The advent of the 4G era will drive the revenue of peripheral PCB factories to go higher

The fourth-generation mobile communication gradually emerged. Jingshuo, Quanke and Xianfeng Communications each found a piece of the sky in areas such as handheld devices, access roads, and Netcom. It is expected that this year will gradually bring benefits and pay attention to the year-round operation.

Jingshuo’s core technologies are in handheld device-related integrated circuit (IC) substrates, first-pass printed circuit boards (PCBs) are mainly used in servers and base stations, and the entire company is also playing a solid role in Netcom IC access, although they all believe that the fourth generation of mobile communications. (4G) LTE gradually generates demand, but benefits can be expected.

General Electric and Jingshuo are Broadcom related concept stocks. After Broadcom withdrew from its digital TV chips, it made every effort to tap into mobile phones and wireless Netcom chips. The penetration rate of handheld devices and home networks continued to increase, and it was viewed as positive by legal entities.

In addition to the expected gradual fermentation of 4G, Jing Shuo and the general public had a record high revenue last year. Jing Shuo’s profit is expected to climb to a new high of four years. Although the general division is not as good as the previous year, it still performed relatively well against access providers.

Compared with Jingshuo and General Branch, Xianfeng achieved record revenue and profit last year. It is one of the few PCB factories whose share prices have risen in the past year. It has an industry outlook in the cloud, and has long focused on server and base station PCBs. 4G also adds imagination for the future.

The first season of Xianfeng was still a traditional off-season. Orders remained at a normal level and there was no obvious growth, but they were not bearish for the whole year. During the years of operation, they had been declining for many years. This year, they also tried to maintain the bottleneck in the process and were not in a hurry to expand production capacity. The pursuit of profit as the primary goal.

Xianfeng pointed out that the January revenue was slightly lower due to the New Year holiday than December last year. Although the first quarter was light, February would still be better than January, and it is expected that the boom will only become clear in mid-February. 4G related products have already In trial production, although the price is relatively complicated but the unit price is high, it depends on when the volume can really be increased.

Jing Shuo’s revenue was lower than expected in the fourth quarter of last year. Some customers adjusted their order placement strategies. Even if the first quarter fell due to the traditional off-season, they emphasized that the factors existing in the fourth quarter of last year have disappeared and gradually returned to normal, even in January. The first quarter is the bottom of this year.

Jing Shuo’s recent foreign orders will be squeezed by South Korea’s Samsung Electronics (SEMCO) through Qualcomm’s 28-nm substrate certification, and the stock price is also affected. It also emphasizes that this is old news and has not happened, and is confident in this year’s operations.

The relevant manufacturers all believe that the 4G era is bound to come, but it will not be too fast. It will gradually ferment from the United States, Europe, Japan, the mainland, and Taiwan, but it will definitely help the operation. Currently, handheld devices such as tablet computers and smart phones are being used. Still dazzling, it is beneficial to the steady development of operations this year.