Xinrixing bites Xinping single Q3 camp sports strong
2021-06-29 19:00 Economic Daily News reporter Chen Yuxiang / Taipei Real Time Report
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New Nikko
New Nikko (3376), a major domestic bearing manufacturer, and Apple is expected to release new Macbooks and AirPods in the second half of the year. Recently, it has been speeding up to increase capacity utilization. As soon as the third quarter, the shipment momentum will be significantly stronger, which will help operations quickly recover. temperature.
The legal person further pointed out that Nippon Nippon will cooperate with the new Macbook and AirPods products in the near future to fully increase capacity utilization, which is expected to drive stronger operations in the second half of the year. It is estimated that Nissei’s net profit per share this year is 9.7 yuan, which is slightly less than last year’s net profit of 9.05 yuan per share. increase.
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The legal person estimates that MacBook shipments this year will reach 23 million units, an annual increase of 15%. In addition, AirPods is currently in a period of replacement between new and old products. The overall shipment volume in the first half of the year is estimated to be only about 25-30 million units, a year-on-year decrease of 25 to 30%. It is expected that the new Airpods will be launched in the second half of the year, and the overall shipment volume will reach 5,000. To 55 million units, an annual increase of 10 to 15%, leading to better operating conditions during peak seasons.
It is reported that the main reason for the dull operation of Nissei in the first half of the year, except for the adjustment of Apple’s inventory, the most important other components are lack of long and short materials. Therefore, even if the bearing itself has no shortage of materials, the shipment momentum will be dragged down. The shortage of materials is expected to be in the second half of the year. Improve seasonally.
In addition, in terms of folding mobile phones, since the folding frequency of folding mobile phone bearings is much larger than that of general consumer electronic products, they are components with significant specifications upgrades. Nissei has technological advantages and is expected to benefit from this trend; it is reported that Nissei is currently Mainly targeting US mobile phone customers, because Chinese mobile phone manufacturers have exclusive clauses, while Korean mobile phone manufacturers prefer Korean suppliers. However, US customers have a low probability of publishing folding phones this year and next year and will continue to track follow-up progress.
It is reported that the current existing manpower of New Nikko can no longer meet the production. In response to the order demand, it has urgently recruited 300 online operators in the Taiwan plant in the first half of this year. It is currently planning to continue to expand production this year.
New Nikko is the world's leading manufacturer of laptop bearings. Almost the top ten laptop manufacturers are its customers. It is also a major supplier of Apple AirPods charging boxes and AirPods Pro Max bearings. Xin Nikko’s share price fell slightly by 1 yuan today.
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