Benevolence treasure mainly NB customers Lenovo, continue to expand the operation of the Territory, recently announced the acquisition of Fujitsu PC Business, will drive benevolence treasure shipments. Compal General Manager Compal pointed out that the 2018 overall NB market will hold steady, but the benevolence PO shipments are expected to continue to grow, the main cause of customer expansion of the market, but also led to the production of benevolence PO NB shipments market. Compal 3rd Quarterly earnings, the 3rd quarter of NT $2,316, 900 million yuan, the growth of 8% in the 2nd quarter, the annual increase of 17%. The single quarter operating margin amounted to NT $7.94 billion, the quarterly increase of 2%, and the annual decrease of 9%. Operating benefits of NT $2.92 billion, the quarterly increase as high as 227%, the annual decrease of 16%, the pre-tax net profit of NT $2.978 billion, the quarterly increase of 172%, the annual increase of 5%, the net benefit of NT $2.324 billion, the quarterly increase of 815%, the annual increase of 7%. EPS is $0.53 per season. The 3rd quarter earnings and the 2nd quarter, the increase is staggering, the main reason for the 2nd quarter to eliminate all the loss of music, in the 2nd season. Compal in the 2nd quarter, the loss amounted to $2.9 billion, also led to the 2nd quarter after-tax profit of only 417 million yuan, while the 2nd quarter EPS only 0.06 yuan, in the case of lower base period, also let the 3rd quarter profit exceptionally bright eye. Compal 3rd-quarter PC (including desktop computers and NB) shipments of 10.3 million units, compared with the 2nd quarter growth 9.7%, however, the intelligent device shipments slightly less than expected, Compal pointed out that the main customer orders postponed to the 4th quarter, and therefore PC and non-PC operating proportion of 7:3, benevolence assessment, the 4th quarter PC shipments will be flat, Smart Device shipments Tizan will reach 20%, PC and non-PC operations accounted for 65:35. Compal also announces 2018 operation Outlook, Compal said that the 2018 overall PC market is still flat, but benevolence PO shipments are expected to grow, the number of shipments per year increase in Single-digit, and intelligent device growth is larger, where things networking (IoT) device shipments will be doubled, tablet computer shipments will continue to grow, as for smartphones, Estimates will be flat. Compal began in 2017, next Apple Watch OEM orders, before reaching Apple Watch orders, because the shipment is small, and assembly is not easy, so is the loss of orders, Compal unwilling to address individual customers and products, only said that in the wear-type device production rate, From July to receive a single, has now reached the level of customer requirements, learning curve to improve quickly, this is the strength of benevolence treasure, and will not lose money to receive orders. As for the tablet computer Section, the company is Apple's ipad and Amazon tablet supplier, and is the largest supplier of ipads, Compal pointed out that the overall tablet market is expected to grow in 2018, because Compal in the customer's shipments accounted for is already high, in the pull high shipments accounted for difficult, but as customers grow, Compal is also very optimistic about the 2018 tablet shipments. The server is the field of benevolence treasure active March, bullish Cloud Drive server development, benevolence Treasure also continued to work, Compal pointed out that the 2017 Benevolence treasure server losses of NT $ $number, is expected to 2018 with the size of the ship, loss will be halved, and expected in 2019, server business will be turned into surplus. Unlike quanta, weft-ying and other manufacturers focused on the network services, Compal said that the current benevolence treasure still brand customer's traditional server market, the current customer including the United States and mainland brands, because the server from the design to the ship needs $number years time, so benevolence treasure will be the vision in 2019, At that time, the size of the shipment is expected to have a greater operating turnaround. Compal said that benevolence treasure in the server business into the late time, is still in the training stage, because jumps to do the cloud customer's data center, will be out the entire cabinet, and may conflict with the existing customer, therefore will not be the Benevolence treasure Business focal point, the server is the long-term strategy, must first the basic skill practice well, at present also to the main board, the exchanger is cooperates with the friend factory , and there is no beginning to make a storage device. Compal 3rd Quarter gross margin 3.4%, lower than the 2nd quarter 0.4%, Compal explained that the main cause of the display and memory, such as key 0 component prices, led to a decline in gross profit margin, the display price has slowed down, but the memory continues to be short, and the forecast will be short of 2018, so will still be Passive component parts, until the beginning of 2018, can determine whether the price will continue to rise. As for the lack of labour issues that the mainland has been in the second half of the year, Compal said whether or not to look at Apple's iphone shipments and sales, to 2017 years as an example, the original June has tightened nerves to prepare, but the real lack of work in the late August only began, and to 9-10 months is not so tight, not only lack of work time delay, And the time is relatively short, fully reflects the iphone demand adjustment. Due to lack of work, benevolence and treasure continue to strengthen automation investment, to alleviate the shortage of labor, and can also reduce the cost of artificial flow caused by the problem, with the current production of the PC product line for example, compared with 3 years ago, the number of personnel used has been reduced by 50%, the future will continue to automate the direction of efforts.
