January is the traditional off-season, although the new iPhone shipments decreased, but according to legend, Apple is expected to launch this quarter, iPhone X legendary blush gold as the new color style, will be the main lock the Lunar New Year shopping season, is expected to have Help to promote another wave of buying rebound, it is estimated single-quarter shipments are still expected to reach 30 million.
DIGITIMES pointed out that the new generation of iPhone in 2018 in addition to the existing specifications such as Face ID, screen ratio and other continuous optimization, but also is expected to continue to increase the proportion of AMOLED models, improve storage capacity specifications, and will be locked in emerging markets such as India Demand, is expected to launch in the spring and the second generation of the iPhone SE series hit the mid-market.Therefore, it is expected in 2018 iPhone shipments will continue to expand, the annual growth rate will have the opportunity to look at 7%.
Touch panel industry into (GIS-KY) mainly for Apple iPhone supply 3D pressure sensing touch module, as well as provide iPad touch module fit service.In addition, the industry to provide Apple laptop display panel module fitting service, also Shipments in the fourth quarter of 2017. In recent years, the proportion of revenue from Apple gradually rose, the first three quarters of 2017 showed a continuous year-on-year growth trend, which started to decline in December. It is estimated that the first quarter of this year will be affected by the Spring Festival holiday and It is understood that compared with the peak in the fourth quarter, the off-season performance of about 40% ~ 50% less than the quarter, but by the fourth quarter of 2017 shipments than expected.Market estimates, the first quarter of 2018 The quarterly decrease will be expected to fall between 3 and 4 percent. Benefiting from the higher unit price of the new pressure touch sensor for iPhone X and the steady increase of flat products, it is estimated that the revenue of the first quarter of 2018 will be lower than that of 2017 Over the same period the annual growth rate of more than 5 percent.
However, in order to reduce the dependence on Apple, Yip will start to expand its non-Apple business and car panel application market starting from 2017. For example, before the cooperation with QUALCOMM to develop the on-screen ultrasonic fingerprint identification module, at last year's World Mobile Communication Conference in Shanghai, Vivo It launched the relevant products with Qualcomm's ultrasonic fingerprint identification module solution, then the push behind the hand is the industry into. And now, millet is also developing related products, have the opportunity to become industry potential customers.At the same time, industry is also In addition, the orders from Nintendo Switch began to be shipped in small quantities in the second half of the year, and the sales target of 2018 could be benefited from Switch Looking to 2,500 ~ 30 million units, the industry is also expected to meet the customer demand for stable delivery, it is estimated will be able to win the proportion of 30% of the annual shipment.
In addition, the industry started its global R & D center in Chengdu in December 2017. The R & D center will focus on the development of high-precision, micro-nano alignment technology, inductive thin film technology for integrated circuit manufacturing, augmented reality and virtualization Real technology and optical sensing technology.Industry Science and Technology will invest 11 billion yuan, upgraded Chengdu base for the industry into Greater China headquarters and the implementation of 're-create an industry into' program.Industry into Shenzhen, industry into Wuxi and industry into Zhengzhou as a wholly-owned Subsidiaries into the headquarters of Chengdu, which will include investment holding center, research and development centers, procurement centers, clearing centers and financial centers, is expected to 2021 annual sales can exceed 270 billion yuan.