Thursday, November 22, 2012

Global Business News: smart phone screen Darwinism has entered the five-inch high-definition era


As a smartphone enthusiasts, we all know a smart phone is the most important parameter is the pantalla retina cell phone screen. Although various manufacturers in display technology has its own unique skills, but overall, for the two most important parameters of the phone screen is nothing more than the size and resolutionSmartphone screen trends are becoming more and more gorgeousIn the early era of Android smartphones, Google Nexus One has just launched, everyone wanted a larger screen smartphone, because the screen is bigger, viewing pictures and video of the experience will be better. The best measure is pixels per inch density, referred to as the PPI. Perhaps some people will think that the importance of some of the pixel density is an overestimate, but ppi parameters absolutely will be a true reflection of a mobile phone display how effectiveIncreasing the screen size and resolution can provide better viewing experience, but it seems a lot of people that the 4.7-inch display smartphone one hand has not fully operational, so blindly increase the phone size is in fact also with to certain side effects. But if you think that 4.7 inches to the limits of the smart phone screen, then you should change your thoughts. Now, the 5-inch smartphone also won a great success, we have to mention here, Samsung play a huge role here igogo
A crazy 5 inches 1080P displayFacts have proved that most smart phone display manufacturers currently planned or already started large-scale production of 5-inch, 1920 x 1024 resolution phone screen, the pixel density of this parameter can reach unforgettable 443 PPI. Sharp has begun mass production of 5-inch 1080P HD LCD panel, which has been used in the HTC Droid DNA, the OPPO Find 5 and Sharp Aquos SH930W own models. In addition, the alliance by Sony, Toshiba and Hitachi Another 5-inch HDdisplay production. In addition, Taiwan's Chi Mei, the world's largest display OEM manufacturer also announced that they have started to produce the type of display, but the manufacturers will not be used for major mobile phone manufacturers flagship Android phone, but in more applications The entry-level Android phoneLG fact, as early as in June, when it has as first announced the production of 5-inch 1080P HD display manufacturers, was not announced mass production. LG has a unique IPS technology in this area, very wide viewing angle. Eventually LG production of 5-inch 1080P HD screen will likely applications in the upcoming 2013 the LG phablets and Optimus Vu. Addition one must mention Samsung, sitting on the famous Super AMOLED technology, will soon join the 5-inch display the tide.
Full HD HD display: advantages and disadvantagesAdvantageas an example, 5-inch display shows the effect to Cube Mini U30GT be significantly better than the 720P products, regardless of the color of the text and image display or image quality. Also watch 1080P HD movies on a 5-inch display, but also a very very happy and enjoy the processDisadvantagesThe first is a 5-inch size for the customary one-handed operation of the phone's people, really is not very convenient, the other in his pocket will make people feel too out of the way. The other is the power consumption problem, increasing configure itself Android phones LTE network, quad-core processor has the consumption of electricity is very serious, if combined on a 5-inch screen, the battery life issues will be very worrying . Samsung AMOLED display by comparison, smaller power consumption, To some extent, however, these points out of the province for the outcome of the Android mobile phone battery problems simply can be a drop in the bucketConclusionEither like it or not, this is the trend of the development of the Android phone market: large-size, high-resolution, the amazing low frame rate and more stretched the battery life. But I believe touches a size of 4.5 inches in the current view is in fact the most appropriate size, while the pixel density higher than 350PPI temporarily opinion is not particularly user needs. About this issue, you see how it?
The company is a leader in chip inductors, the main product is laminated inductors and wound inductor, we expect the former capacity of 30 billion, we expect the latter capacity of 7 billion, the products are mainly used in communication, computer and consumer electronic products, and other fields. Major competitors Murata Electronics too lure, TDK, the company with the world's leading mobile phone chip such as Qualcomm, Broadcom, MTK, Marvell good cooperative relations, ZTE, Huawei, Yulong Coolpad, Lenovo and other domestic mobile phone manufacturers supply suppliers, and is expected to enter other international companies in the supply chain. Enhance performance of the company with the smart phone market demand is expected to grow steadilyCompanies 2012Q3 performance reversal, 12Q4 expected to continue, we forecast 2012-2013 EPS of 0.43 yuan and 0.54 yuan, according to the November 21, 2012 closing price of 12.41 yuan, corresponding to the next two years, the dynamic PE maintain our "overweight" rating and set a target price of 13.50 yuan, corresponding to 25 times PE 2013CommenThe company's production capacity and product briefs.
The company is mainly engaged in chip inductors, Chip varistors, LTCC chip tantalum capacitors, the research and development of new electronic components, production and sales, the products are mainly used in communications, computer and consumer electronic products and other fields. The main products of the company is mainly laminated inductors and wound inductor, we expect the former capacity of 30 billion, and we expect the latter capacity of 7 billionThe background to the smartphone market, the increased demand for the company's growth. global mobile phone market grew by 2.4% year on year, shipments of 444.5 million units. The smart phone manufacturers in the world total shipments amounted to 179.7 million units, an increase of 45.3% compared to 123.7 million units in the same period last year. 2012 intelligent machines shipments forecast to reach 650 million units, compared with 2011, the overall shipment growth of more than 40%; 2013, estimated 2013 intelligent machines will be shipped over 830 million units, the annual The growth rate of close to 30%, the the Chinese brand shipments growth will reach 50%, exceeding the world's average growth rateCurrently more than 50% of the company's products for smart phones, smart phone applications are the major highlights of the company's sales volume increment. The average smart phone with 30-60 teeth inductance, Apple phone is $ 90; a winding inductance proportion of 50-60%, with an average of more than 10 smartphone wirewound inductors. The function machine only 10-20 teeth inductance. 2012 As smartphones especially in heavy volume of low-end smart phone performance increased significantly.
Enhance accompanied by the company's expansion and the status of the industry, the company expected sales associated with intelligent machine industry growsCompany status with competitorsManufacturing to the mainland, Taiwan transfer trend in the global electronics industry, domestic inductance of the rapid development of the industry, relying on low-cost and fast service speed and gradually formed a Japanese manufacturers import substitution, especially in the low-end market is very obviousThe Sunlord [12.07 0.50% shares it research report] to seize industry opportunities, by virtue of the capacity expansion, research and development capabilities, strengthen internal management, strict cost control has gradually become a leader in the field of the domestic chip inductors.Major competitors Murata Electronics too lure, TDK, compared to Japan, Murata, TDK and too lure in the low-end market, the company has the advantages of low-cost and rapid response, and some of the products to high-end development, carried out with the Japanese manufacturers competition; compared to the domestic manufacturers, the company has production scale, product structure, internal management ability has obvious advantages, the company's position in the apparent rising, is a mainstay of the domestic industry, can not be ignored by the international corporate opponents.
Market characteristics: chip companies work closely conducive to enter the marketMTK function into the ONDA V701 heart" of the cottage era, the pioneers of "turnkey" program in 2012, starting in the smartphone market force to recapture half of; Qualcomm is the world's largest chip company, intelligent machines to solve the overall 2012 program in the top two; Broadcom and Marvell is the top cell phone chip design company. Mobile phone platform designed by several phone chip companies occupy more than share of the global smartphone solutionsPassive components industry, a feature of the chip manufacturers in the industry chain to occupy a dominant position, in particular by MTK in recent years launched a "turnkey" solution, the chip company's position on the design program and the distribution of profits more prominent. Mobile phone chip manufacturers will be providing a full or part of the solution according to the requirements of mobile phone design companies or ODM manufacturers igogo
Given for the various components of the chip manufacturers will design two to three recommended suppliers directory, generally downstream manufacturers directory list procurement, therefore, if they can enter the chip vendor procurement catalog passive components manufacturers to enter the final procurement The list has a decisive roleThe company marketing and customer.
Company Qualcomm, Broadcom, MTK, Marvell good relationship with the world's leading mobile rockchip rk3066 phone chip companies, to enter the list of recommended list of the majority of its programs.Recognized by the number of brand handset manufacturers by virtue of the product quality and production scale, the company ZTE, Huawei, Yulong Coolpad, Lenovo and other domestic mobile phone manufacturers, suppliers, and is expected to enter other international companies in the supply chain.Company 2012Q3 results of inversion, 12Q4 is expected to continueadditional project on the Company capacity expansion and product mix improvement has significance, is proceeding smoothly. Benefit from downstream demand and the transfer of orders from foreign companies to the domestic company in 2012Q3 performance with substantial growth achieved operating income of 225.67 million yuan, up 49.00 percent year-on-year growth of 36%; net profit of 41.42 million yuan, an increase of 66.10 % qoq increase of 43%.As the smart machine industry conditions and the company's competitive position, expected 12Q4 orders in good condition, results of high visibility.

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