In 2012, the global economy is not clear. Guangbao Branch said that the company's biggest growth driver this year will come from power supply, LED and camera modules. The annual revenue is conservatively estimated to be single-digit growth compared with 2011. In 2012, the company's capital expenditure was about 2.5 to 2.8 billion yuan, a decrease of more than 20% from the previous year. Among them, 1.8 to 2.1 billion yuan will continue to invest in automated production lines, which will boost the gross profit margin.
Guangbao Branch said that it is still optimistic about the smart phone market in 2012. Therefore, the high-end camera module (VGA) of Lite-On 5 million pixels is very large, and currently accounts for more than 50% of the company's overall production capacity. This year, there will be new customers and new ones. With the addition of projects, the monthly shipments are expected to grow from 15 million to 16 million last year, challenging the world's top three monthly shipments of 23 million units.
Guangbao Branch believes that the worst year for LED backlight and lighting industry in 2011 will be improved in 2012. It is estimated that the penetration rate of LED TV will increase, but the number of crystal chips used will be reduced, so the overall The output demand will not increase in a large amount, the small factory will be eliminated by the market, the LED backlight market will be won by the big factory; the lighting part, to be differentiated products will be competitive, the single bulb products are difficult to earn In the future, Lite-On will combine the advantages of light source and power supply to develop products such as xenon lamps and flat panel lighting.
As for the NB components, Thailand's flooding situation is gradually improving. It is estimated that the hard disk supply gap will be reduced from the previous 25~30% to 10~15% in the first quarter of this year. The market share of Lite-On's power supply is still available. Maintaining the level, and although the LED backlight once faced the Japanese factory to grab the order, but the customer has returned, the keyboard has seen the bottom from June to July, has begun to roll up, this year will be much larger than 2011.
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