Hua Qi is the orgnaization that chops valence possibly to component of new fund IPhone to open a the first gun, among them, special reduce IPhone of low LCD editionCostBeforehand appraise, anticipate this IPhone totle drilling cost uprights at IPhone 8 and IPhone 8+ . Spend a banner to also point out however, give as shipment of LCD edition IPhone delay improvement, amount of its load pull will still IPhone of edition of OLED of progressively prep above.

Yang Weilun of analyst of industry of science and technology of round-the-world negotiable securities expresses Hua Qi, according toSupply chainInvestigate, material of new fund IPhone may cut price, basically come from an apple to pay close attention to cost pressure, in the center group of camera lens model, infect feeling cell average price (ASP) taller, add the mainlandSupply chainRise abruptly, rate of more expensive machine is faced with cut price. Expect series of model of double camera lensThe priceReduce than last year 6% to 10% , 3D passes attune of feeling model group to fall 15% .

The detailed list of 3 IPhone material that lists according to Hua Qi, the IPhone 8 that published last year, IPhone 8+ reachs IPhone X, cost of postposition camera lens is every unit respectively 15, 26, 29 dollars, buy camera lens all is 6 dollars before, the group of model of 3D camera lens of IPhone X 20 dollars.

Beforehand 6.1 inches of LCD IPhone that appraise will publish this year, 5.8 inches reach 6.5 inches of OLED IPhone, cost of postposition camera lens is each 13, 26, 26 dollars, buy all falls before to 5 dollars, pass feeling model group to fall in the round for 17 dollars.

Hua Qi is moved accordingly fall the totle drilling cost of LCD edition IPhone comes 261.4 dollars, additional IPhone of 2 OLED edition is respectively 342.6, 374.1 dollars. Camera lens supplies chain in, value Oufeiguang relatively, assemble the factory is valued and large, abb is achieved, housing factory favors can become.

Hua Qi updates 3 IPhone shipment to forecast at the same time, grind sentence integral load pull to will be driven by OLED edition IPhone first, new machine of the 3rd Ji San money in all shipment 2, 2 million, include OLED edition and LCD edition each 2, 0, 2 million, the 4th season accumulates shipment 6, 8 million.

In light of each dimension expression, although 32 get the influence with not stable policy of American government custom duty, american demand slants conservative, but still can anticipate maintain a certain quantity of, and burgeoningThe marketResembling is demand of stock up of Indian and other places pretty good. On the other hand, factory of mainland face plate is controlled actively yield, reduce yield of 32 face plate, make the supply and demand of 32 tends evenly, hopeful of price of 32 face plate stops drop time firm.

In respect of dimension face plate, still have 4 dollars of 3 ～ on average June drop, 43 of 39.5 ～ face plate, be pulled by project and stock up demand move, InventoryPressure is reduced, predict the price July falls control convergence to 2 dollars. Whole of 50 face plate comes to 49 ～ lookInventoryStill on the high side, the price keeps descendent current, drop be in about 5 dollars of 3 ～ . Because strategy of face plate factory is adjusted, turn make other measure, anticipate the price will fall July an astringent to 3 dollars.

In 55 respect, need sue for peace to supply all grow, price of predicting face plate still maintains downtrend, but fall will from only month 5 dollars astringent arrives 3 dollars. As to the face plate of large size TV of 65 and above, serious first half of the year supply exceeds demand, drop every months be as high as 10 dollars, north America of place favour second half of the year abroadThe marketStock up demand restores stage by stage, the price falls contractible, anticipate will drop July will narrow 5 dollars.

In light of whole, group wisdom seek advice point out, price of face plate of the 2nd season falls greatly, face plate of halfway measure TV issues cost of sound ready money, face plate factory is adjusted in succession produce can combine with the product. Enter traditional peak period, predict 43 and hopeful of face plate of the following small size will stop in July drop time firm, large size price falls in an astringent to 3 ～ 5 dollars. When to stop as to face plate price drop? Still want to see force of market load pull.

Face plate price inverts from inside last year downward, had dropped more than 1 year, the 3rd season still is small drop go situation. Look into to the 3rd season, group speak bluntly of Wang Zhichao of the president before achieving, the 2nd season manages hardship, the 3rd season still is traditional busy season, the hope is OK a bit better. But market supply and demand did not ameliorate, still be the state of supply exceeds demand. Demand can promote, but the price is very painstaking still, everybody is about PanMakeCost, competitive can live, face loss with respect to meeting without competition ability.

(Industrial and commercial times)

Turn what Ren Qun achieves advisory Wang Zhichao to say is straight white, think industry of Taiwan face plate has done not have leeway, the true word that wants work must be crossed go out, poor dissimilation can be contended for only actually cannot contend for a thousand years temporarily, can live more only 3 years, 5 years; Group achieve be in actively in recent years overall reachBrandGo up layout, senior industry expert expresses, show the purpose that should cast off factory of pure face plate to evaluate already strongly actually.

Group achieve this year is president substitution is done not only, also start at the same time externalInvestmentmovement, become a shareholder together with grand sea North America is the biggest TVBrand VIZIO, main sprint United States is overall give big talk, from deeper one will look, this become a shareholder case, union is in the face plate factory of Hong Haiwei city, add group achieve overallMakeAbility and technology, xia Pu and VIZIO two brands, group of conduce grand sea is in the layout of a coordinated process of North America market.

Cooperate besides group natural resources sprint is overall besides, foreign capital of one’s previous experience of president Hong Jinyang, how should raise the market to be opposite group of achieved evaluations, besides the basis associate with main shaft, what make with technical research and development, intelligence is essential, continue to advance ” add a value to change, diversity, platform is changed ” 3 outside changing way, the outside pays close attention to more group achieve whether can have tear apart further, or it is career of as other as the group face plate farther conformity.

Hong Jinyang is right how to rise group achieve an evaluation to do not have a word fix definitely, it is to emphasize eliminating any possibility only, as to so called tearing apart also is not simple tear open 2 or tear open 3 can accomplish, but also show fully small and the message that the United States can draw the market to pay close attention to more probably, nevertheless, everything wants again balance is evaluated.

But, foreign capital setting, be being added is You Honghai the group is airborne, how Hong Jinyang can use capital market to operate, throughFinancialMethod or it is other method comes compose is built group achieve long-term competition ability, raise group of achieved vendibility, stay have comparative to associate greatly space.

Net of go smoothly harding iron