Dalit pass Apple, non-Apple camp | consolidate the dominance of the global mobile phone lens

The optical giant Dali Optical, who is a big player in the global optical industry, has an apple, non-Apple camp, a solid industrial position, and actively raises the scale of production capacity to consolidate the dominance of the global mobile phone lens. People in the industry believe that although Daliguang will be released in the first quarter of 2018 The goods are at a relatively low level. Of the global optical industry chain operators, it is still difficult to shake up the industry position of DaLiguang in a short period of time. In addition, Apple, the major brand customer, will launch 3 new-generation models in the second half of the year. With full-screen design, face recognition, enhancement of existing functions, and expansion of memory capacity, the new generation of iPhone models will have a good chance of being released in the 3rd quarter of 2018 according to past publishing schedules. It is worth looking forward to, and will continue to pay attention to the growth momentum of Da Liguang's operation. As the industrial off-season effect ferments, it is affected by the overall prosperity of the economy. In addition, the sales of Apple’s new flagship model iPhone X in the off-season will be dull, and the mainland mobile phone market will face inventories. Under the impact of negative factors such as adjustment, it is not conducive to the operation of Dali Guang, making Daliuang's revenue performance worse than expected in February 2018. Dali Optoelectronics The Bank's consolidated revenue for February settlement was approximately RMB 2.217 billion, compared with January's consolidated revenue of approximately RMB 3.51 billion. February revenue declined by approximately 37% from January, and was approximately 35.37% lower than the same period of last year. Ricoh recorded a low record of revenue since February 2016. However, it is highly likely that the revenue in March will return to temperature. From the observation of the product portfolio of Dali Optical in February, tens of millions of pixels contributed more than 70% of the revenue. ~80%, 5 million and 8 million pixel products contribute about 0% to 10% of their respective revenues, and other products contribute less than about 10%. With the bottleneck in the development of the global mobile phone industry, the lack of new mobile phones evokes consumer replacements. The innovative application of wishes will make the mobile phone market change time for consumers longer. As Apple’s iPhone continues to report dull sales, the current Apple’s related supply chain operator’s revenue performance is also more concerned by the industry’s people, including Dali Liguang and Hon Hai. , Heshuo, etc. have become indicators of observation, and Daliguang’s performance in January and February of 2018 was flat. In this atmosphere, the attitude of the industrial circles also tends to be conservative and pessimistic. Daliguang has long played the Apple iPhone lens. Major suppliers, customer structure and spanning Apple Non-Apple camp, favored by domestic and overseas smart phone brands, all front-line mobile phone brand companies are customers of Dali, including Apple, Huawei, Oppo, Vivo, etc., so that Dali light in the global optical market is unbeaten Land. Daliguang’s operating results in 2017 were bright. In 2017, revenue was approximately RMB 53.128 billion, operating gross profit was approximately RMB 36.856 billion, consolidated gross profit margin was approximately 69.37%, annual increase was approximately 2.33%, and net operating profit was approximately It was RMB 32.093 billion with an operating profit rate of approximately 60.41%, a pre-tax surplus of approximately RMB 31.96 billion, an annual growth of approximately 13%, an after-tax surplus of approximately RMB 25.976 billion, an annual growth of approximately 14%, and a consolidated after tax Worth 259.76 billion yuan.It is worth mentioning that, Dalit Kwang 2017 profit write a record high, after-tax earnings per share (EPS) of about 193.6 yuan, an increase of about 14.3%.

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