Ingcaphuno ye-athikili http://bbs.51touch.com/
I-TechNiche: Ukuthinta okungaphakathi kweseli kungenzeka
iba ngokoqobo ngo-2012
Kulolu shicilelo lwe-TechNiche, sibheka i-1) imiphumela yakamuva evela
amasheke wesiteshi 2) isibuyekezo semali engenayo ye-handset/tablet supply chain
3) Ukuvuselelwa kwemakethe ye-PC.Ngokusekelwe ekuhloleni kwethu kwakamuva kwesiteshi, thina
kholelwa ukuthi i-in-cell touch display ingase iqale ukukhiqizwa ngobuningi
maphakathi no-2012.Isikhathi sibonakala siqondana nabantu abaningi
kulindeleke ukuthi i-iPhone 5 yethulwe ngo-2H12.I-TPK ingaba sengcupheni yokulahlekelwa ama-oda
ngaphambi kwalokho obekulindelwe.Ukuhlolwa kwesiteshi sethu nakho kubonise a
ama-iPhone 4s angcono kunokulindelwe kodwa i-iPad 2 ebuthakathaka iyathengiswa-
ngemva kwempelasonto yeholide Lokubonga.4Q
ukuthunyelwa kwe-notebook bekubuthakathaka kunalokho obekulindelwe, hhayi ngoba
yokushoda kwe-HDD kodwa ngenxa yesidingo esibuthakathaka sokuphela.I-HDD
ukushoda kunomthelela omkhulu ebhodini lomama le-DIY
imakethe ngoba abadlali abancane abanawo amandla okuxoxisana
ukuze bathole ukunikezwa kwe-HDD noma kufanele bakhokhe i-premium yentengo engu-2-3x
ukuyithola esiteshini.
» Isibonisi sokuthinta esingaphakathi kweseli ukubeka i-TPK engcupheni
Sikholelwa ukuthi ukukhiqizwa kwe-in-cell technology kungase kuqale maduze nje
kulindeleke maphakathi no-2012.Ilungelo lobunikazi lika-Apple kusikrini sokuthinta esididiyelwe bekungu
eyanyatheliswa ngo-August 2011 (bheka Isithasiselo) futhi inkampani ingase
ngaphandle kobuchwepheshe bokubonisa abenzi bokwenza umkhiqizo.Njenge
umphumela, ubungozi be-TPK bokwehliswa kwama-oda ku-2H12 buyanda.
» I-iPhone 4s engcono kakhulu kunokulindelwe kanye ne-iPad2 ebuthaka
Amasheke wesiteshi sethu ngemuva kwempelasonto yokubonga akhombisa lokho
Ukuthengiswa kwe-iPhone 4s kubonakala kungcono kunalokho obekulindelwe, kuyilapho i-iPad 2
waba buthaka.
» Ukuvuselelwa kwe-PC: Ukusika 4Q11 notebook kanye motherboard
izimpahla
Umthelela wokushoda kwe-HDD ubonakala ugqama kakhulu ku-
Imakethe ye-motherboard ye-DIY njengoba abadlali abancane banokuxoxisana okuncane
amandla okuthola ukunikezwa kwe-HDD.Sisika ibhodi yethu yomama yaseTaiwan
isibikezelo sokuthunyelwa ku--19% QoQ sisuka ku--11% ku-4Q njengomphumela.Nathi futhi
sike ukuthunyelwa kwethu kwe-notebook ye-4Q kube -4% QoQ kusukela kukota eyisicaba kuqhubeke
isidingo esibuthakathaka.
» Izinkampani eziningi ezingaphansi kwethu eTaiwan zinjalonoma
ezilahlekile noma ekugcineni okuphansi kokuqondiswa kwazo4Q ngaphandle
I-Wistron ne-Flexium
Ukuthunyelwa kwe-notebook ye-Wistron kulindeleke ukuthi kukhule ngo-6% QoQ ku-4Q11,
idlula isiqondiso sayo sokukhula okungu-0-5%.Imali engenayo ye-Flexium 4Q11 manje
isendleleni yokufinyelela ngaphezu kuka-20% QoQ, ishaya isiqondiso sayo sefulethi
ikota.
1. Ukuhlolwa Kwesiteshi Kwakamuva
I-In-cell Touch Technology ye-iPhone 5?
Ukuhlolwa kwesiteshi sethu kukhombisa ukuthi i-Apple iphusha kanzima ukwenza ukuthinta kweseliiphaneli yobuchwepheshe ukuze ube ngokoqobo.Ukukhiqizwa okukhulu kwe-in-cell touch TFT-LCDukubonisa kungase kufike phakathi no-2012 futhi isikhathi sibonakala siqondanai-iPhone elandelayo (elindelwe kabanzi njenge-iPhone 5) yethulwa ngo-2H12.
Ngokufanayo nokubambisana kwe-Apple ne-TPK kuphaneli yayo yokuthinta yesizukulwane sokuqala, ilungelo lobunikazikobuchwepheshe obuzayo be-in-cell touch kungase kube okuka-Apple (bona Isithasiselo).Thinangikholelwa ukuthi i-Apple ingayinika ilayisense ezinkampanini ezahlukene zokubonisa ukuze yenzele ukukhiqizaI-apula.Ngakho-ke, ingozi yokulahlekelwa kwe-oda ku-TPK ku-2H12 ikhule kakhululapho i-in-cell touch ye-TFT-LCD ikhiqizwa ngobuningi.
Njengoba sigqamisa embikweni wethu wokuqalisa wangomhla zingama-23 Novemba 2011, i-TPK ingabainkampani 'ye-lamination' yephaneli yokuthinta ngenxa yokuthi i-in-cell touch TFT-LCD displaykusadingeka ukuba laminated nge ingilazi cover ukuqinisekisa ukuthi yonke moduleisebenza kahle.Kodwa isamba semakethe esitholakalayo sizokwehliswa kakhulu ku-TPK.Esikhundleni sokwenza izingqimba ezimbili ze-lamination kanye nezinzwa zokuthinta (50% noma ngaphezuluIzinzwa zokuthinta ze-TPK zikhishwe ngaphandle), i-TPK ingakwazi ukwenza ungqimba olulodwa kuphela lwe-lamination umaisibonisi sokuthinta esiseseli sikhawulelwe ngokuphelele.Silinganisela ukuthi isamba senzuzo yonke etholakalayokusuka kumojula yesibonisi se-laminated in-cell izoncishiswa cishe ngokuphindwe kabili kokuthathu njengobaumphumela.
Silindele ukuthi ubuchwepheshe beselula buzosetshenziswa kuphela ekubonisweni kuma-smartphone ekuqaleni.Cishe kuzothatha okungenani omunye unyaka noma emibili ngaphambi kokuthi iqalise ukusebenzaukuboniswa kosayizi wethebhulethi enesivuno esamukelekayo, ngokubona kwethu.
Umfanekiso 1. Ubuchwepheshe bangaphakathi kweseli ngokumelene nezinye izinhlobo zobuchwepheshe bephaneli yokuthinta
I-iPhone 4s ibonakala ingcono kunokulindelwe kodwa i-iPad 2 yayibuthakathaka
Ukuhlolwa kwesiteshi sethu kubonisa ukuthi ukuthengiswa kwe-iPhone 4s bekungcono kunobekulindelekile kodwa i-iPad2 ingase ibe buthaka kunokulindelekile ngemva kwempelasonto yeholide Lokubonga.Iubuthakathaka ku-iPad 2 kungase kube ngenxa yokuncintisana kwamanani okuqinile okuvela ku-Kindle Fire kanyeabanye abenzi bamathebulethi behlisa amanani ukuze basule i-inventory.Lokhu kunomphumela ongemuhleku-Simplo (ngenxa yokuchayeka kwayo kwe-iPad 2 kanye nobuthakathaka ezincwadini zokubhalela).Siyakholwaukuthi uSimplo uzongena ekugcineni okuphansi kokuqondiswa kwe-4Q11 noma angaphuthelwaisiqondiso kancane.Uma u-December wayo ongahlanganisiwe engena cishe nge-NT$4bn, yonaizoba sekupheleni okuphansi kwesiqondiso semali engenayo ye-4Q ye-NT$13bn.
Intengo ephezulu ye-HDD ejikisa amakhasimende emakethe ye-DIY PC
Intengo ye-HDD esiteshini ikhuphuke ngo-2-3x kusukela izikhukhula zase-Thailand ngo-Okthoba ne-PCabenzi bakhuphule amanani kwamanye ama-PC abo.Phakathi kwesidingo esingu-~170m HDD ku-4Q11, zombili i-Seagate ne-Western Digital zithe cishe kuzosekelwa i-120m.Silinganisela ukuthi isidingo se-PC singu-90m+ kuphela ku-4Q11 ngakho-ke, izinhlobo eziningi ze-PC ezihamba phambili zizosekelwa ama-HDD azo.Izindawo ezithinteke kakhulu yilabo badlali abancane esiteshini (yemakethe ye-DIY kanye nemakethe yokusekela ngokulondoloza idatha) kanye nalezo ezisemakethe ye-electronic yabathengi (isb. ama-HDD ama-camcorder noma ukurekhoda kwe-TV).
Umfanekiso 2. Inani kanye no.yabathengisi be-Seagate Barracuda 1TB Internal Hard Drive
Ukuhlola kwethu kwakamuva kukhombisa ukuthi ukunyuka kwenani le-HDD kwehlise isivinini isidingo se-HDDama-PC wedeskithophu emakethe ye-DIY.Njengoba iningi labantu ababamba iqhaza emakethe ye-DIYabadidiyeli bohlelo kanye 'nochwepheshe' be-PC, sikholelwa ukuthi abaningi babo bakhethe ukulinda kunokulindaukukhokha inani eliphezulu le-HDD.Siqaphele ukuthi imakethe yebhodi lomama eTaiwan (ikakhulukazi eye-Imakethe ye-DIY) yehle kakhulu ngenxa yalokho.Ngemuva kwezikhukhula eThailand ngo-Okthoba,Ukuthunyelwa kwe-motherboard yase-Taiwan kwehle ngo-20% MoM ngenyanga efanayo, kujula kuno-15%I-MoM yehla ngo-Okthoba 2010. NgoNovemba, silinganisela ukuthi ukuthunyelwa kwe-motherboard kwakhula kuphelango-4% uMama, nayo iphansi kuno-10% wokukhula kukaMama ngenyanga efanayo onyakeni odlule.
Omunye wabakhi be-motherboard ukholelwa ukuthi intengo ye-HDD esiteshini ingase yehle ngemva kwesikhathiNgoDisemba nasekuqaleni kuka-2012, ngoba abathengisi abaningi kakhulu baye baqoqa futhi benza imali enhlekule 'nhlekelele'.
Njengoba ukunikezwa kuyathuthuka (kusekelwe kusibuyekezo sakamuva esivela ku-Seagate ne-Western Digital)futhi isidingo siyehla ngenxa yentengo ephezulu ye-HDD nesizini ephansi ku-1Q12, siyakholwaukuthi sibona okubi kakhulu mayelana nokushoda kwe-HDD emakethe ye-PC ngoDisemba 2011. Weidlule inyanga enkulu yokwakhiwa kwe-PC ngo-Okthoba.Ngaphansi kwezimo ezijwayelekile, izinga lokugijimaenyangeni ephansi ku-1Q ingu-30%+ ngaphansi kwenyanga ephakeme ngo-4Q.Kusukela kuphela 25-30% of the globalUkunikezwa kwe-HDD kuthinteke yizikhukhula zaseThailand, singase sifinyelele isidingo sesikhashana esifushaneibhalansi yemakethe ye-PC ngasekupheleni kukaJanuwari noma ngoFebhuwari.Uma abahwebi be-HDD bengakawathengisi aboamasheya esandleni ngo-December noma January ngaphambi Lunar New Year, kungenzeka kakhulu ukuthiizozithengisa ngenani eliphansi kamuva ngoba ukunikezwa kwe-HDD kuzothuthuka kuphela kusukela manjekuya phambili, nakuba ukushoda emakethe okungeyona eye-PC kungase kuthathe isikhathi eside.
2. Isibuyekezo Semali Engenayo Yokuhlinzekwa Kwempahla Yesandla/Yethebhulethi
Umfanekiso 3. I-handset nengxenye ye-handset: imali engenayo yanyanga zonke nekota
I-HTC- Ukwehla okukhulu ekuthengisweni kukaNovemba (kubikwe ku-30% MoM) kulindeleke ngabakwa-emakethe ngemuva kokuba inkampani yehlise isiqondiso sayo se-4Q ngomhla ka-23 Novemba 2011. Disembaukuthengiswa kufanele kwehle ngaphansi kuka-6% we-MoM ukuze kuhlangatshezwane nesiqondiso semali engenayo yefulethiUkukhula kwemali engenayo ye-YoY (okungukuthi ~NT$104bn).
Umzingeli– Ukwehla ngo-19% kwemali engenayo ye-MoM ngoNovemba kuhambisana kakhulu nemaketheokulindelweyo.Inkampani namanje ayikwazi ukunikeza usuku lapho imboni yayo yaseSuzhou ingakwaziiqale kabusha ukukhiqiza kodwa ilindele ukuthi inkinga ixazululwe ngoDisemba.I-4Q yethuisibikezelo sokuthengisa se-NT$8.89bn cishe ngeke sifezwe.Sikholelwa ukuthi ukuthengiswa kwe-4Q kungabaebangeni le-NT$8.0bn ukuya ku-NT$8.5bn.
Simplo- Ukuthengisa okungahlanganisiwe kwe-4Q cishe kuzofika ekugcineni okuphansi kokuqondiswa kwayoNT$13.0-13.8bn.Ngokuya ngokuthunyelwa ngoDisemba, ingase iphuthe ngisho ne-4Qisiqondiso kancane.Sikholelwa ukuthi lokhu kungenxa yobuthakathaka bencwajana kanye ne-iPad2.
I-Career Tech- Inkampani ayikamemezelanga ukuthengiswa kukaNovemba, kodwa silindeleizokhula ngo-3-5% kuMama.Ukuze ufinyelele esiphethweni esiphansi somhlahlandlela wayo obuyekeziwe wemali engenayo,Ukuthengiswa kukaDisemba kufanele okungenani kube uMama oyisicaba.Nokho, sikholelwa ukuthi inkampani injaloisakwazi ukukhula ngo-7% ku-MoM ngoDisemba ikakhulukazi ngenxa yomphumela wokudluliselwa kwama-odakusuka kubancintisana nabo baseJapan (ngenxa yezikhukhula zaseThailand).Imali yethu engenayo ye-4Q11isilinganiso sihlala singashintshile ekunciphiseni kwe-QoQ ngo-7.6%.
I-Flexium– Ukuthengisa okuhlanganisiwe kukaNovemba kufike kunamandla kunalokho obekulindelwe ku-9% MoMikakhulukazi ngenxa yokudluliselwa kwe-oda kusuka kubancintisana nabo baseJapan (ngenxa ye-Izikhukhula zaseThailand).Umfutho wokudluliselwa kwe-oda kufanele uqhubeke kuze kube uDisemba,ngakho-ke manje silindele ukuthi i-4Q11 ikhule ngo-25% QoQ, engcono kakhulu kunesiqondiso sayo sokuqala se-aikota eyisicaba kanye nesilinganiso sethu sangaphambilini sokukhula kwe-QoQ okungu-5%.
I-TPK- Inkampani ibuyisele ukuthengisa kwayo kwanyanga zonke (bona Umfanekiso 3) ngoba kusekelweindlela endala yokubala, ukuguquka kwezinga lokushintshisana kwamazwe angaphandle kungaholela ekutheni aukushintshashintsha okukhulu kwezinombolo zokuthengisa zanyanga zonke ngama-TW$.
Ukubalwa Kwangaphambilini:
Ukuthengisa kwanyanga zonke nge-TW$ = (Unyaka kuye-kwamanje-ukuthengiswa kwenyanga okuqoqiwe ngama-US$ x Izinga le-FX lokuphela kwenyanga) - (Unyaka kuya-ukuthengiswa okuqoqwe kwenyanga edlule ngama-TW$)
Isibalo Esishiwo Kabusha:
Ukuthengisa kwanyanga zonke nge-TW$ = Ukuthengisa kwanyanga zonke ngama-US$ x Izinga le-FX lokuphela kwenyanga
Kungase kube ngcono ukuqhathanisa imali engenayo yanyanga zonke ngemibandela ye-US$, ngokubona kwethu.Lokhu kungasinika aisithombe sangempela sokugeleza kwebhizinisi, njengoba wonke amabhizinisi enziwa ngamadola aseMelika.I-TPK cishe izokhula yayoimali engenayo (ngemibandela ye-US$) ngo
5-10% manje uma iqhathaniswa nesiqondiso sangempela sokukhula okungu-0-5%, okuphakathiukuhambisana nesibikezelo sethu sokukhula kwe-QoQ ngo-8.5%.Imali engenayo kaDisemba manje ingehla ngo-35% i-MoM ukuyaukuhlangabezana nesiphetho esiphansi sesiqondiso sayo esibuyekeziwe kanye no-26% we-MoM ukuhlangabezana nesibikezelo sethu.
Umfanekiso 4. I-TPK yamemezela ngaphambilini uma iqhathaniswa nemali engenayo ehlanganisiwe yanyanga zonke ephinde yahlanganiswa
3. Ukuvuselelwa Kwemakethe Ye-PC
Incwadi yokubhalela
Sinciphise isibikezelo sethu sokuthunyelwa kwe-notebook engu-4Q11 saya ku-4% ukwehla kwe-QoQ, ngaphansi kunokwethu.isibikezelo sangaphambilini sekota eyisicaba kanye nesilinganiso somlando seminyaka engu-5 sokukhula kwe-QoQ +10%, kakhulukazingenxa yobuthakathaka obukhulu.Ama-ODM e-notebook abonakala enomthelela omncane ovela ku-HDDukushoda uma kuqhathaniswa nabenzi bebhodi lomama, ngoba ama-ODM e-notebook asekelwa phezuluAmagama ebhrendi asezingeni eliphezulu ahamba phambili ekuhlinzekweni kwe-HDD.U-Wistron ubonakala engathinteki kangako ngokuba buthakaisidingo kanye nokushoda kwe-HDD.Sikholelwa ukuthi kwakungenxa yamandla e-Lenovo commercial PCs.Ngenxa yalokho, i-Wistron iyona kuphela i-ODM yamanothi okungenzeka yehlule isiqondiso sayo se-4Q11.Iinkampani ekuqaleni ibiqondiswe ekukhuleni kweQoQ ngo-0-5% kwe-4Q11 futhi manje izokhula ngo-6% QoQ.
Silindele ukuthi ukuthunyelwa kwe-notebook yaseTaiwan kwehle ngo-10% QoQ ku-1Q12, ngaphansi kweminyaka emi-5Isilinganiso esingokomlando sehla ngo-11% ngenxa yesidingo sokuvala kanye nokuhlinzekwa kwe-HDDukuqina ukuze kudambise ku-1Q12.
Umfanekiso 5. Ukuthunyelwa kwe-Notebook yase-Taiwan (Nyanga zonke)
Umfanekiso 6. Ukuthunyelwa kwe-Notebook yase-Taiwan (Ikota)
I-Quanta (amakhasimende amakhulu: Apple, HP, Lenovo, Dell, Acer)
• Ukuthunyelwa kwencwajana yamanothi kaNovemba kulindeleke ukuthi kwehle ngo-15% ku-MoM, kubi kakhulu kuneyethuisibikezelo sangaphambilini sokwehla okungu-8% nokuvumelana kwemakethe.Sicabanga ukuthi lokhu kungenxaubuthakathaka ezincwadini zokubhalela zabathengi be-HP (i-HP ilandisa ngo-25-30% wokuthunyelwa kwayo), kunokubaumthelela wokushoda kwe-HDD.Silinganisela ukuthunyelwa kukaDisemba kuzokwehla kube amayunithi angu-4.4mngokulandela iphethini yesizini evamile.Ukuthunyelwa kwe-notebook ka-Okthoba kufike kumayunithi angu-5.3m,kangcono kunesibikezelo sethu sangaphambilini ikakhulukazi ngenxa yokuthi umthelela wokushoda kwebhokisi lensimbi kusukaI-Catcher (ngenxa yokuvalwa kwesitshalo sayo i-Suzhou) ibonakala incane kunathi ekuqalenikulinganiselwa.
• Ukuthunyelwa kwe-4Q11 notebook manje kulindeleke ukuthi kwehle ngo-2% QoQ uma kuqhathaniswa nokwethu kwangaphambiliniisibikezelo sokukhula okungu-3% ngenxa yesidingo esibuthakathaka kunalokhu ebesilindelwe kumakhasimende ayoNovemba noZibandlela;sicabanga ukuthi lokhu ikakhulukazi kungenxa yobuthakathaka ku-HP.Lokhukusho ukuthi inkampani izophuthelwa umhlahlandlela wayo wokuhambisa wango-2011 wamayunithi angama-57m ngo-2% futhiisiqondiso sayo se-4Q11 sekota eyisicaba.
• Silindele ukuthi ukufunwa kwezidingo kuhlale kuntekenteke ngoJanuwari njengoba ziba zincane izinsuku zokusebenza ngenxa yazoUnyaka Omusha WaseShayina (mhla zingama-23 kuMasingana 2012) futhi ubikezele ukuthi uzokwehla ngo-16% kuMama.Mayelana ne-1Q12,silinganisela ukuthi izokwehla ngo-11%, cishe ngokuhambisana nesilinganiso sayo seminyaka emi-5 sokwehla kwe-QoQ ngo-12%.
• Silindele futhi ukuthi imajini ephelele engu-4Q11 ibe ngaphansi kuka-3Q11 ka-3.7% njengoba kunengxube ecebileyemikhiqizo ephezulu ku-4Q11 eyenza amaphesenti e-MVA abe mancane.I-OPEX-to-salesiphesenti ku-4Q11 ilinganiselwa ukuthi izokwehla ifike ku-2.0-2.2% isuka ku-2.5% ku-3Q11.Lokhuikakhulukazi ngokuhambisana nesikulindele ku-1.3% wemajini okusebenza we-4Q11.
I-Compal (amakhasimende amakhulu: Acer, Lenovo, Dell)
• Sigcina isibikezelo sethu sokuthunyelwa kwencwajana yamanothi kaNovemba sokwehla ngo-6% kwe-MoM kanye no-Decemberkokunye ukwehla okungu-3% kwe-MoM ngenxa yesidingo esibuthakathaka kodwa hhayi ukushoda kwe-HDD, ngokusho kwe-inkampani.Ukuthunyelwa kwe-notebook ka-Okthoba bekungamayunithi angu-3.2m, ikakhulukazi ngokuhambisana nesibikezelo sethu.
• Manje sibikezela ukuthi i-4Q11 izokwehla ngo-9% QoQ, ekugcineni okuphansi kokwehla kwayo ngo-5-10%.isiqondiso futhi iphansi kunesibikezelo sethu sangaphambilini sokwehla ngo-7%, ngenxa yobuthakathaka obudlula-isidingo esilindelekile kumakhasimende ayo abalulekile.
• Ukuthunyelwa kwe-notebook kaJanuwari kulinganiselwa ukuthi kuzokwehla ngo-21% MoM ngenxa Yonyaka Omusha WaseShayinaamaholide.Silindele ukuthi ukuthunyelwa kwe-1Q12 kwehle ngo-8% QoQ, ngaphansi kwesilinganiso somlando seminyaka engu-5kwehle ngo-4% ngenxa yokuthi i-Acer manje iyikhasimende elibuthakathaka kunaseminyakeni embalwa edlule.Iukwehla kulindeleke ukuthi kube mnene kunamanye ama-ODM e-notebook ngenxa yesisekelo esiphansi4Q11.
• Inkampani igcina imajini yayo yonke engu-4Q11 ukuze ifinyelele ku-3Q11 ku-5.0%.Kuzokwenza kuphelaqala ukuthumela ama-ultrabooks ngo-1Q12.
Wistron (amakhasimende amakhulu: Dell, Lenovo, HP)
• Isibikezelo sethu sokuthunyelwa kwencwajana yamanothi kaNovemba manje sesingcono kunesibikezelo sethu sangaphambilini ngo-0.3mamayunithi ikakhulukazi ngenxa yesidingo esingcono kunalokho ebesilindelwe kuma-PC okuhweba akwaLenovo, ngokubona kwethu.Ukuthunyelwa kukaDisemba kufanele kwehle kube ngamayunithi angu-2.6m ngenxa yezinto zesizini.Okthobaukuthunyelwa kufike ngamayunithi angu-3.1m, ephakeme kancane kunesibikezelo sethu ngenxa yokuqina-kuno-isidingo esilindelekile.
• Ukuthunyelwa kwe-notebook ye-4Q11 manje kulinganiselwa ukuthi kuzokhula ngo-6% QoQ, ephakeme kunesiqondiso seUkukhula ngo-0-5% kanye nesibikezelo sethu sangaphambilini sokukhula okungu-2%, ngenxa yokuqina kunalokho obekulindelweisidingo esivela kuLenovo, ngokubona kwethu.
• Siyaqaphela ukuthi i-Wistron iyona kuphela i-ODM okulindeleke ukuthi yeqe umhlahlandlela wayo wokuthumela we-4Q11,futhi ibonakala inomthelela omncane noma ongenawo nhlobo ngenxa yokushoda kwe-HDD.Sicabanga ukuthi amandlaevela kwaLenovo futhi ikakhulukazi ama-PC ayo ezentengiselwano athola ukubaluleka okuphezulu ku-HDDhlinzeka.
• Silindele ukuthi ukuthunyelwa kwebhukwana langoJanuwari kwehle libe ngamayunithi angu-2.1m ngenxa Yonyaka Omusha WaseShayinaamaholide kanye ne-1Q12 yehle ngo-10% QoQ, ngokuhambisana nesilinganiso sayo seminyaka emi-5 sokwehla kwe-11%.
• Inkampani iphinde ilindele i-4Q11 ye-gross margin kanye nemajini yokusebenza ukuthi ithuthuke isuka ku-3Q11njengoba umthamo we-TV uxazululwa kakhulu, ukwehla kwedola le-NT kanye nencwajana yokubhalela enkuluizikali.
• Ngokuqondene no-2012, ilindele amayunithi e-notebook angu-33-35m (ukukhula kuka-10-17% YoY) kanye namayunithi wethebhulethi angu-3-4m(uma kuqhathaniswa namayunithi angu-1m aholwa inkampani ka-2011) njengoba izuza amakhasimende amaningi ethebhulethi.
• Silindele kuphela u-Wistron ukuthi athumele ama-notebook angu-32.8m ngo-2012. U-Wistron ulindele ukuzuzaukwabelana okwengeziwe kumakhasimende ayo akhona kumadivayisi aphathwayo ngo-2012.
I-Inventec (amakhasimende amakhulu: HP, Toshiba)
• Silindele ukuthi ukuthunyelwa kwe-notebook kaNovemba kwehle kube ngamayunithi angu-1.3m ukusuka ku-1.5m ngo-Okthoba,ngaphansi kwesibikezelo sethu sangaphambilini se-1.55m.UZibandlela ulinganiselwa ukuthi wehle kakhulu ufinyelele kumayunithi angu-1.1mngenxa yesizini.Sikholelwa ukuthi i-HP ibe nesandla ebuthakathakeni bayo obuningi ezinyangeni ezi-2 ezedlule.
• Ukuthunyelwa kwethu kwe-notebook ye-4Q11 manje isibikezelo sokwehla ngo-10% kwe-QoQ, kubi kakhulu kunangaphambiliniisibikezelo senzuzo engu-5% njengoba besinethemba elikhulu ekufuneni kwe-HP ngaphambilini ngesikhathi i-Inventec ishayaokulindelwe yimakethe ngoSepthemba kodwa ukuthengisa sekwehlile.
• UJanuwari kulindeleke ukuthi ehle ngo-14% MoM kanye no-1Q12 ukuze ehle ngo-14% QoQ, ngokuvumelanaIsilinganiso seminyaka engu-5 somlando.
Pegatron (ikhasimende eliyinhloko: Asus) kuhl.i-netbook
• Silungisa kancane inombolo yokuthunyelwa kwencwajana yangoNovemba isuka ku-1.25m iye kumayunithi angu-1.2m, aU-17% we-MoM wehla kakhulu ngenxa yobuthakathaka be-netbook kuyilapho i-notebook evamile isaseleezinzile.Ukuthunyelwa kukaDisemba kulindeleke ukuthi kwehle kuye kumayunithi ayi-1.1m ngenxa yesizini.Okthobaukuthunyelwa kungene kumayunithi angu-1.45m, ngokuvumelana nesibikezelo sethu.
• Ukuthunyelwa kwethu kwe-notebook ye-4Q11 manje sekubheke ekwehleni kwe-QoQ ngo-10%, ngaphansi kokwangaphambiliniisibikezelo sehla ngo-7% ikakhulukazi ngenxa yesidingo esibuthakathaka kunalokho obekulindelwe ku-netbook.
• Inkampani iqondisa ukwehla ngo-10-15% kuma-notebook ajwayelekile, i-netbook kanye ne-tabletukuthunyelwa ndawonye ngo-4Q11 futhi uma sifaka ukuthunyelwa kwethebhulethi, silindele ukuthi i-4Q11 yehleI-12% QoQ ngaphakathi kwesiqondiso senkampani.
• Ukuthunyelwa kwe-notebook kaJanuwari manje kulinganiselwa ukuthi kuzokwehla ngo-14% MoM kuya kumayunithi angu-0.95m ngenxaAmaholide oNyaka Omusha waseShayina.Silinganisela ukuthi i-1Q12 izokwehla ngo-12% QoQ, kangcono kuneminyaka yayo engu-5isilinganiso esingokomlando se-24% ukwehla kwe-QoQ, njengokwengezwa kwamakhasimende amasha avamile we-notebookkufanele isize ukuzinzisa iphethini yekota, ngokubona kwethu.
• Silindele ukuthunyelwa kwethebhulethi engu-4Q11 ukuthi kufinyelele kumayunithi angu-0.61m, kwehle ngo-24% QoQ ngenxa ye-ukubambezeleka kwenyanga (kuya kuZibandlela) ekwethuleni iTransformer Prime.
Ibhodi lomama
Sithole ukuthi ukushoda kwe-HDD kunomthelela omkhulu kumabhodi omama kunama-notebook, kanyeikakhulukazi emakethe ye-DIY kunemakethe ye-ODM njengoba imakethe ye-DIY ingaphezuluihlukaniswe ngabadlali abanamandla amancane okuxoxisana.Ngakho-ke sibuyekeza ezethuIsilinganiso sebhodi lomama elingu-4Q11 kuya ku-16.6m (19% ukwehla kwe-QoQ) kusuka kumayunithi angu-18.2m (ukwehla okungu-11% kwe-QoQ).I-Elitegroup igxile kakhulu emakethe ye-ODM yebhodi lomama, ngakho-ke ayithinteki kangako nge-HDDukushoda futhi kulinganiselwa ukuthi yehla kancane ku-4Q11.I-Gigabyte, egxile ku-DIYimakethe, yabona ukwehla okukhulu ngo-Okthoba ngenxa yokushoda kwe-HDD nokulungiswa kwempahla, okuyiisizathu esikhulu sokubuyekeza kwethu ukwehla ku-4Q11.
Nokho, sicabanga ukuthi intengo HDD esiteshini izoqala ukwehla ekuqaleniI-1Q12 njengoba ukukhiqizwa kwe-HDD kuyalulama kancane kancane ezikhukhuleni eThailand.Ngenxa yalokho, kufanelebona isidingo se-motherboard e-pent-up ku-1Q12, ngaleyo ndlela kuholele ekuphakameni kancane kwesiziniikota yokwehla okungu-2% kwe-QoQ kunesilinganiso somlando seminyaka emi-5 sokwehla ngo-3% kwe-QoQ.
Umfanekiso 7. Ukuthunyelwa Kwebhodi Lomama lase-Taiwan (Nyanga Zonke)
Umfanekiso 8. Ukuthunyelwa Kwebhodi Lomama lase-Taiwan (Ngekota)
I-Pegatron (4938 TT, ayilinganiselwe)
• Sibuyekeza ukuthunyelwa kwe-motherboard kaNovemba kwehle ngamayunithi angu-0.2m kuya ku-1.8m ngenxaumthelela wokushoda kwe-HDD kanye no-December kufanele wehle kakhulu ku-1.7m ekupheleniamakhasimende abambezela ukuthenga ngenxa yokwenyuka kwentengo ye-HDD.Ukuthunyelwa kwe-motherboard ka-Okthoba kwabaamayunithi angu-2m, ngokuvumelana nesibikezelo sethu, futhi enqabile i-5% MoM ngenxa yesizini.
• Inkampani iqondise ukwehla okungu-15-20% kwe-QoQ ekuthunyelweni kwebhodi lomama elingu-4Q11.Silinganiseleukwehla kwe-QoQ ngo-19%, isiphetho esiphansi sesiqondiso, uma kubhekwa ukuthi ukushoda kwe-HDD kube nomthelelaimikhakha ye-motherboard neyedeskithophu kakhulu.
• Ngokuqondene ne-1Q12, siyilinganisela ukuthi izokwehla ngo-13% QoQ, ngokuhambisana nesilinganiso sayo seminyaka emi-4, njengobaubuthakathaka ekufuneni kuyaqhubeka ngisho nangemva kwe-4Q11 embi kakhulu kunaleyo ebilindelwe.Sifake ama-factoredoNyakeni Omusha WaseShayina ozoba ngasekuqaleni konyaka ozayo futhi kulinganiselwa ukuthi ukwehla kukaMama ngo-18%.ukuthunyelwa kwebhodi lomama ngoJanuwari.
I-Gigabyte (2376 TT, ayilinganiselwe)
• Silinganisela ukuthi ukuthunyelwa kwe-motherboard kaNovemba kuzokhuphuka kube amayunithi angu-1.3m ukusuka ku-1m ngo-Okthobanjengoba i-inventory yehle yafika ezingeni elinengqondo.UDisemba kulinganiselwa ukuthi wehle kancane ukuzeAmayunithi angu-1.2m ngenxa yobuthakathaka emakethe ngenxa yokwenyuka kwentengo ye-HDD.Inkampani yabonaukwehla okukhulu ekuthunyelweni kwe-motherboard ka-Okthoba ngo-34% MoM futhi kwasilela kwesethu sangaphambiliniisilinganiso ngenxa yokushoda kwe-HDD nokulungiswa kwempahla.
• Inkampani ibuyekeze isiqondiso sayo sokuthunyelwa kwe-4Q11 ukusuka ku-10-15% ukwehla kwe-QoQSepthemba kuya ku-30% yehla.Isilinganiso sethu sokuthunyelwa kwebhodi lomama le-4Q11 sihambisanainkampani ibuyekeze isiqondiso sokwehla kwe-QoQ ngo-30% ikakhulukazi ngenxa yomthelela wokushoda kwe-HDD.Isidingo saseChina sibona ukwehla, ngokusho kwenkampani.
• Silindele ukuthi ukuthunyelwa kwe-motherboard kaJanuwari kwehle ngo-17% MoM kuya kumayunithi ayi-1m ngenxa yesiShayinaIholide loNyaka Omusha isonto lonke.Isibikezelo sethu se-1Q12 sikhula ngo-8% weQoQ, ngaphansi kwe-isilinganiso somlando sokukhula kwe-QoQ enamadijithi amabili ngokwengxenye ngenxa yesidingo sezinga eliphezuluama-motherboards ngokuvamile eza ngo-1Q kodwa kulokhu azofika kuphela ngo-2Q12 ngemva kwe-kwethulwa i-Ivy Bridge ngoba abasebenzisi bangase babambezele ukuthenga kwabo.
I-MicroStar (2377 TT, ayilinganiselwe)
• Inkampani iholele ifulethi ngoNovemba;sibikezele ukukhula kukaMama ngo-5% ngenxa aisisekelo sika-Okthoba esingaphansi kunokulindelwe.Disemba ukuthunyelwa kwebhodi lomama kulinganiselwa ukuthiahlale evilapha kumayunithi angu-1m.Ukuthunyelwa kwe-motherboard ka-Okthoba kubi kakhulu kunokwethuisibikezelo sangaphambilini kanye nesiqondiso sokwehla kwe-MoM ngo-10-20% ngenxa yomthelela we-HDDukushoda ngo-2H Okthoba, ngokusho kwenkampani.
• Manje silindele ukuthunyelwa kwebhodi lomama elingu-4Q11 ukuthi kwehle ngo-21% QoQ, uma kuqhathaniswa nokwangaphambiliniisibikezelo sokwehla ngo-17% ngenxa yokushoda kwe-HDD okuthinte abadlali abancanenjengeMicroStar ngaphezu kwamakhulu.
• Silindele ukuthi uJanuwari ehle ngo-15% MoM ngenxa Yonyaka Omusha WaseShayina, kodwa u-1Q12 uzokhula ngo-20%I-QoQ ngenxa ye-4Q11 ephansi kune-avareji kanye nesizini evamile.
I-Elitegroup (2331 TT, ayilinganiselwe)
• Sibuyekeza ukuthunyelwa kwe-motherboard kaNovemba kuya ku-1.65m kusuka kumayunithi angu-1.55m njenge-HDDukushoda kubonakala sengathi kube nomthelela omncane emakethe ye-ODM, lapho i-Elitegroup ineukuchayeka okukhulu, kanye nesidingo esingcono esivela e-China, ngokusho kwenkampani.SilindeleNgoDisemba izokwehla ibe ngamayunithi angu-1.4m ngenxa yesisekelo esiphezulu sikaNovemba, kusele iChinainamandla kakhulu kunezinye izifunda.U-Okthoba ungene kumayunithi angu-1.5m, ngaphansi kwezethuisibikezelo sangaphambilini ngenxa yokwehla kwama-oda avela e-China ngemuva kwamaholide ayo osuku lukazwelonke.
• Manje silinganisela ukuthi i-4Q11 izokwehla ngo-5% QoQ, okubi kakhulu kunesibikezelo sethu sangaphambilini esingu-2%ukwehla ngenxa yokuthunyelwa okungaphansi kwalokho obekulindelwe ngo-Okthoba.Kodwa-ke, siyaqaphela ukuthi i-4Q11ukwehla kuphansi kakhulu phakathi kwabadlali be-motherboard ngenxa yokugxila kwayo okuphezulu ku-Imakethe ye-ODM.
• Silindele ukuthi uJanuwari ehle abe amayunithi angu-1.2m ngenxa yoNyaka Omusha WaseShayina kanye no-1Q12 ukwehlaI-11% QoQ njengomlando i-1Q iyisizini ephansi yenkampani.
Isithasiselo
Umfanekiso 9. I-Apple's Integrated Touch Screen Patent Snapshot
Mayelana nezibalo ze-Patent:I-Patent FIGS.I-1A-1C ikhombisa isibonelo umakhalekhukhwini, idijithaliisidlali semidiya kanye nekhompyutha yomuntu siqu efaka phakathi isibonelo sesikrini esithintwayo esididiyelwe;I-FIG.2 wumdwebo webhulokhi wesistimu yekhompyutha eyisibonelo ebonisa ukuqaliswa okukodwaisibonelo sesikrini sokuthinta esihlanganisiwe;I-FIG.I-13A ikhombisa isibonelo sokucushwa kwe-multi-umsebenzi wokubonisa amaphikseli aqoqwe ngezifunda ezisebenza njengesekhethi yenzwa yokuthinta ngesikhathi se-isigaba sokuthinta sesikrini esithintwayo.
Isifinyezo se-Apple:Ilungelo lobunikazi lihlobene nokujikeleza kwenzwa yokuthinta ehlanganiswe kuphikseli yesibonisiisitaki (okungukuthi, izendlalelo zezinto ezistakiwe ezakha amaphikseli wokubonisa) wesibonisi, njenge-Isibonisi se-LCD.Izinto zesifunda kuzitaki zephikseli ezibonisiwe zingaqoqwa ndawonye ukuze zakhekeIsekhethi yenzwa yokuthinta ezwa ukuthinta noma eduze kwesibonisi.Ukujikeleza kwenzwa yokuthinta kungenzekahlanganisa, isibonelo, imigqa yesignali yokuthinta, njengemigqa yedrayivu nemigqa yenzwa, izifunda eziphansi,nezinye izifunda.
Isikrini sokuthinta esihlanganisiwe singafaka ama-elementi esekethe emisebenzi eminingi angaba yingxenye yawoi-circuitry yesibonisi eklanyelwe ukusebenza njenge-circuitry yesistimu yokubonisa ukukhiqiza isithombeesibonisini, futhi ingaba yingxenye yesifunda senzwa yokuthinta yesistimu yenzwa yokuthintaelizwa ukuthinta okukodwa noma ngaphezulu eduze noma eduze nesibonisi.
Ama-elementi esekethe yemisebenzi eminingi angaba, isibonelo, ama-capacitor kumaphikseli wokubonisa we-LCDezingahle zilungiswe ukuthi zisebenze njengama-capacitor/ama-electrode okugcina, ama-electrode avamile,izintambo/izindlela, njll., zokujikeleza kwesibonisi kusistimu yokubonisa, futhi lokho kungase futhiilungiswe ukuze isebenze njengama-elementi esekethe yesifunda senzwa yokuthinta.Ngale ndlela, ngobaisibonelo, kwezinye izimo isibonisi esinekhono elihlanganisiwe lenzwa yokuthinta singabakukhiqizwa kusetshenziswa izingxenye ezimbalwa kanye/noma izinyathelo zokucubungula, futhi isibonisi ngokwaso singase sibe mncane,elikhanyayo, futhi lidinga amandla amancane.
Umthombo: www.patentlyapple.com
Kunikezwe Inombolo Yelungelo Lobunikazi 7,995,041
Isikhathi sokuthumela: Dec-23-2019