Gigabyte, Chen Hong Joint venture New company | Grab AI, things networking opportunities

2017 Big move launched the reorganization of Gigabyte, continued to accelerate the pace of transformation. The recent outgoing gigabyte will be with touch panel manufacturers Chen Hong Joint venture to set up a new company ' technology Chen ', is expected to be officially on the road in January, join hands to grab the artificial intelligence (AI), the Internet of Things (IoT) field orders, tentatively by Gigabyte-led, and Gigabyte network communications Group general Manager Gigabyte will not respond to this. Gigabyte previously launched the largest organizational reform in recent years, the goal of rapid lifting of the brand Aorus strength, comprehensive integration of mainframe board, drawing cards and notebook computer (NB) business, and to allow more of the Mesozoic talent, to determine the best successor election, the current reorganization of the provisional end, It is expected that the efficiency of reorganization will gradually appear in 2018 years. Main card, NB and Netcom market gigabyte, has always been more conservative in the field of innovation investment and research and development, in recent years, the more market knowledge of the investment case for the 2013 into the sound far precision optics, become the largest shareholder, sound far in early 2017 announced the arrival of Taichung Park, the main lease of the industrial Into the mobile phone plastic optical lens assembly business, the case investment amount of NT $200 million. The recent market again out Gigabyte has identified new investment cases, is not expected to be with touch panel manufacturers Chen Hong Joint venture to set up a new company ' technology Chen ', is expected to formally announce January, both sides have their own advantages and customer base, to grab food ai, IoT field orders, the new company tentatively by Gigabyte-led, And by Gigabyte Network Communications business group general Manager Li Yitai is responsible for. Benefiting from the outbreak of mining demand, gigabyte card sales and the average price increase, pushing up 4-11 months of significant growth, of which, the 3rd quarter after net profit up to NT $1.106 billion, 94.04%, annual increase of 36.04%, per share after-tax (EPS) amounted to 1.75 yuan; Accumulated the first three quarters of revenue 44.35 billion yuan, the annual increase of 10.9%, after-tax net profit of 1.943 billion yuan, annual increase 9.1%, EPS 3.08 yuan, performance is better than the same period in 2016. Gigabyte November revenue for 5.543 billion yuan, the monthly increase of 25.25%, the annual increase of 21.14%, accumulated before November revenue 54.32 billion yuan, the annual increase of 11.75%. The market expected gigabyte 2017 EPS about 3.8 yuan up and down, slightly better than 2016 3.64 yuan. Although the drawing card has grown dramatically, 2017 annual shipments of about 4.4 million pieces, compared to the 2016 3.5 million large increase of 900,000 pieces, but the main sales of Gigabyte main board business is clearly declining, the first three quarters of shipments to only 9.7 million, the expected 4th quarter shipments of about 2.9 million pieces up and down, about the 3rd quarter of 3 million flat. To this estimate, the 2017 annual mainframe board shipments reduced to 12.6 million, a significant reduction of 3.6 million tablets than 2016 years. Market estimates, gigabyte past the main board, drawing card profit is about NT $2.5 billion ~28 billion, 1.2 billion ~16 billion, 2017 due to the apparent growth and decline of the board card shipments, profit also appears to be reversed, drawing cards all year round profit washed up about more than 2 billion yuan, make up the main board profit attenuation to more than 1 billion yuan gap. In the server business, gigabyte server OEM received the Russian Yandex orders, pushed up 2016 revenue growth, the first quarter of 2017 there are still a small number of orders to drop bags, will continue to help revenue growth. And with AI, IoT has become a trend, gigabyte, in addition to fully invested group strength, this hand Chen Hung, also hope to be able to exploit the industry chain customer group, to join the next generation of tickets.

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