Chidimbu chechinyorwa http://bbs.51touch.com/
TechNiche: Mu-sero kubata kungangoita
inova chokwadi muna 2012
Muchinyorwa chino cheTechNiche, tinotarisa 1) zvakawanikwa munguva pfupi yapfuura kubva
chiteshi cheki 2) handset / piritsi rekupa cheni mari yekuvandudza
3) PC musika update.Zvichienderana neazvino chiteshi cheki, isu
tenda kuti in-cell touch inoratidzwa inogona kutanga kugadzirwa kwakawanda ne
pakati pa2012.Nguva inoratidzika kunge yakabatana kune vakawanda
iPhone 5 inotarisirwa kutangwa muna 2H12.TPK inogona kuisa panjodzi yekurasikirwa nemaodha
kare kupfuura zvaitarisirwa.Yedu chiteshi cheki yakaratidzawo a
nani-kupfuura-inotarisirwa iPhone 4s asi isina simba iPad 2 inotengesa-
mushure mekupera kwevhiki yezororo rekutenda.4Q
kutumirwa kwebhuku rekunyorera kwaive kushoma-pane-zvaitarisirwa, kwete nekuti
yekushomeka kweHDD asi nekuda kwekushomeka kwekupedzisira.HDD
kushomeka kuri kuita hombe pane DIY motherboard
musika nekuti vatambi vadiki havana simba rekutaurirana
kuti uwane HDD yekupihwa kana ivo vanofanirwa kubhadhara 2-3x mutengo wekutanga
kuti iwane mugero.
»Mu-sero kubata kuratidza kuisa TPK panjodzi
Isu tinotenda mu-sero tekinoroji kugadzirwa kwakawanda kunogona kutanga nekukurumidza kupfuura
inotarisirwa pakati pegore ra2012.Apple patent pane yakabatanidzwa yekubata skrini yaive
rakabudiswa muna Nyamavhuvhu 2011 (ona Appendikisi) uye kambani inogona
outsource tekinoroji kuratidza vagadziri kugadzira chigadzirwa.Sezvo a
mhedzisiro, njodzi yeTPK yekusiya maodha mu2H12 iri kuwedzera.
»Zvirinani-kupfuura-inotarisirwa iPhone 4s uye isina simba iPad2
Yedu chiteshi inotarisa mushure mekupera kwevhiki yekutenda inoratidza izvozvo
iPhone 4s kutengesa-kuburikidza kunoratidzika kunge kuri nani pane zvaitarisirwa, nepo iPad 2
yakanga isina simba.
»PC Kwidziridzo: Kucheka 4Q11 kabhuku uye mamaboard
kutakura
Iko kukanganisa kwekushomeka kweHDD kunoratidzika kunge kwakanyanya kutaurwa mu
DIY mamaboard musika sezvo vatambi vadiki vane kushoma kutaurirana
simba rekuwana HDD kupa.Isu tiri kucheka yedu Taiwan mamaboard
fungidziro yekutumira kune -19% QoQ kubva -11% mu4Q semhedzisiro.Nesuwo
cheka yedu 4Q notebook kutumira kune -4% QoQ kubva kune flat quarter pa
kudiwa kusina simba.
»Mazhinji makambani ari pasi pekuvhara kwedu muTaiwankana
kushayikwa kana kumucheto kwakaderera kwekutungamira kwavo4Q kunze
Wistron uye Flexium
Wistron notebook shipment inotarisirwa kukura 6% QoQ mu4Q11,
kurova kutungamira kwayo kwe0-5% kukura.Flexium's 4Q11 mari ikozvino
iri munzira yekusvika kupfuura 20% QoQ, ichirova kutungamira kwayo kwefurati
quarter.
1. Recent Channel Checks
Mu-sero Bata Tekinoroji ye iPhone 5?
Yedu chiteshi cheki inoratidza kuti Apple iri kusundira zvakanyanya kuita mu-sero kubatapanel tekinoroji kuti ive chokwadi.Kugadzirwa kwakawanda kwemukati-sero kubata TFT-LCDkuratidzwa kunogona kuuya kutanga pakati pa2012 uye nguva inoita kunge yangofananaiyo inotevera iPhone (inotarisirwa zvakanyanya se iPhone 5) kutanga muna 2H12.
Zvakafanana nekubatana kweApple neTPK pane yayo yekutanga-chizvarwa chekubata pani, iyo patentyeinouya in-cell touch tekinoroji inogona kunge iri yeApple (ona Appendikisi).Isutenda kuti Apple inogona kupa rezinesi kumakambani akasiyana ekuratidzira kuti agadzirireApple.Saka, njodzi yekurasikirwa kwekuraira paTPK mu2H12 yakawedzera zvakanyanyakana mu-sero kubata TFT-LCD kuwanda kwekugadzirwa kunowanikwa.
Sezvatakasimbisa mushumo yedu yekutanga yemusi wa23 Mbudzi 2011, TPK inogona kuvakambani ye 'lamination' yepaneti yekubata nekuti in-sero inobata TFT-LCD kuratidzaichiri kuda kuvezwa negirazi rekuvhara kuti ive nechokwadi chekuti module yeseinoshanda nemazvo.Asi iyo yakazara musika iripo ichaderedzwa zvakanyanya yeTPK.Panzvimbo pekuita maviri akaturikidzana e lamination pamwe nekubata sensors (50% kana kupfuura yeTPK's touch sensors inopihwa kunze), TPK inogona kungoita imwe layer yelamination kanain-cell touch inoratidzira yakazara yakazara.Isu tinofungidzira kuti iyo yakazara inowanikwa gross purofitikubva kune laminated in-cell touch display module ichaderedzwa neinosvika maviri-matatu semhedzisiro.
Isu tinotarisira kuti in-sero tekinoroji ichashandiswa chete kuratidza mune smartphones pakutanga.Zvingangotora rimwe gore kana maviri zvisati zvaitwamaratidziro ehukuru hwepiritsi ane goho rinogamuchirika, semaonero edu.
Mufananidzo 1. In-cell tekinoroji inopikisana nemamwe marudzi ekubata mapaneru tekinoroji
iPhone 4s inoita kunge iri nani-kupfuura-inotarisirwa asi iPad 2 yaive isina simba
Yedu chiteshi cheki inoratidza kuti iPhone 4s kutengesa kwaive nani pane zvaitarisirwa asi iPad2 inogona kunge isina kusimba kupfuura zvaitarisirwa mushure mekupera kwevhiki yezororo rekutenda.Thekushaya simba muPad 2 kunogona kunge kuri nekuda kwemakwikwi akasimba emutengo kubva kuKindle Fire pamwe chetevamwe vagadziri vemapiritsi vanocheka mitengo kuti vabvise zvinyorwa.Izvi zvine chirevo chisina kunakapaSimplo (nekuda kweiyo iPad 2 kuratidzwa uye kushaya simba mumabhuku ekunyorera).Tinotendakuti Simplo angangouya kumucheto kwakadzika kweiyo 4Q11 kutungamira kana kutopotsakutungamira zvishoma.Kana iyo yaDecember isina-yakasanganiswa ichipinda mukati inosvika NT $ 4bn, iyoichave pamucheto wakaderera we4Q mari yekutungamira yeNT $ 13bn.
Yakakwira HDD mutengo unotendeutsa vatengi mumusika weDIY PC
HDD mutengo muchiteshi wakawedzera ne2-3x kubvira mafashama eThailand muna Gumiguru nePCvagadziri vakakwidza mitengo yemamwe maPC avo.Kunze kwe ~ 170m HDD kudiwa mu4Q11, zvese Seagate neWestern Digital vakati ingangoita zana nemakumi maviri neshanu ichatsigirwa.Isu tinofungidzira kuti PC inoda ingori 90m+ mu4Q11 uye nekudaro, mazhinji emhando dzePC anotungamira achave nemaHDD awo anotsigirwa.Nzvimbo dzinonyanya kukanganiswa ndevaya vatambi vadiki vari muchiteshi (yemusika weDIY uye musika wekuchengetedza data) pamwe neavo vari mumusika wemagetsi wevatengi (semuenzaniso maHDD emakamkodha kana ekurekodha TV).
Mufananidzo 2. Mutengo uye kwete.yevatengesi veSeagate Barracuda 1TB Yemukati Hard Drive
Yedu yazvino cheki inoratidza kuti kuvhiya kwemutengo weHDD kwadzikira kudiwa kwedesktop PC mumusika weDIY.Sezvo vazhinji vevanhu vanotora chikamu mumusika weDIY varisystem integrators uye PC 'nyanzvi', tinotenda kuti vazhinji vavo vakasarudza kumirira panekubhadhara mutengo wakakwira weHDD.Isu takaona kuti mamaboard musika muTaiwan (kunyanya yeDIY musika) yadzikira zvakanyanya semhedzisiro.Pashure pemafashamo muThailand muna Gumiguru,Kutakura kweTaiwan motherboard kwakadonha 20% MoM pamwedzi mumwe chete, zvakadzika kupfuura 15%Amai vanodonha muna Gumiguru 2010. Muna Mbudzi, tinofungidzira kuti kutakura mamaboard kwakawedzera chetene 4% MoM, zvakare yakaderera pane 10% MoM kukura mumwedzi mumwe chete gore rapfuura.
Mumwe wevagadziri vebhodhi reamai anotenda kuti HDD mutengo muchiteshi unogona kuburuka munguva pfupiZvita uye kutanga kwe2012, nekuti vatengesi vakawanda vakaunganidza uye vakaita mari yakanakakubva mu 'njodzi' iyi.
Sezvo kupihwa kuri kuita nani (zvichibva pane ichangoburwa kubva kuSeagate neWestern Digital)uye kudiwa kuri kuuya pasi nekuda kwemutengo wepamusoro weHDD uye mwaka wakaderera mu1Q12, tinotendakuti tiri kuona zvakaipisisa maererano nekushomeka kweHDD mumusika wePC muna Zvita 2011. Isuvakapfuura mwedzi wepamusoro wePC inovaka muna Gumiguru.Mumamiriro ezvinhu akajairika, chiyero chekumhanyamumwedzi wakaderera mu1Q iri 30%+ yakaderera pane mwedzi wepamusoro mu4Q.Kubva chete 25-30% yepasireseHDD kupihwa kwakakanganisika nemafashama eThailand, tinogona kusvika pakuda-kwenguva pfupichiyero chemusika wePC mukupera kwaNdira kana Kukadzi.Kana vatengesi veHDD vachiri kusatengesa yavomasheya aripo muna Zvita kana Ndira pamberi peLunar New Year, zvinogoneka kuti ivoinozovatengesa nemutengo wakaderera mushure nekuti HDD yekupihwa inongovandudza kubva ikozvinozvichienda mberi, kunyangwe kushomeka kwemusika usiri wePC kunogona kugara kwenguva refu.
2. Handset/Tablet Supply Chain Revenue Update
Mufananidzo 3. Handset uye handset chikamu: pamwedzi uye nekota mari
HTC-Kuderera kwakanyanya munaNovember kutengesa (kwakashumwa pa -30% MoM) kunotarisirwa nemusika pashure kambani akadzikisa ayo 4Q nhungamiro musi 23 Mbudzi 2011. Decemberkutengesa kunofanirwa kudzikira pasi pe6% MoM kuitira kuti isangane negwaro remari yefuratiYoY kuwedzera kwemari (kureva ~ NT $ 104bn).
Mubati- Iyo 19% MoM mari inodzikira muna Mbudzi inonyanya kuenderana nemusikazvinotarisirwa.Iyo kambani haisati yakwanisa kupa zuva rekuti chirimwa chayo cheSuzhou chinogonakutangazve kugadzira asi iri kutarisira kuti dambudziko richagadziriswa muna Zvita.Yedu 4Qfungidziro yekutengesa ye NT $ 8.89bn haigone kuwanikwa.Isu tinotenda 4Q kutengesa kunogona kuvamuchikamu cheNT$8.0bn kusvika NT$8.5bn.
Simplo- 4Q isina-yakabatanidza kutengesa ingangouya mukati yakaderera yekupedzisira kwekutungamira kwayoNT$13.0-13.8bn.Zvichienderana nekutumira muna Zvita, inogona kutopotsa iyo 4Qkutungamira zvishoma.Isu tinotenda izvi zvinonyanya kukonzerwa nekushaya simba munotibhuku uye iPad2.
Career Tech- Iyo kambani haisati yazivisa kutengesa kwaNovember, asi isu tinotarisirakuti ikure 3-5% Amai.Kuti usvike kumagumo eiyo yakagadziridzwa mari yekutungamira,Zvita zvekutengesa zvinofanirwa kunge zviine flat MoM.Nekudaro, isu tinotenda kuti kambani irivachiri kukwanisa kukura pa7% MoM muna Zvita zvakanyanya nekuda kwemhedzisiro yekufambiswa kwehurongwakubva kumakwikwi eJapan (nekuda kwemafashama eThailand).Yedu 4Q11 marifungidziro inoramba isina kuchinjika pa7.6% QoQ kuderera.
Flexium-November yakasanganiswa kutengesa yakauya yakasimba-kupfuura-yaitarisirwa pa9% MoMkunyanya nekuda kwekufambiswa kwekuraira kubva kuJapan vakwikwidzi (semhedzisiro yeThailand mafashamo).Iko kusimba kwekufambiswa kwekuraira kunofanirwa kuenderera kusvika Zvita,saka isu zvino tinotarisira kuti 4Q11 ikure 25% QoQ, iri nani kupfuura kutungamira kwayo kwekutanga kweaflat quarter uye yedu yapfuura fungidziro ye5% QoQ kukura.
TPK- Kambani yakadzokorora kutengesa kwayo kwemwedzi (ona Mufananidzo 3) nokuti yakabvanzira yekare yekuverenga, kuchinja kwehuwandu hwemari yekunze kunogona kutungamirira kune akuchinja kukuru kwenhamba dzekutengesa pamwedzi muTW $.
Yakapfuura Calculation:
Kutengeswa kwemwedzi nemwedzi muTW$ = (Gore-kusvika-parizvino-mwedzi zvakaunganidzwa zvakatengeswa muUS$ x Mwedzi-kupera kweFX mwero) - (Gore-ku--mwedzi wapfuura yakaunganidzwa muTW$)
Yakatemerwa Kuverengera:
Kutengeswa kwemwedzi nemwedzi muTW$ = Kutengeswa kwemwedzi neUS$ x Mwedzi-yekupedzisira FX mwero
Zvingave zviri nani kuenzanisa mari yemwedzi nemwedzi muUS $ mazwi, semaonero edu.Izvi zvinogona kutipa amufananidzo chaiwo wekuyerera kwebhizinesi, sezvo mabhizinesi ese anoitwa muUS $.TPK inogona kukura yayomari (muUS$ mazwi) by
5-10% ikozvino inopesana nehutungamiri hwepakutanga hwe 0-5% kukura, iyo iri mukatimutsara nekufungidzira kwedu kwe8.5% QoQ kukura.Mari yaro yaZvita ikozvino inogona kudzikira 35% MoM kusvikakusangana nekupera kwakadzika kwekutungamira kwayo kwakagadziridzwa uye 26% MoM kusangana nekufanotaura kwedu.
Mufananidzo 4. TPK yakamboziviswa vs. rested consolidated pamwedzi mari
3. PC Market Update
Notebook
Isu takacheka yedu 4Q11 fungidziro yekutumira bhuku rekare kusvika ku4% QoQ kuderera, yakaderera pane yedu.fungidziro yapfuura yekota yakafuratirwa uye 5-gore nhoroondo avhareji ye + 10% QoQ kukura, kazhinjinekuda kwe macro weakness.Manotibhuku eODM anoita kunge ane kamushonga kadiki kubva kuHDDkushomeka enzanisa nevagadziri vebhodhi reamai, nekuti notebook ODMs inotsigirwa nepamusorotier mazita emhando ane pamberi muHDD kupa.Wistron anoita seasina kukanganiswa nekunetakudiwa uye kushomeka kweHDD.Isu tinotenda kuti yaive nekuda kwesimba muLenovo yekutengesa maPC.Nekuda kweizvozvo, Wistron ndiyo yega bhuku rekunyorera ODM rinogona kurova 4Q11 kutungamira kwayo.Thekambani yakatanga kutungamirwa ye0-5% QoQ kukura kwe4Q11 uye ikozvino inogona kukura 6% QoQ.
Isu tinotarisira kutakurwa kwemabhuku eTaiwan kuderera 10% QoQ mu1Q12, isingasviki makore mashanu.nhoroondo avhareji yegumi neimwe% inodzikira nekuda kwekumwe pent-up kudiwa pamwe neHDD kupihwakusimba kudzikisa mu1Q12.
Mufananidzo 5. Taiwan Notebook Shipment (Mwedzi wega wega)
Mufananidzo 6. Taiwan Notebook Shipment (Kuta)
Quanta (makasitoma makuru: Apple, HP, Lenovo, Dell, Acer)
• The November notebook shipment inotarisirwa kuderera 15% MoM, yakaipisisa kupfuura yedufungidziro yapfuura ye8% kuderera uye kubvumirana kwemusika.Tinofunga kuti izvi imhaka yekutikushaya simba mumabhuku ekunyorera eHP (HP accounts 25-30% yezvakatumirwa), panekukanganisa kubva kukushomeka kweHDD.Isu tinofungidzira kutumirwa kwaDecember kuderera kusvika ku4.4m mayunitsiachitevedzera zvakajairika mwaka.Gumiguru kutumirwa kwebhuku rekunyorera kwakauya pa5.3m units,nani pane yedu yapfuura fungidziro zvakanyanya nekuti kukanganisa kwesimbi casing kushomeka kubvaCatcher (nekuda kwekuvharwa kwechirimwa chayo cheSuzhou) inoita kunge ishoma pane isu pakutangazvinofungidzirwa.
• 4Q11 kutumirwa kwenotibhuku iko zvino kunotarisirwa kudzikira 2% QoQ maringe nekarefungidziro ye3% kukura nekuda kwekuderera-kupfuura-inotarisirwa kudiwa kubva kune vatengi vayo mukatiNovember naDecember;isu tinofunga kuti izvi zvinonyanya nekuda kwekushaya simba muHP.Izvizvinoreva kuti kambani ichapotsa nhungamiro yayo ye2011 yekutumira mabhuku e57m mayunitsi ne2% uyeyayo 4Q11 kutungamira kwekota flat.
• Tinotarisira kuti kudiwa kucharamba kwakanyarara muna Ndira sezvo paine mazuva ekushanda mashoma nekuda kweGore Idzva reChinese (musi wa23 Ndira 2012) uye kufanotaura kuti richadonha ne16% Amai.Kana iri 1Q12,isu tinofungidzira kuti ichaderera 11%, ingangoita zvinoenderana neyayo 5-gore avhareji ye12% QoQ yakaderera.
• Isu tinotarisirawo kuti 4Q11 gross margin iite yakaderera pane 3Q11 ye3.7% sezvo paine musanganiswa wakapfumayezvigadzirwa zvepamusoro-soro mu4Q11 izvo zvinoita kuti MVA muzana ive diki.Iyo OPEX-ku-kutengesamuzana mu4Q11 inofungidzirwa kuburuka kusvika ku2.0-2.2% kubva ku2.5% mu3Q11.Ichi chizvakanyanya maererano netarisiro yedu ye1.3% yekushanda margin ye4Q11.
Compal (vatengi vakuru: Acer, Lenovo, Dell)
• Isu tinochengetedza fungidziro yedu yekutumirwa kwebhuku raMbudzi ye6% kuderera kweMoM naZvitayeimwe 3% yaAmai inoderera nekuda kwekushaya simba kwekuda asi kwete kushomeka kweHDD, maererano nekambani.Gumiguru kutumirwa kwenotibhuku kwaive 3.2m mayunitsi, zvakanyanya zvinoenderana nekufungidzira kwedu.
• Isu tiri kufanotaura 4Q11 kuderera 9% QoQ, pakupera kwayo kwe5-10% kuderera.kutungamira uye zvakare yakaderera pane yedu yapfuura fungidziro ye7% kuderera, nekuda kwekuderera-kupfuura-zvinotarisirwa zvinodiwa kubva kuvatengi vayo vakakosha.
• Kutumirwa kwebhuku raJanuary kunofungidzirwa kudonha ne21% MoM nekuda kweChinese New Yearmazororo.Isu tinotarisira kutumirwa kwe1Q12 kuderera 8% QoQ, pazasi peavhareji yemakore mashanuye4% yakaderera nekuti Acer ikozvino mutengi asina simba kupfuura mumakore mashoma apfuura.Thekudzikira kunotarisirwa kuve kwakapfava kupfuura mamwe maODM ebhuku nekuda kwenzvimbo yakaderera mukati4Q11.
• Kambani iri kuchengetedza 4Q11 gross margin kuti iite flat kusvika 3Q11 pa5.0%.Zvichaita chetetanga kutumira ultrabooks mu1Q12.
Wistron (vatengi vakuru: Dell, Lenovo, HP)
• Mafungiro edu ekutumirwa kwebhuku raMbudzi zvino ave nani pane fungidziro yedu yapfuura ne0.3mzvikamu zvakanyanya nekuda kwezviri nani-kupfuura-inotarisirwa kudiwa kubva kuLenovo yekutengesa maPC, mumaonero edu.Kutumirwa kwaZvita kunofanirwa kudzika kusvika ku2.6m mayunitsi nekuda kwemwaka zvinhu.Gumigurukutakurwa kwakauya pa3.1m mauniti, akakwira zvishoma pane fungidziro yedu nekuda kwekusimba-kupfuura-zvinotarisirwa zvinodiwa.
• 4Q11 notebook shipments ikozvino inofungidzirwa kukura 6% QoQ, yakakwirira kudarika kutungamirirwa kwe0-5% kukura uye fungidziro yedu yapfuura ye2% kukura, nekuda kwekusimba-kupfuura-inotarisirwa.kudiwa kubva kuLenovo, semaonero edu.
• Tinocherechedza kuti Wistron ndiyo yega ODM inotarisirwa kukunda hutungamiri hwekutakura hwe4Q11,uye inoratidzika kunge iine zvishoma kana kusakanganisa kubva mukushomeka kweHDD.Tinofunga simba rachoinouya kubva kuLenovo uye kunyanya maPC ayo ekutengesa ari kuwana pekutanga muHDDsupply.
• Tinotarisira kutumirwa kwebhuku raNdira kudonha kusvika ku2.1m mayunitsi nekuda kweChinese New Yearmazororo uye 1Q12 kudonha ne10% QoQ, inoenderana neyayo 5-gore avhareji ye11% inoderera.
• Kambani inotarisirawo 4Q11 gross margin uye yekushanda margin kuti ivandudze kubva ku3Q11sezvo TV pamusoro pehuwandu inogadziriswa zvakanyanya, kuderera kwemadhora eNT uye bhuku rekunyorera rakakurazvikero.
• Kana iri 2012, inotarisira 33-35m zvinyorwa zvinyorwa (10-17% YoY kukura) uye 3-4m tablet units.(zvichipikisa 1m mayunitsi anotungamirwa nekambani ye2011) sezvo ichiwana akawanda matablet vatengi.
• Tiri kungotarisira kuti Wistron atumire mabhuku ekunyorera 32.8m muna 2012. Wistron anotarisira kuwanayakawanda kugovera kubva kune vatengi vayo varipo mumidziyo inobatwa nemaoko muna 2012.
Inventec (vakuru vatengi: HP, Toshiba)
• Tinotarisira kutumirwa kwenotibhuku kwaNovember kudzika kusvika pa1.3m units kubva pa1.5m muna Gumiguru,pazasi fungidziro yedu yapfuura ye1.55m.Zvita inofungidzirwa kudonha zvakanyanya kusvika ku1.1m mayunitsinekuda kwemwaka.Isu tinotenda kuti HP yakabatsira zvakanyanya mukusasimba kwayo mumwedzi miviri yapfuura.
• Yedu 4Q11 notebook kutumira ikozvino kufanotaura pa10% QoQ kuderera, zvakaipisisa kupfuura yedu yapfuurakufanotaura kwe5% kuwana sezvo isu tainyanya kutarisira mukuda kweHP kare apo Inventec yakarovamisika inotarisirwa munaGunyana asi kutengesa kwave kuderera.
• Ndira inotarisirwa kudzikira ne14% MoM uye 1Q12 kudonha ne14% QoQ, maererano nezvayo.5-gore nhoroondo avhareji.
Pegatron (mukuru mutengi: Asus) incl.netbook
• Tiri kugadzirisa zvishoma nhamba yaNovember yekutumira nhamba kubva pa1.25m kusvika pa1.2m units, a17% Amai vanodzikira zvakanyanya nekuda kwekushaya simba munetbook asi bhuku rekunyorera richiripostable.Kutumirwa kwaDecember kunotarisirwa kudonha kusvika ku1.1m zvikamu nekuda kwemwaka.Gumigurukutakura kwakauya pa1.45m mayunitsi, zvinoenderana nekufanotaura kwedu.
• Yedu 4Q11 notebook kutumira ikozvino kutarisa 10% QoQ kuderera, pasi pekare yedukufanotaura kwe7% kuderera zvakanyanya nekuda kwekuderera-kupfuura-kunotarisirwa kudiwa munetbook.
• Kambani iri kutungamira kuderera kwe10-15% mumabhuku enguva dzose, netbook uye tabletkutakura pamwe chete mu4Q11 uye kana tikabatanidza kutumira kwehwendefa, isu tinotarisira kuti 4Q11 ichaderera12% QoQ mukati mekutungamira kwekambani.
• Kutumirwa kwebhuku raNdira kwave kufungidzirwa kudzikira 14% MoM kusvika 0.95m mayunitsi nekudaChinese New Year mazororo.Isu tinofungidzira 1Q12 kudonha ne12% QoQ, zvirinani pane yayo makore mashanuAvhareji yenhoroondo ye24% QoQ inoderera, sekuwedzera kwevatengi vatsva venguva dzoseinofanira kubatsira kudzikamisa maitiro ekota, semaonero edu.
• Tinotarisira 4Q11 kutakura piritsi kusvika 0.61m units, ichiderera 24% QoQ nekuda kweiyo-Kunonoka kwemwedzi (kusvika Zvita) mukutanga Transformer Prime.
Motherboard
Isu takaona kuti kushomeka kweHDD kune kukanganisa kukuru pamabhodhi eamai kupfuura mabhuku ekunyorera, uyekunyanya zvakanyanya mumusika weDIY pane musika weODM sezvo musika weDIY wakawandazvakakamukana nevatambi vane simba shoma rekutaurirana.Saka isu tiri kuongorora yedu pasi4Q11 motherboard fungidziro kusvika 16.6m (19% QoQ kuderera) kubva 18.2m units (11% QoQ kuderera).Elitegroup iri kunyanya mumusika wemabhobho ODM, saka haina kukanganiswa neHDDkushomeka uye inofungidzirwa kuderera zvishoma mu4Q11.Gigabyte, iyo inotarisa pane DIYmusika, yakaona kuderera kwakanyanya muna Gumiguru nekuda kwekushomeka kweHDD uye kururamisa kwezvinhu, izvochikonzero chikuru chekudzika kwedu kudzokororwa mu4Q11.
Nekudaro, isu tinofunga mutengo weHDD muchiteshi uchatanga kudzika pakutanga kwe1Q12 sekugadzirwa kweHDD kunopora zvishoma nezvishoma kubva kumafashama muThailand.Somugumisiro, tinofaniraona imwe pent-up motherboard inoda mu1Q12, zvichitungamira kune zvishoma pamusoro-mwakakota ye2% QoQ inoderera pane iyo 5-gore nhoroondo avhareji ye3% QoQ inoderera.
Mufananidzo 7. Taiwan Motherboard Shipment (Mwedzi wega wega)
Mufananidzo 8. Taiwan Motherboard Shipment (Kwetatu)
Pegatron (4938 TT, isina kuverengerwa)
• Tiri kudzokorodza kutumira kwaNovember motherboard pasi ne0.2m kusvika 1.8m units nekuda kwekukanganisa kwekushomeka kweHDD uye Zvita zvinofanirwa kudzika kusvika pa1.7m sekuperavatengi vanononoka kutenga nekuda kwekukwira kwemutengo weHDD.Gumiguru mamaboard kutumira yaive2m mauniti, zvinoenderana nefungidziro yedu, uye yakaramba 5% MoM nekuda kwemwaka.
• Kambani yakatungamirira 15-20% QoQ kuderera pa4Q11 motherboard kutumira.Takafungidziraa 19% QoQ kuderera, iyo yepasi yekupedzisira yekutungamira, yakapihwa kuti kushomeka kweHDD kwakakanganisaiyo mamaboard uye desktop zvikamu zvakanyanya.
• Kana iri 1Q12, tinofungidzira kuti ichaderera 13% QoQ, maererano neavhareji yemakore mana, sekushaya simba mukudiwa kunoenderera mberi kunyange mushure mekuwedzera-kupfuura-inotarisirwa 4Q11.We have factoredmuChinese Idzva Gore riri kutanga gore rinouya uye inofungidzirwa kuti 18% Amai vanoderera mukatikutakura mamaboard muna Ndira.
Gigabyte (2376 TT, isina kuverengerwa)
• Tinofungidzira kutumirwa kwaNovember motherboard kuchawedzera kusvika pa1.3m units kubva pa1m muna Gumigurusezvo inventory yakawira kune imwe nhanho inonzwisisika.Zvita inofungidzirwa kuderera zvishoma kusvika1.2m mayunitsi nekuda kwekushaya simba mumusika wekupedzisira nekuda kwekukwira kwemutengo weHDD.Iyo kambani yakaonakuderera kwakanyanya muna Gumiguru mamaboard kutumira ye34% MoM uye yakadonha pane yedu yapfuurafungidziro nekuda kwekushomeka kweHDD uye kururamisa kwezvinyorwa.
• Kambani yakagadziridza pasi 4Q11 kutungamira kwayo kubva ku10-15% QoQ kuderera muGunyana kusvika ku30% kuderera.Yedu 4Q11 mamaboard kutumira fungidziro inoenderanakambani yakagadziridza kutungamira kwe30% QoQ kuderera zvakanyanya nekuda kwekukanganisa kweHDD kushomeka.Kudiwa kweChina kuri kuona kudzikira, sekureva kwekambani.
• Tinotarisira kutumirwa kwaJanuary motherboard kudonha 17% MoM kusvika 1m units nekuda kweChineseGore Idzva vhiki rose yezororo.Mafungiro edu e1Q12 ndeye 8% QoQ kukura, pasi peiyonhoroondo avhareji yeaviri-manhamba QoQ kukura chikamu nekuti kudiwa kwepamusoro-kugumamabhodhi eamai anowanzo kuuya mu1Q asi panguva ino angangouya chete mu2Q12 mushure meiyokuvhurwa kweIvy Bridge nekuti vashandisi vanogona kunonoka kutenga kwavo.
MicroStar (2377 TT, isina kuverengerwa)
• Kambani yakatungamira imba yaMbudzi;isu takafanotaura kukura kwe5% kweAmai nekuda kweyakaderera-kupfuura-inotarisirwa Gumiguru base.December mamaboard kutumira kunofungidzirwaramba uine usimbe pa1m units.Gumiguru mamaboard kutumira kwakauya zvakanyanya kupfuura zvedufungidziro yapfuura uye kutungamira kwe10-20% MoM kuderera nekuda kwekukanganisa kweHDDkushomeka mu2H Gumiguru, maererano nekambani.
• Isu tave kutarisira 4Q11 motherboard kutumira kuderera 21% QoQ, maringe nekarefungidziro ye17% yakaderera nekuda kwekushomeka kweHDD uko kwakanganisa vatambi vadikiakadai seMicroStar kupfuura makuru.
• Tinotarisira January kuderera 15% MoM nekuda kweChinese New Year, asi 1Q12 kukura 20%QoQ nekuda kwekudzika-kupfuura-avhareji 4Q11 uye yakajairika mwaka.
Elitegroup (2331 TT, isina kuverengerwa)
• Tiri kugadziridza kutumira kwaNovember mamaboard kuenda ku1.65m kubva pa1.55m units seHDDkushomeka kunoratidzika kunge kwakave nekukanganisa kushoma pamusika weODM, uko Elitegroup inekuratidzwa kukuru, uye zvirinani kudiwa kubva kuChina, maererano nekambani.TinotarisiraZvita kuderera kusvika ku1.4m mayunitsi nekuda kwepamusoro-base-November, neChina yasarayakasimba kudarika mamwe matunhu.Gumiguru akauya ari 1.5m units, yakaderera pane yedufungidziro yapfuura nekuda kwekudzikira kwemirairo kubva kuChina mushure mezororo rezuva reNyika.
• Isu tiri kufungidzira 4Q11 kuderera 5% QoQ, yakaipisisa kupfuura fungidziro yedu yapfuura ye2%kuderera nekuda kwekuderera-kupfuura-inotarisirwa kutumirwa kwaGumiguru.Nekudaro, isu tinoona kuti iyo 4Q11kudzikira ndiyo yakaderera pakati pevatambi vebhodhi reamai nekuda kwekukwira kwayo muODM musika.
• Tinotarisira kuti January adzike kusvika ku1.2m units nekuda kweChinese New Year uye 1Q12 kuderera11% QoQ sezvakaitika kare 1Q mwaka wakaderera wekambani.
Appendikisi
Mufananidzo 9. Apple's Integrated Touch Screen Patent Snapshot
Pamusoro pePatent Figures:Patent FIGS.1A-1C inoratidzira muenzaniso nharembozha, digitalmedia player uye komputa yega yega inosanganisira muenzaniso wakabatanidzwa wekubata skrini;FIG.2 ibhuroka dhizaini yemuenzaniso computing system inoratidza imwe kuitayemuenzaniso wakabatanidzwa touch screen;FIG.13A inotaridza muenzaniso kumisikidzwa kweakawanda-basa rinoratidza mapixels akaiswa mumatunhu anoshanda seyekubata inonzwa wedunhu panguvakubata chikamu chekubata sikirini.
Chidimbu cheApple:Iyo patent ine chekuita nekubata inonzwa sedunhu yakabatanidzwa mune yekuratidzira pixelstackup (kureva, akaturikidzana zvinhu akaturikidzana achigadzira mapikisi ekuratidzira) echiratidziro, sengeLCD kuratidza.Zvimiro zvedunhu mune yekuratidzira pixel stackups zvinogona kuunganidzwa pamwechete kuti zviumbetouch sensing circuitry inonzwa kubata kana pedyo nechiratidziro.Bata inonzwa sedunhu inogonasanganisira, semuenzaniso, mitsara yekubata chiratidzo, senge mitsetse yekutyaira uye mitsetse yekunzwa, nzvimbo dzekudzika,nemamwe matunhu.
Iyo yakabatanidzwa yekubata sikirini inogona kusanganisira akawanda-basa redunhu zvinhu izvo zvinogona kuita chikamu cheiyo dhizaini yekuratidzira yakagadzirirwa kushanda sedunhu redhisheni yekuratidzira kugadzira mufananidzopachiratidziro, uye inogona zvakare kuumba chikamu chekubata inonzwa dunhu rekubata inonzwa systemiyo inonzwa kuti mumwe kana akawanda anobata padivi kana pedyo nechiratidziro.
Iyo yakawanda-inoshanda yedunhu zvinhu inogona kuve, semuenzaniso, macapacitor mumapikisi ekuratidzira eLCDiyo inogona kugadzirwa kuti ishande sekuchengetedza capacitors / electrodes, akajairika electrodes,conductive waya/makwara, nezvimwewo, zvekuratidzira dunhu muchirongwa chekuratidzira, uye izvo zvinogona zvakaregadziridzwa kuti ishande semadunhu enzvimbo yekubata inonzwa wedunhu.Nenzira iyi, kunesemuenzaniso, mune mamwe embodiments chiratidziro chine yakasanganiswa yekubata inonzwa kugona inogona kuvainogadzirwa uchishandisa mashoma mashoma uye / kana kugadzirisa matanho, uye iyo pachayo inogona kunge yakatetepa,kupenya, uye zvinoda simba shoma.
Kunobva: www.patentlyapple.com
Yakapiwa Patent Nhamba 7,995,041
Nguva yekutumira: Zvita-23-2019