Zhang Boqi pointed out

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Zhang Boqi that although the release of ASUS OEM orders to the other on behalf of the factory, and the master of laptop computers for Asus Eee PC orders and get more conservative estimate,[link widoczny dla zalogowanych], but it was his understanding, and the master the next 1-2 quarters will begin shipped to the macro, the macro if and Shuo can eat 10% of the foundry in 2011 volume, there is 500-6000000 new orders arrived,[link widoczny dla zalogowanych], enough to make up for the loss of end Asus.
In addition to macro orders, Zhang Boqi pointed out, and have the opportunity to master from Japan, won the hands of customers or Apple notebook computer new OEM orders, so the outlook is more optimistic about the business in 2012, as long as the hand of these front-line customer orders, shipments can be growth of 40%.
One major customer is the most talked about Apple, Zhang Boqi pointed out that if plus iPhone, iPad,[link widoczny dla zalogowanych], iMac,[link widoczny dla zalogowanych], Hon Hai is currently the OEM Apple products account for about 55% of Apple's revenue share to 60%, therefore, necessary to Apple Foreign foundry partner for a second, lower production risks.
According to Zhang Boqi understanding, and the Master from the first quarter of 2011, shipments for Apple OEM CDMA iPhone, for Apple, and the relationship between master and future areas of cooperation extended to the PC from the phone not impossible, therefore, have the opportunity to become the next iPad Hon Hai with the Macbook than a second outside the foundry partner.

According to Taiwan media, Taiwan Macquarie Capital Securities head of research said Zhang Boqi, and master the Apple OEM CDMA iPhone, is expected tomorrow (2011) in the first quarter of shipments, and looking at Apple The second strategy of OEM partners,[link widoczny dla zalogowanych], the future will gradually win the iPad,[link widoczny dla zalogowanych], Macbook OEM orders. Most of the foreign circles under the regulation are not optimistic about the continued, and the master go hard after the listing of the honeymoon market, the recent signs have been emancipated from the bottom. Shuo Zhang Boqi yesterday will include tracking list, were given \