iPad3 market impact of delay on the PCB

Recently came news that Apple Tablet PC iPad3 very likely to be postponed to next year, the Multi-Layer PCB Design-related stocks also crashed a recent response. Among them, the cabinet maker to enter the lower limit can be locked into the plate, and printed circuit board (PCB) in the HDI board and soft board manufacturers also showed low, Ka Luen Yick also touched limit down version, and Taiwan dropped more than the county 3.5%, Hua Tong, King Master, Hon Hai is also a lower.

Tripod announcement in the first half consolidated revenues of 21.119 billion yuan, rose by 7.3%, gross margin of about 20.7%, 22.3% decrease over last year, after-tax surplus of 2.438 billion yuan, rose 6.7% to the current share capital of 5.256 billion yuan dollars , 4.64 yuan per share after-tax earnings; the other, second quarter revenues of 10.413 billion yuan, after-tax surplus of 1.123 billion yuan, 20.4% gross margin, after tax earnings per share was 2.14 yuan.

Can become a third-quarter revenue will continue busy season is estimated quarter increased 10%, then buying is not to join in on the 17th, PCB Design gradually weakening into the intraday price limit; as Apple's largest assembly plant on behalf of Hon Hai share price yesterday dark, foreign net selling 17 to expand the number of sheets up to 16 000, the share price from red to black.

Steve Jobs originally intended to launch in the second half of 2011 Tablet PC iPad3, Q3 is expected to ship about 150-200 million units, Q4 to $ 500-600 million units. However, the recent upstream suppliers from Apple came news of the production target data has been fully removed, iPad3 the listing delay spread this rumor.

Although iPad3 listing delay, Apple Tablet PC in the field of very strong, the second half of the current supply is still indicate iPad2 is increasing, sales are expected to maintain the target level of 2800-3000 million units.

PCB with a number of shares of Apple-related injuries fell to the ground, locked into the lower limit, and Metal Base PCB Tripod 17 contrarian stock is received red, and closing up 1.6 yuan to 85 yuan to close. Tripod said third-quarter on quarter, with customer shipments considerable kinetic energy, there is no significant change in operating season predicted steady.