Because the wisdom handset and the plate computer continue the selling well, leads the HDI board demand to increase, favors the market demand, the needle factory Topoint Technology(8021) the board of directors resolution, will invest 30,000,000 US dollars to increase the laser drill hole generation of labor service, estimated that the machinery equipment will arrive one after another in the 2nd season, the 3rd season will then start to contribute the earning.
In order to strive for more spaces to the battery use, increases the battery endurance, the HDI board (High Density Interconnection, high density junction panel) becomes the wisdom handset and the plate computer’s first choice.
The Topoint Technology main production printed wiring board, the microcircuit foundation plate drill hole system regulation must consumes the material needle, but receives the market competition to be intense, the product quoted price continues to slide, in last October, to enhance company needle city occupying rate, and enhances and the customer cooperation, therefore announces the cross full drill hole generation of labor service, initial period by mechanical drill hole primarily. Last year the 4th season cusp drill hole generation of labor service in odd-numbered month earning the approximately 670,000 dollars, the 1st season grew this year to the odd-numbered month 1,340,000 dollars, accounts for the cusp earning proportion approximately 20%.
Tuesday, March 22nd, 2011
The resistance factory Thinking Electronic (2428.TT) continues to rush forward the wisdom handset and the plate computer market, infiltrated the apple after last year success (Apple) the iPhone supply chain, this year strives for apple 2nd generation of plate computer iPad 2 also to win initial success, it is known that produced goods at present the iPad 2 battery chargers and the battery mold train thermistor; The legal person estimated that this year has the opportunity to further obtain the iPad 2 main engine resistance order form.
Thinking Electronic last year earning 147.8 million dollars, the annual rate of increase 37.5%, after each tax, the net gain 0.16 dollar, set the record of new high record in pairs including the earning and the profit. Is popular plans to allocate 0.08 dollar cash dividends industriously. The legal person will push estimates, find mercies in the apple product order form takes from a surplus to supply an insufficiency, is popular the industrious this year earning to knock at the gate to 169.5 million dollars.
Apple is always releases the spare part purchase power for a generation of factory, but regarding the part profit good higher order product, the apple also one after another takes back the purchase power, in addition these product multi-use miniaturization product, just is popular the industrious strong point. Soon enters the sales busy season along with the time, brings forth the Japanese big earthquake, therefore the apple is more discrete regarding the spare part supply, also lets be popular the industrious product to have more authentication opportunities.
Wednesday, March 16th, 2011
LED (Light Emitting Diode) the demand returns warm, leads the upstream material sapphire unit crystal crystalbar quoted price to have the brace. Taiwan sapphire long crystal factory ACME(8121.TT) indicated that the 2nd season price is also discussing with the customer, inconvenient commentary. However the present long crystal factory still had the price leading power, expected that the price is at least impartial with the 1st season, even has the opportunity which slightly rises.
In accordance to demand warming, various guardians crystal factory also planned last year expands produces, and the new product can one after another start out in this year 2nd season, therefore market originally anticipated, when after the new product could start out, the sapphire unit crystal quoted price will also start from this year 2nd season to slide, every quarter slid to approximately 5%. But the upstream material sapphire base lumber yard the other day was also shouting propaganda, requests the long crystal factory to probably reduce prices, in order to avoid under the industry presents dungs thin.
However continues along with the downstream LED back light and the illumination penetration coefficient to increase, the legal person pointed out that according to the investigation, the 2nd season LED downstream demand still maintained strongly, therefore the sapphire unit crystal price loose probability is not big, anticipated hope with 1st Ji Chiwen or slightly rises.
Wednesday, March 16th, 2011
The passive element MLCC upstream raw material ceramics powder factory Prosperity Electrics(6173.TT) the recent years expanded positively produces can and city occupying rate, the legal person indicated that the global ceramics powder still by the date factory leadership, city occupying rate reached 70~80% at present, the same day the factory supply when has not been able the total to restore, will be advantageous in the letter prosperous electricity assaults Taiwan and the Japanese MLCC manufacturer order form, and promoted city occupying rate.
Prosperity Electrics last year the annual quantity of delivery the approximately 3000 metric tons, the goal estimated this year must produce goods 4500 metric tons, the annual rate of increase reaches 50%, simultaneously will also increase the high gross profit the formula powder product to produce goods the proportion. Believed prosperous electricity last year ceramic powder entire football market occupying rate approximately 11%, the legal person will push estimates, believes prosperous electricity city occupying rate to promote largely this year to 18%.
Wednesday, March 16th, 2011
LED chip plant Epistar (2448.TT) Chairman B.J. Lee indicated that the company order form visibility forecast is optimistic, in March and April is the full load, as for the sapphire foundation plate quoted price, the 2nd season price was also discussing at present, but for a long time still falls the tendency. Moreover the Japanese earthquake is not big regarding the LED material supply chain impact, but LED back light demands and so on television kneading board also need the time observation.
B.J. Lee said that Japanese LED (Light Emitting Diode) the upstream raw material sapphire foundation plate supplier mainly had Kyocera and Namiki , 2 city occupying rate approximately 20%. And Namiki workshop located at Akida nearby, although the factory machinery equipment has not received damages too greatly, but the power cut question possibly has the influence to the delivery, has not produced the sapphire foundation plate as for Kyocera located at Fudao factory, and, the 1st season is the LED off season, therefore the stock water level is high, therefore as to the overall material supply, the Japanese earthquake’s influence was still limited.
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