创业板指吧
  • 最近访问:
发表于 2017-11-10 09:49:26 股吧网页版
UBS瑞银2月份的亚洲科技策略,198页slides
UBS瑞银2月份的亚洲科技策略,198页slides:

We believe Apple will adopt OLED displays for the iPhone next year, and could be used in 1 out of 3 iPhone models We assess that sole OLED display supplier Samsung could support up to 79mil units in 2017
1. We forecast an OLED-induced re-acceleration in the iPhone cycle. Other innovations we think Apple will make wider use of include dual cam across 2 out of 3 models

2. For all those reasons, we remain Positive in APAC Tech on the Apple supply chain into 2017

3. We are more cautious on Android smartphones:
? The Chinese top OEMs have not reduced procurement after CNY; but (1) they could be outperforming others, and (2) component shortages is leading to new models shipment delays and hence Sell In support in 2Q (different from Sell Through upside);
? We are similarly concerned that initial procurement ests for Samsung smartphones may end up on the higher side;

4. We have downgraded our view on Memory Semis to Neutral from Positive as we see signs of the DRAM cycle nearing a peak, whilst improvement in production yields in 3D NAND in 2018 could also lead to oversupply

5. Longer term, we believe the OLED investment cycle will last several years…

6. … And see significant opportunities for Semis in High Performance Computing – supported by how fast AI will become pervasive in Consumer and Auto Tech

发表于 2017-11-10 10:16:15
发表于 2018-07-12 08:59:55
作者:您目前是匿名发表   登录 | 5秒注册 作者:,欢迎留言 退出发表新主题
提示:用户在社区发表的所有资料、言论等仅代表个人观点,与本网站立场无关,不对您构成任何投资建议。用户应基于自己的独立判断,自行决定证券投资并承担相应风险。《跟帖评论自律管理承诺书》

扫一扫下载APP

扫一扫下载APP
信息网络传播视听节目许可证:0908328号 经营证券期货业务许可证编号:913101046312860336 违法和不良信息举报:021-34289898 举报邮箱:jubao@eastmoney.com
沪ICP证:沪B2-20070217 网站备案号:沪ICP备05006054号-11 沪公网安备 31010402000120号 版权所有:东方财富网 意见与建议:021-54509966/021-24099099