4915

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4915

  1. 1. (4915.TW/1915 TT, 2013 1 2 3 10 ) 28 886.2.2181.8742 mingchi.kuo@kgi.com 2014 4Q13-1Q14 2014 7 10 O 1984 2014 3 14,000 (CCM 44 3D Compact camera module) - CCM 50-60% 25-35% 4Q13-1Q14 15-25% 16% N 10 52 28 ( : ( / ) 22 - 28.2 / 11/365 ): ( ( 3M 120 1Q14 2014 4Q13 4Q13 3D - CCM 433 ): 432 ): ( 3% NB 25.0 ): ( - - 2014 230.8 ): 2.4 (3,6,12M) (%) -4; -7.5; 11 (3,6,12M) (%) -6.3; -11; -5.8 1. 3D 3D 2D K 2011A 2013F 43,256 1,473 1,747 1,041 1,250 1,205 3.07 2.82 3.53 35~45 1,508 2.63 CCM 50,312 1,471 CCM 2014F 43,133 1,148 ) 2012A 47,343 EPS ( NB 1Q14 2. MacBook Tymphany 70% 15-20% (1) MacBook CCM CCM 10-15 MacBook http://research.kgi.com CCM ASP 15-20% 2014 30~40% MacBook MacBook 50~60% 1
  2. 2. (2) Tymphany 8,400 Tymphany 70% 20% (3) Nokia 2014 2014 200-300% 3. CCM - NB CCM 2014 NB CCM CCM 5-10 4Q13-1Q14 MacBook 4Q13 MacBook 3Q13 2.6M 35% 3.5M CCM Kindle Fire HDX Kindle Fire HDX 8.9 CCM 4Q13 16% 3% 120 1Q14 1Q14 4Q13 2014 4Q13-1Q14 2014 7 10 http://research.kgi.com 2013 10 28 2
  3. 3. 500 A 2703B-2704 104 201103 700 886.2.2181.8888 886.2.8501.1691 2014 A 24D1 518008 852.2878.6888 8th - 11th floors, Asia Centre Building 852.2878.6800 173 South Sathorn Road, Bangkok 10120, Thailand 66.2658.8888 66.2658.8014 (OP) (Excessive Return) ( ) 40% (N) ( ) ( 40% ) 40% (U) 40% (NR) (R ) / * http://research.kgi.com =( / 2013 10 )–1 28 3

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