Compal's 2018 operational outlook is positive, relying on the dual A drive, and in the past, Compal growth axis from non-PC in 2018. Came out the market, Apple will launch at least 2 iPad, with the introduction of Amazon's smart audio, will drive Compal's growth in principal OEM Compal's business in 2018, coupled with the extra profit outside of BTU's share buyout program, will allow Compal to sweep the window of poor profitability in 2017. Compal Chairman Xu Shengxiong attended the handover ceremony on the 22nd Said that NB will continue to break shipments, the target growth of 10% over 2017, non-NB products, tablets, smart watches and smart phones, will have a higher momentum of growth momentum, non-NB products accounted for the proportion of estimated Comparing with 31% in the previous year, it increased to 35%. Compal pointed out that operating in 2018 will show a quarter-by-quarter growth trend and will be fully profitable, sweeping the downturn in 2017. Compal In 2017, the mainland smartphone brand As a result, customers' music dragged down, causing a total loss of 2.9 billion yuan in the second quarter to offset all bad debts. After adding up, the total amount of recognition of Compal's financial crisis in LeTV hit 4.283 billion yuan, affecting EPS of 0.97 yuan. Profit will have a turning point, the industry and the outside have kinetic energy For example, Compal has taken a second look at NB ODM. Due to the continuous and shrinking brand customers in this market, it also has a tendency to focus supply chain orders. ODM factories with larger orders tend to be more cost competitive with the result that Quanta, Compal recently released their NB shipment outlook in 2018, which is better than the overall market. Compal has Lenovo, Dell and Hewlett-Packard 3 NB brand customer orders, including Lenovo , Dell and Compal stable relationship, Hewlett-Packard Compal order growth in recent years, more obvious customer growth, HP's market share in NB continued to lead, but also led to the growth of Compal orders.Calibur General Manager Chen Ruicong recently predicted that in 2018 PC (Including NBs, AIO PCs and servers) will reach 42 million units, up 6% from 2017. Compal has achieved a market share of over 30% in NB ODM and also extends its reach to desktop PCs, Compal Starting from NB customers, expanding into the client's desktop computer market, starting to warm up in 2018 and joining the war in 2019, Compal expects to ship 150 to 2 million units in 2019 and will continue to expand its shipments to provide Its one-stop customer service (One stop) service, Chen Ruicong said the market was Not worse than NB Compal growth will be the most obvious non-PC business, the company pointed out that including tablet PCs, smart phones, wearable devices and AI products, shipments will reach 511 million units in 2018, compared with 40 million in 2017 Taiwan, growing up to 27.5%, but also led the proportion of non-PC revenue up to 35%. Tablet PC continued growth, smart watches will grow, while the smart phone stable, dominated by Japanese customers. Compal pointed out that the second quarter revenue will be Higher than the first quarter, mainly due to non-PC business.Industry rumors, Apple will push 2 new iPad, according to the Eurasian Economic Commission ECC approval, Apple will have 2 new models of iPad will be launched, the 2 iPad Probably 10.5 and 12.9 inches of the iPad Pro. Compared to the overall decline in the Tablet PC in 2017, iPad showed a contrarian growth, but also led the major foundry Compal shipments pulled up. Intelligent audio less ink in the past, while Compal Has entered the Amazon smart audio supply chain, orders with the Hon Hai points Amazon as the world's largest manufacturer of intelligent audio, leading Echo series of heroes, even if Apple, Google actively pursued, market research agencies still predict that Amazon Echo Series market share will reach more than 5% Comparable to watch parts, Compal AppleApple Watch orders, 2018 will continue to expand, Compal shut the message, however, the industry estimates, Compal smart watches will be substantially shipments.According to market research agency Canalys survey, 2017 Apple Watch sold 1,800 million units, an increase of 54%, 2 models accounted for a total of 52% of the old models.Industry pointed out that Compal main assembly Apple Watch old models.As for the Lianbao sell case, Xu Shengxiong pointed out that Lenovo currently Has not yet replied, the transaction time is not yet determined, and the market speculation, the case is expected to be finalized in March, the fastest season can be accounted for 2. The legal person estimates, deducting the original cost of investment, Compal profit up to 600 million US dollars, Po equity disposal benefits expected to reach 100 billion yuan, contribution Compal 2.66 yuan per share net profit.
