Global News: Tablet PC and smart phone industry to become a global hot industry

Recently, Apple issued media invitations, the conference will be held on October 23, there were rumors that at the press conference, Apple will release iPad mini and the new Mac mini. Affected by this news, Friday Apple stocks intraday advance transaction.The two major brokerage parse the prospects for the development of the field of Tablet PCThe Guotai Junan: Google Microsoft released the Tablet PC, the mobile terminal market crowdedCategory: Industry research institutions: Guotai Junan Securities researcher iphone Accesorios Weixing Yun, Yuan Yuming date :2012-07-Policy sector, the Ministry of Science and Technology released the "industry technology innovation strategic alliance assessment program; Ministry of Science and Technology" further encourage and guide private capital to enter the field of scientific and technological innovation, and further encourage and guide private capital to enter the field of scientific and technological igogo innovation, enhance private enterprise technologies ability to innovate, and to promote the healthy development of private investment and private enterprise.
Industry data plate, Gartner forecast 2012 global PC shipments of 360 million units, a year-on-year decline of 0.4% in July 3; Analysys data 2012Q1 China pre-installed car navigation shipments remained at 293,000 units; Digitimes data Display the ground four intelligent machines brand shipments will exceed ten million units in the year 2012; IDC data show that the Middle East and Africa MEA disk storage market revenue of $ 2.26 billion, an increase of 17.3%.Warburg Securities: Microsoft to enter the Tablet PC, Tablet Wars upgradeCategory: Industry research institutions: Warburg Securities Co., Ltd., a researcher: Wu Binghua date Market dynamics: Last week the market in poor economic data weakened again full week iphone Auriculares cable the Shanghai Composite Index fell 1.99%, Shenzhen Component Index fell 2.05 percent, the CSI 300 Index fell 2.18 percent, the electronics sector fell 0.43 percent, outperforming the broader market. Electronic XNG stocks: Tianyu Information (35.26%), and Crystal Technology (16.70%), Suzhou solid was (10.02%); among the top decliners: the Rainbow shares (-9.13%), Fenghua Hi-Tech and Beneficial the Tat Siu Chi shares last week, the focus of our recommended buy down 4.33%, Jinlong Machinery & Electronics rose 0.8%; Reith record fell 1.67%; LMH shares fell 1.62%.
Research Highlights: Jinlong Electrical from small to big, and the results will take off the next two years. Micro motor business from the traditional lower unit price gradually to the higher price of the touch screen, cover glass, CCM camera module and VCM motor business development, we expect 2013 net profit more than four times the growth in 2011 . EPS is expected in 2012-2014 were 0.45 yuan, 1.50 yuan and 1.93 yuan, respectively, for the first time a BUY rating.Information and Reviews: Microsoft released surface Tablet PC. Microsoft Surface Tablet PC, released last Monday, ARM and INTEL processor windows8 operating system. Microsoft to enter the Tablet PC market with its own brand, the intended image like Apple integrated hardware and software, control windows8 tablet ecological chain, will compete with traditional hardware partners. Microsoft added also makes the Tablet PC market fire even more vigorously, the Tablet PC industry chain stocks such as Angela Technology, Desai battery, welcomes Wanda will continue to benefit.
Samsung or abandon Google Android switch to its own Bada platform. Samsung Electronics Co. 's new CEO Kwon Oh-hyun said that Samsung will focus more on the software business in the future. Analysts said the move could mean that Samsung will gradually give up the Android system in favor of its own Bada platform. We believe that the popular Android operating system brings a range of issues of product homogeneity serious variety of models makes the application software adaptation huge workload. Samsung by virtue bateria iphone slim of the global mobile phone sales in the first Ge develop their own operating system, to create a similar the Apple IOS ecological chain is not impossiblereported in line with expectations. During the reporting period achieved operating income of 439 million yuan, a year-on-year decline of 9.18%, attributable to shareholders of listed companies net profit of 22.06 million yuan, a year-on-year decline of 43.57%, basic EPS of $ 0.09, in line with expectations. The net profit decline was greater than the growth in revenue was mainly due to efficiency losses, and expenses of the first half of the company's new plant process plant relocation brought.
2 quarter revenue and profitability qoq improvement. Second quarter of 2012 the company achieved operating income of 237 million yuan, a year-on-year decline of 2.8%, growth of 17.5%; gross profit margin of 21.8%, compared to a quarter gross margin of 18.7%, up 3.1 percentage points, compared to the 2nd quarter of 2011, gross profit margin of 20.3 % picked up 1.5 percentage points. Three in the second quarter of the company cost Total 36.41 million yuan, a year-on-year growth of 23.9%, a Bibi growth of 32.0%.The capacity bottlenecks final was liberation, open room for future growth. Had been troubled by the company's production capacity bottlenecks as the company moved into the new plant, the commissioning of the new production line is resolved, this company experienced a difficult period in the first half of 2012, but we believe that the new capacity will greatly enhance the company's then single capacity, making the company the opportunity to match the demand for international manufacturers orders to open the company's future growth space igogo
Tablet PCs and smartphones order to promote the repair of the performance of the company in the second half of the year. With the Tablet PC products company International customers began stocking production in the third quarter, the company's quarter results will significantly benefit from the growth of the Tablet PC battery business; Huawei, Lenovo, OPPO, backgammon and other mobile phone shipments of the second half of the company's main phone batteries clients it will significantly increase the amount bateria externa iphone 4 of driving the company's smartphone battery orders quickly upgrade.The notebook business to become the next Aspect. The company hired management team has extensive notebook battery production management experience, management and recycling company laptop power class Division, we believe that with the the company notebook business automation Chengdu enhance capacity reserves to complete, the company has cut into the first-tier notebook manufacturers supply chain opportunities, and next year the focus will be the company's growth opportunities.