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Himax Technologies, Inc. (HIMX) Message Board

  • sbacchus2003 sbacchus2003 Oct 2, 2013 2:09 AM Flag

    Pantech is are newest customer!!

    奇景擴大與三星、LG等合作 南韓出貨躍進

    【經濟日報╱記者謝易軒/台北報導】
    2013.09.20 03:35 am

    在美國那斯達克掛牌的國內驅動IC廠奇景光電,今年正式與大股東群創(3481)切割後,在其他客戶的布局大躍進。奇景今年擴大與三星、樂金(LG)、泛泰(Pantech)等韓系智慧手機、平板電腦、電視品牌大廠合作,業界評估,奇景今年在南韓市場出貨量將較去年大增逾四成。

    奇景美國存託憑證(ADS)近期呈現噴出走勢,本周股價一度觸及9.77美元,改寫歷史新高,奇景ADS今年以來漲幅已逾三倍。據透露,奇景與韓系廠商合作近十年,今年由於主要智慧型手機客戶改採機海戰術,將奇景解決方案擴大採用至多款機種,因此出貨量較去年明顯大幅增長。

    據了解,韓系業者初期採用奇景的驅動IC,主要是刺探敵營軍情,經過長年合作,奇景在產品技術、價格、競爭力皆獲得韓系廠商肯定,加上今年群創與奇景正式切割,讓奇景今年在南韓市場大躍進。

    以產品市場的動態來看,由於中國大陸中低價智慧型手機崛起,自年中起,高階智慧型手機銷售動能明顯趨緩,三星也轉向大打機海戰術,推出中低價策略。

    據了解,三星為加速同時推出多款手機,在驅動IC解決方案部分,擴大採用奇景已經完成驗證的產品。

    另外,樂金與泛泰今年也以旗艦機種打響知名度,連帶拉抬其他中階規格手機銷售成績,加上平板電腦與電視產品同步擴大採用,讓奇景吃下大補丸。業界評估,奇景今年在南韓市場的出貨量,將較去年大幅成長超過四成。

    全文網址: 奇景擴大與三星、LG等合作 南韓出貨躍進 | 上市電子 | 股市投資 | 聯合新聞網

    Sentiment: Strong Buy

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    • Pantech is a South Korean company that manufactures mobile phones. Established in 1991, its market is mainly domestic with partners in the United States, Japan, China, and Europe. In 2012 Pantech was the second best-selling handset maker in South Korea, according to Gartner. Pantech also partners with PCD for specialized phones.
      For the U.S. market, the company primarily manufactures phones for the two largest wireless carriers, AT&T and Verizon.

      Sentiment: Strong Buy

    • english version---Wonders expand with Samsung, LG and other South Korean ship leap cooperation

      [Economic Daily ╱ reporter Xie Yi Xuan / Taipei】
      2013.09.20 03:35 am
       
      In the U.S. Nasdaq-listed domestic driver IC factory Himax this year, an official with the largest shareholder group record (3481) After cutting, the Great Leap Forward in the layout of other customers. Wonders expand this year with Samsung, LG (LG), Pantech (Pantech) and other Korean smart phones, tablet PCs, TV brand vendors to the industry assessment wonders in South Korea this year, the market volume will increase over last year Sicheng.

      Wonders of American Depositary Receipts (ADS) recently presented ejected trend, price touched $ 9.77 this week, rewriting record, wonders of this year rose more than threefold ADS. According to reports, wonders and Korean manufacturers for nearly ten years, this year due to major smartphone customers shift to machine sea tactics, the wonders of the solutions adopted to expand the variety of models, so shipments significantly over last year increased significantly.

      It is understood that the early use of Korean industry wonders driver IC, mainly military spying enemy camp, after years of cooperation, the wonders of technology in product, price, competitiveness are sure to get Korean manufacturers, coupled with the wonders of this year Innolux formal cut, let wonders leap year in the Korean market.

      Product-market dynamics, due to the low-cost smartphones in China rise since mid-year, high-end smartphone sales momentum slowed down, Samsung also turned to play the machine sea tactics, the introduction of low-cost strategy.

      It is understood that Samsung also launched a number of mobile phones to speed, the driver IC solutions part of the wider adoption of proven products wonders has been completed.

      In addition, LG and Pantech flagship models this year to establish reputation, and it gets lift the other midrange handset sales performance specifications, coupled with flat-panel computer and television products simultaneously expand adoption, let wonders eat nourishing pills. Industry assessments, wonders of the market in South Korea this year, shipments will grow significantly over last year more than 40%.

      Sentiment: Strong Buy

 
HIMX
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