As the area of the touch screen
leading LEYBOLD Tech (002106), since the The latest announcement shows that the 2010 amendment forecasted by strong iPhone demand driven, the company achieved net profit of 4.42 in 2010 459 million, an increase of 150% to 160%. And there is news, iPad2 and iPhone5 may be introduced this year, in addition to other touch-screen market demand for large-scale launch, LEYBOLD Tech windy enough area of the touch screen for a long time.
present, the main business Leybold tech touch screen, including small and medium size, medium and large-size touch screen, STN conductive glass, CS (color filters) and TFT empty boxes. Among them, the small size of the touch screen as the main supplier of Apple iPhone, touch screen operating income share of the total income received accelerated.
obvious Leybold tech touch screen is the main growth engine. With smart phones, the popular e-books and tablet computers and related demand for liquid crystal display and touch screen also started the outbreak of growth. Gartner data shows that in 2010 the global mobile device sales will touch over 362 million, an increase of 96.8%. This gives the upper reaches of the electronic components industry related to a huge demand for products, related to the performance of enterprises will have the opportunity to significantly improve.
It seems that Tech Leybold additional 2.5 billion total investment of 10-inch capacitive touch screen, large-size investment is particularly timely. The project will produce from the previously planned 4 million be increased to 8,000,000, the large size of the production capacity is expected to dramatically enlarge the fourth quarter of 2011, put into operation.
an institution is expected, due to the explosive growth phase of the industry is coming, the company announced a 4 million the first production will be significantly ahead of time. Tablet PC, and wireless Internet access, mobile TV and other new business applications for mobile information terminal (MID) represent large capacitive touch-screen market, the next 3 to 5 years the demand will show good growth, related industries, high-speed development, touch screen Therefore, the market space is amplified.
Although the global market in 2010 on the touch screen has demonstrated strong demand for products, but Societe Generale Securities strong electronics industry, said researcher David F, 2011 is real demand for touch screen on the outbreak.
Apple has released the first quarter of fiscal year 2011 report, of which 1,600 million iPhone sales, iPad sales reached 7.3 million units. It is reported that iPad2 and iPhone5 will be released this year, demand continued to detonate the touch screen. In addition to Apple than expected demand for touch-screen large-scale launch in 2011, especially in developing countries the demand for traditional display terminal display will mark the rapid growth, will bring explosive Leybold High-Tech Growth Opportunities.
(This article Source: Securities Times Online)
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