129773932889531250_20Electronics industry: expansion coming this week neutral ratings boom for the better: last week's signal is still active in the industry, semiconductor equipment B/B values near 1 July for the first time in February in North America more than 1, display industry boom in a steady recovery, industry expansion more aggressive. Taiwan IC industry chain in March revenues also are expected to ring sharply. Other recent United States consumption data as well as Taiwan NB factoryShipment data are good, also needs some restoration. A-shares last week e-market continues to bounce, according to our four-stage cycle model, which is an electronic unit in the first wave is expected to promote valuation of after market, solid profit rebound speed less than high expectations entering the period of adjustment. We believe that the recent inventory to cover still will continue to have a positive signal, is expected to stimulate the index againRose, and confirmed their continuing to be the Terminal demand
tera gold, we consider that the observation window in the 5-7 months. Comprehensive peripheral macro, stock, production capacity, as well as indicators such as new products, we believe this year's e good times up, needs to restore the larger probability. We recommend that an active interest in the Terminal, order lead time and earnings trends in demand, adjusting the layout of active smart terminals
tera power leveling, security, andMain line of high quality manufacturing services three growth stocks, as well as a quarterly results exceeded expectations, higher delivery then, customer orders or product breakthroughs of the topic, and hold cycle turning point confirm the impact of intense cycles unit profit opportunities. Core data: February B/B value broke North American semiconductor equipment 1. Semiconductor equipment B/B values continued rising in February in North America, orders rose 12%, shipmentIncrease 6%,B/B value 1;iSuppli for the first time in 17 months is expected Q1 semiconductor inventory days of 83.7 days than 84.1 per cent in Q4 last year 0.5% February Panel fully warmed up, LCD panel sales rose to 11.5%, up 9.7%, large size rose 12%; small and medium sizeFell 1% February LED price drop 19% in North America, replacing the 40 watt incandescent products price has dipped below 20 dollars. End product: New Pad sale, Smartphone competition. PC connection, Win8, and power in the second half of this will be fully stimulated the emergence of PC industry recovery, IDC predict annual growth in PC 5%; 22 nano-IvyBridge in 4.29 released its next generation Haswell structure improved, mainly to improve drawing performance and performance; New iPad kaimai hit a 3 million 3-day results analysts to 66 million units in shipments for the year on mobile phone
tera power leveling, Smartphone competition in China, Yulong screen cool profit down 4, Nokia in Finland cuts intended to shift production to Asia; TV, Taiwan about 10.71 million Q1 LCD TV shipments, reducing 1.5%; Sharpe pushed more than 60-inch large LCD TV in the second half, aimed at the domestic market. Semiconductors: boom fully warmed up, capacity expansion was imminent. IC design, mobile phone, UltrabooK and LED the full back to temperature, inventory to cover extended to domestic customers, grow revenues is expected in March than in February 10-20% April are expected to reached another all-time high; IC manufacturing, TSMC 65 nanometer process load, expansion is expected to increase capital expenditure 28-nanometer nano-research and development capacity and 20. Gartner semiconductor capacity utilization rate this year is expected to be byRecovery gradually balance of supply and demand and inventories continue to digest, industry under PC demand is expected to improve in the second half expected, semiconductor plant is expected to increase capacity, 10.5% semiconductor capital equipment spending growth next year is expected. Components: passive components and housing demand. NB the old and new types of alternate lifting demand for passive components, integrated metal housing demand this year, productivitySpread 30% on average, may enter into supply chain Amazon; battery core businesses bullish on flat and super thin and light design demand, actively producing lithium polymer battery; Intel will release 20 nanometer SSD in the third quarter, capacity 800G 1.6T SSD hard drives will be introduced next year; the company proposed expansion, equipment materials welcoming spring swallow. Show/LED:Tariff recovery LED continued to pick up. April, the 5% rate of recovery more than 32 inch LCD Panel, Panel factory in China joy, TV factory sorrow; flat-size Panel has become the main 2012 shipments may be more than 200 million, close to the NB shipment; Samsung Star TV starting from the second half of this year, purchasing China photoelectric panels, estimates the first batch of 70; LED, capacity utilization rate of March in the new century full of, optimistic about the future of lighting market outbreak; LED subsidy list will be published on the Mainland, 110 factory grab 20 places. A shares e-sharp correction, overseas index was flat. 0.1% SOX index declined slightly last week, Taiwan IT fell 3.4% rose 1.9%,A unit e-involvement in market adjustment, fallForefront of the site list; Taiwan rose plate only PCB and IC manufacturing, and the rest fell.
Week five per cent respectively were danbang Beijing electronic science and technology, soft carrier, East, Rovers and Nanyang technology; the top five are the decrease in Saco, and according to the photovoltaic, Zhuo Yi, Exchange shares and dimensions of science and technology communication. (Investment securities) online statement Gold: gold online reprint of the above content,Does not show confirmed its description for investor use only and does not constitute investment advice. Investor operations accordingly, at your own risk.
Others:
沒有留言:
張貼留言