1.BYD 3D Glass has been shipped to some mobile customers
According to the micro-network news, BYD recently said in an agency survey that the company has begun to lay the groundwork in the glass casing business. Currently, it is still constantly expanding the glass casing production capacity to meet the future demand of the mobile phone market. BYD's 3D glass chassis has achieved The bulk shipments of some mobile phone customers will be expected to bring significant revenue and profit contribution to the company with the introduction of new customers and improved yield.
Before this, BYD released its 2017 annual report. In 2017, the company achieved a net profit of 4.066 billion yuan, a decrease of 19.51% over the same period of the previous year. Among which, the new energy business was greatly affected by subsidies, but BYD's mobile phone parts and components business grew.
BYD stated that in 2017, it actively developed the 3D glass housing business, made full technological reserves and production capacity layout, and successfully won orders from domestic and foreign leading mobile phone manufacturers and realized volume production. This has created new revenue growth points for the company.
2.Huawei, OPPO, Xiaomi's annual flagship shipments, supply chain welcomes spring
Huawei, OPPO, and Xiaomi’s annual flagship handsets of the top three mobile phone plants in mainland China competed for shipments this month. Since the three major plants together accounted for more than Samsung and Apple, the importance of the three major plants is global. In the second quarter revenue of Taiwanese supply chain, such as TSMC, DaLiguang and MediaTek.
According to the market adjustment agency Gu Neng (Gartner), in the fourth quarter of last year, Huawei’s mobile phone global market accounted for 10.8%, plus 6.9% of millet, 6.3% of OPPO, totaling 24%, exceeding 18.2% of Samsung and 17.9% of Apple. Analysts pointed out that last year, including Huawei, OPPO's mobile phone shipments have exceeded 100 million, and they are moving to look at the global mobile phone market.
The Taiwanese supply chain of the three major mobile phone plants in the mainland includes Taiwan Semiconductor Manufacturing Co., Ltd., Da Liguang, Fu Hsin-Hang of the Hon Hai Group, Inventec under Inventec, and AUO, Hua Tong, Silicon Products, MediaTek, and KYEC. Join together, innocent and so on.
Daliguang recently announced March consolidated revenue of 3.142 billion yuan, a monthly increase of 42%. Da Liguang said that the recent customer will launch a new machine, is expected in April sales is almost the same as in March.
It is understood that Apple iPhone X sales momentum weakened. Huawei is already an important customer of Dali Light, especially the three-lens design of Huawei's P20 Pro main camera, confirming that Li Lin’s chairman Lin Enzhou recently helped Huawei’s new machine platform and said that there will be more in the future. More than two new phones will use more than two cameras. Huawei P20 Pro opened for sale on the 6th, regaining an important kinetic energy for the Dali 3 and April camps.
As for the OPPO R15 sold on the mainland on the 1st, the OPPO R15 is divided into the general version and the Dream Mirror version. The general version uses the MTK Helio P60 processor. The Dream Mirror version is equipped with the Qualcomm S660 processor. After the OPPO R15 is sold on the mainland, it will continue Listed on the global market, Taiwan booked in May, positively benefiting MediaTek's 2Q results.
After Xiaomi regained the growth momentum of mobile phones, the global market accounted for more than OPPO in the fourth quarter of last year, and Xiaomi also announced that it would recapture the mainland mobile phone market. The MIX 2S has been sold on the mainland since the 3rd and then put on the global shelves. Partner Fu Zhikang, Ivanda followed by shipment.
The industry pointed out that Huawei, Xiaomi and OPPO did not announce new opportunities at this year's World Mobile Communications Conference (MWC). This is tantamount to staggering the head-on conflict with the Samsung new machine at the leading factory, hoping to win new market opportunities for the new machine. The flagship features a common screen, dual cameras and emphasis on artificial intelligence (AI). It also sets the direction for new non-Apple machines this year. Economic Daily
3. iPhone orders are weak, Dali light escapes the spell of off-season
According to the micro-message information, Li Enguang executive Lin Enping will host the Law Symposium on the 12th. As the recent Apple iPhone is in an alternating old and new order, orders are weak, 3D sensing lens trends are expected, Apple's orders are coming, and the new plant capacity and expansion schedule Will be the focus of attention in the industry.
Daliguang recently announced March consolidated revenue of NT$3.142 billion (the same below), with a monthly growth of 42% and a year-on-year decrease of 13%. The first quarter of this year consolidated revenue of 8.877 billion yuan, an increase of 18% year-on-year. , is still in the off-season, although the new customer launches, but the overall order kinetic energy is weak, in April about the same camp revenue in March.
In terms of shipping structure, in March, the sales volume of Da Liguang 10 million-pixel cameras still maintained 70%-80%, and 8 million pixels accounted for 10%-20%.
The demand for the mobile phone market in China has seen a rebound recently. It is expected that it will help Daliguang’s revenue, but it may not be enough for Apple’s decline. Daliguang is the main camera supplier in the iPhone supply chain and benefited from iPhone X in the fourth quarter of last year. The new machine, with a single quarter gross margin of 71.68%, operating profit of 10.05 billion yuan, after-tax net profit of 8.607 billion yuan, EPS of 64.17 yuan per share, synchronous rewriting of new shares, stunning market.
However, the price of the iPhone X is too high, and the market is not applauding. After last year’s revenue climbed to its peak in November last year, with the repeated shipments of Apple’s target, Dali’s revenue reversed, and monthly diving declined. Compared to the first half of last year, Apple's iPhone 7 is still shipping. The market expects Apple iPhone X/8 sales to continue to decline in the first half of this year. Overall Apple orders are not performing as well as last year.
The market expects that this quarter iPhone concept stocks are alternating between old and new, and Daliguang is afraid to escape the off-season curse.
4. The first quarter of gallium arsenide 3 revenue is growing at the same time, VCSEL growth into focus
Taiwan's three gallium arsenide gallium occupies full revenue in March. The monthly growth rate is the largest in Aviatech's 45.6%, and the annual growth rate is 22.07%, which is stable, and Acerco's March revenue growth rate is 21.79% in March. , to increase the annual growth rate of the first three quarters.
Observing the performance of three gallium arsenide gallium generators in March, Aojieke performed relatively prominently. The single camp recovered a total of NT$188 million, reaching a record high in 21 months, with a monthly growth rate of 45.61% and an annual growth rate of 21.79%. The first quarter revenue was positive growth, the cumulative first quarter revenue was 464 million yuan, an increase of 5.47%.
Acerco benefited from the needs of mobile phone customers, and the company actively sent sample-certified VCSEL products. It is expected that this year's operation will break away from last year's trough and return to growth track.
Last year, the steady performance of paying brilliant results continued to show growth momentum this year. In March, revenue rose back to normal with the number of working days to 1.442 billion yuan, 3.86% per month, an annual increase of 22.07%, and total revenue for the first quarter was 4.464 billion yuan. The quarterly decrease of 19.9% was slightly better than the previously expected quarterly decrease of 20-25%, and the annual growth rate was 36.4%.
Looking forward to the second quarter, Steady Spokesman Tsung Chau said that the transparency of the second quarter is not yet complete, and it is still necessary to understand the orders. It seems that the order status is still normal. According to past practice, the supply chain is usually from the 2 season began to gradually warm up.
The industry continues to be optimistic about this year's penetration of 3D sensing in smart phone penetration and the introduction of 5G applications. With the addition of new production capacity in the second half of the year, it will continue to steadily grow operations.
In the first quarter of the three new products of gallium arsenide, the orders for new optical communication products were better than expected, pushing up the single-quarter revenue to 563 million yuan, an increase of 14.13% year-on-year. However, in March, apparent growth was slightly weaker. The monthly revenue was 178 million yuan, which was similar to that in February, with a slight increase of 2.4%, but a year-on-year decrease of 9.72%.
At present, among Taiwan's gallium arsenide industry, only the foundry firm has secured an apple certification, while Apple's VCSEL's main supplier is the upstream epitaxial plant IQE and the wafer factory's Lumentum. The epitaxial plant in Taiwan's upper reaches has been sampling since last year. Lumentum certified, hoping to break into the Lumentum supply chain, and order Apple's orders with IQE.
Whether or not VCSEL products pass the certification will be the key focus of the overall new year's battalion sports energy this year.