The client pulls goods to warm the market, and China Netcom's Ruiqi (2379) and Leiling (3534) reported a positive monthly revenue in January. Among them, the most significant increase was in Ruizeng’s strength, with monthly growth exceeding 10%, which is already three consecutive times. Monthly climbs month by month.
Ruiqi and Leiling announced their January revenues on (10th) day, and Ruiqi returned to 1.886 billion yuan, an increase of 12.93% from 1.67 billion yuan in the previous month. However, it still fell 20.9% from 2.38 billion yuan in the same period of last year.
Ralink’s self-consolidation and revenue in January also rose to 627 million yuan, although it only grew slightly by 1.7% from the previous month, but it increased significantly by 16% compared with the same period of last year.
As the customer's inventory adjustment action has come to an end, Rui Qi clearly feels the pull of goods from the client, even if the recent computer processor manufacturer Intel Sandy Bridge platform product flaws, the impact is not significant.
Rui Qi pointed out that Intel's new platform mainly affects the desktop computer and motherboard market conditions, so that the client's stocking is suspended, but the old platform is used instead, the old product shipments will increase, one down one, offset the impact With the tight supply of products, prices may stabilize for some time.
In particular, Raychem’s growth in demand in the first quarter was the most significant of wireless network Wi-Fi chips, mainly for the demand for notebooks and Netcom products. Rui Qi believes that the overall demand in the first quarter will still be in line with expectations. Growth reached 15% to 20%.
Lei Ling also believes that since the beginning of September last year, Netcom’s market customers have continuously adjusted their inventory for nearly four months. With the previous Christmas holidays and sales of terminals in the Lunar New Year, it’s not uncommon for customers to pull back their goods.
Lei Ling pointed out that in terms of the shipping structure in January, the demand for personal computers (PCs) and laptops rose slightly from last month; consumer electronics was benefited by new products from customers. Raise the proportion of single month shipments.
Ruiqi and Leiling announced their January revenues on (10th) day, and Ruiqi returned to 1.886 billion yuan, an increase of 12.93% from 1.67 billion yuan in the previous month. However, it still fell 20.9% from 2.38 billion yuan in the same period of last year.
Ralink’s self-consolidation and revenue in January also rose to 627 million yuan, although it only grew slightly by 1.7% from the previous month, but it increased significantly by 16% compared with the same period of last year.
As the customer's inventory adjustment action has come to an end, Rui Qi clearly feels the pull of goods from the client, even if the recent computer processor manufacturer Intel Sandy Bridge platform product flaws, the impact is not significant.
Rui Qi pointed out that Intel's new platform mainly affects the desktop computer and motherboard market conditions, so that the client's stocking is suspended, but the old platform is used instead, the old product shipments will increase, one down one, offset the impact With the tight supply of products, prices may stabilize for some time.
In particular, Raychem’s growth in demand in the first quarter was the most significant of wireless network Wi-Fi chips, mainly for the demand for notebooks and Netcom products. Rui Qi believes that the overall demand in the first quarter will still be in line with expectations. Growth reached 15% to 20%.
Lei Ling also believes that since the beginning of September last year, Netcom’s market customers have continuously adjusted their inventory for nearly four months. With the previous Christmas holidays and sales of terminals in the Lunar New Year, it’s not uncommon for customers to pull back their goods.
Lei Ling pointed out that in terms of the shipping structure in January, the demand for personal computers (PCs) and laptops rose slightly from last month; consumer electronics was benefited by new products from customers. Raise the proportion of single month shipments.
Kunteng Co., Ltd. , http://www.spark-e-battery.com