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TechNiche: Gukora muri selile birashoboka
biba impamo muri 2012
Muri iyi nimero ya TechNiche, turareba 1) ibyagezweho vuba aha
kugenzura umuyoboro 2) terefone / tablet yo gutanga urunigi rwo kuvugurura
3) Kuvugurura isoko rya PC.Ukurikije imiyoboro iheruka kugenzura, twe
bizere ko muri-selile ikoraho ishobora gutangira umusaruro mwinshi na
hagati y'umwaka wa 2012.Igihe kirasa nkaho gihurirana na benshi
biteganijwe ko iPhone 5 izasohoka muri 2H12.TPK irashobora gutakaza amabwiriza
kare kuruta uko byari byitezwe.Kugenzura imiyoboro yacu nayo yerekanye a
nziza-kuruta uko byari byitezwe iPhone 4s ariko iPad 2 igurisha-
unyuze nyuma yicyumweru cyo gushimira.4Q
kohereza ikaye byari bifite intege nke kurenza uko byari byitezwe, sibyo
yo kubura HDD ariko kubera intege nke zisabwa.HDD
kubura bigira ingaruka nini kububiko bwa DIY
isoko kuko abakinyi bato badafite imbaraga zo guhahirana
kubona HDD itanga cyangwa bagomba kwishyura progaramu ya 2-3x
Kuri Kubona Umuyoboro.
»Muri selile ikoraho kugirango ushire TPK mukaga
Twizera ko tekinoroji yikoranabuhanga itanga umusaruro ushobora gutangira vuba
biteganijwe hagati muri 2012.Ipatanti ya Apple kuri ecran ikoraho yari
byatangajwe muri Kanama 2011 (reba Umugereka) kandi isosiyete irashobora
gusohora tekinoroji yo kwerekana abakora ibicuruzwa.Nka a
ibisubizo, ibyago bya TPK byo gutakaza ibicuruzwa muri 2H12 biriyongera.
»Ibyiza-byateganijwe iPhone 4s na iPad2 idakomeye
Umuyoboro wacu ugenzura nyuma yicyumweru cyo gushimira byerekana ko
iPhone 4s kugurisha bisa nkaho ari byiza kuruta uko byari byitezwe, mugihe iPad 2
yari afite intege nke.
»Kuvugurura PC: Gukata ikaye ya 4Q11 hamwe na kibaho
ibyoherejwe
Ingaruka zo kubura HDD bigaragara ko zigaragara cyane muri
DIY isoko yububiko nkibikinisho bito bifite impaka nke
imbaraga zo kubona ibikoresho bya HDD.Turimo gukata ikibaho cyababyeyi cya Tayiwani
ibyoherejwe byoherejwe kuri -19% QoQ kuva -11% muri 4Q nkigisubizo.Natwe
gabanya ikaye ya 4Q yoherejwe kuri -4% QoQ kuva mugihembwe kimwe
intege nke.
»Ibigo byinshi dukurikirana muri Tayiwani niCyangwa
kubura cyangwa kumpera yo hasi yubuyobozi bwabo4Q usibye
Wistron na Flexium
Biteganijwe ko amakaye ya Wistron yoherejwe azamuka 6% QoQ muri 4Q11,
gutsinda ubuyobozi bwayo bwo gukura 0-5%.Flexium yinjiza 4Q11 ubu
munzira yo kugera kuri 20% QoQ, ikubita ubuyobozi bwayo
kimwe cya kane.
1. Kugenzura Umuyoboro Uheruka
Muri selile ikoraho ikoranabuhanga kuri iPhone 5?
Kugenzura imiyoboro yacu byerekana ko Apple isunika cyane kugirango ikore muri seliretekinoroji ya panel kugirango ibe impamo.Umusaruro mwinshi wo-gukoraho TFT-LCDKwerekana birashobora kuza kare hagati ya 2012 kandi igihe gisa nkicyahuye naiphone ikurikira (iteganijwe cyane nka iPhone 5) muri 2H12.
Bisa nubufatanye bwa Apple na TPK kumurongo wambere wo gukoraho, patentiya tekinoroji yo gukoraho igiye kuza irashobora kuba iya Apple (reba Umugereka).Twebwebizere ko Apple ishobora kubyemerera ibigo bitandukanye byerekana gukora ingandaApple.Kubwibyo, ibyago byo gutakaza gahunda kuri TPK muri 2H12 byiyongereye cyaneiyo muri selile ikoraho TFT-LCD umusaruro mwinshi uraboneka.
Nkuko twabigaragaje muri raporo yo gutangiza yo ku ya 23 Ugushyingo 2011, TPK irashobora kubaisosiyete 'lamination' kumwanya wo gukoraho kuko muri selile ikoraho TFT-LCDbiracyakenewe kumanikwa hamwe nikirahure kugirango umenye neza ko module yoseimikorere neza.Ariko isoko yose iboneka izagabanuka cyane kuri TPK.Aho gukora ibice bibiri bya lamination wongeyeho sensor ya sensor (50% cyangwa irenga yaIbikoresho byo gukoraho bya TPK birasohoka), TPK irashobora gukora urwego rumwe gusamuri-selile yo gukoraho yerekanwe yuzuye.Turagereranya ko inyungu zose zibonekaKuva kuri laminated in-selire yerekana module izagabanywa hafi bibiri bya gatatu nkukoibisubizo.
Turateganya ko muri-selile ikoranabuhanga rizakoreshwa gusa kwerekana muri terefone zigendanwa.Birashoboka ko bizatwara byibuze undi mwaka cyangwa ibiri mbere yuko bishyirwa mubikorwaibinini-binini byerekana umusaruro wemewe, uko tubibona.
Igicapo 1. Muri tekinoroji ya selile nubundi bwoko bwa tekinoroji yo gukoraho
iPhone 4s isa nkaho ari nziza kuruta uko byari byitezwe ariko iPad 2 yari ifite intege nke
Kugenzura imiyoboro yacu byerekana ko kugurisha iPhone 4s byari byiza kuruta uko byari byitezwe ariko iPad2 irashobora kuba ifite intege nke kurenza uko byari byitezwe nyuma yicyumweru cyo gushimira.Uwitekaintege nke muri iPad 2 zishobora guterwa no guhatanira ibiciro kuva Kindle Fire kimweabandi bakora ibinini bigabanya ibiciro kugirango bakureho ibarura.Ibi bifite ingaruka mbikuri Simplo (kuberako iPad 2 igaragaramo n'intege nke mu ikaye).Turizerako Simplo ishobora kuza kumurongo wo hasi yubuyobozi bwayo 4Q11 cyangwa irashobora kuburaubuyobozi buke.Niba Ukuboza kwayo kudahujwe kuza hafi NT $ 4bn, niBizaba kumpera yanyuma yubuyobozi bwa 4Q bwinjiza NT $ 13bn.
Igiciro cyo hejuru cya HDD gihindura abakiriya kumasoko ya DIY PC
Igiciro cya HDD mumuyoboro cyiyongereyeho 2-3x kuva Tayilande yuzura mu Kwakira na PCababikora bazamuye ibiciro kuri PC zabo.Mubisabwa ~ 170m HDD muri 4Q11, Seagate na Western Digital bavuze ko hafi 120m bizashyigikirwa.Turagereranya ko PC isaba 90m + gusa muri 4Q11 bityo rero, ibyinshi mubirango bya PC bizafasha HDDs.Ibice byibasiwe cyane ni abo bakinnyi bato bato kumuyoboro (kumasoko ya DIY nisoko ryo kubika amakuru) kimwe no mubisoko bya elegitoroniki byabaguzi (urugero: HDD ya kamera cyangwa gufata amajwi kuri TV).
Igishushanyo 2. Igiciro na oya.y'abagurisha Seagate Barracuda 1TB Imbere Ikomeye
Igenzura ryanyuma ryerekana ko izamuka ryibiciro bya HDD ryadindije icyifuzo cyaPC ya desktop kumasoko ya DIY.Kubera ko abantu benshi bitabira isoko rya DIY arisisitemu ihuza hamwe na PC 'impuguke', twizera ko benshi muribo bahisemo gutegereza ahokwishyura igiciro kinini kuri HDD.Twabonye ko isoko yububiko muri Tayiwani (ahanini kuriIsoko rya DIY) ryadindije cyane nkigisubizo.Nyuma y'umwuzure muri Tayilande mu Kwakira,Ibicuruzwa byoherejwe na Tayiwani byagabanutseho 20% MoM ukwezi kumwe, byimbitse kurenza 15%Kugabanuka kwa MoM mu Kwakira 2010. Mu Gushyingo, turagereranya ko ibicuruzwa byoherejwe byiyongereye gusana 4% MoM, nayo iri munsi ya 10% ya MoM mukwezi kumwe gushize.
Umwe mubakora mama yizera ko igiciro cya HDD mumuyoboro gishobora kumanuka bitinzeUkuboza no mu ntangiriro za 2012, kubera ko abacuruzi benshi babitse kandi bakinjiza amafaranga mezamuri iyi 'mpanuka'.
Kuva itangwa rigenda ritera imbere (ukurikije ivugurura riheruka kuva muri Seagate na Western Digital)nibisabwa biramanuka kubera igiciro cya HDD kiri hejuru nigihe gito muri 1Q12, turizerako tubona ibibi mubijyanye no kubura HDD ku isoko rya PC mu Kuboza 2011. Twebwebarengeje ukwezi kwa PC kubaka mu Kwakira.Mubihe bisanzwe, igipimo cyo kwirukamukwezi gake muri 1Q ni 30% + munsi yukwezi kwimpinga muri 4Q.Kuva 25-30% gusa kwisiGutanga HDD byatewe numwuzure wo muri Tayilande, dushobora kugera kubisabwa-mugihe gitoimpirimbanyi ku isoko rya PC mu mpera za Mutarama cyangwa Gashyantare.Niba abacuruzi ba HDD batagurisha ibyaboububiko buri mukuboza cyangwa Mutarama mbere yumwaka mushya, birashoboka cyane koizabagurisha ku giciro gito nyuma kuko itangwa rya HDD rizatera imbere gusaimbere, nubwo ibura ryisoko ritari PC rishobora kumara igihe kirekire.
2. Handset / Tablet Gutanga Urunigi Kuvugurura
Igishushanyo 3. Ibikoresho bya terefone na terefone: amafaranga yinjira buri kwezi na buri gihembwe
HTC- Kugabanuka gukabije kugurisha Ugushyingo (byavuzwe kuri -30% MoM) biteganijwe naisoko nyuma yuko sosiyete igabanije ubuyobozi bwa 4Q ku ya 23 Ugushyingo 2011. Ukubozakugurisha bigomba kugabanuka munsi ya 6% MoM kugirango byuzuze ibyinjira byinjiraUbwiyongere bw'amafaranga YoY (ni ukuvuga ~ NT $ 104bn).
Umurobyi- Kugabanuka kwa 19% MoM mu Gushyingo ahanini bijyanye nisokoibiteganijwe.Isosiyete ntishobora gutanga itariki igihe uruganda rwayo rwa Suzhou rushoboragusubukura umusaruro ariko irateganya ko ikibazo kizakemurwa mu Kuboza.4Q yacukugurisha kugurisha kwa NT $ 8.89bn ntibishoboka ko bigerwaho.Twizera ko kugurisha 4Q bishobora kubamurwego rwa NT $ 8.0bn kugeza NT $ 8.5bn.
Byoroheje- 4Q kugurisha bidahujwe birashoboka ko bizaza kumpera yanyuma yubuyobozi bwayoNT $ 13.0-13.8bn.Ukurikije ibyoherejwe mu Kuboza, birashobora no kubura 4Qubuyobozi buke.Twizera ko ibi biterwa ahanini nintege nke mu ikaye na iPad2.
Umwuga- Isosiyete ntiratangaza ibicuruzwa byo mu Gushyingo, ariko turateganyagukura 3-5% MoM.Kugirango ugere ku ndunduro yanyuma yubuyobozi bwivuguruye,Ukuboza kugurisha bigomba kuba byibuze MoM.Ariko, twizera ko sosiyete iriuracyashobora gukura kuri 7% MoM mukuboza ahanini bitewe ningaruka zo koherezauhereye kubayapani bahanganye (nkibisubizo byumwuzure wa Tayilande).Amafaranga yinjiza 4Q11ikigereranyo ntigihinduka kuri 7,6% QoQ igabanuka.
Flexium- Ugushyingo kugurisha hamwe byaje gukomera-kuruta uko byari byitezwe kuri 9% MoMahanini bitewe no gutumiza kwimurwa kubayapani bahanganye (nkigisubizo cyaUmwuzure wa Tayilande).Umuvuduko wo gutumiza ibintu ugomba gukomeza kugeza Ukuboza,ubu rero turateganya ko 4Q11 izamuka 25% QoQ, iruta kure ubuyobozi bwambere bwa aigihembwe gihwanye hamwe nikigereranyo cyambere cyo gukura kwa 5% QoQ.
TPK- Isosiyete yagaruye ibicuruzwa byayo buri kwezi (reba Ishusho 3) kuko ishingiyeuburyo bwa kera bwo kubara, ihindagurika mu gipimo cy’ivunjisha rishobora kuganisha kuri aihindagurika rinini mumibare yo kugurisha buri kwezi muri TW $.
Ibarura ryabanje:
Igurishwa rya buri kwezi muri TW $ = (Umwaka-ukwezi-ukwezi-kwegeranya kugurisha muri US $ x Igipimo cy-ukwezi kwa FX) - (Umwaka-Kuri-ukwezi gushize kwegeranya kugurisha muri TW $)
Yongeye kuvuga Kubara:
Igurishwa rya buri kwezi muri TW $ = Igurishwa rya buri kwezi muri US $ x Ukwezi kurangira FX
Birashobora kuba byiza kugereranya amafaranga yinjiza buri kwezi mumadolari ya Amerika, nkuko tubibona.Ibi birashobora kuduha aishusho nyayo yubucuruzi bugenda, nkuko ubucuruzi bwose bukorwa muri US $.TPK irashobora gukuraamafaranga yinjiza (muri US $)
5-10% ubungubu nubuyobozi bwambere bwo gukura 0-5%, biri muriumurongo hamwe nu iteganyagihe rya 8.5% QoQ izamuka.Ukuboza kwinjiza ubu birashobora kugabanuka 35% MoM kugezakuzuza iherezo ryubuyobozi bwavuguruwe hamwe na 26% MoM kugirango uhuze ibyo duteganya.
Igicapo 4. TPK yabanje gutangaza va guhuza amafaranga yinjiza buri kwezi
3. Kuvugurura isoko rya PC
Ikaye
Twagabanije kohereza amakaye ya 4Q11 yoherejwe kugeza kuri 4% QoQ igabanuka, munsi yacuiteganyagihe ryambere ryigihembwe hamwe nimyaka 5 yikigereranyo cyamateka ya + 10% QoQ ikura, ahaninikubera intege nke za macro.Ikaye ya ODMs isa nkaho idafite ingaruka nke kuri HDDkubura ugereranije nabakora ikibaho, kuko ikaye ya ODMs ishyigikiwe hejuruamazina yicyiciro cyambere afite umwanya wambere mugutanga HDD.Wistron isa nkaho idatewe ingaruka nintege nkeibisabwa no kubura HDD.Twizera ko byatewe n'imbaraga muri PC z'ubucuruzi za Lenovo.Nkigisubizo, Wistron niyo ikaye yonyine ODM ishobora gutsinda ubuyobozi bwayo 4Q11.Uwitekaisosiyete yabanje kuyobora 0-5% QoQ gukura kuri 4Q11 none birashoboka ko izamuka 6% QoQ.
Turateganya ko amakaye yo muri Tayiwani yoherejwe azagabanuka 10% QoQ muri 1Q12, munsi yimyaka 5impuzandengo yamateka ya 11% igabanuka kubera ibyifuzo bimwe na bimwe bya HDDgukomera kugirango ugabanye muri 1Q12.
Igicapo 5. Kohereza Ikaye ya Tayiwani (Ukwezi)
Igicapo 6. Kohereza Ikaye ya Tayiwani (Igihembwe)
Quanta (abakiriya nyamukuru: Apple, HP, Lenovo, Dell, Acer)
• Kohereza amakaye yo mu Gushyingo biteganijwe ko azagabanuka 15% MoM, nabi kurusha ayacuibyateganijwe mbere yo kugabanuka 8% no kumvikana ku isoko.Turatekereza ko aribyointege nke mubitabo byabaguzi ba HP (HP ifite 25-30% mubyoherejwe), ahoingaruka zatewe no kubura HDD.Turagereranya kohereza ibicuruzwa kugabanuka kugeza kuri 4.4mgukurikiza ibihe bisanzwe.Ukwakira kohereza ikaye yoherejwe kuri 5.3m,byiza kurenza uko twabivuze mbere kuberako ingaruka zicyuma kibura kuvaUmufata (kubera gufunga igihingwa cyacyo cya Suzhou) bigaragara ko ari munsi yubwa mberebyagereranijwe.
• Kohereza amakaye ya 4Q11 biteganijwe ko azagabanuka 2% QoQ ugereranije niyambereiteganyagihe ryiyongera rya 3% kubera intege nke-ziteganijwe kubakiriya bayoUgushyingo na Ukuboza;twibwira ko ibi biterwa ahanini nintege nke muri HP.Ibibivuze ko isosiyete izabura ikaye yohereza ikaye ya 2011 ya 57m ibice 2% naubuyobozi bwayo 4Q11 bwigihembwe.
• Turateganya ko icyifuzo gikomeza kuba umunebwe muri Mutarama kuko hari iminsi mike yo gukora kuberaUmwaka mushya w'Ubushinwa (ku ya 23 Mutarama 2012) kandi uteganya ko uzagabanukaho 16% MoM.Naho 1Q12,turagereranya kugabanuka 11%, hafi ugereranije nu myaka 5 yikigereranyo cya 12% QoQ igabanuka.
• Turateganya kandi 4Q11 margin yose iri munsi ya 3Q11 ya 3.7% kuko hariho imvange ikungahayey'ibicuruzwa byo mu rwego rwo hejuru muri 4Q11 ituma ijanisha rya MVA riba rito.OPEX-kugurishaijanisha muri 4Q11 riteganijwe kumanuka kugera kuri 2.0-2.2% kuva kuri 2.5% muri 3Q11.Ubu niahanini bijyanye nibyo dutegerejeho 1,3% margin yo gukora kuri 4Q11.
Gereranya (abakiriya nyamukuru: Acer, Lenovo, Dell)
• Turakomeza kubika amakaye yoherejwe mu Gushyingo 6% yo kugabanuka kwa MoM no mu Kubozaya 3% ya MoM igabanuka kubera ubushake buke ariko ntabwo ibura rya HDD, ukurikijesosiyete.Ukwakira kohereza amakaye yo mu Kwakira yari 3.2m, ahanini bijyanye nibyo twateganije.
• Ubu turateganya ko 4Q11 igabanuka 9% QoQ, kumpera yo kugabanuka kwayo 5-10%kuyobora kandi nanone munsi yibyo twateganije mbere yo kugabanuka 7%, kubera intege-nke-ibyifuzo biteganijwe kubakiriya bayo b'ingenzi.
Muri Mutarama ko amakaye yoherejwe yoherejwe azagabanukaho 21% MoM kubera umwaka mushya w'Ubushinwaibiruhuko.Turateganya kohereza 1Q12 kugabanuka 8% QoQ, munsi yimyaka 5 ugereranijeya 4% igabanuka kuko Acer ubu ni umukiriya ufite intege nke mumyaka yashize.Uwitekakugabanuka biteganijwe ko byoroha kurenza andi makaye ya ODM kubera ishingiro ryo hasi muri4Q11.
• Isosiyete ikomeza inyungu zayo 4Q11 kugirango igere kuri 3Q11 kuri 5.0%.Bizaba gusatangira kohereza ultrabooks muri 1Q12.
Wistron (abakiriya nyamukuru: Dell, Lenovo, HP)
• Ibiteganijwe koherezwa mu ikaye yo mu Gushyingo ubu ni byiza kuruta uko byari byateganijwe kuri 0.3mibice ahanini bitewe nibyiza-biteganijwe gukenerwa na PC yubucuruzi ya Lenovo, nkuko tubibona.Ukuboza kohereza bigomba kumanuka kuri 2,6m bitewe nibihe.Ukwakiraibyoherejwe byinjiye kuri 3.1m, birenze gato ibyo twateganyaga kubera gukomera-kuruta-icyifuzo giteganijwe.
• Ikarita ya 4Q11 yoherejwe ubu igereranijwe gukura 6% QoQ, hejuru yubuyobozi bwaIterambere rya 0-5% nibiteganijwe mbere yo kuzamuka kwa 2%, kubera gukomera-kuruta uko byari byitezweicyifuzo cya Lenovo, uko tubibona.
• Twibutse ko Wistron niyo ODM yonyine iteganijwe gutsinda ubuyobozi bwayo 4Q11,kandi bigaragara ko ifite ingaruka nke cyangwa ntizituruka kubura HDD.Twibwira ko imbaraga aribiva muri Lenovo na cyane cyane PC zubucuruzi zigenda zishyirwa imbere muri HDDgutanga.
• Turateganya ko muri Mutarama amakaye yoherejwe azagabanuka kugera kuri 2,1m kubera umwaka mushya w'Ubushinwaibiruhuko na 1Q12 kugabanukaho 10% QoQ, bijyanye nimpuzandengo yimyaka 5 yo kugabanuka 11%.
• Isosiyete irateganya kandi 4Q11 inyungu rusange hamwe n’imikorere ikora neza kuva 3Q11nkuko TV hejuru yubushobozi ikemurwa ahanini, guta agaciro kwa NT hamwe na ikaye niniumunzani.
• Kubijyanye na 2012, iteganya ibice byamakaye 33-35m (gukura 10-17% YoY) hamwe na tableti 3-4m(bitandukanye na 1m ibice biyobowe nisosiyete ya 2011) kuko yunguka abakiriya benshi ba tablet.
• Turateganya gusa Wistron kohereza amakaye ya 32.8m muri 2012. Wistron yiteze kungukaimigabane myinshi kubakiriya bayo bariho mubikoresho byabigenewe muri 2012.
Inventec (abakiriya nyamukuru: HP, Toshiba)
• Turateganya ko amakarita yoherejwe mu Gushyingo azagabanuka kugera kuri 1,3m kuva muri 1.5m mu Kwakira,munsi y'ibiteganijwe mbere ya 1.55m.Ukuboza biteganijwe ko uzamanuka kugera kuri 1.1mkubera ibihe.Twizera ko HP yagize uruhare mu ntege nke zayo mumezi 2 ashize.
• Kohereza amakaye yacu ya 4Q11 ubu biteganijwe ko kugabanuka kwa 10% QoQ, nabi kurenza uko twabanjeguhanura inyungu 5% nkuko twari twizeye cyane mubisabwa HP mbere iyo Inventec itsinzeibiteganijwe ku isoko muri Nzeri ariko kugurisha byagabanutse.
• Mutarama biteganijwe ko igabanukaho 14% MoM na 1Q12 igabanukaho 14% QoQ, bijyanye nayoImpuzandengo yimyaka 5.
Pegatron (umukiriya nyamukuru: Asus) incl.netbook
• Turimo guhindura gato nimero yoherejwe yo mu Gushyingo kuva kuri 1.25m kugeza kuri 1.2m, a17% MoM igabanuka ahanini kubera intege nke muri netbook mugihe ikaye isanzwegihamye.Ukuboza koherezwa kugabanuka kuri 1,1m bitewe nigihe cyigihe.Ukwakiraibyoherejwe byaje kuri 1.45m, bijyanye nibyo twateganije.
• Kohereza amakaye yacu ya 4Q11 ubu irareba 10% QoQ igabanuka, munsi yubushizeiteganyagihe rya 7% kugabanuka cyane cyane kubera intege nke-ziteganijwe muri netbook.
• Isosiyete iyobora kugabanuka kwa 10-15% mu ikaye isanzwe, netbook na tabletibyoherejwe hamwe muri 4Q11 kandi niba dushyiramo ibinini byoherejwe, turateganya ko 4Q11 igabanuka12% QoQ mubuyobozi bwikigo.
Muri Mutarama kohereza amakaye yo muri Mutarama biragabanuka 14% MoM kugeza kuri 0,95m bitewe naIkiruhuko cy'umwaka mushya w'Ubushinwa.Turagereranya 1Q12 kugabanukaho 12% QoQ, kurenza imyaka 5impuzandengo yamateka ya 24% QoQ igabanuka, nkiyongera kubakiriya bashya basanzwebigomba gufasha gutuza buri gihembwe, uko tubibona.
• Turateganya kohereza ibinini bya 4Q11 bigera kuri 0,61m, bikagabanuka 24% QoQ kubera imwe-gutinda ukwezi (kugeza Ukuboza) mugutangiza Transformer Prime.
Ikibaho
Twabonye ko ibura rya HDD rifite ingaruka nini kubibaho kuruta ikaye, nabyumwihariko cyane kumasoko ya DIY kuruta isoko rya ODM nkuko isoko ya DIY ari myinshigucikamo ibice hamwe nabakinnyi bafite imbaraga zo guhahirana.Turimo gusubiramo ibyacuIkibaho cya 4Q11 kigereranya kuri 16,6m (kugabanuka kwa 19% QoQ) kuva kuri 18.2m (kugabanuka kwa QoQ 11%).Elitegroup yiganjemo cyane mububiko bwa ODM isoko, kubwibyo ntibibasirwa na HDDkubura kandi byagereranijwe kugabanuka byibuze muri 4Q11.Gigabyte, yibanda kuri DIYisoko, ryagabanutse cyane mu Kwakira kubera kubura HDD no gukosora ibintu, aribyoimpamvu nyamukuru yo gusubiramo hasi muri 4Q11.
Ariko, twibwira ko igiciro cya HDD kumuyoboro kizatangira kumanuka mugitangiriro cya1Q12 uko umusaruro wa HDD ukira buhoro buhoro umwuzure muri Tayilande.Nkigisubizo, tugombareba bimwe mubikoresho bya pent-up muri 1Q12, bityo biganisha kuri gato hejuru-ibihekimwe cya kane cya 2% QoQ igabanuka kurenza imyaka 5 igereranyo cyamateka ya 3% QoQ yagabanutse.
Igicapo 7. Kohereza Ibibaho bya Tayiwani (Ukwezi)
Igicapo 8. Ibicuruzwa byoherejwe muri Tayiwani (Igihembwe)
Pegatron (4938 TT, ntabwo yatanzwe)
• Turimo kuvugurura ububiko bwa mama bwoherejwe Ugushyingo 0.2m kugeza kuri 1.8m bitewe naingaruka zo kubura HDD na Ukuboza bigomba kumanuka kugera kuri 1.7m nkurangizaabakiriya batinda kugura ukurikije izamuka rya HDD.Ukwakira kohereza ikibaho cyababyeyi cyariIbice 2m, bijyanye nibyo twateganije, kandi byagabanutse 5% MoM kubera ibihe.
• Isosiyete yayoboye igabanuka rya QoQ ya 15-20% kubyoherejwe na mama ya 4Q11.Twagereranijekugabanuka kwa 19% QoQ, impera yanyuma yubuyobozi, bitewe nuko ibura rya HDD ryagize ingarukaikibaho cya mama na sisitemu ya desktop cyane.
• Kubijyanye na 1Q12, turagereranya kugabanuka 13% QoQ, ukurikije impuzandengo yimyaka 4, nkukointege nke mubisabwa zirakomeza na nyuma yibibi-biteganijwe 4Q11.Twakoze ubushakashatsimu mwaka mushya w'Ubushinwa kuba mu ntangiriro z'umwaka utaha kandi ugereranya 18% MoM yagabanutseububiko bwa mama bwoherejwe muri Mutarama.
Gigabyte (2376 TT, ntabwo yagenwe)
• Turagereranya Ugushyingo kohereza ibicuruzwa byiyongera kugeza kuri 1,3m kuva kuri 1m mu Kwakirankuko ibarura ryagabanutse kurwego rushimishije.Ukuboza biragabanuka kugabanuka kuriIbice 1.2m kubera intege nke kumasoko yanyuma bitewe no kuzamuka kwa HDD.Isosiyete yarabonyekugabanuka gukabije mu Kwakira byoherejwe na 34% MoM kandi byagabanutse kubyo twabanjekugereranya kubera kubura HDD no gukosora ibarura.
• Isosiyete yavuguruye ubuyobozi bwayo bwoherejwe 4Q11 kuva 10-15% QoQ igabanukaNzeri kugeza 30% kugabanuka.Ikigereranyo cyibikoresho bya 4Q11 byoherejwe birahuyeisosiyete yavuguruye ubuyobozi bwa 30% QoQ igabanuka cyane cyane kubera ingaruka zo kubura HDD.Isosiyete ivuga ko Ubushinwa busaba buhoro buhoro.
• Turateganya ko Mutarama yoherejwe kububiko bugabanuka 17% MoM kuri 1m kubushinwaUmwaka mushya ikiruhuko cyicyumweru.Ibyo duteganya kuri 1Q12 ni 8% gukura kwa QoQ, munsi yaimpuzandengo yamateka yikubye kabiri QoQ gukura igice kuko ibisabwa murwego rwo hejuruibibaho bya mama mubisanzwe biza muri 1Q ariko iki gihe birashoboka ko bizaza muri 2Q12 gusa nyuma yagutangiza Ivy Bridge kuko abakoresha bashobora gutinza kugura kwabo.
MicroStar (2377 TT, ntabwo yatanzwe)
• Isosiyete yayoboye igorofa yo mu Gushyingo;twahanuye ubwiyongere bwa 5% MoM kubera amunsi-y'ibyateganijwe Ukwakira.Ukuboza kohereza ububiko bwa mama byagereranijwe kuriguma ubunebwe kuri 1m.Ukwakira kohereza ububiko bwa mama byaje nabi kurenza ibyacuiteganyagihe ryambere hamwe nubuyobozi bwa 10-20% MoM igabanuka kubera ingaruka za HDDibura muri 2H Ukwakira, nkuko isosiyete ibitangaza.
• Ubu turateganya ko 4Q11 yoherejwe kububiko bugabanuka 21% QoQ, ugereranije nubwa mbereiteganyagihe ryo kugabanuka 17% bitewe ahanini nubuke bwa HDD bwagize ingaruka kubakinnyi batonka MicroStar kurenza nini.
• Turateganya ko Mutarama izagabanuka 15% MoM kubera umwaka mushya w'ubushinwa, ariko 1Q12 izamuka 20%QoQ kubera munsi-yikigereranyo cya 4Q11 nibihe bisanzwe.
Elitegroup (2331 TT, ntabwo yatanzwe)
• Turimo kuvugurura Ugushyingo yoherejwe kuri 1.65m kuva kuri 1.55m nka HDDubukene busa nkaho butagize ingaruka nke ku isoko rya ODM, aho Elitegroup ifite abinini cyane, hamwe nibisabwa neza mubushinwa nkuko isosiyete ibitangaza.TurateganyaUkuboza kugabanuka kugera kuri 1.4m kubera urwego-rwo hejuru Ugushyingo, hasigaye Ubushinwaugereranije n'utundi turere.Ukwakira yaje muri 1.5m ibice, munsi yacuibyateganijwe mbere kubera gutinda gutumizwa mubushinwa nyuma yikiruhuko cyumunsi wigihugu.
• Ubu turateganya 4Q11 kugabanuka 5% QoQ, bibi kurenza uko twabibanjirije 2%kugabanuka bitewe no munsi-byateganijwe koherezwa mu Kwakira.Ariko, turabona ko 4Q11kugabanuka ni hasi cyane mubakinyi ba mama kubera kwibanda kwinshi muriIsoko rya ODM.
• Turateganya ko Mutarama izagabanuka kugera kuri 1,2m kubera umwaka mushya w'Ubushinwa na 1Q12 kugabanuka11% QoQ nkamateka 1Q ni igihe gito kubisosiyete.
Umugereka
Igicapo 9. Igikoresho cya Apple gikomatanyije gikoraho cyerekana amashusho
Ibyerekeye Imibare ya Patent:Patent FIGS.1A-1C yerekana urugero terefone igendanwa, digitaleumukinyi wibitangazamakuru hamwe na mudasobwa kugiti cye buriwese arimo urugero rwerekanwe gukoraho;FIG.2 nigishushanyo mbonera cya sisitemu yo kubara yerekana ishyirwa mubikorwaby'urugero rwinjizwamo rukoraho;FIG.13A yerekana urugero rwimiterere ya byinshi-imikorere yerekana pigiseli yashyizwe mubice bikora nko gukoraho sensing circuitry aicyiciro cyo gukoraho cya ecran ya ecran.
Incamake ya Apple:Ipatanti ijyanye no gukoraho sensing circuitry yinjijwe muri pigiseli yerekanagutondeka (ni ukuvuga, ibintu byegeranye bigizwe na pigiseli yerekana) yerekana, nka anLCD yerekana.Ibizunguruka mu kwerekana pigiseli yerekana bishobora guhurizwa hamwe kugirango bibegukoraho sensing circuitry yunvikana gukoraho cyangwa hafi yerekana.Gukoraho sensing circuitry irashoborashyiramo, kurugero, gukoraho ibimenyetso byerekana ibimenyetso, nkumurongo wo gutwara hamwe numurongo wunvikana, uturere duhagaze,hamwe nizindi nzitizi.
Igikoresho gikomatanyirijwe hamwe gishobora gushiramo ibintu byinshi byumuzunguruko ushobora gukora igiceicyerekezo cyerekanwe cyagenewe gukora nkumuzunguruko wa sisitemu yo kwerekana ishushokuri iyerekanwa, kandi irashobora no gukora igice cyo gukoraho sisitemu yo gukorahoibyo byumva kimwe cyangwa byinshi bikoraho cyangwa hafi yerekana.
Ibikoresho byinshi byumuzunguruko bishobora kuba, kurugero, capacator zerekana pigiseli ya LCDibyo bishobora gushyirwaho kugirango bikore nka capacitori zo kubika / electrode, electrode isanzwe,insinga ziyobora / inzira, nibindi, byerekanwa byumuzunguruko muri sisitemu yo kwerekana, kandi ibyo nabyo birashoboraGushiraho kugirango ukore nkibintu byumuzingi byo gukoraho sensing circuitry.Muri ubu buryo, kurikurugero, mubice bimwe byerekana kwerekana hamwe nubushobozi bwo gukorakora bushobora kubayakozwe ukoresheje ibice bike na / cyangwa gutunganya intambwe, kandi ibyerekanwa ubwabyo birashobora kuba byoroshye,urumuri, kandi rusaba imbaraga nke.
Inkomoko: www.uburyo bworoshye.com
Yahawe Patent Umubare 7,995.041
Igihe cyo kohereza: Ukuboza-23-2019