Karolo e qotsitsoeng ea sengoloa http://bbs.51touch.com/
TechNiche: Ho ka etsahala hore ebe ho ama ka seleng
e ba ntho ea sebele ka 2012
Khatisong ena ea TechNiche, re sheba 1) liphuputso tsa morao-rao tse tsoang ho
licheke tsa kanal 2) ntlafatso ea lekeno la thepa ea thepa ea thepa ea mohala / tablet
3) Nchafatso ea 'maraka oa PC.Ho ipapisitsoe le licheke tsa rona tsa morao-rao tsa seteishene, re
lumela hore in-cell touch display e ka qala tlhahiso ea bongata ka
bohareng ba 2012.Nako e bonahala e ts'oana le batho ba bangata
iPhone 5 e lebelletsoeng ho hlahisoa ka 2H12.TPK e ka ipeha kotsing ea ho lahleheloa ke litaelo
pele ho moo ho neng ho lebelletsoe.Liteko tsa rona tsa kanane li boetse li bontšitse a
iPhone 4s e betere ho feta e neng e lebelletsoe empa iPad 2 e fokolang e rekisoa-
ka mor'a mafelo-beke a phomolo a Thanksgiving.4Q
thomello ea libuka e ne e fokola ho feta kamoo ho neng ho lebelletsoe, eseng hobane
Khaello ea HDD empa ka lebaka la tlhokeho e fokolang ea pheletso.HDD
khaello e na le tšusumetso e kholo ho boardboard ea DIY
'maraka hobane libapali tse nyane ha li na matla a ho buisana
ho fumana phepelo ea HDD kapa ba tlameha ho lefa premium ea theko ea 2-3x
ho e kenya kanaleng.
» Pontšo ea ho ama ka har'a lisele ho beha TPK kotsing
Re lumela hore tlhahiso ea bongata ba thekenoloji ea liseleng e ka qala kapele ho feta
e lebelletsoeng mahareng a 2012.Patent ea Apple skrineng se kopaneng sa touch e ne e le
e hatisitsoeng ka Phato 2011 (sheba Sehlomathiso) mme khampani e ka
kantle ho theknoloji ho bonts'a baetsi ba ho etsa sehlahisoa.Joalo ka
Sephetho, kotsi ea TPK ea ho lahleheloa ke litaelo ho 2H12 e ntse e eketseha.
» IPhone 4s tse betere ho feta tse neng li lebelletsoe le iPad2 e fokolang
Liteko tsa rona tsa seteishene kamora beke ea Thanksgiving li bonts'a seo
Ho rekisoa ha iPhone 4s ho bonahala ho le betere ho feta kamoo ho neng ho lebelletsoe, ha iPad 2
e ne e fokola.
»Nchafatso ea PC: Ho seha bukana ea 4Q11 le boardboard
thomello
Tšusumetso ea khaello ea HDD e bonahala e bonahala haholoanyane ho
Mmaraka oa DIY motherboard kaha libapali tse nyane li na le lipuisano tse fokolang
matla a ho fumana phepelo ea HDD.Re ntse re seha boardboard ea rona ea Taiwan
ponelopele ea thomello ho -19% QoQ ho tloha -11% ho 4Q ka lebaka leo.Le rona
fokotsa thepa ea rona ea 4Q ho ea ho -4% QoQ ho tloha karolong e bataletseng ho ea pele
tlhokeho e fokolang.
» Lik'hamphani tse ngata tse tlas'a tšireletso ea rona Taiwan likapa
e sieo kapa pheletsong e tlase ea tataiso ea bona bakeng sa4Q ntle le
Wistron le Flexium
Thomello ea bukana ea Wistron e lebelletsoe ho hola 6% QoQ ho 4Q11,
ho otla tataiso ea eona ea kholo ea 0-5%.Lekeno la Flexium la 4Q11 le se le le teng
tseleng ea ho fihla ho feta 20% QoQ, e otla tataiso ea eona ea folete
kotara.
1. Litlhahlobo tsa morao-rao tsa Channel
In-cell Touch Technology bakeng sa iPhone 5?
Liteko tsa rona tsa seteishene li bonts'a hore Apple e ikitlaetsa ka matla ho ts'oara ka selengthekenoloji ea phanele hore e be ntho ea sebele.Tlhahiso e kholo ea in-cell touch TFT-LCDponts'o e kanna ea tla bohareng ba 2012 mme nako e bonahala e iketsahaletse feelaiPhone e latelang (e lebelletsoeng haholo joalo ka iPhone 5) e tla hlahisoa ka 2H12.
Joalo ka tšebelisano ea Apple le TPK phanele ea eona ea ho ama ea moloko oa pele, patentea thekenoloji e tlang ea in-cell touch e kanna ea ba ea Apple (sheba Sehlomathiso).Ronalumela hore Apple e ka e etsa laesense ho lik'hamphani tse fapaneng tse bonts'ang ho etsa tlhahiso ea tsonaApole.Ka hona, kotsi ea tahlehelo ea taelo ho TPK ho 2H12 e eketsehile haholoha in-cell touch TFT-LCD tlhahiso ea boima e fumaneha.
Joalo ka ha re hlakisitse tlalehong ea rona ea qalo ea la 23 Pulungoana 2011, TPK e kanna ea bak'hamphani ea 'lamination' bakeng sa phanele ea ho ama hobane e na le ponts'o ea TFT-LCD ka har'a selee ntse e hloka ho laminate ka khalase e koahelang ho netefatsa hore mojulu oohlee sebetsa hantle.Empa 'maraka o fumanehang o tla fokotseha haholo bakeng sa TPK.Sebakeng sa ho etsa likarolo tse peli tsa lamination hammoho le li-sensor tsa touch (50% kapa ho feta tsaLi-sensor tsa ho ama tsa TPK li fetisetsoa kantle ho naha), TPK e ka etsa lera le le leng feela la lamination haponts'o ea in-cell touch e tletse ka botlalo.Re hakanya hore kakaretso ea phaello e fumanehangho tswa ho laminated in-cell touch display module tla fokotseha ka hoo e ka bang karolo ea bobeli ho tse tharo e lesephetho.
Re lebelletse hore theknoloji ea in-cell e tla sebelisoa feela bakeng sa lipontšo ho li-smartphones qalong.Mohlomong e tla nka bonyane selemo se seng kapa tse peli pele e ka kengoa tšebetsonglipontšo tsa boholo ba letlapa tse nang le chai e amohelehang, ho ea ka maikutlo a rona.
Setšoantšo sa 1. Theknoloji ea liseleng khahlanong le mefuta e meng ea theknoloji ea "touch panel".
IPhone 4s e bonahala e le betere ho feta kamoo e neng e lebelletsoe empa iPad 2 e ne e fokola
Liteko tsa rona tsa seteishene li bonts'a hore thekiso ea iPhone 4s e ne e le betere ho feta kamoo ho neng ho lebelletsoe empa iPad2 e kanna ea fokola ho feta kamoo ho neng ho lebelletsoe kamora beke ea matsatsi a phomolo a Thanksgiving.Thebofokoli ba iPad 2 e ka ba ka lebaka la tlholisano e matla ea theko ho tloha Kindle Fire hammoho lebaetsi ba li-tablet tse ling ba fokotsa litheko ho hlakola thepa.Sena se na le moelelo o mobeho Simplo (ka lebaka la ho pepeseha ha iPad 2 le bofokoli libukeng tsa lintlha).Rea lumelahore Simplo e kanna ea tla qetellong ea tataiso ea eona ea 4Q11 kapa e kanna ea fosatataiso hanyane.Haeba December ea eona e sa kopanngoeng e kena hoo e ka bang NT $ 4bn, ee tla ba pheletsong e tlase ea tataiso ea lekeno la 4Q ea NT $ 13bn.
Theko e phahameng ea HDD e khelosa bareki 'marakeng oa DIY PC
Theko ea HDD seteisheneng e eketsehile ka 2-3x ho tloha ha likhohola tsa Thailand ka Mphalane le PCbaetsi ba tsona ba phahamisitse litheko bakeng sa tse ling tsa li-PC tsa bona.Ho tsoa tlhokahalong ea ~ 170m HDD ho 4Q11, Seagate le Western Digital li boletse hore hoo e ka bang 120m e tla tšehetsoa.Re hakanya hore tlhokeho ea PC e 90m+ feela ho 4Q11, ka hona, boholo ba li-brand tsa PC tse etelletseng pele li tla tšehetsoa ke li-HDD tsa tsona.Libaka tse amehileng haholo ke libapali tse nyane tse seteisheneng (bakeng sa 'maraka oa DIY le 'maraka oa polokelo ea data) hammoho le tse' marakeng oa elektroniki oa bareki (mohlala, li-HDD tsa li-camcorder kapa lirekoto tsa TV).
Setšoantšo sa 2. Theko le che.ea barekisi ba Seagate Barracuda 1TB Internal Hard Drive
Liteko tsa rona tsa morao-rao li bonts'a hore ho phahama ha theko ea HDD ho liehile tlhokahalo eali-PC tsa desktop 'marakeng oa DIY.Kaha boholo ba batho ba kopanelang 'marakeng oa DIY keli-system integrators le "litsebi" tsa PC, re lumela hore ba bangata ba bona ba khethile ho ema ho e-na le hooho lefa theko e phahameng bakeng sa HDD.Re hlokometse hore 'maraka oa li-motherboard oa Taiwan (haholo-holo bakeng saDIY market) e fokotsehile haholo ka lebaka leo.Ka mor'a likhohola tsa Thailand ka October,Ho romelloa ha boardboard ea Taiwan ho theohile 20% MoM khoeling eona eo, ka botebo ho feta 15%'M'e o theoha ka Mphalane 2010. Ka Pulungoana, re hakanya hore thomello ea liboto tsa bo-mme e ile ea hola feelaka 4% MoM, hape e ka tlase ho 10% ea kholo ea MoM khoeling eona eo selemong se fetileng.
E mong oa baetsi ba li-motherboard o lumela hore theko ea HDD seteisheneng e ka theoha moraoDecember le mathoasong a 2012, hobane bahoebi ba bangata haholo ba bokelletse 'me ba fumane chelete e ntleho tsoa 'koluoeng' ena.
Kaha phepelo e ntse e ntlafala (ho ipapisitse le ntlafatso ea morao-rao e tsoang ho Seagate le Western Digital)'me tlhokahalo e theoha ka lebaka la theko e phahameng ea HDD le nako e tlaase ho 1Q12, rea lumelahore re bona tse mpe ka ho fetisisa mabapi le khaello ea HDD 'marakeng oa PC ka December 2011. Ree fetile khoeli e holimo ea PC e hahang ka Mphalane.Tlas'a maemo a tloaelehileng, lebelo la ho mathaka khoeli e tlase ho 1Q e tlase ka 30%+ ho feta khoeli e holimo ho 4Q.Ho tloha ho 25-30% feela ea lefats'ePhepelo ea HDD e anngoe ke likhohola tsa Thailand, re ka fihlela tlhokeho ea nako e khuts'oane ea phepeloho leka-lekana bakeng sa 'maraka oa PC ho elella bofelong ba January kapa February.Haeba barekisi ba HDD ba ntse ba sa rekise tsa bonametšoasong ka December kapa January pele Selemo se Secha sa Machaena, ho ka etsahala hore bae tla li rekisa ka theko e tlase kamora moo hobane phepelo ea HDD e tla ntlafala ho tloha joaleho ea pele, le hoja khaello ea 'maraka eo e seng PC e ka nka nako e telele.
2. Tsoelo-pele ea Lekeno la Phepelo ea Lichelete tsa Thepa ea Handset/Tablet
Setšoantšo sa 3. Karolo ea sesebelisoa sa letsoho le letsoho: lekeno la khoeli le khoeli le kotara
HTC- Ho theoha ho hoholo ha thekiso ea November (e tlalehiloeng ho -30% MoM) e lebeletsoe kemarakeng ka mor'a hore khampani e theole tataiso ea eona ea 4Q ka 23 November 2011. Decemberthekiso e tlameha ho theoha ka tlase ho 6% MoM e le hore e fihlelle tataiso ea eona ea chelete ea foleteKholo ea lekeno la YoY (ke hore ~ NT$104bn).
Motshwasi- Theko ea 19% ea lekeno la MoM ka Pulungoana e tsamaellana haholo le 'marakalitebello.Khamphani e ntse e sa khone ho fana ka letsatsi leo semela sa eona sa Suzhou se ka khonangtsosolosa tlhahiso empa e lebeletse hore bothata bo tla rarolloa ka December.4Q ea ronaponelopele ea thekiso ea NT$8.89bn ha e na monyetla oa ho finyelloa.Re lumela hore thekiso ea 4Q e ka basebakeng sa NT$8.0bn ho isa ho NT$8.5bn.
Bonolo- Lithekiso tsa 4Q tse sa kopanngoeng li ka 'na tsa kena qetellong ea tataiso ea eona eaNT$13.0-13.8bn.Ho ipapisitsoe le thomello ka December, e kanna ea fetoa ke 4Qtataiso hanyane.Re lumela sena haholo-holo ka lebaka la bofokoli bukeng le iPad2.
Career Tech- Khampani ha e e-s'o phatlalatse thekiso ea November, empa re lebeletsee hola ka 3-5% Mme.Ho fihlela pheletso e tlase ea tataiso ea eona ea lekhetho e ntlafalitsoeng,Litheko tsa December li tlameha ho ba bonyane MoM o bataletseng.Leha ho le joalo, re lumela hore khampani ee ntse e khona ho hola ho 7% MoM ka December haholo-holo ka lebaka la phello ea phetisetso ea taeloho tsoa ho bahlolisani ba Majapane (ka lebaka la likhohola tsa Thailand).Chelete ea rona ea 4Q11khakanyo e ntse e sa fetohe ho 7.6% QoQ e theoha.
Flexium- Lithekiso tse kopaneng tsa November li ile tsa tla ka matla ho feta kamoo ho neng ho lebelletsoe ho 9% MoMhaholo-holo ka lebaka la ho fetisoa ha taelo ho tsoa ho baphadisani ba Majapane (ka lebaka lalikhohola tsa Thailand).Nako ea phetisetso ea odara e lokela ho tsoela pele ho fihlela ka December,ka hona re lebelletse hore 4Q11 e hole 25% QoQ, e betere ho feta tataiso ea eona ea mantlha eakotara e bataletseng le khakanyo ea rona e fetileng ea kholo ea 5% ea QoQ.
TPK- Khampani e tsosolositse thekiso ea eona ea khoeli le khoeli (bona setšoantšo sa 3) hobane e thehiloe homokhoa oa khale oa ho bala, ho feto-fetoha ha sekhahla sa phapanyetsano ea kantle ho naha ho ka lebisa hoho feto-fetoha ho hoholo ha linomoro tsa khoeli le khoeli tsa thekiso ka TW$.
Palo e Fetileng:
Thekiso ea khoeli le khoeli ka TW$ = (Litheko tse bokelletsoeng ka khoeli ho tloha ho US$ x Sekhahla sa FX sa Qetello ea Khoeli) - (Selemo ho isa-Litheko tse bokelletsoeng khoeling e fetileng ka TW$)
Palo e Phethiloeng hape:
Lithekiso tsa khoeli le khoeli ka TW$ = Thekiso ea khoeli le khoeli ka US$ x Sekhahla sa FX sa Qetello ea Khoeli
Ho ka ba molemo ho bapisa lekeno la khoeli le khoeli ka lipehelo tsa US$, ho ea ka pono ea rona.Sena se ka re fa asetšoantšo sa 'nete sa phallo ea khoebo, kaha likhoebo tsohle li etsoa ka $ US.TPK e kanna ea holisa eonachelete e kenang (ka lipehelo tsa $ US) ka
5-10% hona joale khahlano le tataiso ea mantlha ea kholo ea 0-5%, e leng hotsamaisana le ponelopele ea rona ea kholo ea 8.5% ea QoQ.Chelete ea eona ea December joale e ka theoha 35% MoM hokopana le pheletso e tlase ea tataiso ea eona e ntlafalitsoeng le 26% MoM ho kopana le bolepi ba rona.
Setšoantšo sa 4. TPK e phatlalalitsoe pele khahlanong le lekeno le kopantsoeng hape la khoeli le khoeli
3. PC Market Update
Notebook
Re theotse ponelopele ea rona ea thomello ea bukana ea 4Q11 ho ea ho 4% QoQ e theohileng, e tlase ho feta ea rona.ponelopele e fetileng ea kotara e bataletseng le karolelano ea nalane ea lilemo tse 5 ea + 10% kholo ea QoQ, haholoka lebaka la bofokoli bo boholo.Li-ODM tsa li-notebook li bonahala li na le tšusumetso e nyane ho tsoa ho HDDkhaello e bapisoa le baetsi ba li-motherboard, hobane li-ODM tsa li-notebook li tšehetsoa ke topmabitso a mabitso a marang-rang a tlang pele ho phano ea HDD.Wistron o bonahala a sa amehe haholo ke ho fokolatlhokahalo le khaello ea HDD.Re lumela hore e ne e le ka lebaka la matla a li-PC tsa khoebo tsa Lenovo.Ka lebaka leo, Wistron ke eona feela ODM ea bukana e ka 'nang ea hlola tataiso ea eona ea 4Q11.Thekhamphani qalong e tataisitsoe bakeng sa kholo ea 0-5% ea QoQ bakeng sa 4Q11 mme joale e kanna ea hola 6% QoQ.
Re lebelletse hore thomello ea libuka tsa Taiwan e theohe 10% QoQ ho 1Q12, ka tlase ho lilemo tse 5.Palo ea nalane ea nalane ea 11% e theohile ka lebaka la tlhokahalo e itseng ea pent-up hammoho le phepelo ea HDDho tiisa ho fokotsa ho 1Q12.
Setšoantšo sa 5. Thomello ea Bukana ea Taiwan (Khoeli le Khoeli)
Setšoantšo sa 6. Taiwan Notebook Shipment (Kotara)
Quanta (bareki ba ka sehloohong: Apple, HP, Lenovo, Dell, Acer)
• Ho lebelletsoe hore thomello ea libuka tsa ngollano e tla theoha ka 15% MoM, e mpe ho feta ea ronaponelopele e fetileng ea ho theoha ha 8% le tumellano ea 'maraka.Re nahana hore sena ke ka lebaka labofokoli libukeng tsa bareki ba HP (HP e tlaleha 25-30% ea thomello ea eona), ho fapana letšusumetso ea khaello ea HDD.Re hakanya hore thomello ea December e tla theohela ho li-unit tse 4.4mho latela mokhoa o tloaelehileng oa sehla.Thomello ea bukana ea Mphalane e fihlile ka li-unit tsa 5.3m,molemo ho feta ponelopele ea rona e fetileng haholo hobane tšusumetso ea khaello ea casing ea tšepe e tsoang hoMotšoasi (ka lebaka la ho koaloa ha semela sa Suzhou) o bonahala o le tlase ho feta rona qalongkhakanyo.
• Ho romelloa ha libuka tsa 4Q11 hona joale ho lebelletsoe ho theoha 2% QoQ khahlano le ea rona ea peleponelopele ea kholo ea 3% ka lebaka la tlhoko e fokolang ho feta e neng e lebelletsoe ho tsoa ho bareki ba eona kaNovember le December;re nahana hore sena ke haholo-holo ka lebaka la bofokoli ba HP.Senaho bolela hore k'hamphani e tla fetoa ke tataiso ea eona ea thomello ea 2011 ea li-unit tse 57m ka 2% letataiso ea eona ea 4Q11 ea kotara e bataletseng.
• Re lebelletse hore tlhoko e tla lula e fokola ka Pherekhong kaha matsatsi a ts'ebetso a fokotseha ka lebaka laSelemo se Secha sa Machaena (ka la 23 Pherekhong 2012) mme se lebelletse hore se tla theoha ka 16% Mme.Ha e le 1Q12,re hakanya hore e fokotsehile ka 11%, hoo e batlang e le tumellanong le karolelano ea eona ea lilemo tse 5 ea ho theoha ha QoQ ea 12%.
• Re boetse re lebeletse hore kakaretso ea 4Q11 e be tlase ho 3Q11 ea 3.7% kaha ho na le motsoako o motleea lihlahisoa tsa maemo a holimo ho 4Q11 e etsang hore peresente ea MVA e be nyane.OPEX-to-thekisoperesente ho 4Q11 ho hakanngoa hore e theohela ho 2.0-2.2% ho tloha 2.5% ho 3Q11.Sena kehaholo-holo ho latela tebello ea rona ea 1.3% ea moeli oa ts'ebetso bakeng sa 4Q11.
Compal (bareki ba ka sehloohong: Acer, Lenovo, Dell)
• Re boloka ponelopele ea rona ea thomello ea libuka tsa November ea ho theoha ha 6% ea MoM le Decemberea e 'ngoe 3% MoM fokotseha ka lebaka la tlhokahalo e fokolang empa e se khaello ea HDD, ho latelakhampani.Thomello ea libuka tsa October e ne e le 3.2m units, haholo-holo ho latela ponelopele ea rona.
• Hona joale re bolela esale pele hore 4Q11 e tla theoha 9% QoQ, qetellong ea ho theoha ha eona ka 5-10%.tataiso mme hape e tlase ho feta tepopele ea rona ea pele ea ho theoha ka 7%, ka lebaka la ho fokola ho feta-tlhoko e lebelletsoeng ho tsoa ho bareki ba eona ba bohlokoa.
• Ho hakanngoa hore thomello ea libuka tsa January e tla theoha ka 21% MoM ka lebaka la Selemo se Secha sa Chaenamatsatsi a phomolo.Re lebelletse hore thomello ea 1Q12 e theohe ka 8% QoQ, ka tlase ho karolelano ea nalane ea lilemo tse 5ea 4% e fokotseha hobane Acer e se e le moreki ea fokolang ho feta lilemong tse 'maloa tse fetileng.TheHo fokotseha ho lebelletsoe ho ba bobebe ho feta li-ODM tse ling tsa li-notebook ka lebaka la motheo o tlase ho4Q11.
• Khampani e boloka moeli oa eona oa kakaretso oa 4Q11 hore o batalle ho 3Q11 ho 5.0%.E tla feelaqala ho romella li-ultrabook ka 1Q12.
Wistron (bareki ba ka sehloohong: Dell, Lenovo, HP)
• Ponelopele ea rona ea thomello ea bukana ea November joale e betere ho feta tepopele ea rona ea pele ka 0.3mli-unit haholo-holo ka lebaka la tlhoko e betere ho feta e neng e lebelletsoe ho tsoa ho li-PC tsa khoebo tsa Lenovo, ponong ea rona.Thomello ea December e lokela ho theohela ho li-unit tsa 2.6m ka lebaka la mabaka a linako tsa selemo.Mphalanethepa e fihlile ka li-unit tsa 3.1m, e phahame hanyane ho feta bolepi ba rona ka lebaka la matla-ho feta-tlhokeho e lebeletsoeng.
• Ho romelloa ha libuka tsa 4Q11 hona joale ho hakanngoa ho hōla 6% QoQ, ho feta tataiso eaKholo ea 0-5% le ponelopele ea rona ea pele ea kholo ea 2%, ka lebaka la matla ho feta kamoo ho neng ho lebelletsoe.tlhokahalo e tsoang ho Lenovo, ho ea ka pono ea rona.
• Rea hlokomela hore Wistron ke eona feela ODM e lebelletsoeng ho feta tataiso ea eona ea thepa ea 4Q11,'me e bonahala e na le tšusumetso e fokolang kapa e se nang letho ho tsoa ho khaello ea HDD.Re nahana hore matla kee tsoa ho Lenovo mme haholo li-PC tsa eona tsa khoebo li ntse li etelletsoa pele ho HDDphepelo.
• Re lebeletse hore thomello ea bukana ea January e theohele ho 2.1m ka lebaka la Selemo se Secha sa Chaenamatsatsi a phomolo le 1Q12 ho theoha ka 10% QoQ, tumellanong le karolelano ea lilemo tsa 5 tsa 11% ho fokotseha.
• Khampani e boetse e lebeletse hore 4Q11 gross margin le margin ea ts'ebetso e ntlafatsoe ho tloha 3Q11joalo ka ha bokhoni ba TV bo rarolloa haholo, ho theoha ha boleng ba dollar ea NT le bukana e kholoanyanesekala.
• Ha e le ka 2012, e lebeletse 33-35m li-notebook units (10-17% YoY kholo) le 3-4m tablet units.(khahlanong le li-unit tsa 1m tse tataisoang ke khamphani bakeng sa 2011) ha e ntse e fumana bareki ba bangata ba li-tablet.
• Re lebelletse feela hore Wistron o tla romela libuka tsa 32.8m ka 2012. Wistron o lebeletse ho fumana chelete.e arolelanoa haholoanyane ho tsoa ho bareki ba eona ba teng ka lisebelisoa tse tšoaroang ka letsoho ka 2012.
Inventec (bareki ba ka sehloohong: HP, Toshiba)
• Re lebelletse hore thomello ea bukana ea November e theohele ho li-unit tse 1.3m ho tloha ho 1.5m ka Mphalane,ka tlase ho bolepi ba rona ba pele ba 1.55m.December e hakanngoa hore e tla theohela ho 1.1m unitska lebaka la linako tsa selemo.Re lumela hore HP e kentse letsoho bofokoling ba eona bo bongata likhoeling tse 2 tse fetileng.
• Thomello ea rona ea libuka tsa 4Q11 e se e lebeletsoe hore e tla theoha ka 10% QoQ, e mpe ho feta ea pele.ponelopele ea phaello ea 5% kaha re ne re na le ts'epo haholo mabapi le tlhokeho ea HP nakong e fetileng ha Inventec e otlalitebello tsa 'maraka ka September empa thekiso e fokotsehile ho tloha ka nako eo.
• Pherekhong e lebelletsoe ho theoha ka 14% MoM le 1Q12 ho theoha ka 14% QoQ, tumellanong le eona.Karolelano ea nalane ea lilemo tse 5.
Pegatron (moreki ea ka sehloohong: Asus) incl.netbook
• Re ntse re lokisa hanyenyane nomoro ea thomello ea bukana ea November ho tloha ho 1.25m ho isa ho 1.2m units, a17% ea 'M'e e fokotseha haholo ka lebaka la bofokoli ba netbook ha bukana e tloaelehileng e ntse e le tengtsitsitseng.Thepa ea December e lebelletsoe ho theohela ho li-unit tsa 1.1m ka lebaka la nako ea selemo.Mphalanethepa e fihlile ka li-unit tsa 1.45m, tumellanong le ponelopele ea rona.
• Thomello ea rona ea 4Q11 notebook e se e shebile ho theoha ha QoQ ea 10%, ka tlase ho ea rona e fetilengponelopele ea ho theoha ha 7% haholoholo ka lebaka la tlhokeho e fokolang ho feta e neng e lebelletsoe ho netbook.
• Khampani e tataisa phokotseho ea 10-15% bukeng ea lintlha, netbook le tabletthomello hammoho ka 4Q11 mme haeba re kenyelletsa thomello ea matlapa, re lebelletse hore 4Q11 e tla fokotseha12% QoQ ka hare ho tataiso ea khampani.
• Thomello ea libuka tsa January joale e hakanngoa hore e tla theoha 14% MoM ho isa ho 0.95m units ka lebaka laMatsatsi a phomolo a Selemo se Secha sa China.Re hakanya hore 1Q12 e tla theoha ka 12% QoQ, e betere ho feta lilemo tsa eona tse 5Palo ea nalane ea 24% QoQ e fokotseha, joalo ka tlatsetso ea bareki ba bacha ba kamehla ba libukae lokela ho thusa ho tsitsisa mokhoa oa kotara, ho ea ka pono ea rona.
• Re lebelletse hore thomello ea letlapa la 4Q11 e fihle ho li-unit tsa 0.61m, e theohe ho 24% QoQ ka lebaka la e le 'ngoe-tieho ea khoeli (ho fihlela ka Tšitoe) ho qala Transformer Prime.
Motherboard
Re fumane hore khaello ea HDD e na le tšusumetso e kholo ho liboto tsa bo-mme ho feta libuka, lehaholo-holo 'marakeng oa DIY ho feta' maraka oa ODM kaha 'maraka oa DIY o fetae arohaneng le dibapadi tse nang le matla a fokolang a ditherisano.Ka hona, re ntse re ntlafatsa boemo ba ronaKhakanyo ea 4Q11 motherboard ho 16.6m (19% QoQ fokotseha) ho tloha ho 18.2m units (11% QoQ fokotseha).Elitegroup e fumaneha haholo 'marakeng oa ODM oa motherboard, ka hona ha e amehe haholo ke HDDkhaello mme ho hakanngoa hore e tla fokotseha bonyane ho 4Q11.Gigabyte, e shebaneng le DIYmarakeng, o ile a bona ho fokotseha ho hoholo ka October ka lebaka la khaello ea HDD le tokiso ea thepa, e lenglebaka le ka sehloohong la ntlafatso ea rona ho 4Q11.
Leha ho le joalo, re nahana hore theko ea HDD ka kanaleng e tla qala ho theoha qalong ea1Q12 ha tlhahiso ea HDD e hlaphoheloa butle-butle ho tsoa moroallo oa Thailand.Ka lebaka leo, re lokela ho etsa joalobona tlhokahalo e 'ngoe ea pent-up motherboard ho 1Q12, kahoo e lebisang ho nako e ka holimo ho nako ea selemokotara ea 2% ho theoha ha QoQ ho feta karolelano ea nalane ea lilemo tse 5 ea ho theoha ha 3% ea QoQ.
Setšoantšo sa 7. Taiwan Motherboard Shipment (Khoeli le Khoeli)
Setšoantšo sa 8. Taiwan Motherboard Shipment (Kotara)
Pegatron (4938 TT, eseng rated)
• Re ntse re fetola thomello ea "motherboard" ea November ho theoha ka 0.2m ho isa ho 1.8m unit ka lebaka laphello ea khaello ea HDD le December e lokela ho theohela ho 1.7m qetellongbareki ba lieha ho reka ka lebaka la ho nyoloha ha theko ea HDD.October motherboard thomello e ne e2m, ho latela ponelopele ya rona, mme e theohile ka 5% MoM ka lebaka la nako ya selemo.
• Khampani e ile ea tataisa ho theoha ha 15-20% ea QoQ ho 4Q11 motherboard shipment.Re hakanyaho fokotseha ha 19% QoQ, pheletso e tlase ea tataiso, ho fanoe ka hore khaello ea HDD e ammelikarolo tsa "motherboard" le "desktop" haholo.
• Ha e le 1Q12, re hakanya hore e tla theoha 13% QoQ, ho latela karolelano ea eona ea lilemo tse 4, joalo kabofokoli ba tlhokahalo bo tsoela pele esita le ka mor'a hore ho be le 4Q11 e mpe ho feta e neng e lebeletsoe.Re kentse lintlhaSelemong se Secha sa Chaena se neng se le mathoasong a selemo se tlang 'me ho hakanngoa hore MoM e fokotsehile ka 18%.sekepe sa motherboard ka January.
Gigabyte (2376 TT, ha e fuoe lintlha)
• Re hakanya hore thomelo ea "motherboard" ea November e tla nyolohela ho li-unit tse 1.3m ho tloha ho 1m ka Mphalaneha inventory e ile ea oela boemong bo utloahalang haholoanyane.December ho hakanngoa ho fokotseha hanyenyane hoLi-unit tsa 1.2m ka lebaka la bofokoli 'marakeng oa ho qetela ka lebaka la ho nyoloha ha theko ea HDD.Khampani e ile ea bonaho fokotseha ho hoholo ha thomello ea bo-motherboard ea Mphalane ea 34% MoM mme ea haella ho ea pelekhakanyo ka lebaka la khaello ea HDD le tokiso ea thepa.
• Khampani e ntlafalitse tataiso ea eona ea thomello ea 4Q11 ho tloha ho 10-15% ho theoha ha QoQ hoLoetse ho isa ho 30% e fokotseha.Khakanyo ea rona ea thomello ea 4Q11 motherboard e tsamaellana lekhamphani e ntlafalitse tataiso ea 30% ea QoQ e theoha haholo-holo ka lebaka la khaello ea HDD.Tlhokahalo ea China e ntse e theoha butle, ho latela k'hamphani.
• Re lebeletse hore thomello ea January motherboard e theohe ka 17% ho isa ho 1m unit ka lebaka la MachaenaSelemo se Secha matsatsi a phomolo a beke e telele.Polelo ea rona ea 1Q12 ke kholo ea 8% ea QoQ, e ka tlase hoPalo ea nalane ea kholo ea linomoro tse peli tsa QoQ ka lebaka la tlhoko ea maemo a holimoliboto tsa bo-'mè hangata li tla ka 1Q empa lekhetlong lena mohlomong li tla tla feela ka 2Q12 kamoraHo qala ha Ivy Bridge hobane basebelisi ba ka lieha ho reka.
MicroStar (2377 TT, ha e fuoe lintlha)
• Khampani e ile ea tataisa folete ea November;re bone esale pele kholo ea 'M'e ea 5% ka lebaka laMotheo oa Mphalane o tlase ho feta o neng o lebelletsoe.December motherboard thomello e hakanyetsoa holula u le monyebe ho 1m yuniti.Thomello ea boardboard ea Mphalane e fihlile hampe ho feta ea ronaponelopele e fetileng le tataiso ea 10-20% MoM e fokotseha ka lebaka la phello ea HDDkhaello ka 2H October, ho ea ka khampani.
• Hona joale re lebelletse hore thomello ea 4Q11 motherboard e theohe ka 21% QoQ, ha e bapisoa le ea rona e fetileng.ponelopele ea ho theoha ka 17% ka lebaka la khaello ea HDD e ammeng libapali tse nyanejoalo ka MicroStar ho feta tse kholoanyane.
• Re lebelletse hore Pherekhong e theohe 15% MoM ka lebaka la Selemo se Secha sa Chaena, empa 1Q12 e tla hola 20%QoQ ka lebaka la 4Q11 e tlase ho feta karolelano le nako e tloaelehileng ea selemo.
Elitegroup (2331 TT, ha e fuoe lintlha)
• Re ntse re ntlafatsa thomello ea "motherboard" ea November ho 1.65m ho tloha ho 1.55m units joalo ka HDDkhaello e bonahala e se na tšusumetso e fokolang marakeng oa ODM, moo Elitegroup e nang leho pepeseha ho hoholo, le tlhokeho e betere ho tsoa China, ho latela k'hamphani.Re lebeletseTšitoe e tla theohela ho li-unit tsa 1.4m ka lebaka la boemo bo phahameng ba Pulungoana, ha China e ntse e le tenge matla hofeta dibaka tse ding.Mphalane e kene ka li-unit tsa 1.5m, tse tlase ho tsa ronaponelopele e fetileng ka lebaka la ho theoha butle ha litaelo tse tsoang China kamora matsatsi a eona a phomolo a Naha.
• Hona joale re hakanya 4Q11 ho theoha 5% QoQ, e mpe ho feta ponelopele ea rona ea pele ea 2%ho fokotseha ka lebaka la thomello e tlase ho feta kamoo ho neng ho lebelletsoe ka Mphalane.Leha ho le joalo, rea hlokomela hore 4Q11theolelo ke eona e tlase ka ho fetisisa har'a libapali tsa boardboard ka lebaka la maemo a eona a holimo hoODM maraka.
• Re lebelletse hore Pherekhong e theohele ho li-unit tsa 1.2m ka lebaka la Selemo se Secha sa China le 1Q12 ho fokotseha11% QoQ joalo ka nalane ea 1Q ke nako e tlase bakeng sa k'hamphani.
Sehlomathiso
Setšoantšo sa 9. Apple's Integrated Touch Screen Patent Snapshot
Mabapi le Lipalo tsa Patent:Patent LIFEI.1A-1C e fana ka mohlala oa mohala oa thekeng, oa digitalsebapala media le komporo ea botho eo e 'ngoe le e' ngoe e kenyelletsang mohlala o kenyellelitsoeng skrineng sa ho ama;FEIE.2 ke setšoantšo sa block sa mohlala oa sistimi ea komporo e bonts'ang ts'ebetsong e le 'ngoemohlala o kenyellelitsoeng skrineng sa ho ama;FEIE.13A e fana ka mohlala oa tlhophiso ea mefuta e mengata.mesebetsi e bonts'a lipikselse tse hlophiloeng ka libaka tse sebetsang joalo ka li-circuits tsa sensor nakong eamokhahlelo oa ho thetsa oa skrineng sa ho thetsa.
Kakaretso ea Apple:Patent e amana le "touch sensing circuitry" e kopantsoeng le pixel ea ponts'ostackup (ke hore, likarolo tse phuthetsoeng tse etsang lipikselse tse bonts'ang) tsa ponts'o, joalo kaPontšo ea LCD.Likarolo tsa potoloho ho li-pixel stackups li ka hlophisoa hammoho ho thehaseboko sa ho thetsa se utloang ho thetsoa kapa haufi le pontsho.Touch sensing circuitry e kakenyeletsa, mohlala, mehala ea mats'oao, joalo ka mela ea koloi le mela ea kutlo, libaka tsa motheo,le lipotoloho tse ling.
Sesepa sa ho ama se kopantsoeng se ka kenyelletsa likarolo tse ngata tsa potoloho tse ka etsang karolo eaponts'o ea potoloho e etselitsoeng ho sebetsa joalo ka potoloho ea sistimi ea ponts'o ho hlahisa setšoantšoskrineng, hape e ka ba karolo ea potoloho ea ho ama ea sistimi ea ho amae utloang ha motho a thetsa kapa a le haufi le pontsho.
Likarolo tsa potoloho ea mesebetsi e mengata e ka ba, mohlala, li-capacitor ka lipikselse tsa ponts'o tsa LCDe ka hlophisoang ho sebetsa joalo ka li-capacitor / li-electrode tsa polokelo, li-electrode tse tloaelehileng,likhoele tse tsamaisang / litsela, joalo-joalo, tsa potoloho ea ponts'o tsamaisong ea ponts'o, 'me ho ka etsahala hapee lokisetsoe ho sebetsa joalo ka likarolo tsa potoloho ea "touch sensing circry".Ka tsela ena, bakeng samohlala, ka mekhoa e meng ponts'o e nang le bokhoni bo kopaneng ba ho utloa ha motho a ama e ka bae entsoe ka likarolo tse fokolang le/kapa mehato ea ho sebetsa, 'me pontšo ka boeona e ka ba mosesaane,e khanyang, 'me e hloka matla a fokolang.
Mohloli: www.patentlyapple.com
Nomoro ea Patent e fanoeng 7,995,041
Nako ea poso: Dec-23-2019