Mingtai is attacking 5G/vehicle and electric field layout, optimistic that this year's operation is better than last year

Mingtai held the Law Society yesterday (22th). Affected by currency exchanges and lack of materials, Mingtai’s (2017) earnings per share (EPS) was 1.26 yuan, slightly lower than the previous year’s 1.4 yuan. Looking ahead to this time (2018) In 2010, Mingtai stated that it will attack hot areas such as 5G, automotive, AI, etc. to build mobile network solutions, and the benefits of Qisda (2352) private placement will be expected to show results in the second half of the year. It is optimistic that performance will be expected in the second half of this year. Compared with the first half of the year, the whole year will also grow more than last year.

Ming Tai Chairman Li Zhongwang stated that the current order visibility is about one quarter; 5G and automotive electronics are important opportunities for Netcom in the next few years. Mingtai's four product lines include wireless broadband, automotive electronics, regional metropolitan area network switches and digital devices. Multimedia has begun to deploy, to build end-to-end mobile network solutions, will further expand the customer's layout and steal into micro-telecom customers.

Li Zhongwang also pointed out that this year's switch products will still be based on 100G. It is expected that 400G product samples will be introduced in the second quarter. In addition to locking the exchange foundry customers, they will also try to enter the telecommunications switch market, optimistic about 400G products. It is an important driving force to drive Mingtai into the telecom and data center exchangers.

In the car part, Mingyu General Manager Lin Yuqin stated that Mingtai has invested in radar for vehicles for 5 years, and that it has shipped 24GHz 1t1r and 2t1r items in the previous year and last year. The 77GHz anti-collision radar product is expected to be second this year. Season can be released, sent to the client for verification. Currently, Mingtai's vehicle radars are mainly shipped to vehicle brands sold in Taiwan and some US commercial vehicles. In Europe, shipments are made to garbage trucks for blind spot detection. Cargo volume accounted for only 1% of Mingtai’s revenue, but due to the low base period, it is expected that this year's shipments should have a relatively large growth.

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