Leybold Tech Seizes Google's Tablet Supply Chain?

Recently, the reporter of the "Daily Economic News" noticed that the China Gold Corporation released a research report that Raicom Hi-Tech (002106, stocks) (002106, closing price of 15.20 yuan) has provided touch-screen products to Google's second-generation Nexus7 tablet PCs, but The company told reporters that the company has no right to disclose relevant details because it signed a confidentiality agreement with the customer.

CICC: The company has supplied Google Tablets

Last week, Google’s second-generation Nexus 7 tablet was officially launched. Although there is still a gap between Apple’s iPad and Apple’s iPad products, the release of new products shows Google’s determination to catch up. Public information also shows that the first generation of Google Nexus7 Tablet PC has received favorable comments from the tablet market and consumers since its launch last year, and its cost-effectiveness has allowed it to quickly gain acceptance.

The reporter of the "Daily Economic News" noted that on July 29th, China National Gold Corporation issued an article entitled "Startup of Apple's New Google Cycle, Domestic Smart Machine Forced Season". According to a research report, Google’s second-generation Nexus 7 Tablet PC is expected to ship 6 million to 8 million units in the second half of the year. The product’s touch screen components will be provided by Leybold Tech and the Chinese company’s Taiwan’s Wintek. 20% of the total. At the same time, the research report also stated that the follow-up share of Lai Bao Gaoke will increase according to the yield rate and quotation accordingly.

According to the research report of CICC, the second-generation Nexus7 Tablet PC is expected to ship 6 million units in the second half of the year. An industry source told reporters, “From the current market price point of view, the pricing of the touch module should be The range of RMB 120 to 200 is floating. Therefore, according to the market data provided in the research report of China International Capital Corporation, the discount price of RMB 150 will be used to supply Google Nexus 7 Tablet PC, and it is possible to provide it to LEYBOLD Hi-Tech in the second half of the year. About 180 million yuan in operating income.

According to arrangements, Google Tablet will be on sale on July 30. It is reported that the appearance of the Tablet PC basically continues the previous generation design, divided into 16GB (Wi-Fi), 32GB (Wi-Fi) and 32GBLTE versions, 16GB version is priced at 229.99 US dollars, 32GB version is priced at 269.99 US dollars, LTE version The price was $349, but the starting spot did not include China.

Company: Has signed confidentiality agreement can not comment

According to statistics, in 2012, LEYBOLD Tech achieved a total revenue of RMB 1.2 billion. If LEYBOLD did supply the Google Nexus 7 Tablet PC, the Nexus 7 Tablet PC in the second half of the year may provide about 1.8 billion RMB in operating revenue for the company. To the company's total operating income of 15% last year.

As the reporter of CICC Research was not contacted, Daily Economic News reporter called Lai Bao Gaoke as an investor yesterday. Wang Xingcun, the company’s securities representative, told reporters that “the company and the customer signed a confidentiality agreement. The company has no right to disclose the relevant details. Therefore, for the contents of the CICC research report, the company can not make too many comments."

For this reason, the reporter of “Daily Economic News” contacted industry insiders who had researched Leybold Tech, and the person revealed to reporters, “In 2012, the company successfully entered the field of touch module in the downstream of the industrial chain and obtained domestic and foreign Recognized by a well-known end-user, but I'm not sure if the customer is Google."

For the company’s prospects, another analyst who declined to be named said that “in the past two years, the company's gross profit margin has fallen a lot. This is due to the fact that since the beginning of last year, the capacity of the domestic module has been released more, and the downstream competition is fierce. If it does supply Google Nexus7, , will be expected to reduce the pressure of GG inventory module, but the more important point of view in the future, should fall in the company OGS (full glass fitting) business."