1. Mobile phone supply chain spring: the two camps ordered a new machine, the supplier is focused on stocking
Recently, the mobile phone supply chain sources, Apple began to be released this year, the new iPhone orders, 'Hua Mi OV' is also changing the cold wave of the smart phone market is changing, Has begun placing orders for the new aircraft in 2018. Mobile phone supply chain manufacturers to replace the inventory last year, the new customer orders immediately replaced.
In the meantime, 2018 MWC (Mobile World Congress) is being held in Barcelona. As the leading non-Apple mobile phone manufacturers to launch this year's new machine, Android camp began to put on a new new lineup to seize the global market, China Taiwan, mainland China Handset industry chain manufacturers in the stock to reach a healthy level, is ushering in a new round of supply chain this year, an opportunity to order.
Affected by this, Optronics, BlueScope Technology, Sunlord Electronics, Wonderscape and other mobile phone stocks since the dog stock market opened, have opened up the channel, cell phone stocks have repeatedly strengthened.These signs indicate that the downturn has long been The phone market is picking up.
The new iPhone orders driven supply chain strengthened
2017 global smartphone market is not as good as expected sales, especially after the listing of Apple's tenth anniversary of the iPhone X applauded, the original market is expected to iPhone X sales can be extended to the first quarter of this year, did not expect the iPhone X actually hit the peak pull only Until November last year began to decline. Subsequently, the supply chain began to frequent, iPhone X suffered a cut list, Apple supply chain vendors have "lying gun."
As for the iPhone X sales decline, the analysis points to lack of innovative iPhone X, pricing is too high, hard to drive sales.Apple also aware of this problem, or will be launched in advance this year, cheap version of the iPhone.
According to supply chain vendors, the poor sales of Apple's iPhone X have allowed Apple to re-adjust its strategy. In addition to the two existing mobile phones, Apple plans to launch a new version of the iPhone with a cheap version this year and will go public soon.
Currently, the main supplier of Apple's mobile phone acoustics components - Taiwan Kang control due to get new orders for Apple machines, the second quarter is expected to get out of iPhone X cut orders brought the bottom of the valley.
Also benefit from Apple's new machine are Taiwanese fit TPH (TPK) and industry (GIS) .In this year, Apple will launch three new iPhone, contains two equipped with OLED screen mobile phone and a lower price LCD Version of the iPhone, in which the LCD version of the new machine is expected to use the plug-in touch module (Out-cell), so Apple suppliers TPK and GIS will be expected to benefit.
Guo Mingji, an analyst with KGI, also said Apple expects three iPhones this year to be 5.8-inch OLED screens, 6.1-inch LCD screens and 6.5-inch OLED screens, respectively. The 6.1-inch LCD screen panels of the lower priced version will be sold by JDI Or LG, the rear module assembly may be provided by Taiwan Wistron.
In addition, Apple iPhone X first introduced face recognition, leading the 3D sensing wave this year, the new iPhone will continue to import face recognition, driving 3D sensing applications to expand business opportunities, but also help the upstream gallium arsenide epitaxial plant Brand new, such as stable foundry.
Wang Yuqi, general manager of Wincor, said that the current steady Mao 3D sensing has made a leading position in the second half of shipment can be optimistic about the shipping in the iPhone supplier continued to release optimistic about the 2018 shipments under the mobile phone supply chain market is warming cold , Swept the downturn in the industry trend.It can be seen that at present Oufei technology, blue technology and other apple stocks have risen.
Android camp released new machine to seize the market
In addition to Apple, Android camp also began to put out a new new lineup to seize the global market, especially domestic mobile phone brand manufacturers have also begun to send orders for the new machine in 2018, accelerating supply chain manufacturers higher performance.
Among the MWC 2018 being held, the annual handsets of Huawei, OPPO, VIVO, Xiaomi, Nubian, TCL and other domestic handset makers have been unveiled, while Nubian and TCL have released new machines of the year. Although Huawei and Xiaomi did not launch any new machines , But Huawei P20, millet MIX2S confirmation will be released in March, supply chain manufacturers are stepping up stocking.
Blue and green army OPPO, VIVO's new machine is also on the road to work after the supply chain came out, in order to fight for the year after the replacement tide, MediaTek Heli P60 new chip related to five or six people team during the Spring Festival only Can put two days, the rest of the time for the major customers OPPO rush to work on new machines, in order to IPO in April successfully.
It is reported that MediaTek P60 chip in addition to the new models will be imported OPPO, VIVO and millet also have an outsourced design a model.Of course, the new Qualcomm Snapdragon 845 chip has become Samsung, millet, Nubian and other new models The first choice.
In these new machines, without exception, will use a full screen design.Full 18: 9 full screen mobile phones in the second half of last year began to become the mainstream of the market, but the full screen did not detonate the market as expected, the strict sense these have been released Full screen mobile phone can not be called a true full screen mobile phone.
In the supply of full-screen OLED panel, in addition to Samsung, LG, the domestic panel makers BOE, and Hui Optoelectronics, Kunshan Guoxian, etc. have been able to achieve the delivery to support the real domestic full screen mobile phone market hot.
Driven the supply chain soared to May
In fact, since the last quarter of last year, the smart phone market of the iPhone and Android campuses has experienced a sharp decline, and for a period of time both the handset manufacturers and the supply chain manufacturers have become pessimistic. However, judging from the above news, the low-end period of smartphones is In the past, handset brand manufacturers began to recover the market to pick up.
Another supply chain news pointed out that OPPO in the Lunar New Year holiday to the supply chain manufacturers additional orders, emergency stock replenishment.Open orders include the addition of millions of low-end camera lens, panel (screen) In addition, in the fourth quarter of last year At the end of the mobile phone market inventory adjustment, but also to the industry once the confidence of the global mobile phone market in 2018 crisis appears, at this stage, mobile inventory adjustment has temporarily come to an end.
Of course, the impact of the mobile phone brand on the supply chain is very large, the total loss between the two.For example, high-end smart phones standard small and medium size OLED screen supplier Samsung, is the largest leader, accounting for up to 96.5% of the market Share; LG occupy the market share of 3.3% ranked second, BOE, and glow is the third echelon.Samsung most of the production capacity for the vast majority of the apple, limited production naturally oppressed Apple's competitors on the high-end market The impact of the supply side and the technology side of the mobile phone market share very closely, which will be the potential battlefield of mobile phone brand manufacturers competition.
In addition, the market is looking forward to this year's MWC show has a new bright spot in mobile phones to further promote mobile phone sales, for now, there are not many mobile phone manufacturers in MWC 2018 action, first-line camp 'Hua Mi OV' will be new The machine is released outside the MWC.
It is foreseeable that in addition to some mobile phone brand manufacturers in the MWC 2018 released a new machine driven, Huawei, Xiaomi will launch a new machine in March, OPPO and other new machines will be released in April, the handset supplier will focus next drastic Cargo, driven supply chain manufacturers performance significantly rebounded, or will rush all the way to May, the new round of supply chain worth the wait. (Proofreading / Le Chuan)
2. Set Morning Post: Blue Thought Technology in 2017 an increase of over 70%, cool stocks will resume trading by the end of November
★ Yang Jie last year net profit of 263 million yuan, an increase of 30.43%
February 28, Yang Jie Technology Express performance release, the company in January-December 2017 operating income of 1.47 billion yuan, an increase of 23.47%; attributable to shareholders of listed companies net profit of 263 million yuan, an increase of 30.43%. Technology said that during the reporting period, the implementation of the Yangjiang and MCC dual-brand strategies operated smoothly and were recognized by the internationalized group of customers. The Company's production capacity was further expanded and better digested. New products , Integrated circuit packaging factory and chip packaging factory mass production for the company to create a new profit growth point; the same time, rising raw material prices in the context of the company to carry out in-depth management of refined, effective control of costs, cost increases, corporate profits Ability to be further enhanced.
★ Lance Technology net profit of 2.122 billion in 2017 an increase of over 70% over the same period
February 28, BlueSonics released a performance bulletin, the company from January to December 2017 operating income of 23.76 billion yuan, an increase of 55.94%; net profit attributable to shareholders of listed companies 2.122 billion yuan, an increase of 76.31% Technology said that during the reporting period, the Company collaborated with customers to develop a number of new products to achieve volume production, which accounted for a significant increase in the market share of major customers. In addition, part of new production capacity of the new production base in Liuyang started to be mass-produced. The Company's product sales Compared with the same period of last year, the Company achieved a higher growth rate and the Company's profit increased year-on-year.
★ Gore shares last year net profit 2.145 billion yuan, an increase of 29.91%
Gore shares recently issued a performance newsletter, the company in January-December 2017 operating income of 25.573 billion yuan, an increase of 32.59%; net profit attributable to shareholders of listed companies 2.145 billion yuan, an increase of 29.91% .Golle said the report During the period, the Company's electro-acoustic device upgrade and virtual reality products contributed to the increase in sales. In terms of profit, the operating profit increased due to the expansion of its business scale. At the same time, the government subsidies received by the Company increased.
★ Pegasus net profit of 800 million yuan over the previous year by 40%
Shenzhen Tianma released its annual report on the 28th with a revenue of RMB14.013 billion in FY17, an increase of 31% over the same period of last year. Its net profit was RMB807 million, representing an increase of 42% over the same period of 2009. The Company intends to distribute a cash dividend of RMB0.7 per 10 shares to all shareholders.
★ Jie 赛 technology: 5G is planning to carry out the network design and related product development
Jie Sai technology on the 28th in the investor interaction platform, said the company is currently actively engaged in 5G network planning and design and related product research and development and other pre-research work.Mobile communications technology services, the company can provide the three major telecom operators network construction technology service.
★ Cool Group: The stock is expected to resume trading by the end of November
On February 28, Coolpad Group announced on the Hong Kong Stock Exchange that the audit of 2016 annual results has come to the final stage. The 2016 annual report will be published at the end of March and the stock is expected to resume trading at the end of November.
3. Lite-On camera module business 360 million US dollars sold to legislation
Lite-On Technology, the provisional board of directors by transferring the camera module division to the mainland legislature group founder Li Wang Family Lijing Innovation Limited, Lite-On Technology Chief Executive Chen Guangzhong said that due to fierce competition in the camera module, consider the enterprise development, The resolution will sell mobile phone, PC and tablet-related camera module business unit, the future of Liteco camera lens module products will be automotive lenses, AR, VR and other high-end products based on the operation of the Lite-On Group will have a positive business Help.
Lite-On camera module business was established 15 years, the products are mainly used in mobile phones, tablet PCs and laptops, customers in Europe, the United States and Asia, the global mobile device brand customers major suppliers, but in recent years, the mainland Sunny Optical, Qiu Titanium and other modules plant rise, coupled with the mainland smart phone brands gradually occupy a place in the world, so that the camera module competition, Lite Branch consider the development needs of enterprises, coupled with the long lost camera module business group, so although the camera In view of the booming demand for mobile devices in the global market and its rapid growth, the module maker still decided to sell this business unit to Lijing Innovative Company to provide resources for the further development of the camera module business.
Lite-On Technologies today held a temporary board of directors to transfer its business of camera module division to Legislative Innovation Co., Ltd. by way of business concession. The business involved is the business and assets of camera module division, including inventory, machinery and equipment, Staffing team, technology and IP, customer supplier relationships and product warranties The consideration for this transaction is tentatively set at $ 360 million in cash plus a right to acquire 10% of Equity Ventures' innovative shares, which will be delivered It is estimated that the approval of the competent authorities will be completed in the second quarter of 2018.
Chen Guangzhong said that due to fierce competition in the camera module, consider the development of enterprises, the resolution will be the mobile phone, PC and tablet-related camera module division for sale in the future Lite Branch camera lens module products will be automotive lenses, AR, VR and other high Product-based, this transaction will have a positive impact on the operation of Lite-On Group.
Lite-On emphasized that the Group continued to focus on new business development, cloud computing, LED components and outdoor / automotive lighting, automotive electronics, smart medical and industrial automation and other areas of transformation; while strengthening the core technology and operational competitiveness, the development of more efficient Operation and profit model to further enhance the long-term interests of shareholders, customers and employees.
In addition, Lite-On also said that the company judged that the transaction had no significant impact on the financial operations of the Company. Upon the completion of the actual transaction, it will handle the announcement in accordance with the relevant laws and regulations.
4. Legislative News acquisition of Lite-On camera module business replication 'Hon Hai mode' is intended to single?
Lixin Group, a subsidiary of the Mainland, invented Renowned innovators and smashed NT $ 10 billion to buy the camera module department of Lite-On Group, and nobody made any money-losing business. Technology, and then take the light of the team, copy 'Hon Hai model' very clear attitude, the goal of the future Apple mobile phone orders.
Apple CEO James Cook came to China last December to visit Apple's red supply chain factory and visit the AirPods production line in Kunshan Lixun to make the supply chain of the apple in Taiwan turn on the alarm one after another. He and Soochow Taiwan factory OEM, Cook visited the supply chain has always been accompanied by Hon Hai Chairman Terry Gou, but last year arrangements to the Chinese manufacturers Li Xun visit, a leaf knows the beginning of the industry began to strain.
Recently, Lixun has begun to enter the optical lens, buy optical Po camera module business unit, meaning 'do nothing.'
Taiwan's electronics industry admire the 'Light Bulletin sold a good price' while I am afraid more worried about the future Rising News Apple grab the power of growing business opportunities.
