Events:
In the early morning of October 7, 2015, Microsoft Corp released the new product Surface Pro 4, and also presented the Surface Book, known as the "final form of notebook". The performance of the products exceeded expectations and sales were generally good, among which Sudawig was the main supplier of light guide plates.
Comments:
1. Surface Pro 3 upstream against the trend:
At present, the growth rate of global consumer electronics has greatly slowed down, the entire tablet market is generally depressed, and even iPad sales continue to decline, but Surface Pro3 is rising against the trend. The Surface Pro 3 sold 7 million units in 2014, and Surface tablet revenue reached $908 million in the third quarter of 2015, up 117% from a year earlier, and just $409 million in the second quarter. By contrast, Apple Inc shipped 10.9 million iPad last quarter, down 18% year-on-year and 23% in revenue.
2. Surface Book creates the "final form of notebook":
The computer products released by Microsoft Corp include Surface Pro4 and Surface Book. Among them, Surface Pro4 has a greater improvement than Surface Pro3 in terms of performance, design, thickness and so on. Due to the better-than-expected sales of Surface Pro3, the industry is generally optimistic about the sales of Surface Pro4. Surface Book blends laptops and tablets to create the "ultimate form of notebooks". As a notebook computer, Surface Book aims at MacBook and is generally valued in the industry because of its innovative design and outstanding performance.
3. Sodavig has become the main supplier of keyboard light guides:
The company's light guide plate is the only supplier of surface Pro 1 and 2. Due to its long-term cooperation and technical advantages, the company is the main supplier of surface Pro 4. At the same time, the company and Lenovo, Hewlett-Packard and other computer manufacturers have also maintained good cooperation, with the notebook computer demand for lightweight products, the company's light guide plate products are very promising.
Risk Tips:
The marketization of companies is still not enough.
There are better and industrializable alternative technologies.