??PCB?????????????

???????????????????????????????????????????????????????????????????????????????????????????????9?12???iPhone5?????????????????????????????????????????????????????IntelUltrabook???????????????

?????????????????????????????????????????????????????????????????????????????;??????????????????????????????????????????????????

?????Q2??????2500???????66%???iPad?68%;1-6????????????3191????????5.2%???2167????????2.6%??????????????????????????????????????????;

?????MTK????????????9500??;NB???7?????????ODM????13-14%;?????Ultrabook?????????????????Win8????;???????????????;????????????66%;????????????????????7500???9500???MT6575/6577?????7???;TV??????????TV?????;

????????????????????;IC?????????????????????????????????????IC??????????;IC?????????????????????????????????????????4-5%;??????????????????????Q3??5%?Q4????Q3;????????DRAM???????NAND?????SSD????;

??????PCB??????????????;Intel???SSD??9?????????????????????????????;??PCB????????????3??????????????????PCB??;PC??????????????;????Q3?????Q4????????????????;????Q3????;

??/LED??????????LED????;?????????????????????????;??LED???????????MOCAD????;TV??????????5%;????????????Q3??????????????8??????;???LCD?????TV??NB????????;TPK???iPad????Q3??????.

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