmatụ mbupu motherboard anyị 4Q11 dabara na yaNtuziaka ụlọ ọrụ degharịrị nke 30% QoQ dara tumadi n'ihi mmetụta nke ụkọ HDD.Ọchịchọ China na-ahụ ka ọ na-agbada nwayọ, dịka ụlọ ọrụ ahụ siri kwuo.

• Anyị na-atụ anya na mbupu nne nne Jenụwarị ga-agbada 17% MoM na nkeji 1m n'ihi Chineseezumike nke afọ ọhụrụ.Amụma anyị maka 1Q12 bụ 8% QoQ uto, erughị nkeNkezi akụkọ ihe mere eme nke ọnụọgụ ọnụọgụ abụọ QoQ nwere obere n'ihi na achọrọ maka njedebe dị elumotherboards na-abịakarị na 1Q mana oge a ọ ga-abịa naanị na 2Q12 mgbe emecharammalite nke Ivy Bridge n'ihi na ndị ọrụ nwere ike igbu oge ịzụrụ ha.

MicroStar (2377 TT, enweghị akara)
• Ụlọ ọrụ ahụ na-eduzi maka November dị larịị;anyị ebula amụma maka uto 5% MoM n'ihi aObere October ka a tụrụ anya ya.A na-eme atụmatụ mbupu motherboard na Disembanọgide na-adị umengwụ na nkeji 1m.Mbupu nne nne October bịara njọ karịa nke anyịamụma gara aga na ntụzịaka nke 10-20% MoM dara n'ihi mmetụta HDDụkọ na 2H October, dị ka ụlọ ọrụ si kwuo.

• Ugbu a, anyị na-atụ anya na mbupu motherboard 4Q11 ga-agbada 21% QoQ, karịa nke anyị gara agaamụma nke 17% dara n'ihi ụkọ HDD nke metụtara ndị egwuregwu pere mpedị ka MicroStar karịa ndị buru ibu.

• Anyị na-atụ anya na Jenụwarị ga-agbada 15% MoM n'ihi Afọ Ọhụrụ nke China, mana 1Q12 ga-eto 20%QoQ n'ihi obere-karịrị-nkezi 4Q11 na oge oge.

Elitegroup (2331 TT, enweghị akara)
• Anyị na-emegharị mbupu motherboard na November ruo 1.65m site na nkeji 1.55m dị ka HDDụkọ yiri ka enwechaghị mmetụta na ahịa ODM, ebe Elitegroup nwere annukwu mkpughe, yana ihe kacha mma sitere na China, dịka ụlọ ọrụ ahụ siri kwuo.Anyị na-atụ anyaDisemba ga-agbada na nkeji 1.4m n'ihi ntọala dị elu na Nọvemba, ebe China fọdụrụdịtụ ike karịa mpaghara ndị ọzọ.Ọktoba batara na nkeji 1.5m, dị ala karịa nke anyịamụma gara aga n'ihi iji nwayọọ na iwu sitere na China mgbe ezumike ụbọchị mba ya gasịrị.

• Anyị na-eche ugbu a 4Q11 iji jụ 5% QoQ, njọ karịa amụma anyị gara aga nke 2%daa n'ihi mbupu October dị ala karịa nke a tụrụ anya ya.Agbanyeghị, anyị mara na 4Q11ọdịda bụ nke kachasị ala n'etiti ndị egwuregwu motherboard n'ihi itinye uche ya dị elu naAhịa ODM.

• Anyị na-atụ anya na Jenụwarị ga-agbada na nkeji 1.2m n'ihi Afọ Ọhụrụ nke China na 1Q12 ka ọ daa11% QoQ dị ka akụkọ ihe mere eme 1Q bụ oge dị ala maka ụlọ ọrụ ahụ.

Ihe odide ntụkwasị
Onyonyo 9. Ihe onyonyo ihuenyo mmetụ aka nke Apple

Banyere ọnụọgụ patent:Patent FIGS.1A-1C gosiputara ihe atụ ekwentị mkpanaaka, dijitalụọkpụkpọ mgbasa ozi na kọmputa nke ọ bụla gụnyere ihe atụ agbakwunyere ihuenyo mmetụ;FIG.2 bụ eserese ngọngọ nke usoro ịgbakọ ihe atụ nke na-egosipụta otu mmejuputanke ihe atụ agbakwunyere ihuenyo mmetụ;FIG.13A na-egosi nhazi ihe atụ nke ọtụtụ.pikselụ ngosi ọrụ agbakọtara n'ime mpaghara na-arụ ọrụ dị ka sekit sensọ mmetụ aka n'oge aakụkụ mmetụ nke ihuenyo mmetụ.

Nchịkọta Apple:Ikike ikike a metụtara imetụ sekit sekit agbakwunyere na pikselụ ngosinchịkọta (ntụgharị, akwakọba ihe n'ígwé na-eme pikselụ ngosi) nke ngosi, dị ka iheNgosipụta LCD.Enwere ike ịchịkọta ihe ndị dị na sekit n'ihe ngosi pikselụ stackups iji guzobeimetụ sekit nke na-ahụ mmetụ aka na ma ọ bụ nso ihe ngosi.Imetụ sekit sensọ nwere ikegụnyere, dịka ọmụmaatụ, ahịrị mgbama mmetụ aka, dị ka ahịrị mbanye na ahịrị uche, mpaghara ọdịda,na sekit ndị ọzọ.

Ihuenyo mmetụ agbakwunyere nwere ike ịgụnye ihe sekit nwere ọtụtụ ọrụ nwere ike ịbụ akụkụ nkesekit ngosi nke emebere ka ọ rụọ ọrụ dị ka sekit nke sistemu ngosipụta iji mepụta onyonyona ngosi, ma nwekwara ike bụrụ akụkụ nke sekit sensing nke sistemu mmetụ akanke na-ahụta otu ma ọ bụ karịa na-emetụ na ma ọ bụ nso ihe ngosi.

Ihe sekit nwere ọtụtụ ọrụ nwere ike ịbụ, dịka ọmụmaatụ, capacitors na pikselụ ngosi nke LCDnke enwere ike ịhazi ka ọ rụọ ọrụ dị ka nchekwa nchekwa / electrodes, electrodes nkịtị,wires/ụzọ ndị na-eduzi, wdg, nke sekit ngosi na sistemụ ngosi, nke ahụ nwekwara ikeahaziri ka ọ rụọ ọrụ dị ka ihe sekit nke sekit sensing touch.N'ụzọ dị otú a, makaọmụmaatụ, n'ụdị ụfọdụ ihe ngosi nwere ike nhụta mmetụ agbakwunyere nwere ike ịbụarụpụtara site na iji akụkụ ole na ole na/ma ọ bụ usoro nhazi, na ngosipụta n'onwe ya nwere ike ịdị gịrịgịrị,na-egbuke egbuke, ma na-achọ obere ike.

Isi mmalite: www.patentlyapple.com
Enyere Patent Number 7,995,041

Oge nzipu: Dec-23-2019

N'ime cell nwere ike bụrụ eziokwu_Mirae