Slumping Sales at Apple Touch Panel Partner Wintek Interpreted as Sign of In-Cell Adoption - 未名空间MITBBS历史存档

国际科技财经博客移民网络热点娱乐民生时事公众号

Redian新闻

>未名空间

>Apple - 家有苹果

Slumping Sales at Apple Touch Panel Partner Wintek Interpreted as Sign of In-Cell Adoption

Slumping Sales at Apple Touch Panel Partner Wintek Interpreted as Sign of In-Cell Adoption# Apple - 家有苹果

s*r2012-07-03 07:07

1 楼

一直以来，我真的感觉娱乐圈就是一个“谜”，比如，一个美的冒泡风光正当
时的女明星嫁给一外表或者说年龄极其不匹配的男人，那么那个男人绝大部分是因为有
钱！比如，一个优秀的男人娶了一个名不见经传的女人，那么那个女人肯定有超乎常人
的IQ。
问题来了，这个杜海涛，都多少次因为愚蠢的言行“被滚出娱乐圈”了，为啥
最新爆料是他身价过亿呢？主持人不是人家的饭碗，只是个小副业，真正吃饭的是投资
，他老爹就是商界名流，经商之道肯定如雷贯耳，熟记于心，突然觉得海涛这个“怂胖
子”现在充满了超man的光环,再也不是呆萌的肥仔了，城府还挺深，留在快本的舞台上
拓展人脉，增加曝光……特么的，真是处处是套路！
欣赏不了这个胖子的言行（尤其是给韩国名人下跪还有低俗的在宝贝儿婚礼上
闹伴娘柳岩，简直傻逼的不像话），但是身价过亿，我敬你是条汉子！
毕竟，你也是出入大众视线的，主持人是肩负传播观点、能量的公众人物，所
以能不能摆正主业的位置？能不能树立一下身价过亿的形象？！

w*12012-07-03 07:07

2 楼

Tue, 03 Jul 2012 12:55:32 PDT
Topeka Capital Markets analyst Brian White today issued a new research note
highlighting a steep drop in sales at Wintek, Apple's long-time supply chain
partner involved in production of display touch panels for iOS devices.
According to the report, Wintek has experienced one of its steepest declines
in shipments on record, but rather than suggesting that the decline is due
to overall weakness in Apple products, White believes that it is evidence of
Apple moving to in-cell touch sensing technology in its next-generation
products.
This morning, Wintek reported consolidated June sales of NT$5.22 billion
, down 33.6% MoM and much worse than the average MoM June sales increase of
1% over the past seven years. Based on our records, this appears to be the
biggest MoM sales drop for Wintek since the later part of 2008 and one of
the most significant drops we have on record (back to 2005). We would not
overreact to the weakness at Wintek as it relates to Apple because we
believe Wintek may be losing market share in key next generation Apple
products and therefore ramping down certain programs.
White notes that Wintek was previously estimated as generating over 50% of
total sales from Apple, but that its role in Apple's supply chain is
slipping amid the transition to new technologies.
Rumors of a shift to in-cell technology, which would allow for thinner
displays, surfaced in April with indications that it would benefit larger
display manufacturers like Sony, Sharp, and Toshiba. Smaller players like
Wintek that have specialized in the current on-cell touch panel
implementations would likely see their roles reduced, and White believes
that that impact is already being felt at Wintek.
KGI Securities analyst Ming-Chi Kuo issued a report in late April estimating
that a shift from on-cell technology to in-cell technology could allow
Apple to shave up to 0.5 mm from the thickness of the next-generation iPhone
. Altogether, Kuo expects that Apple will seek to embrace thinner displays,
thinner back cases made of metal instead of glass, and thinner batteries
made possible by spreading out within a larger form factor as a way reduce
the thickness of the iPhone by nearly 1.5 mm.