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·Location:ShenShiShidai > news center > NB \ PCB shipments in the first quarter next year, excellent visibility of orders by the end of extended micro-NB \ PCB shipments in the first quarter next year, excellent visibility of orders by the end of extended micro-

NB \ PCB shipments in the first quarter next year, excellent visibility of orders by the end of extended micro-

Source:本站 Of:admin Date:2010/11/19 18:33:25 Views:1256
Morgan Stanley Securities issued yesterday, the latest NB, phone report noted that, while fine-tuning the fourth quarter of NB and handset PCB shipments expected, but still maintain the first quarter of next year's performance will be superior to the traditional view of seasonal, more concerned about the current labor and parts & pieces of the first quarter of next year, supply will continue to be the bottleneck on the file, but will also be a short-term foreign exchange risk margin headwind, NB group preferred PC brand Acer (2353), Lenovo, and the concept of HTC Smartphone (2498), King Master (3189).

Morgan Stanley Securities, said the top five foundries October NB shipments by 6% in January, the annual reduction of 5%, of which the British industry shipments rose slightly by three other NB foundries to offset the decline, the fourth quarter NB shipment forecast from the quarter increased by 5% to 4% in quarter, the main ship was due to weakness in October; addition, Compal (2324) has been lowered due to the risk of labor shortage in the first quarter of next year's outlook, so the first quarter of next year, NB Shipping Forecast from the quarter by quarter by 5% to 6%.

As for the phone, the Morgan Stanley securities that before October handset PCB shipments in the four months increased 2%, 5% annual growth, Morgan Stanley than expected, mainly from the smart phones on the file needs good high PCB , as is the Apple iPhone and HTC, the phone PCB shipments strength strong start in 11,12 modest slowdown, are full of high-end PCB production, and the remaining part is reduced to 85-90%, PCB, also before the end visibility of orders slightly extended to 6-7 weeks.

Morgan Stanley securities analysis, the fourth quarter of Taiwan's top four mobile phone PCB factory shipment forecast from early in the quarter increased by 2% to 5% increase in quarter to reflect strong sales in October and shipped off-season months away 11,12 slow; The gross profit performance, despite the cost of copper continued to take Yang, CCL prices remained stable, but the recent appreciation of the NT, fourth quarter gross margin will be blowing wind.


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