Blue thinking technology Q1 net profit down 80% reasons why?

Although Apple's performance has not been disclosed, but its suppliers have been the first to disclose their results. April 9th, blue technology released first quarter results notice in 2016, is expected to net profit attributable to shareholders of listed companies during the period was 69 million ~8900 million, down from 83% to 78%, down by a year earlier.

Apple Corp is the largest customer of blue technology, since 2016 iPhone sales in China fell sharply, which directly affects the performance of Apple's suppliers. Blue thinking science and technology, said the impact of the market environment and downstream customers to inventory, the company's performance is not up to expectations, product orders decreased revenue fell.

Decline in orders led to decline in performance

In the analysis of the company in 2016 caused a sharp drop in quarterly results, blue Synopsys company official said, in order to improve the degree of automation, appropriate to extend the holiday during the Spring Festival this year, the transformation of the existing equipment of the system, the loss of part of the production capacity. At the same time, during the Spring Festival, a large number of blue technology also recruit employees, in the case of decline in orders, labor costs increased, resulting in a decline in profits.

Apple Corp is the largest customer of blue thinking technology, blue technology to provide protective glass for apple, its performance is highly dependent on apple. Since September 2015 Apple Corp launched iPhone 6S products, sales are not as expected. From the end of January Apple released the first quarter of 2016 (October 1, 2015 to December 31, 2015) earnings can be seen. Apple reported net revenues of $75 billion 872 million, net profit of $18 billion 361 million, an increase of 2% over the same period in 2015, a record high, but the overall revenue and profit growth slowed.

IPhone accounted for nearly 70% of the total revenue of Apple Corp, Apple Corp launched in March this year, iPhone se, has also been interpreted as a move to the outside world inventory. Insiders told reporters that the raw materials used in iPhone se iPhone 6S raw materials, which is the main reason for Apple Corp to reduce the order of upstream suppliers.

Reporters from the independent channels for interest, blue Synopsys and Apple Corp also signed an exclusive sapphire supply agreement, Apple Corp watch 2 not listed, which makes sapphire reduced orders, directly affects the performance of the first quarter of the blue synopsys.

Blue Synopsys announcement said, in order to ensure the future customer new project smooth production, construction, purchase and reserve a large number of plant, equipment and staff, leading to depreciation, amortization, artificial fixed costs, gross margin year-on-year decline; the company in order to maintain the advantages of development, technological innovation, R & D expenditures rose sharply. In addition, the reporting period, the impact of non recurring gains and losses on the current net profit of about 237 million 570 thousand yuan.

Mobile phone supply side impact

Daily economic news reporter noted that the current industry, the impact is not just blue technology, the supply side of the mobile phone business performance are subject to varying degrees of impact. Taiwan IC Limited by Share Ltd and Au Optronics Co have issued notice of Dali, revenue decline.

Since the second half of 2015, the news of the collapse of mobile phone vendors. After HUAWEI ZTE first tier suppliers, Shenzhen City Star Enterprise Fuchang Electronics Technology Co. Ltd., Shenzhen micro group, located in Huizhou City, Chong Shi Technology by the supplier to recover money due to cash flow problems, give electronic big shareholders have run away, and Chuang Shi technology announced the shutdown since October 15th. In December of that year, the interface photoelectric (Hunan) company also declared bankruptcy.

Not only that, even apple, Samsung's suppliers have been no small impact.

The first is the Limited by Share Ltd Taiwan semiconductor manufacturing (hereinafter referred to as TSMC) January 14th released a notice that due to the high-end smart mobile phone demand, the company's first quarter of this year revenues decreased by 10.8%. TSMC chips for iPhone and other popular electronics. According to a report by Credit Suisse, TSMC's 20% sales come from Apple components, while TSMC is the world's largest chip foundry.

The production of Apple camera module of the Dali Au Optronics Co said the company expects first quarter results will be very weak, in February this year, Largan's total revenue fell 36.85%, down 22.11%; Apple metal shell manufacturers can become a technology that can become a technology to a decline of 33.12%, down 7.5%.

Some media reports said that in the past few months, Apple Corp lowered the iPhone supplier orders expected. Although the first half of the year is generally Apple's supply chain and the entire small electronic equipment industry sales season, but this year's slowdown is more prominent. It is understood that iPhone production sources, released last year, iPhone 6S and iPhone 6 Plus poor sales, with the 2014 iPhone 6 touted by the different.

TSMC reported the company's fourth quarter net profit of NT $72 billion 840 million and NT $79 billion 990 million compared to the same period last year fell 8.9%, this performance represents a slowdown compared with TSMC revenue in the previous year of rapid growth, the company began to provide processor Apple Corp iPhone intelligent mobile phone and tablet iPad computer. In the fourth quarter of 2014, TSMC net profit grew by 79%, a new quarterly record.

Currently on the entire smartphone market, the world's leading information technology research and consulting firm Gartner