1. Confucianism Electronics: Security Escort for Smart Applications
Everyday life in the world today is becoming increasingly intelligent. In the Internet of Things (IoT), smart devices and complete system concepts are able to monitor, connect, measure and analyze almost all areas around the clock. Large amounts of data roam from the cloud to home, to the car, Going to the smart phone and finally returning to the cloud, it goes back and forth. This poses many challenges to data privacy, long-term availability, stability and security.
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2.The MLCC keeps going up, and the Chuanguo Giant will increase by 40%~50% from April 1.
Multilayer Ceramic Capacitors (MLCCs) kept rising, passive component manufacturers surpassed, and stock prices continued to inflate. Leading country giants will increase the full range of MLCC prices from April 1st, with an average increase of up to 40% to 50%. The uptrend market was staged, which incentivized the stock price to rise strongly, smashed 500 yuan, and set a new sky-high price. Huaxin Branch and MLCC upstream powder plant Xinchang Electric Power Co., Ltd. also synchronised with Gaodeng daily limit. Others include Yan Shentang, Qi Lixin, etc. Also continued strong.
Passive component industry is in danger of explosion. The leading market giant will increase the full range of MLCC prices starting from April 1. The average increase will be 40 to 50%, up from 10 to 20% in February. Equal to 2 to 2.5 times increase.
According to industry analysis, passive components started their gains in the third quarter of last year, mainly due to the substantial growth in demand for MLCCs, including the performance of passive component factories such as Guoju, which was reflected in the stock price and performance, due to the out-of-stock situation this year. Continuation, on behalf of the fundamentals to maintain positive, coupled with the current positive pressure on the commissariat of the shareholders meeting short-selling, rolling the market fermentation.
According to statistics, at present, the number of passive component vouchers and vouchers is over 30%, including Guo Ju, Yan Shen Tang, and Hua Xin Ke. The booked shareholders' meetings are held in June. On the next Wednesday, the four (28, 29th), Huaxin Branch was on April 14th, and the market was overshadowed by a strong sense of meaning, which also encouraged the stock price to soar.
Guo Ju indicated that, thanks to the MLCC price increase effect, the product mix continued to be optimized, and it is expected that the gross profit margin is expected to remain high. The out-of-stock of passive components in this wave is mainly a structural change, which is expected to continue until 2019, and With the coming of 5G era, the demand for passive components will also increase.
The industry indicated that the passive component industry expansion rate is very cautious. It is expected that this year, regardless of the MLCC or chip resistance market is still quite optimistic, Guoju will benefit from the improvement of the product mix and the appreciation of the price increase effect. It is expected that this year's earnings per share will increase by 40. yuan.
As for the current MLCC has been established as a seller's market, especially after the date of the plant's recent announcement of price increases and production cuts, Murata has made the production of standard products more tight. It is expected that if the daily production cuts continue, it is not ruled out that the supply gap in the third quarter will be further expanded. Economic Daily
3. Benefit from iPhone X, steady expansion of gallium arsenide capacity
Set micro-network news, steady benefit from Apple's iPhone X listed, last year's great harvest, annual net profit of 9.34 yuan per share, a record high.
Looking into the future, it is expected that the capital expenditure for this year will be approximately RMB 7 billion, which is an increase from RMB 4 billion last year. It is mainly used for purchasing equipment and building production lines. It is expected to be fully available in the second half of the year to meet the demand for production capacity of customers.
The production capacity of gallium arsenic sulphide alone was about 29,000 pieces last year. After the equipment is put into place in the second half of this year, it is expected that the production capacity will increase by another 7,000 to 8,000 in the single month before the end of this year. The additional production capacity will be used for RF components and 3D sensing components. .
4. Huawei is blocked by US retailer Best Buy
Reuters reported that Best Buy, the nation's largest e-tailer, will stop selling Huawei mobile phones. The market interprets that the trade war between China and China continues to heat up and spread to the electronics industry. American private companies follow the trend of Trump. The electronics industry in Taiwan supplies Huawei mobile phones. The chain plays an important role, Huawei's attack on the United States is blocked, and the factory pulls alarms synchronously.
Huawei is China's largest and third largest mobile phone factory in the world. This year, it is scheduled to enter the US mobile phone market and expand market share. Huawei's Taiwan supply chain includes TSMC, KYEC, DaLiang, Yu Jingguang, Caijing, etc., covering semiconductors. Optics, panels and other important industries, the United States began to block Huawei from private companies, the supply chain can not escape the impact.
Among them, TSMC and KYEC respectively are responsible for the foundry and testing of Huawei's own wafer fab, Hass, which is an important customer of TSMC's advanced manufacturing process. Huawei's expansion into the market is hindered, and it may reduce the number of TSMC orders; Huawei is Huawei. Mobile phone panel supplier.
Huawei's cooperation with the Taiwan Optical Factory is also very close. When Huawei released a new machine in Taiwan earlier, Lin Hsin-zhou, the chairman of Da Liguang, who acted in a low-key manner, stood out from behind the platform, highlighting the intimacy of the two parties. In addition, the market recently reported that Yu Jingguang Become a supplier of Huawei's new generation of mobile sensing lens, can see its cooperative relationship.
Taiwan’s interaction with the mainland’s electronics industry is large. The industry’s concern is that Huawei’s detriment to the United States is unfavorable. I am afraid that it is only the beginning of the United States’ trade war against China’s electronics industry. If the follow-up involves a wider brand and level, the backlash against Taiwanese factories will be stronger. , need to look carefully.
According to reports, affected by the US government’s national security considerations, Huawei’s mobile phones have been difficult to enter the U.S. market. Huawei’s new Mate 10 Pro has been previously cancelled by AT&T and Verizon, the US’s large-scale telecommunications companies. Today, it is reported that Best Buy will stop selling Huawei phones.
Reuters quoted informed sources as saying that Best Buy has stopped placing orders for Huawei mobile phones. After the existing inventory is sold within a few weeks, it will no longer sell Huawei mobile phones. In response, Best Buy stated that it does not comment on specific mobile phone suppliers; Huawei also stated that Huawei values its relationship with its partners and respects its choices. However, based on commercial confidentiality requirements, it is not possible to disclose the specific details of the cooperation between the two parties.
As the US mobile phone market is dominated by telecom operators, in the absence of cooperation with the four major telecom operators, Huawei used to collaborate with small telecom companies, as well as Best Buy, Amazon and other channels to sell mobile phones. Even if Best Buy stopped selling Huawei mobile phones, it would Further compression of Huawei's mobile phone sales space in the United States.
According to market adjustment agencies, Huawei is the world's third-largest mobile phone maker. The market accounted for more than 10% of the market, ranking Samsung, followed by Apple. However, Huawei did not crowd into the top five in the US market, so Huawei was at the Consumer Electronics Show in the United States earlier this year ( CES) announced that it will sprint on the US market and now it is feared that it will hit the rocks. Economic Daily
5. Nintendo Switch sells worldwide, turning chip supply chain
Nintendo's explosive game console 'Switch' sold last week. The annual sales growth rate in the coming year is expected to exceed 30%. The industry is optimistic, Wang Hong, Prime Minister, Rui Qi, Wei Sheng's Wei Wei Feng and other suppliers will welcome the tide of replenishment. Wanghong optimistic expectations, this year's profit will exceed last year, and write a new high in recent years.
Japan’s game intelligence media Famitsu released statistical data on the 22nd, pointing out that the game software “Kirby Star Allies” sold on the 16th of this month sold hot, driving Switch to outperform last week, sales volume growth over the previous week 5 %, reaching 47,841 units, is the only growth game in the same period, much better than PS4 and other rivals.
This is the fourth consecutive week that Switch has continued to grow its sales volume and ranks the highest in Japan's game console sales. Nintendo has previously raised its 2017 fiscal year. Switch (April 2017 to March 2018) Global sales target, since 14 million units It was revised to 15 million units, 2018 (April 2018 to March 2019), and the sales volume will be 20 million units. This means that Switch sales volume will increase by more than 30% annually in the next year.
Nintendo is one of the important customers of Wanghong. Wanghong turned its performance last year. In the fourth quarter of last year, its gross profit margin plunged to 43%, and it earned six consecutive quarters. The annual after-tax net profit was RMB 5.518 billion, and the net profit per share was RMB 3.12. , Write down a new high for seven years.
In addition, iFixit, a well-known dismantling site, dismantled the Switch and put forward a report indicating that the ALC5639, a sound chip of Netcom's Raychem chip maker, was used in Switch, and also included the Weifeng USB 3.0 Hub Controller VL210.
There are also RF chip factory products in other Taiwan switch supply chains, and Nintendo's cooperation has long been equal. With Switch's good sales, it is conducive to continuous replenishment of the supply chain. Economic Daily
6. ZTE Corporation Establishes Terminal Company, Goldwell Electronics's Net Profit Declined Last Year
March 23 # Set Micro Morning Express #
★ ZTE Corporation established a terminal company and wanted to return to domestic mainstream brands for three years. On March 22nd, ZTE Corporation held a 2018 ZTE Corporation China Channel Partners Conference in Shanghai and announced the establishment of a terminal company, ZTE Terminal China, to strengthen the mobile phone business. Expansion of China’s open market. ZTE’s CEO Cheng Lixin stated that ZTE is confident to survive the current cold winter of mobile phones. ZTE should strive to return to the mainstream brands of the domestic mobile phone industry within three years. This year is the 20th anniversary of the establishment of ZTE mobile phone, as the earliest independent mobile phone in China. The brand, ZTE mobile phone has now entered more than 160 countries and regions in the world. In recent years, the main strategy of ZTE mobile phone focuses on overseas. Currently, among the top eight global manufacturers, ZTE is the only one that does not exert force on China's 2C market. For mobile phone companies, the Chinese market only accounts for 10% of ZTE's global mobile phone sales.
★Huawei denies participation in A-shares rumors, still sticks to the not-listed concept China Merchants Securities recently said in a research report that Huawei also intends to participate in the “New Economy” strategy of the current round of capital markets. In response, Huawei’s internal stakeholders stated that they never heard Having said that this matter of listing may be a speculation in the capital market, Huawei still insists on the idea of not going public before.
★ Tony Electronics' net profit in 2017 increased 173% year-on-year to RMB 173 million. On March 22nd, Tony Electronics released its 2017 annual report. From January to December 2017, the company achieved operating income of RMB 726 million, an increase of 119% year-on-year; attributable to shareholders of the listed company The net profit was 173 million yuan, an increase of 173.27% year-on-year; the company's earnings per share was 2.03 yuan. Tony said that the company's revenue increased, mainly due to the increase in revenue from the sales of diamond cutting line products due to the production of raised investment projects. The gross margin of the cutting line is higher than that of the company's old products, and the impact of non-operating profit and loss.
★ Coway Electronics’ 2017 net profit was US$27.619 million, which was 3.1% lower than the same period of last year. On March 22, Gaowei Electronics released its 2017 performance, and the company realized revenue of US$740 million (the same unit below), down 19.0% year-on-year; net profit of US$27.619 million. , a year-on-year decrease of 3.1%; basic earnings per share of 3.3 cents. The announcement indicated that in 2017, Kowei Electronics sold 144 million camera modules and 79 million optical components, which was 168 million and 125 million pieces in the same period of last year. 2017 In 2010, the camera module revenue was US$735 million, which was 19.0% lower year-on-year, mainly due to the slowdown in the growth of the global smartphone industry.
★Jinlong Electromechanical: Overdue breach of pledged shares of controlling shareholder Jinlong Electromechanical Co., Ltd. issued an announcement last night that a pledged business between Jinlong Group, the controlling shareholder of the company, and Northeast Securities has defaulted. Currently, Jinlong Group and Northeast Securities have reached an agreement on the breach of the contract. , Repaid all the debts corresponding to the above transaction before May 10, 2018. The number of pledged shares in this transaction was approximately 5.2 million shares.
★ Wenyi Technology: Risk-based, price-earnings ratio is much higher than the industry average Wenyi Technology announced yesterday that the company's stocks have reached daily limit on the 21st and the 22nd, with significant changes. The company’s production and operations are normal, and the fundamentals have not changed. Disclosure of material information; The company prompts that the risk is that the company's P/E ratio is relatively high. As of March 22, the dynamic P/E ratio is about 429 times, much higher than the industry's average of 67 times. In addition, the company's main business profitability needs to be strengthened. .