Japanese media recently reported that Sharp will increase its ownership of optical lens maker Condag, up from about 44% to over 50%, and plans to include Tatsu Tatsuya as a subsidiary in early 2018.
It is understood that Hong Tat Chi, Japan's leading manufacturer of smart phone camera lens.In order to develop new optical technology, Apple and Conda started in 2013. Apple on August 2, 2016 announced the Japanese market business activities, and was named A number of Japanese suppliers, including Kangda Chi.
In December 2016, Sharp held a stake of 18% in Hong Tat Zhi and its shareholding ratio has risen to around 44% by mid-January 2017.
Sharp said that the current actual number of shares held by Hong Tat Chi 80,000 shares of 44.30% stake while the other holdings of new shares booking corporate bonds converted to ordinary shares, the number of ordinary shares held will be To 110,757 shares, the shareholding ratio will also rise to 53.50%.
It is understood that Sharp plans to exercise the conversion rights on January 1, 2018, but the conditions for the exercise is required to complete the relevant national censorship.After Sharp exercised the conversion rights, Kang Dazhi another major shareholder Kenematsu's shareholding will be from 27.7% to 23.1%.
Hon Hai has been the major foundry of Apple's iPhone, in addition to the Sharp in April last year, hoping to further win the OLED panel orders, but now it is to actively lead the development of new business Sharp lens.
Taiwanese media analysis said that in the current field of smart phone camera lens, the high-end lens in the high-end lens shipments account for about 60% of the total, is the absolute leader.Sharp CompTIA as a subsidiary, in addition to other Second-tier optical lens manufacturers have an impact, Hon Hai can take this opportunity to grab iPhone orders with Taiwan's Dali, in order to strengthen the position in the Apple supply chain.
All along, Apple's supply chain management strategy is to adopt a two-handed approach, in addition to mainstream providers, to support new suppliers to increase bargaining power and risk diversification, the same is true of the iPhone lens module.In addition to large In addition to light, Apple has selected Yujing Optoelectronics in Taiwan and Sunny Optical in mainland China, however, both the technology and the yield have always faced some challenges, so Kangda, which has the technical strength but low output, has become Apple's favorite. , Dalit's investment adviser's report, almost all appear Kangda Zhi's name, we can see Tatsu Tatsu Tatsu Tatsu Tatsu-Chi in the end how much the threat.
Sharp pointed out that the company is currently purchasing from Condor cameras, and made into a camera module for sale, and Kang Da Zhi incorporated as a subsidiary, will allow its camera module business from the production of parts and finished products so that the one-stop Production system.
According to Japanese media reports, Sharp began in December last year, Condor Chi capital increase, its stake increased to about 44%, while Hong Tat Chi also with funding from Sharp, China and other places to expand the lens capacity.
It is reported that Kang Dazhi currently has factories in Zhejiang Province and Jiangsu Province, both of China and Jiangsu Province, Lianyungang plant in the new plant built in the first phase of the project is expected to be opened in the summer of 2018, is expected to increase production capacity within one year To fully loaded state, Kang Tat Chi will also expand capacity as needed, the medium-term goal is to expand production capacity to the current level of about 2.4 times.