Incidents:
In the early morning of October 7, 2015, Microsoft released a new product, the Surface Pr04, and also presented the Surface Book, known as the “final form of notebook”. Lu Pin's performance exceeded expectations, and sales were generally optimistic. Among them, Su Dawig was the main supplier of light guide panels.
Reviews:
1. Surface Pr0 3 bucked the trend:
Currently, the global consumer electronics growth rate is slowing greatly, the tablet market as a whole is generally in a slump, and even iPad sales continue to decline, but the Surface Pr03 bucked the trend. Surface Pr03 sold 7 million units in 2014, and in the third quarter of 2015, Surface tablet revenue reached 908 million US dollars, an increase of 117% over the previous year. In the second quarter, its revenue was only 409 million US dollars. In contrast, Apple shipped 10.9 million iPads last quarter, with shipments falling 18% year over year and revenue falling 23%.
2. Surface Book creates the “ultimate form of notebook”:
The computer products released by Microsoft this time include the Surface Pr04 and Surface Book. Among them, the Surface Pr04 has greatly improved compared to the Surface Pr03 in terms of performance, design, thickness, etc. Since the Surface Pr03 is selling well beyond expectations, the industry is generally optimistic about the sales volume of the Surface Pr04.
The Surface Book combines a laptop and tablet to create the “ultimate form of a notebook.” As a laptop, the Surface Book targets the MacBook, and its performance is generally optimistic in the industry due to its innovative design and outstanding performance.
3. Su Daweichun became the main supplier of keyboard light guide boards:
The company's light guide board is the only supplier for Surface Pr0 1 and 2. Due to long-term partnerships and technical advantages, the company is the main supplier of Surface Pr04. At the same time, the company has also maintained good cooperation with computer manufacturers such as Lenovo and HP. As demand for lightweight and thin laptop products increases, the prospects for the company's light guide board products are very promising.
Risk warning:
The company's marketization efforts are still insufficient.
Better, industrializable alternatives are emerging.