平板放量+金屬機殼比重增,巨騰下半年獲利走強

平板放量+金屬機殼比重增,巨騰下半年獲利走強 回應(0) 人氣(238) 收藏(0)2013/07/25 12:25 精實新聞 2013-07-25 12:25:53 記者 鄭盈芷 報導 受到上半年NB出貨疲弱、平板尚未放量,以及大陸政府加徵過去數年獲利匯回稅率影響,法人推估,巨騰(9136)今年上半年獲利恐僅與去年相當,不過隨著NB與平板電腦新品出貨走強,推估巨騰Q3營收將可望有二位數的季增幅,而金屬機殼比重則可望增至25%;另外,公司複合材料也有新斬獲,7月已開始出貨Motorola的Moto X手機,法人推估,若市場反應不錯,9月起單月出貨可望上看百萬支。 受到所得稅大增影響,法人推估,巨騰上半年獲利恐難超越去年同期水準,不過Q3隨著所得稅增加的不利因素排除,加上平板電腦出貨規模明顯提升,NB出貨也跟著回溫,預估巨騰Q3營收將可望較Q2增加二位數,下半年營收則有機會較上半年成長20%以上。 據了解,巨騰除了NB金屬機殼接單量不錯,也接獲微軟與亞馬遜金屬機殼平板電腦訂單,巨騰Q3金屬機殼營收比重將可望達到25%,較上半年的不到20%增加,而整年金屬機殼佔營收比重則估將突破20%,而隨著金屬機殼比重增加,預期巨騰下半年毛利率表現也將較上半年更佳。 巨騰除了金屬機殼接單不錯,在複合材料部分也有斬獲,繼先前接獲Sony與Dell NB機殼訂單後,公司也首度接獲複合材料手機機殼訂單,7月已開始出貨Motorola的Moto X手機,法人推估,若市場反應不錯,9月起單月出貨可望上看百萬支。 全文網址: http://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=913a0c91-b9a4-4668-8aca-fa9e6c7d67c9#ixzz2a7BhD7rj MoneyDJ 財經知識庫

Google Trends

Something interesting I’ve spotted, the Google Nexus 7 Tablet was already in planning stages in January 2010. It is likely even before that since that name probably leaked out and some people searched for that name. It is very interesting to see that the iPad was not even released in Jan 2010 and Google already … More Google Trends

Notebook ODMs and suppliers seeing tense relationships

Notebook ODMs and suppliers seeing tense relationships Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Wednesday 17 July 2013] Relationships between notebook ODMs and component suppliers have turned tense recently because ODMs have started demanding their suppliers cut quotes directly to the levels asked instead of dropping in stages, according to sources from the upstream supply chain. Most … More Notebook ODMs and suppliers seeing tense relationships

Chassis makers working on reducing notebook business contributions

Chassis makers working on reducing notebook business contributions Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 15 July 2013] Seeing notebook demand gradually weakening, chassis makers have turned their focuses to non-notebook product lines, trying to minimize the impact. Catcher Technology has successfully reduce its notebook product line’s revenue contribution to below 40% and the percentage is … More Chassis makers working on reducing notebook business contributions

Unibody, 4-Inch iPhone 5 Will Push Apple’s Stock To $1001 By Year’s End [Analyst]

Analyst Brian White from Topeka Capital Markets has dropped a note this morning, confirming these reports based upon a recent trip to China and saying that the iPhone 5 will be “the most significant iPhone upgrade” yet. He also expects that with the excitement it will bring, the iPhone 5 will push Apple’s stock to a crazy price … More Unibody, 4-Inch iPhone 5 Will Push Apple’s Stock To $1001 By Year’s End [Analyst]

IC design houses expect orders for notebooks to rebound in July

IC design houses expect orders for notebooks to rebound in July Cage Chao, Taipei; Steve Shen, DIGITIMES [Friday 5 July 2013] Orders for notebook-use chips such as analog ICs, LCD driver ICs, USB controllers and touchscreen controller ICs are expected to rebound in July, according to sources at Taiwan-based IC design houses. A number of … More IC design houses expect orders for notebooks to rebound in July