Isicatshulwa senqaku http://bbs.51touch.com/
I-TechNiche: Ukuchukumisa kwiseli kunokwenzeka
iba yinyani ngo-2012
Kolu shicilelo lweTechNiche, sijonga kwi-1) iziphumo zamva nje ezivela
itshaneli ihlola 2) i-handset / tablet unikezelo lwengeniso yengeniso yohlaziyo
3) Uhlaziyo lwemarike yePC.Ngokusekwe kukhangelo lwethu lwamva nje lwetshaneli, thina
kholelwa ukuba umboniso ongaphakathi kwiseli unokuqalisa imveliso ngobuninzi
phakathi ku-2012.Ixesha libonakala lingqamana nobubanzi
kulindeleke ukuba i-iPhone 5 isungulwe ngo-2H12.I-TPK inokuba sengozini yokuphulukana neeodolo
kwangoko kunokuba bekulindelwe.Iitshekhi zetshaneli zethu nazo zibonise a
ngcono-kunokuba-ilindelwe i-iPhone 4s kodwa i-iPad ebuthathaka 2 iyathengisa-
ngokusebenzisa emva kwempelaveki yeholide yoMbulelo.4Q
Ukuthunyelwa kwencwadi yamanqaku kwaba buthathaka kunoko bekulindelwe, hayi ngenxa yokuba
yokunqongophala kweHDD kodwa ngenxa yemfuno ebuthathaka yokuphela.HDD
Ukunqongophala kunempembelelo enkulu kwi-motherboard ye-DIY
kwimarike kuba abadlali abancinci abanamandla okuxoxisana
ukufumana unikezelo lwe-HDD okanye kufuneka bahlawule i-premium yexabiso le-2-3x
ukuyifumana kwitshaneli.
» Umboniso ongaphakathi kwiseli ukubeka i-TPK emngciphekweni
Sikholelwa kwi-cell iteknoloji ukuveliswa kobuninzi kunokuqalisa ngokukhawuleza kunokuba
kulindeleke phakathi ku-2012.Ilungelo elilodwa lomenzi we-Apple kwiscreen esidibeneyo sokuchukumisa sasi
yapapashwa ngo-Agasti 2011 (jonga iSihlomelo) kwaye inkampani inakho
ngaphandle kweteknoloji ukubonisa abenzi ukwenza imveliso.Njenge
umphumo, umngcipheko we-TPK wokukhulula ii-odolo kwi-2H12 iyanda.
»Ingcono kune-iPhone 4s kunye ne-iPad2 ebuthathaka
Itshaneli yethu ijonga emva kwempelaveki yoMbulelo ibonisa ukuba
Ukuthengisa kwe-iPhone 4s kubonakala kubhetele kunokuba bekulindelwe, ngelixa i-iPad 2
waba buthathaka.
» Uhlaziyo lwePC: Ukusika i-4Q11 incwadi yokubhalela kunye nebhodi yomama
iimpahla ezithunyelwayo
Impembelelo yokunqongophala kwe-HDD ibonakala ibonakala ngakumbi kwi
Imakethi yebhodi yebhodi ye-DIY njengoko abadlali abancinci banengxoxo encinci
amandla okufumana unikezelo lweHDD.Sisika ibhodi yethu yomama yaseTaiwan
isibikezelo sokuthunyelwa kwi--19% QoQ ukusuka kwi-11% kwi-4Q ngenxa yoko.Nathi ngokunjalo
ukusika yethu 4Q notebook ezithunyelwayo ukuya -4% QoQ ukusuka kwikota flat
imfuno ebuthathaka.
» Uninzi lweenkampani eziphantsi kokhuselo lwethu eTaiwan zinokuba
ezilahlekileyo okanye ekupheleni ephantsi isikhokelo sabo ngenxa4Q ngaphandle
Wistron kunye Flexium
Ukuthunyelwa kwe-notebook ye-Wistron kulindeleke ukuba kukhule i-6% QoQ kwi-4Q11,
ibetha isikhokelo sayo sokukhula kwe-0-5%.Flexium's 4Q11 ingeniso ngoku
kwindlela yokufikelela ngaphezu kwe-20% QoQ, ibetha isikhokelo sayo seflethi
ikota.
1. Ujongo lwamva nje lwesitishi
In-cell Touch Technology ye-iPhone 5?
Iitshekhi zethu zetshaneli zibonisa ukuba iApple ityhala kakhulu ukwenza i-in-cell touchitekhnoloji yephaneli ukuba ibe yinyani.Ubuninzi bemveliso ye-in-cell touch TFT-LCDumboniso unokuza kwangoko phakathi ku-2012 kwaye ixesha libonakala ngathi lingqamanai-iPhone elandelayo (ilindelwe ngokubanzi njenge-iPhone 5) ukusungulwa ngo-2H12.
Ngokufana nentsebenziswano ye-Apple kunye ne-TPK kwiphaneli yayo yokuchukumisa isizukulwana sokuqala, ipatentyetekhnoloji ezayo ye-in-cell touch touch inokuba yeyakwa-Apple (jonga kwiSihlomelo).Thinakholelwa ukuba i-Apple ingenza ilayisensi kwiinkampani ezahlukeneyo zokubonisa ukuba zenze umvelisoApile.Ngoko ke, umngcipheko wokulahleka komyalelo kwi-TPK kwi-2H12 iye yanda kakhuluxa kwi-cell touch TFT-LCD imveliso yobunzima ifumaneka.
Njengoko siphawule kwingxelo yethu yolwaluko yomhla wama-23 Novemba 2011, i-TPK inokubainkampani 'yelamination' yepaneli yokuchukumisa kuba i-cell touch TFT-LCD ibonisakusafuneka ilayitelwe ngeglasi yokugquma ukuqinisekisa ukuba yonke imodyuliisebenza ngokufanelekileyo.Kodwa iyonke imarike ekhoyo iya kuncitshiswa kakhulu kwi-TPK.Endaweni yokwenza iileya ezimbini ze-lamination kunye ne-touch sensors (50% okanye ngaphezulu kweAbenzi boluvo be-TPK bakhutshwa ngaphandle), i-TPK inokwenza kuphela umaleko omnye we-lamination xaUmboniso ongaphakathi kwiseli unqanyulwe ngokupheleleyo.Siqikelela ukuba iyonke inzuzo ekhoyoukusuka elaminethiweyo kwiseli touch umboniso imodyuli iya kuncitshiswa malunga nesibini esithathwini njengokoisiphumo.
Silindele ukuba itekhnoloji ye-in-cell iya kusetyenziselwa kuphela ukuboniswa kwii-smartphones ekuqaleni.Kuya kuthatha ubuncinane omnye unyaka okanye emibini phambi kokuba iphunyezweimiboniso yobungakanani bethebhulethi enesivuno esamkelekileyo, kwimbono yethu.
Umzobo 1. Itekhnoloji ye-In-cell vs. nezinye iintlobo zetekhnoloji yepaneli yokuchukumisa
I-iPhone 4s ibonakala ingcono-kunokuba-ilindelwe kodwa i-iPad 2 yayibuthathaka
Iitshekhi zethu zesitishi zibonisa ukuba ukuthengisa kwe-iPhone 4s bekungcono kunokuba bekulindelwe kodwa i-iPadI-2 inokuba buthathaka kunokuba bekulindelwe emva kwempelaveki yeholide yoMbulelo.Iubuthathaka kwi-iPad 2 inokuba ngenxa yokhuphiswano olunamandla lwexabiso oluvela kwi-Kindle Fire ngokunjaloabanye abenzi bethebhulethi behlisa amaxabiso ukucima uluhlu.Oku kunentsingiselo embion Simplo (ngenxa iPad 2 exposure yayo kunye nobuthathaka kwiincwadana).Siyakholwaukuba i-Simplo iya kuthi ingene ekupheleni kwe-4Q11 isikhokelo okanye inokuphoswaisikhokelo kancinci.Ukuba uDisemba wayo ongadityaniswanga ungena malunga ne-NT $ 4bn, yonaiya kuba sekupheleni kwe-4Q yesikhokelo sengeniso ye-NT $ 13bn.
Ixabiso eliphezulu le-HDD elijika abathengi kwimarike ye-DIY PC
Ixabiso le-HDD kwitshaneli liye landa nge-2-3x ukususela kwiimpuphuma zaseThailand ngo-Okthobha kunye nePCabavelisi banyuse amaxabiso kwezinye iiPC zabo.Ngaphandle kwe ~ 170m yemfuno ye-HDD kwi-4Q11, zombini i-Seagate kunye ne-Western Digital yathi phantse i-120m iya kuxhaswa.Siqikelela ukuba imfuno yePC yi-90m+ kuphela kwi-4Q11 kwaye ke, uninzi lweempawu zePC ezikhokelayo ziya kuba nee-HDD zazo ezixhaswayo.Ezona ndawo zichaphazelekayo zezo badlali bancinci kwitshaneli (kwimarike ye-DIY kunye ne-data backup market) kunye nabo bakwimarike yomthengi we-electronic (umz. ii-HDD zeekhamera okanye ukurekhoda kwe-TV).
Umzobo 2. Ixabiso kunye no.yabathengisi Seagate Barracuda 1TB Internal Hard Drive
Iitshekhi zethu zamva nje zibonisa ukuba ukunyuka kwexabiso le-HDD kuthobile imfuno yedesktop PC kwimarike DIY.Ekubeni uninzi lwabantu abathatha inxaxheba kwimarike DIYabadibanisi benkqubo kunye 'neengcali' zePC, sikholelwa ukuba uninzi lwabo lukhethe ukulinda kunokubaukuhlawula ixabiso eliphezulu le-HDD.Siqaphele ukuba imakethi yebhodi yomama eTaiwan (ubukhulu becala yeImakethi ye-DIY) iye yehla kakhulu ngenxa yoko.Emva kwezikhukula eThailand ngo-Okthobha,Ukuhanjiswa kwebhodi yomama yaseTaiwan kwehle nge-20% kuMama kwinyanga enye, nzulu kune-15%Umama wehla ngo-Okthobha 2010. NgoNovemba, siqikelela ukuba ukuthunyelwa kwebhodi ye-motherboard kwanda kuphelange-4% MoM, nayo ingaphantsi kune-10% yokukhula kukaMama kwinyanga enye kunyaka odlulileyo.
Omnye wabenzi bebhodi ye-motherboard ukholelwa ukuba ixabiso le-HDD kwisitishi linokuhla emva kwexeshaNgoDisemba nasekuqaleni kwe-2012, kuba abathengisi abaninzi baye bagcina kwaye benza imali enhlekule 'ntlekele'.
Kuba unikezelo luyaphucuka (ngokusekwe kuhlaziyo lwamva nje oluvela kwiSeagate nakwiWestern Digital)kwaye imfuno ihla ngenxa yexabiso eliphezulu le-HDD kunye nexesha eliphantsi kwi-1Q12, siyakholelwaukuba sibona eyona nto imbi ngokunqongophala kweHDD kwimarike yePC ngoDisemba 2011. Thinaidlulile inyanga ephezulu yokwakhiwa kwePC ngo-Okthobha.Kwiimeko eziqhelekileyo, izinga lokubalekakwinyanga ephantsi kwi-1Q yi-30% + ngaphantsi kwenyanga ephezulu kwi-4Q.Ekubeni kuphela i-25-30% yehlabathi jikeleleUnikezelo lweHDD luchatshazelwe zizikhukula zaseThailand, sinokufikelela kwimfuno yobonelelo lwexesha elifutshaneibhalansi kwimarike PC ekupheleni kukaJanuwari okanye ngoFebruwari.Ukuba abarhwebi be-HDD abasazithengisi zaboisitokhwe esandleni ngoDisemba okanye ngoJanuwari phambi uNyaka oMtsha, kusenokwenzeka kakhulu ukubaiya kuzithengisa ngexabiso eliphantsi emva koko kuba unikezelo lwe-HDD luya kuphucuka ukusuka ngokuukuya phambili, nangona ukunqongophala kwimarike engeyiyo eye-PC kunokuhlala ixesha elide.
2. Uhlaziyo lweNgeniso yeNgeniso yeSeti yesandla/yeCwecwe
Umfanekiso 3. Iseti yesandla kunye necandelo lesandla: ingeniso yenyanga neyekota
HTC– Ukwehla ngokukhawuleza kwiintengiso zikaNovemba (kuxelwe kwi-30% MoM) kulindeleke yimarket emva kokuba inkampani yehlisa isikhokelo 4Q yayo 23 Novemba 2011. Decemberintengiso kufuneka yehle ngaphantsi kwe-6% ye-MoM ukuze ihlangabezane nezikhokelo zayo zengeniso yeflethiUkukhula kwengeniso yeYoY (okt ~ NT$104bn).
Umbambisi– I-19% yokwehla kwengeniso kaMama ngoNovemba ihambelana kakhulu nemarikeizinto ezilindelweyo.Inkampani ayikakwazi ukunika umhla wokuba isityalo sayo saseSuzhou sinakhoqalisa kwakhona imveliso kodwa ilindele ukuba ingxaki isonjululwe ngoDisemba.I-4Q yethuUqikelelo lwentengiso ye-NT $8.89bn ayinakwenzeka ukuba iphunyezwe.Sikholelwa ukuba i-4Q yokuthengisa ingabakuluhlu lwe-NT $ 8.0bn ukuya kwi-NT $ 8.5bn.
Simplo-I-4Q yokuthengisa engadityaniswanga iya kuthi ingene ekupheleni kwesikhokelo sayoNT $ 13.0-13.8bn.Ngokuxhomekeke ekuthunyelweni ngoDisemba, inokuphinda iphoswe yi-4Qisikhokelo kancinci.Sikholelwa ukuba oku kungenxa yobuthathaka kwi-notebook kunye ne-iPad2.
I-Career Tech-Inkampani ayikabhengeza ukuthengiswa kukaNovemba okwangoku, kodwa silindeleukuba ikhule 3-5% MoM.Ukufikelela kwisiphelo esisezantsi sesikhokelo sayo sengeniso ehlaziyiweyo,Ukuthengiswa kukaDisemba kufuneka okungenani kube nguMama ocaba.Nangona kunjalo, sikholelwa ukuba inkampaniisenakho ukukhula nge-7% i-MoM ngoDisemba ubukhulu becala ngenxa yempembelelo yokudluliselwa kwee-odoloukusuka kukhuphiswano lwaseJapan (ngenxa yezikhukula zaseThailand).Ingeniso yethu ye-4Q11uqikelelo luhlala lungatshintshi kwi-7.6% ye-QoQ yokwehla.
I-Flexium– Iintengiso ezidityanisiweyo zikaNovemba zifike ngamandla-kunokuba bekulindelwe kwi-9% ye-MoMubukhulu becala ngenxa yokuhanjiswa komyalelo ovela kubakhuphisana baseJapan (njengesiphumo seIzikhukula zaseThailand).Isantya sokudluliselwa kweodolo kufuneka siqhubeke ukuya kuDisemba,ke ngoku silindele ukuba i-4Q11 ikhule i-25% QoQ, ingcono kakhulu kunesikhokelo sayo sokuqalaikota ethe tyaba kunye noqikelelo lwethu lwangaphambili lwe-5% yokukhula kweQoQ.
TPK- Inkampani iphinde yaphinda yathengisa intengiso yenyanga (jonga uMfanekiso 3) kuba isekelweindlela endala yokubala, ukuguquguquka kwizinga lotshintshiselwano lwangaphandle kunokukhokelela ekubeni aUkuguquguquka okukhulu kumanani entengo yenyanga kwi-TW $.
Ubalo lwangaphambili:
Iintengiso zenyanga nge-TW$ = (Unyaka ukuya-kwinyanga eqokelelweyo yentengiso nge-US$ x Isantya se-FX senyanga) - (Unyaka ukuya-Iintengiso eziqokelelweyo kwinyanga edlulileyo kwi-TW$)
Ubalo oluchazwe kwakhona:
Iintengiso zenyanga kwi-TW$ = Iintengiso zenyanga nge-US $ x Ixabiso le-FX lenyanga
Kungangcono ukuthelekisa ingeniso yenyanga ngokwemiqathango ye-US $, kumbono wethu.Oku kunokusinika aumfanekiso oyinyaniso wokuhamba kweshishini, njengoko onke amashishini enziwa nge-US $.I-TPK ngokuqinisekileyo iya kukhulaingeniso (nge US$ ngokwemiqathango) ngo
I-5-10% ngoku ichasene nesikhokelo sokuqala sokukhula kwe-0-5%, ephakathihambelana nengqikelelo yethu ye-8.5% yokukhula kweQoQ.Ingeniso yayo kaDisemba ngoku inokwehla nge-35% kaMama ukuyaukuhlangabezana nesiphelo esisezantsi sesikhokelo sayo esihlaziyiweyo kunye ne-26% ye-MoM ukuhlangabezana noqikelelo lwethu.
Umzobo 4. I-TPK yabhengezwa ngaphambili ngokuchasene nengeniso ehlanganisiweyo yenyanga
3. Uhlaziyo lweMarike yePC
Incwadi yokubhalela
Silunqumle uqikelelo lwethu lwe-4Q11 yokuthunyelwa kwencwadi yamanqaku ukuya kuthi ga kwi-4% ukwehla kweQoQ, ngaphantsi kuneyethu.Uqikelelo lwangaphambili lwekota ethe tyaba kunye ne-5 yeminyaka eyi-avareji yembali + ye-10% yokukhula kweQoQ, ubukhulu becalangenxa yobuthathaka obukhulu.Ii-ODM ze-notebook zibonakala zinempembelelo encinci kwi-HDDukunqongophala thelekisa kubenzi bebhodi yomama, kuba ii-ODM ze-notebook zixhaswa phezuluAmagama eebhrendi amanqanaba aphambili kubonelelo lweHDD.UWistron ubonakala engachatshazelwa kangako ngobuthathakaimfuno kunye nokunqongophala kwe-HDD.Sikholelwa ukuba kwakungenxa yamandla kwiiPC zorhwebo zeLenovo.Ngenxa yoko, i-Wistron kuphela kwe-ODM ye-notebook enokuthi ibethe i-4Q11 isikhokelo.Iinkampani yayikhokelwa ekuqaleni i-0-5% ye-QoQ ukukhula kwe-4Q11 kwaye ngoku iya kukhula i-6% QoQ.
Silindele ukuba ukuthunyelwa kweencwadana zamanqaku eTaiwan kwehle i-10% QoQ kwi-1Q12, ngaphantsi kweminyaka emi-5Umyinge wembali we-11% wehla ngenxa yemfuno evaliweyo kunye nobonelelo ngeHDDUkuqina kokunciphisa kwi-1Q12.
Umzobo 5. Ukuthunyelwa kwencwadana yamanqaku yaseTaiwan (Nyanga nganye)
Umzobo 6. I-Taiwan Notebook Shipment (Ikota)
I-Quanta (abathengi abaphambili: i-Apple, i-HP, i-Lenovo, i-Dell, i-Acer)
• Ukuthunyelwa kwencwadana yamanqaku kaNovemba kulindeleke ukuba yehle nge-15% kuMama, okubi kakhulu kuneyethuUqikelelo lwangaphambili lwe-8% lokuhla kunye nokuvumelana kwemarike.Sicinga ukuba oku kungenxaubuthathaka kwiincwadi zamanqaku zabathengi be-HP (i-akhawunti ye-HP 25-30% yokuthunyelwa kwayo), kunokubaimpembelelo yokunqongophala kwe-HDD.Siqikelela ukuthunyelwa kwempahla kaDisemba ukuba kwehle ukuya kwi-4.4m yeeyunithingokulandela ipateni yesiqhelo yexesha lonyaka.Ukuthunyelwa kwencwadana yamanqaku kaOktobha kwangena kwiiyunithi ezi-5.3m,ngcono kunoqikelelo lwethu lwangaphambili ikakhulu ngenxa yokuba impembelelo yokunqongophala kwecasing yesinyithi ukusukaUmbambisi (ngenxa yokuvalwa kwesityalo sakhe saseSuzhou) ubonakala engaphantsi kunathi ekuqaleniuqikelelo.
• Ukuthunyelwa kwe-4Q11 notebook ngoku kulindeleke ukuba kwehle nge-2% QoQ xa kuthelekiswa neyangaphambiliUqikelelo lokukhula kwe-3% ngenxa yemfuno ebuthathaka-kunokuba-ilindelwe kubathengi bayoNovemba noDisemba;sicinga ukuba oku kungenxa yobuthathaka kwi-HP.Okukuthetha ukuba inkampani iyakuphosa isikhokelo sayo sokuthunyelwa kwencwadana yamanqaku ka-2011 yeeyunithi ezingama-57m nge-2% kwayeIsikhokelo sayo se-4Q11 sekota ethe tyaba.
• Silindele ukuba ibango lihlale licotha ngoJanuwari njengoko zimbalwa iintsuku zokusebenza ngenxaUNyaka oMtsha waseTshayina (ngomhla wama-23 kuJanuwari ka-2012) kwaye uqikelele ukuba uya kuhla nge-16% kaMama.Ngokumalunga ne-1Q12,siqikelela ukuba yehle nge-11%, ngokumalunga ne-avareji yayo yeminyaka emi-5 ye-12% yokwehla kweQoQ.
• Sikwalindele ukuba i-4Q11 i-gross margin ibe ngaphantsi kwe-3Q11 ye-3.7% njengoko kukho umxube ocebileyoyeemveliso eziphezulu kwi-4Q11 eyenza ipesenti ye-MVA ibe yincinci.I-OPEX-kuya-intengisoipesenti kwi-4Q11 iqikelelwa ukuba yehla kwi-2.0-2.2% ukusuka kwi-2.5% kwi-3Q11.Yi leubukhulu becala ngokuhambelana nokulindela kwethu i-1.3% yomda wokusebenza kwi-4Q11.
ICompal (abathengi abaphambili: Acer, Lenovo, Dell)
• Siyalugcina uqikelelo lwethu lokuthunyelwa kwencwadana yamanqaku kaNovemba ye-6% yokuhla kweMoM nangoDisembayenye 3% uMama ukwehla ngenxa yemfuno ebuthathaka kodwa hayi ukunqongophala HDD, ngokutshoinkampani.Ukuthunyelwa kwencwadana yamanqaku kaOktobha ibiziyunithi ezi-3.2m, ubukhulu becala ngokuhambelana noqikelelo lwethu.
• Ngoku sixela kwangaphambili i-4Q11 ukuba iyancipha i-9% QoQ, ekupheleni kwe-5-10% yokwehla kwayo.isikhokelo kwaye isezantsi kunoqikelelo lwethu lwangaphambili lokuhla nge-7%, ngenxa yobuthathaka kuno-imfuno elindelekileyo kubathengi bayo abaphambili.
• Ukuthunyelwa kwencwadana yamanqaku kaJanuwari kuqikelelwa ukuba yehle nge-21% ye-MoM ngenxa yoNyaka oMtsha waseTshayinaiiholide.Silindele ukuthunyelwa kwe-1Q12 ukuhla kwe-8% QoQ, ngaphantsi kwe-5 yembali ye-avareji yembaliye-4% yokwehla ngenxa yokuba i-Acer ngoku ingumthengi obuthathaka kunakwiminyaka embalwa edlulileyo.Iukwehla kulindeleke ukuba kube buthathaka kunezinye ii-ODM ze-notebook ngenxa yesiseko esisezantsi4Q11.
• Inkampani igcina i-4Q11 ye-gross margin ukuze ibe sicaba ukuya kwi-3Q11 kwi-5.0%.Kuya kuphelaqala ukuthumela ii-ultrabooks kwi-1Q12.
Wistron (abathengi abaphambili: iDell, iLenovo, iHP)
• Uqikelelo lwethu lokuthunyelwa kwencwadana yamanqaku lwangoNovemba ngoku lungcono kunoqikelelo lwethu lwangaphambili nge-0.3miiyunithi ikakhulu ngenxa yesidingo esingcono kunesilindelweyo esivela kwiiPC zorhwebo zeLenovo, kwimbono yethu.Ukuhanjiswa kukaDisemba kufuneka kwehle ukuya kuthi ga kwi-2.6m yeeyunithi ngenxa yeemeko zonyaka.EyeDwarhaUthutho lweza kwiiyunithi ezi-3.1m, ngaphezulu kancinci kunoqikelelo lwethu ngenxa yokuqina-kuno-imfuno elindelekileyo.
• Ukuthunyelwa kwe-4Q11 notebook ngoku kuqikelelwa ukukhula nge-6% QoQ, ephezulu kunesikhokelo seUkukhula nge-0-5% kunye noqikelelo lwethu lwangaphambili lokukhula kwe-2%, ngenxa yokuqina kunokuba bekulindelwe.imfuno evela kuLenovo, ngokombono wethu.
• Siyaqaphela ukuba i-Wistron kuphela kwe-ODM ekulindeleke ukuba ibethe i-4Q11 isikhokelo sothutho,kwaye ibonakala inempembelelo encinci okanye ingenayo kwi-HDD yokunqongophala.Sicinga ukuba amandlaevela eLenovo kwaye ngakumbi iiPC zayo zorhwebo zifumana ingqwalaselo ephambili kwi-HDDubonelelo.
• Silindele ukuthunyelwa kwencwadana yamanqaku kaJanuwari kwehla ukuya kwi-2.1m yeeyunithi ngenxa yoNyaka oMtsha waseTshayinaiiholide kunye ne-1Q12 ukuhla nge-10% QoQ, ngokuhambelana ne-avareji yayo ye-5 yeminyaka ye-11%.
• Inkampani kwakhona ilindele i-4Q11 i-gross margin kunye nomda wokusebenza ukuphucula ukusuka kwi-3Q11njengoko iTV phezu komthamo usonjululwe ubukhulu becala, ukuhla kwexabiso ledola yeNT kunye nencwadana yokubhalela enkuluizikali.
• Ngokumalunga no-2012, ilindele i-33-35m yeeyunithi ze-notebook (10-17% yokukhula kweYoY) kunye neeyunithi ze-tablet eziyi-3-4m.(ngokuchasene ne-1m yeeyunithi ezikhokelwa yinkampani ngo-2011) njengoko ifumana abathengi abaninzi bethebhulethi.
• Silindele kuphela uWistron ukuba athumele iincwadi zamanqaku ezingama-32.8m ngo-2012. UWistron ulindele ukufumanaisabelo esingaphezulu kubathengi bayo abakhoyo kwizixhobo eziphathwayo ngo-2012.
Inventec (abathengi abaphambili: HP, Toshiba)
• Silindele ukuba ukuthunyelwa kwencwadana yamanqaku kaNovemba kwehle ukuya kutsho kwi-1.3m yeeyunithi ukusuka kwi-1.5m ngo-Okthobha,ngaphantsi koqikelelo lwethu lwangaphambili lwe-1.55m.UDisemba uqikelelwa ukuba wehle ukuya kutsho kwi-1.1m yeeyunithingenxa yexesha.Sikholelwa ukuba i-HP ibe negalelo kuninzi lobuthathaka bayo kwiinyanga ezi-2 ezidlulileyo.
• Ukuthunyelwa kwethu kwe-notebook ye-4Q11 ngoku kuqikelelwa kwi-10% ye-QoQ yokwehla, kubi kakhulu kunokwethu kwangaphambili.Uqikelelo lwe-5% yenzuzo njengoko besinethemba kakhulu kwimfuno ye-HP ngaphambili xa i-Inventec ibethaulindelo lwemarike ngoSeptemba kodwa ukuthengisa kuye kwacotha.
• UJanuwari kulindeleke ukuba ehle nge-14% MoM kunye ne-1Q12 ukuze ehle nge-14% QoQ, ngokuhambelanaUmyinge wembali weminyaka emi-5.
I-Pegatron (umthengi oyintloko: Asus) incl.netbook
• Silungisa kancinci inombolo kaNovemba yokuthunyelwa kwencwadana ukusuka kwi-1.25m ukuya kwi-1.2m yeeyunithi, aI-17% kaMama yehla kakhulu ngenxa yobuthathaka kwi-netbook ngelixa i-notebook eqhelekileyo ihleliezinzile.Ukuhanjiswa kukaDisemba kulindeleke ukuba kwehle ukuya kwi-1.1m yeeyunithi ngenxa yexesha lonyaka.EyeDwarhaukuthunyelwa kwangena kwiiyunithi ze-1.45m, ngokuhambelana noqikelelo lwethu.
• Ukuthunyelwa kwethu kwe-notebook ye-4Q11 ngoku kujonge ukuhla kwe-QoQ nge-10%, ngaphantsi kweyangaphambili yethuUqikelelo lwe-7% lwehla ikakhulu ngenxa yemfuno ebuthathaka-kunokuba-ilindelwe kwi-netbook.
• Inkampani ikhokele ukuhla nge-10-15% kwi-notebook eqhelekileyo, i-netbook kunye ne-tabletUkuthunyelwa kunye kwi-4Q11 kwaye ukuba sibandakanya ukuhanjiswa kwethebhulethi, silindele ukuba i-4Q11 yehleI-12% QoQ ngaphakathi kwesikhokelo senkampani.
• Ukuthunyelwa kwencwadana yamanqaku kaJanuwari ngoku kuqikelelwa ukuba yehle nge-14% ye-MoM ukuya kwi-0.95m yeeyunithi ngenxaIiholide zoNyaka oMtsha waseTshayina.Siqikelela i-1Q12 ukuba yehle nge-12% QoQ, ingcono kune-5 yeminyaka yayoiavareji yembali 24% QoQ ukuhla, njengoko kongezwe abathengi ezintsha notebook rhoqokufuneka incede ukuzinzisa ipateni yekota, ngokokubona kwethu.
• Silindele ukuthunyelwa kwe-tablet ye-4Q11 ukufikelela kwiiyunithi ze-0.61m, zehla nge-24% QoQ ngenxa ye-ukulibaziseka kwenyanga (ukuya kuDisemba) ekusungulweni kweTransformer Prime.
Motherboard
Sifumene ukuba ukunqongophala kwe-HDD kunempembelelo enkulu kwiibhodi ze-motherboard kuneencwadana, kunyengakumbi ngakumbi kwimarike ye-DIY kunemarike ye-ODM njengoko imarike ye-DIY ingaphezuluyahlulwe ngabadlali abanamandla amancinane okuxoxisana.Ke ngoko sihlaziya uhla lwethuI-4Q11 ingqikelelo ye-motherboard kwi-16.6m (i-19% i-QoQ iyancipha) ukusuka kwiiyunithi ze-18.2m (i-11% i-QoQ iyancipha).I-Elitegroup ubukhulu becala kwi-motherboard yemarike ye-ODM, ngenxa yoko ayichatshazelwa kangako yi-HDDukunqongophala kwaye kuqikelelwa ukuhla kancinci kwi-4Q11.Gigabyte, egxile kwi-DIYmarket, wabona ukwehla kabukhali ngo-Oktobha ngenxa yokunqongophala HDD kunye nokulungiswa inventory, nto leyoesona sizathu siphambili sohlaziyo lwethu lokuhla kwi-4Q11.
Nangona kunjalo, sicinga ukuba ixabiso le-HDD kwitshaneli liya kuqala ukuhla ekuqaleniI-1Q12 njengoko imveliso ye-HDD ibuyela kancinci kancinci kwisikhukula eThailand.Ngenxa yoko, sifanelebona imfuno ye-motherboard ye-pent-up kwi-1Q12, ngaloo ndlela ikhokelela kungaphezulu kancinci kwexesha lonyakaikota ye-2% yokwehla kwe-QoQ kune-avareji yembali ye-5 ye-3% ye-QoQ yokwehla.
Umzobo 7. Ukuhanjiswa kwebhodi yoMama yaseTaiwan (ngenyanga)
Umzobo 8. Ukuhanjiswa kwebhodi yoMama yaseTaiwan (Ngekota)
I-Pegatron (4938 TT, ayilinganiswanga)
• Sihlaziya ukuthunyelwa kwebhodi yomama kaNovemba ngehle nge-0.2m ukuya kwi-1.8m yeeyunithi ngenxaimpembelelo yokunqongophala kwe-HDD kunye noDisemba kufuneka yehle ukuya kwi-1.7m ekupheleniabathengi balibazisa ukuthenga ngenxa yokonyuka kwamaxabiso eHDD.October ukuthunyelwa motherboard kwabaIiyunithi ezi-2m, ngokuhambelana noqikelelo lwethu, kwaye zehlile nge-5% ye-MoM ngenxa yexesha lonyaka.
• Inkampani ikhokele i-15-20% ye-QoQ yehla kwi-4Q11 yokuthunyelwa kwe-motherboard.Siqikelelei-19% ye-QoQ iyancipha, isiphelo esisezantsi sesikhokelo, sinikwe ukuba ukunqongophala kwe-HDD kube nefutheibhodi yomama kunye nedesktop amacandelo kakhulu.
• Ngokumalunga ne-1Q12, siqikelela ukuba izokwehla nge-13% QoQ, ngokuhambelana ne-avareji yayo yeminyaka emi-4, njengokoubuthathaka kwimfuno iyaqhubeka nasemva kokuba i-4Q11 embi kakhulu kunokuba ilindelwe.Siye saqwalaselakuNyaka oMtsha waseTshayina ekuqaleni kwalo nyaka uzayo kwaye kuqikelelwa ukuba ukwehla kwe-18% kaMamaukuthunyelwa kwebhodi yomama ngoJanuwari.
IGigabyte (2376 TT, ayilinganiswanga)
• Siqikelela ukuthunyelwa kwe-motherboard kaNovemba ukuya kunyuka ukuya kwi-1.3m yeeyunithi ukusuka kwi-1m ngo-Okthobhanjengoko uluhlu lwempahla luye lwawa kwinqanaba elifanelekileyo.UDisemba uqikelelwa ukuba uyancipha kancinci ukuyaI-1.2m yeeyunithi ngenxa yobuthathaka kwimarike yokugqibela ngenxa yokunyuka kwexabiso le-HDD.Inkampani yabonaukwehla okubukhali ngo-Okthobha ukuhanjiswa kwebhodi yomama ye-34% ye-MoM kwaye yasilela kweyethu yangaphambiliUqikelelo ngenxa yokunqongophala kwe-HDD kunye nokulungiswa koluhlu.
• Inkampani iphinde yahlaziywa isikhokelo sothutho se-4Q11 ukusuka kwi-10-15% yokwehla kweQoQNgoSeptemba ukuya kwi-30% yehla.Uqikelelo lwethu lwe-4Q11 lokuthunyelwa kwebhodi lomama luhambelanainkampani ihlaziywe isikhokelo se-30% yokwehla kweQoQ ikakhulu ngenxa yempembelelo yokunqongophala kwe-HDD.Imfuno yaseTshayina ibona ukucotha, ngokutsho kwenkampani.
• Silindele ukuthunyelwa kwebhodi yomama kaJanuwari kwehla i-17% ye-MoM ukuya kwi-1m yeeyunithi ngenxa yesiTshayinaIholide yoNyaka oMtsha iveki yonke.Uqikelelo lwethu lwe-1Q12 yi-8% yokukhula kweQoQ, ngaphantsi kweUmyinge wembali yokukhula kweQoQ enamanani amabini ngokuyinxenye ngenxa yokuba imfuno ephezuluIibhodi zomama zihlala zingena kwi-1Q kodwa ngeli xesha iya kuza kuphela kwi-2Q12 emva kweukuqaliswa kwe-Ivy Bridge kuba abasebenzisi banokulibazisa ukuthenga kwabo.
I-MicroStar (2377 TT, ayilinganiswanga)
• Inkampani ikhokele iflethi ngoNovemba;siqikelele ukukhula kukaMama nge-5% ngenxa aisiseko se-Okthobha esisezantsi-kunokulindeleka.Ukuhanjiswa kwebhodi yomama kaDisemba kuqikelelwa ukubahlala utyhafile kwiiyunithi ezi-1m.Ukuthunyelwa kwe-motherboard ka-Okthobha kweza kakubi kuneyethuuqikelelo lwangaphambili kunye nesikhokelo se-10-20% ye-MoM yokwehla ngenxa yempembelelo ye-HDDukunqongophala kwi-2H ka-Oktobha, ngokutsho kwenkampani.
• Ngoku silindele ukuthunyelwa kwe-motherboard ye-4Q11 ukuba yehle nge-21% QoQ, xa kuthelekiswa neyangaphambiliUqikelelo lwe-17% lokuhla ngenxa yokunqongophala kwe-HDD echaphazela abadlali abancincinjengeMicroStar ngaphezulu kwenkulu.
• Silindele uJanuwari ukuba anciphise i-15% yoMama ngenxa yoNyaka oMtsha waseTshayina, kodwa i-1Q12 ikhule i-20%I-QoQ ngenxa ye-4Q11 engaphantsi kune-avareji kunye nexesha eliqhelekileyo lonyaka.
Elitegroup (2331 TT, ayilinganiswanga)
• Sihlaziya ukuthunyelwa kwebhodi yomama kaNovemba ukuya kwi-1.65m ukusuka kwiiyunithi ezi-1.55m njenge-HDDukunqongophala kubonakala kunempembelelo encinci kwimarike ye-ODM, apho i-Elitegroup ine-ukuvezwa okukhulu, kunye nemfuno engcono evela eTshayina, ngokutsho kwenkampani.SilindeleUDisemba ukwehla ukuya kwiiyunithi ze-1.4m ngenxa yesiseko esiphezulu sikaNovemba, kunye neChina eseleyoyomelele kuneminye imimandla.U-Okthobha ungene kwi-1.5m yeeyunithi, ezisezantsi kunezethuuqikelelo lwangaphambili ngenxa yokucotha kwiodolo evela eTshayina emva kweeholide zosuku lweSizwe.
• Ngoku siqikelela i-4Q11 ukuba yehle i-5% QoQ, imbi kakhulu kunesimo sethu sangaphambili se-2%ukwehla ngenxa yokuthunyelwa kwenqanawa ka-Okthobha okungaphantsi kunoko bekulindelwe.Nangona kunjalo, siqaphela ukuba i-4Q11ukwehla yeyona nto iphantsi phakathi kwabadlali bebhodi ye-motherboard ngenxa yoxinzelelo oluphezulu kwiImarike yeODM.
• Silindele ukuba uJanuwari ehle aye kwi-1.2m yeeyunithi ngenxa yoNyaka oMtsha waseTshayina kunye ne-1Q12 yokwehlaI-11% QoQ njengembali ye-1Q lixesha eliphantsi lenkampani.
Isihlomelo
Umzobo 9. I-Apple's Integrated Touch Screen Patent Snapshot
Malunga neMifanekiso yePatent:Patent FIGS.I-1A-1C ibonisa umzekelo womnxeba ophathwayo, wedijithaliIsidlali semidiya kunye nekhompyuter yomntu ngamnye ebandakanya umzekelo odibeneyo wesikrini sokuchukumisa;IKHIWANE.I-2 ngumzobo webhloko womzekelo wenkqubo yekhompyutha ebonisa ukuphunyezwa okunyeyomzekelo odibeneyo wesikrini sokuchukumisa;IKHIWANE.13A ubonisa umzekelo wobumbeko lwe-multi-umsebenzi wokubonisa ipixels ezidityaniswe ngokwemimandla esebenza njenge-touch sensor yesekethe ngexesha leinqanaba lokuchukumisa lesikrini sokuchukumisa.
Isishwankathelo se-Apple:Ilungelo elilodwa lomenzi wechiza linxulumene nokuchukumisa inzwa yesekethe edityaniswe kwipikseli yokubonisaugcino (oko kukuthi, umaleko wemathiriyeli opakishiweyo owenza iipixels zokubonisa) zomboniso, njengeUmboniso we-LCD.Izinto zesekethe kumboniso we-pixel stackups zinokudityaniswa kunye ukwenzainzwa yenzwa yesiphaluka eva ukubamba okanye kufutshane nesibonisi.Itouch sensing circuitry canBandakanya, umzekelo, imigca yemiqondiso yokuchukumisa, efana nemigca yokuqhuba kunye nemigca yengqiqo, imimandla yesiseko,kunye nezinye iisekethe.
Isikrini esidibeneyo sokuthintela singabandakanya izinto ezininzi zesekethe ezinokuthi zibe yinxalenyeumboniso wesiphaluka olungiselelwe ukusebenza njengomjikelezo wenkqubo yokubonisa ukuvelisa umfanekisokumboniso, kwaye ingenza inxenye yendlela yoluvo lokuchukumisa lwendlela yoluvo lokuchukumisaeziva ukuba omnye okanye ngaphezulu bachukumisa okanye kufutshane nesibonisi.
Izinto ezininzi zesekethe ezisebenzayo zinokuba, umzekelo, i-capacitors kwiipikseli zokubonisa ze-LCDezinokuthi ziqwalaselwe ukuba zisebenze njenge-capacitors / i-electrodes yokugcina, i-electrodes eqhelekileyo,iingcingo eziqhubayo/iindledlana, njl. njlibumbeke ukuba isebenze njengeziqalelo zesekethe ye-touch sensing circuitry.Ngale ndlela, kubaUmzekelo, kwezinye ii-embodiments isiboniso esinamandla adityanisiweyo ekuva ukuchukumisa sinokubakhoyenziwe kusetyenziswa iindawo ezimbalwa kunye/okanye amanyathelo okulungisa, kwaye umboniso ngokwawo unokuba mncinci,iqaqambe, kwaye ifuna amandla amancinci.
Umthombo: www.patentlyapple.com
INombolo yePatent eNikelwe 7,995,041
Ixesha lokuthumela: Dec-23-2019