Tuesday, August 20, 2013
Global News: cheap smartphone fat KINSUS results
Cheap smart phone sales in the amount of explosive, coupled with the mainland stocking before the November holiday season, the three major mobile phone chip factory Qualcomm, MediaTek (2454), Spreadtrum shipments surged, and the Apple iPhone and iPad designed for the new generation of A7/A8 series processors begin shipping KINSUS (3189) due to the customer takes all four flip chip size (FCCSP) substrate orders become the biggest beneficiary.Android 4.2 Cell Phones
As the mobile phone chip shipments into the season, take-Qualcomm, MediaTek android 4.2 phone Spreadtrum and other three cell phone chip FCCSP substrate orders KINSUS, Q3 orders already full. Legal persons that KINSUS July consolidated revenues of 2.086 billion yuan has hit a record high, the monthly growth rate of 13.8%, FCCSP orders better than expected, but more Tour Mobile chip factory shipments, KINSUS season revenue is expected to hit a new monthly high, quarter growth rate will be higher than expected growth in the previous quarter, again more than 10% igogo
Samsung Galaxy S4 king of poor sales performance, sales strategy has changed recently, began to launch several models of low-cost derivative and lock storm China, India and other emerging markets, is indeed also saw overall sales rebound success. As for the Apple iPhone is poised cheap, preliminary estimates suggest that the market launch in September, it has been sold by the end of 3000 ten thousand or more can be rushed.
Industry pointed out that although the high-end smart phone sales growth slowing down, but the low-cost smart phone is the amount of sales explosion, including Qualcomm, MediaTek, Spreadtrum and other mobile phone chip factory, benefiting from low-selling mobile devices, as well as Chinese mainland eleven up the goods before the holiday effect begins to ferment, in the third quarter against TSMC, lattice Luofang De (GlobalFoundries) and other foundry 28nm tapeout is still higher than in the second quarter, at least a quarter chip shipments growth over the previous quarter, 10%.Android 4.2 Cell Phones
In addition, Apple's next-generation 28-nanometer A7 series processor has begun mass production of cast film, using 20 nanometer A8 series processors will start mass production in the first quarter of next year, foreign analysts pointed out that due to Apple's policy of Samsung past Apple SEMCO production commissioned by Samsung subsidiary FCCSP orders will start from the fourth quarter to turn a single KINSUS, next year you can see significant revenue inject.Android 4.2 Cell Phones
KINSUS second quarter revenues 5.861 billion yuan, representing a growth of 10% in the china android 4.2 cell phones first quarter, benefiting from the exchange rate depreciation, the price of gold fell, the mainland reinvestment Boardtek shrinking loss, gross margin rose to 26.3%, a single quarter net income of 8.32 million, representing growth of 9.5% in the first quarter, net income per share 1.87 yuan igogo
FCCSP shipped in heavy volume, the foreign corporate estimated, KINSUS Q3 revenue will exceed $ 6.3 billion in gross profit margin will reach about 27%, plus Boardtek loss continued to decrease in the quarter revenue forecast to reach 960 million yuan, net profit per share 2.15 yuan. No comments KINSUS side orders and corporate forecast customer numbers Android 4.2 Cell Phones
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