益纳利美昌(INARI,0166,主板科技组)在猴年表现平平,但一到火鸡年却有浴火重生之势,在北美客户新智能手机催化下,,大有山鸡变凤凰之相。
益纳利美昌是家领先射频公司,与高通(Broadcom)拥有良好的合作关系,在苹果与高通签下长达3年(截至2018年)的供应合约的情况下,将可保障其短期盈利前景。
而 FoundPac (峰畢) 更是高通 (Broadcom) 的指定檢驗器材供应商,连益纳利美昌 (INARI) 也得向FoundPac (峰畢) 採购。
高通现也正积极提升射频滤波器面板(RF filter)产能,这不仅将舒缓市场供应吃紧情况,也将使得益纳利美昌及 FoundPac (峰畢) 未来可能挪出产能为苹果和三星以外的智能手机供应射频零件和檢驗器材。
尽管市场唱衰智能手机销售将走缓,但新款智能手机内容显著提升(特别是苹果iPhone)有望带动益纳利美昌及 FoundPac (峰畢) 业务2017财政年增长30%。
分析员相信,随着苹果将在今年10周年iPhone祭出大招,市场反应料非常热烈,益纳利美昌及 FoundPac (峰畢) 有望重拾双位数增长。
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INARIhttp://www.foundpac.com/
Such a low quality product posted on website also get investor?
2017-02-06 08:55
Rubbish belongs to the bin. Don't even bother unless u enjoy eating salted fish for the rest of the year.
2017-02-28 00:33
whichone
Why not Penta + Inari= Apple?
2017-02-04 11:04