技術趨勢-Holux.ppt

26 million units is also a pretty realistic forecast considering other market sources. Indeed, TomTom expects – in a conservative figure given to financial analysts - the European market to be 14 to 15 million units and the US market to be between 6 and 7 million units this year. Garmin is more optimistic with 15 to 16 million units expected for Europe and up to 9-10 million units for the US. There is a lack of figures for the rest of the world but a few market are emerging in the PND space. the Australian market should be s lightly over half a million this year (source: Intelematics). South Korea sales might be between one and two million units (local media were reporting 1.3 million units last year). Then there are a few other markets where sales can be estimated in the “few hundred thousand” range: Japan (low volume of PNDs despite high GPS penetration; Canalys estimates are around 100,000 PNDs), China, India, Turkey and South Africa.  For MIC there are several reasons to this market growth, first: “because of the fact that regular consumers awareness of car navigation is increasing”. Second, because “key vendors are launching value-line PND products, stimulating demand”. The third reason is due to the fact “key vendors aggressively launched value-added services such as instant traffic information, weather information, and POI, which all contributed to increasing consumers willingness to use PND products.”  由於PND市場需求持續增加，Garmin第2季在北美、歐洲及亞洲的 營收分別成長95%、44%及41%，業界預期其2007年出貨量可望突 破1,000萬台。事實上，目前Garmin持續擴充產能，台灣的第2座工 廠全數投產，生產線已從21條增加為31條，年產量也增加了50%， 達到1,200萬台的規模。此外，Garmin也剛接手精碟位於林口華亞 的工廠，成為其第3座工廠，預計8月開始投產。 在TomTom方面，第2季營收為3.8億歐元，季增率與年增率各為 29%及37%，PND出貨量達180萬台，年增率達118%，毛利率與營 業利益率各為45%及25%，分別較2006年同期增加2個百分點，稀 釋後每股盈餘為0.58歐元，年增率達81%。 TomTom預期歐洲與北美的PND市場規模，2007年將達到2,100萬 台，出貨目標則從700萬~800萬台調高為800萬~900萬台，營收目 標則為16億~18億美元，毛利率與營業利益率可望守穩在40%及 20%以上。 中文重點提示 1.SiRF與Intel合作開發Intel的行動平台(mobile platform)，以因應未 來Intel針對全球市場所推出的mobile i