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Mirae in-cell touch panel industry report

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发表于 2012-2-9 09:29:56 | 显示全部楼层 |阅读模式
Mirae发表的in-cell 触控面板报告如附件, 请参阅!5 T, C# q9 J- m+ g: F
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内容是14页的PDF文档,全英文的,内容比较详细,图文表格配合,说服力很强。, c! X4 ~& l7 i8 b: X, p7 l
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下面是第一页的部分内容,喜欢的朋友下载吧。
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' @) c6 w- ?) X* i6 r' c& ^TechNiche: In-cell touch likely
( M3 i- \+ L9 t  s& zbecomes a reality in 2012- W+ J& |, I' Y7 Y- f! a* g
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In this issue of TechNiche, we look at $ g& k7 H5 s- u1 ?. P' ~
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1) recent findings from channel checks " N" C8 E! n, a" y" _

* {: W6 K; E1 z2) handset/tablet supply chain revenue update
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# T) Z& B/ Z3 K3) PC market update. Based on our recent channel checks, we believe that in-cell touch display may start mass production by mid-2012. The timing appears to be coincidental to the widely expected iPhone 5 launch in 2H12. TPK may risk loosing orders earlier than expected. Our channel checks also indicated a better-than-expected iPhone 4s but a weaker iPad 2 sellthrough after the Thanksgiving holiday weekend. 4Q notebook shipment was weaker-than-expected, not because of HDD shortage but due to weaker end demand. HDD shortage is having a big impact on the DIY motherboard market because smaller players have no bargaining power to get HDD supply or they have to pay 2-3x price premium to get it in the channel.
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5 M7 I- S7 n0 v  }6 H" D7 R? In-cell touch display to put TPK at risk, H8 A3 D& w4 ~3 F
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We believe in-cell technology mass production may start sooner than expected in mid-2012. Apple’s patent on integrated touch screen was published in August 2011 (see Appendix) and the company may outsource the technology to display makers to make the product. As a result, TPK’s risk of loosing orders in 2H12 is increasing.
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0 U! w; I$ Q9 o) f3 D: z? Better-than-expected iPhone 4s and weaker iPad2 Our channel checks after the Thanksgiving weekend indicate that iPhone 4s sell-through seems to be better than expected, while iPad 2 was weaker., f; p0 y) i" r' d0 T* I

$ y$ O/ @5 `# U' ]. I? PC Update: Cutting 4Q11 notebook and motherboard shipments
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The impact of HDD shortage appears to be more pronounced in the DIY motherboard market as smaller players have less bargaining power to get HDD supply. We are cutting our Taiwan motherboard shipment forecast to -19% QoQ from -11% in 4Q as a result. We also cut our 4Q notebook shipments to -4% QoQ from a flat quarter on weak demand." _, Z0 H9 n6 o9 k; \

8 Y+ j$ p& _0 d7 r? Most companies under our coverage in Taiwan are either missing or at the low end of their guidance for 4Q except Wistron and Flexium
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Wistron notebook shipment is expected to grow 6% QoQ in 4Q11, beating its guidance of 0-5% growth. Flexium’s 4Q11 revenue is now on track to reach more than 20% QoQ, beating its guidance of a flat quarter.
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) d  b5 K: Q& w" |1 {" Y- d, |- X 20111208 In-Cell likely becomes reality_Mirae.pdf (666.12 KB, 下载次数: 249)

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发表于 2012-2-9 16:42:00 | 显示全部楼层
TKS VERY MUCH.
发表于 2012-2-10 13:18:28 | 显示全部楼层
很不错的资料,感谢分享啊
发表于 2012-2-12 00:30:53 | 显示全部楼层
不错,学习下
发表于 2012-2-14 09:58:55 | 显示全部楼层
多看,多学习!!!
发表于 2012-2-14 10:03:21 | 显示全部楼层
好想学习,但是英文不怎么好
发表于 2012-2-14 14:22:55 | 显示全部楼层
好珍貴的資訊 真謝謝
发表于 2012-2-14 18:13:03 | 显示全部楼层
好东西,谢谢
发表于 2012-2-15 18:00:49 | 显示全部楼层
多看,多学习!!!
发表于 2012-2-17 13:18:39 | 显示全部楼层
thanks a  lot  for your kind sharing information
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