subject: In October Taiwan Electronic Industry: The Machine Manufacturing, Sealing Test, Touch Screen, Optica [print this page] In October, Taiwan electronic industry revenue performance is good, LED, battery enterprise revenue performance were flat, and the machine, sealing test, touch screen, optical device manufacturers boom degrees higher. This month, Taiwan's machine manufacturing enterprise continue to maintain a good performance, a total of six foundry to achieve revenue nt $569.44 billion, link growth 9.3%, down 3.4% year-on-year. But overall, Windows8 after launch, the NB market role limited. Each foundry business all put the flat computer order as an important impetus of earnings growth next year.
Apple and Samsung make the big trend sure, TSMC apple order next year grow larger space. Zhang Zhongmou recently when accepting a reporter to interview said that although the next few years do not expect semiconductor industry boom, but TSMC operation will and global semiconductor business trip, it is expected that the company 2013-2016 operations will continue to grow, or even strong growth, sit tight in the global mobile communication and process technology leader.
In October, Taiwan panel manufacturers revenue decline in annulus. Chi mei electric in October to realize combined revenue of 42 billion Yuan, chain fell 7.4%, year-on-year growth of 4.6%. A friend up to October merger revenue for 33.45 billion Yuan, link 7.0%, an increase of 7.2%. It is important to note that, 32 inch panel prices for the fifth consecutive month rose and October purchase price of $128, compared with the history of the rise in March low has reached to 2%. However, due to the European and American market economic downturns still affect global TV market, iSuppli expected panel market demand not will ease, and 13 years spring panel prices and will continue to decline.
Along with the Win8 launch, each PC manufacturers have been out of touch type notebook, 4 quarter of large size touch products will be further measures, accounting for 54% than expected. At the same time, the market to big size touch development also become competitive advantage, because the use of large size touch panel of terminal products stick and yield needs better. Liu ShiLiang forecast, 12 years touch notebook shipments less than 1 million, 13 years is expected to grow to 40 million units.
In October, optical manufacturers have good performance. Taiwan four lens/lens manufacturers Asia optical, big made light, jade crystal light, total revenue for 6.22 billion Yuan, link growth 16.6%, an increase of 28.6%. Because each manufacturer are attaches great importance to the camera performance, to the new model lens specifications will be higher than the old model, the lens enterprise's yield and technical strength are puts forward the challenge, also make optical device industry strong constant is strong, order concentration of more and more obvious. We prefer domestic listed company of the development prospects of the crystal photoelectric last month we maintain our view, think more need to pay attention to structural opportunity to grasp, it is suggested that attention intelligence machine, tablet PC, LED, optical device industry investment opportunities. Risk tip: the downstream business does not reach the expected risk; the risk with fluctuations industry.
