Flat pull single Meng IC supplier performance red

With the launch of the third quarter of the non-Apple camp tablet PC series, Taiwan-based touch ICs, light sensing ICs, and analog IC suppliers are beginning to feel the power of domestic and foreign brand customers. 3 quarter revenue performance growth of at least 15%, 7-September performance will also show a gradual increase in the situation.

Taiwanese touch-control IC design industry pointed out that it was expected that shipments of customer tablet PCs will double in the second quarter. However, due to the lack of supply of key components in the 311 earthquake in Japan, and sales of the iPad 2 as a successor, it forced other tablet brands to compete. The factories have changed their minds, adjusting the function, size, and cost structure of the tablet PC, so that the shipping target in the second quarter will be delayed until the third quarter. After the Taiwanese tablet PC-related IC suppliers saw a high point in their revenue in April, 5 The month reversed immediately.

Since the new products of the customer's tablet computers have been determined to be available in the third quarter, the shipping target in the fourth quarter will be adjusted upwards, making the Taiwanese tablet PC-related IC design industry performance expected to rebound significantly in the second half of 2011. Among them, touch-control IC suppliers Ruiya, Lianyang, Yilong and Chuangchuang, as well as light-sensing IC designers Ling Yao, as well as analog IC suppliers such as Lixin, Zhixin and Maoda, etc., at this stage for 2011 In the second half of the year, the orders for tablet PCs all maintained significant growth.

In addition, Taiwanese touch-control IC suppliers still cooperate with Taiwan-based two-wire touch-control module factory, and the touch-control module factory needs a large number of technical service teams to support, including Ruiya, Yilong, and Lianyang. Do you create a touch model with full support?捰 X as a partner, it is more difficult for foreigners to use a chip to go the world, at this stage, Taiwan-related touch-control module customers mostly use tablet computer products as the main market, once the 3rd quarter of tablet computer wave renews, Taiwan-based touch IC Designers' revenue performance will be even more rainy, and will rise in tandem.

Ling Yao, a major supplier of optical sensing ICs in Taiwan, expressed the same view. In the first half of 2011, when customers received orders mainly for tablet PCs and television products, they began to enter the traditional 3rd season of distribution. Seasonal effect is expected to drive performance? Akasaka A set a new record for 2011 in a single season.

Taiwan-based analog IC suppliers also benefited from the success of the original Netbook analog IC solution in the introduction of tablet PC products. In the third quarter of this year, OEMs and ODM customers have seen significant growth in shipments. Lizhi, Zhixin and Maoda 7- September revenue will also rise.

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