In addition, despite the poor demand of Apple's iPhone X, KGI’s investment advisers believe that the new iPhone should be shifted to the second half of the year. It is expected that the TFT-LCD models will have a chance to reach the new iPhone shipment due to price advantage. 50%, better than the forecast of 45% at the beginning of the year, because the TFT models accounted for about 40~50% of the total revenue, effectively supporting the sports energy in the second half of the year.
Demand for Android phone-related film sets has recovered from the end of March, mainly driven by demand for inventory replenishment and the launch of new models. Android phones have been undergoing inventory adjustment since the first quarter of 2017 due to the near saturation of Chinese demand. In the fourth quarter of 2017, the number of IC design plant inventory days dropped to 68 days, which is lower than the average of 71 days in the past five years. The low inventory has forced Chinese mobile phone brand factories to start inventory back.
In addition, the second quarter of last year for the Android camp of the year when the new machine was released, the distribution effect of the new models is also easy to increase the downstream components in the second quarter of 2018 camp sports energy. KGI speculation in anticipation of the overall Android phone in 2018 Shipments should have a quarterly increase of 10-15%, which is better than the quarterly decrease of 12% in the same period of 2017. Therefore, optimistic about MediaTek, Shanbang will benefit from this, and low- and mid-range Android mobile phones account for approximately 40 percent of MediaTek’s revenue. 50%, about 25-30% of Shan State.
Apple iPhone X caused the demand to be lower than expected due to over-pricing, but the bad news has been reflected to a considerable extent. KGI’s investment advisers should now turn to the new iPhone in the second half of 2018. It is expected that Apple will launch 3 new iPhones. 6.5-inch and 5.8-inch OLEF models, and 6.1-inch TFT-LCD models, all equipped with 3D sensing, among which, TFT-LCD models will have the opportunity to inspire more users' replacement requirements due to price advantages. , And TFT-LCD models will account for 50% of the new iPhone shipments in the second half of 2018, better than the forecast of 45% at the beginning of the year, and iPhone shipments in the year 2018 will reach 2.25 billion-2.3 billion. Taiwan, an increase of 4-6% year-on-year. Therefore, optimistic about (2474) will benefit from this, as iPhone TFT models account for 40-50 percent of revenue.