On the morning of April 9th, the micro-message newsletter was held in Wuhan. The Wuhan City held a business attraction project in April. The event was held at the main venue of the East-West Lake BOE project. There were 13 branch venues in each district. Mayor Wan Yong attended the event and announced start.
In this start-up activity, a total of 40 projects in the city were started with a total investment of 144.8 billion yuan, mainly involving high-end manufacturing, modern agriculture, modern service industries, etc. The project quality is good, the amount of investment is large, and the technology content is high. Among them, more than 10 billion yuan. Item 4.
In this concentrated project, there are 20 industrial projects with a total investment of 50.9 billion yuan; 2 agroforestry projects with a total investment of 40.2 billion yuan; 16 modern service projects with a total investment of 39.9 billion yuan; infrastructure (characteristic towns) Two projects with a total investment of 13.8 billion yuan.
It is understood that in this project started, four projects with more than 10 billion yuan will have an investment of 109 billion yuan, which is BOE 10.5 line project of the BOE Economic Development Zone (East and West Lake), with an investment of 46 billion yuan. Yuan; Hengda Modern Agricultural Base Project in Wuhan Economic and Technological Development Zone (Hannan District), with an investment of 40 billion yuan, and the Optics Valley Innovation World Project in East Lake New Technology Development Zone, with an investment of 13 billion yuan; OCT in Hongshan District Yang Chun Lake A plot project; total investment is RMB 10 billion.
On March 8, 2018, BOE (BOE) issued an announcement to build a 10.5-generation thin-film transistor liquid crystal display (TFT-LCD) production line in Wuhan, Hubei Province. The project has a total investment of 46 billion yuan. The designed production capacity is 120,000 glasses per month. Substrate, dimensions 2940mm × 3370mm, for the production of 65-inch and 75-inch 4K/8K, 60Hz/120Hz TV panel products. The opportunity to use 8K broadcast in international large-scale sports events as a turning point, ultra-high definition, large size has become Display important development trends in the field. BOE (BOE) Wuhan 10.5 generation line will further effectively fill the market gap for ultra-large size ultra-high definition display products to meet the growing demand for high-performance display products from consumers.
2. Last year, the shipment of car panel shipments in the mainland increased by 58% year-on-year, and BOE's annual growth rate was 58%.
According to the Sigmaintell survey, according to Sigmaintell's survey data, the total number of global vehicle display panels shipped last year was about 150 million units (excluding backloads), which is an increase of about 12% year-on-year. It is expected that shipments will increase this year to 170 million tablets, increasing 13% year-on-year. Statistics show that during the year of shipment, JDI won the championship and the group reached the second place. AUO won the fourth place and Huaying was the seventh place. It is noteworthy that the mainland panel factory shipped The annual growth rate is as high as 58%, which is the fastest-growing panel plant in the automotive industry last year, especially in the mid-control navigation market.
According to Quzhi survey data, the global car display panel shipment championship last year was JDI, which increased by about 12% year-on-year; Quchu was ranked second, but only increased by 3% year-on-year; LGD ranked third, an increase of 21%; AUO, Sharp separated Four or five, Sharp shipped 0.3% less year-on-year; Taiwanese finished in the top ten with Hua Ying, and finished seventh.
Qunzhi pointed out that mainland panel makers have invested a lot of energy in the on-vehicle display field. They performed well last year. Tianma is the first manufacturer to enter the automotive display field in Mainland China. It shipped 44% year-on-year, ranking sixth in the world, and growing rapidly. Some of them include instrument display area and mid-control navigation market.
The car display of Truly ranked second among mainland panel makers, increasing by approximately 21% year-on-year, and winning the eighth place in global shipments. This year, with the mass production of new production lines, it is expected to continue to go higher; BOE has just entered 2016 The on-board display area has become the dark horse of last year. Last year, on-board shipments showed a 58% year-on-year increase in shipment volume. This was the fastest growing panel plant in the automotive industry last year, especially in the mid-control navigation market.
3. Pegasus debuted in CITE 2018, flexible screen, full screen, special-shaped display, etc.
On April 9, 2018, the 6th China Electronics & Information Expo (CITE 2018), jointly organized by the Ministry of Industry and Information Technology and the Shenzhen Municipal People's Government, kicked off the Shenzhen Convention and Exhibition Center. As an industry leader, The annual event of the electronic information industry with international influence, CITE 2018 takes the theme of “Smart Life in a New Era, Enjoy New Life”, aims at the latest trends in the development of information technology, and displays the latest development achievements of the new generation of information technology industry and 'mass entrepreneurship'. , The latest innovations of "many innovations" will effectively promote the vigorous development of the "Belt and Road" electronic information industry.
As a representative of China’s display sector’s national competitiveness, Tianma has been invited to participate in the exhibition for six consecutive years. In recent years, Tianma has continuously made breakthroughs and achieved continuous growth in performance. Not only will it achieve global first in LCD shipments in 2017, but also in the fourth quarter. LTPS shipments rank first in the world. In the field of professional display, the shipment volume of on-board instrument panel displays ranks second in the world. At the same time, it continues to maintain its global leading position in high-end medical, aerospace entertainment and marine and other industrial fields. This time, CIT 2018 was unveiled with numerous scientific and technological achievements, bringing with it a 'full-screen strength, a full-scale demonstration of' the wonderful horizons'.
Minister of Miao Miao and Deputy Minister Luo Wen of the Ministry of Industry and Information Technology, Lin Shaochun, executive deputy governor of Guangdong Province, and Wang Weizhong, secretary of the Shenzhen Municipal Party Committee, visited the Tianma booth. Chairman Chen Hongliang introduced the company’s current new products and technologies, such as flexible displays, full screens, etc. Minister Miao Wei affirmed the contribution Tianma made in the small and medium size display field.
Notch full screen
Tianma has a leading position in the overall screen market. As early as April 2017, Tianma launched a full-screen project, and began batch delivery in July. The products cover Huawei, OPPO, vivo, MOTO, Hammer and other domestic and foreign Customers and the emerging brands of the Internet, over 50% of newly-released models have the full screen of Tianma. According to data from renowned research firm Quzhi Consulting, in the whole year of 2017, total screen shipments of Tama total 24 million pieces. The global LCD has a 26% market share and it ranks first in the world, laying the foundation for Tianma’s global leadership in the overall screen area!
Based on the first generation of comprehensive screens to win market opportunities, Tianma has laid out early second-generation comprehensive screen technology and continues to lead the industry in a new round of technological competition. This exhibition is the second generation of Tianma’s second-generation screen in China. In the debut, the series adopts the design of Notch+ ultra-narrow frame, which makes the screen occupy a larger proportion. This series of products adopts new circuit development to improve performance. At the same time, through the definition of new IC specifications, the use of pin ICs narrows down the border and overcomes it synchronously. The ultra-narrow frame, R-angle sawtooth optimization, special-shaped material matching, Notch position and many other difficulties, many current series leading into mass production.
Flexible screen
Flexible display is one of the major trends in the development of display technology in the future. The screen substrate uses plastic material instead of traditional glass, highlighting the advantages of being light, thin, portable, and bendable. Many technologies are at the leading level in the industry. Flexible products can be widely used in smart phones, flat panels, wearable devices and other fields to meet the display requirements of any surface morphology, expand product design imagination and application space.
❖ 5.99 inch WQHD+ flexible notch display
This product adopts flexible AMOLED technology, which has characteristics of being bendable, ultra-thin, anti-fragmentation, and excellent display, and can achieve the effect of bending at a curvature radius of 3mm. The resolution reaches WQHD+ (2880×1440) level, this time it is This product is the first domestic public appearance.
Ultrabook
高分辨率 High resolution narrow bezel 13.3-inch 4K2K display
The current mainstream size of the Ultrabook is 13.3 inches. The development trend is narrow border, high resolution and high color gamut. The product uses ultra-narrow frame design, 4K2K ultra high resolution, high color gamut (NTSC 95%, CIE1931), Contrast 1500, both leading the industry.
❖ 15.6-inch UHD Quantum Dot Display
This product uses blue LED excitation quantum film backlight technology, so that the color gamut and color effects have been greatly improved. This product's color gamut NTSC> 112%, close to natural light, color reproduction ability, with full color gamut display advantages, color Sexual excellence. At the same time, the entire module structure using thin and narrow frame design, display panel screen ratio of up to 94.13%.
Smart wear
❖ a-Si Ultra Low Power Wearable LCD
This product is the industry's first amorphous silicon ultra-low power reflective color liquid crystal display, 1.2-inch AA pure circle design and innovative panel design solutions, can be applied to smart wearable products, ultra low power consumption can be substantial Improve standby time, ultra high reflectivity can significantly enhance the display of outdoor sunlight. While maintaining transmission and reflection of high color saturation, reflectivity increased to >25%, in the industry leading level.
Smart car
At present, with the rise of the Internet of Things and the rise and popularization of the Internet of Things, Internet vehicles, new energy vehicles and autonomous driving have been rapidly developed. From the initial simple transportation functions of automobiles, they gradually upgraded to safety, comfort and entertainment. Demand, Automotive manufacturers have added more comprehensive and rich features to the driving dashboard and the driver's seat console. The realization of these functions is indispensable to the important carrier of the on-board display.
As a leading company in the field of automotive display in China, Tianma has been actively deploying the on-vehicle display market, developing and producing black and white products for instrument panel since the 1990s. In 2010, it began to supply TFT color products. In view of the rapid rise and importance of the automotive market, Tianma Established on-board research and development, quality, marketing (strengthening overseas branch local service), operation team; set up on-board production line, strengthen product line planning, production and customer service system build.
车 Car shaped display
This a-Si car special-shaped display perfectly fits the shape of the instrument panel. The recessed space above it can be designed to embed intelligent components such as cameras, and can be tailored to the customer's needs.
❖ 12.3-inch multi-screen touch screen
A plurality of 12.3-inch display screens are attached with the same cover plate, which realizes the integration of the instrument display and the central control display, and creates the display effect of shock and atmosphere inside the car.
Industrial Things
In recent years, the fourth industrial revolution centered around the industrial property alliance has been launched in the world. Intelligent factories and smart manufacturing have attracted people's widespread discussion. With the gradual establishment of the Internet of Things in the industrial field, equipment has been intelligently controlled. The display of inter-communication and the increase of human-computer interaction will bring further growth in the display interface. Tianma also brings display products suitable for various industrial scenarios.
触控 Touch integration
This time, Tianma brought a PCAP solution for Wet/Gloves. This product adopts the capacitive touch integration scheme and optical bonding scheme. It is designed for wearers who wear gloves. It has thin and light, wide viewing angle, high light transmittance, and low reflection. Rate, waterproof, etc., suitable for medical, HMI, navigation and other harsh environment requirements under the market segment.
户外 Outdoor visual
Outdoor vision is an excellent technical solution for industrial handheld products. It has the advantage of low power consumption and has extremely high requirements for semi-transfiguration technology and brightness. After many years of technical research, Tianma has integrated its technical advantages in brightness. Successfully developed a series of semi-transmissive products.
These two products have high color saturation, high contrast and full-view display characteristics. They are equipped with In-cell touch integrated panel technology, which greatly expands the use of LCD screens and functions. In addition, the freeform feature, It can also be widely used in the field of smart home. The perfect combination of free form and In-cell capacitive touch display shows the innovative strength of Tianma in the display field.
Smart Medical
For medical equipment/diagnostic screens, the market scale is expanding day by day. At the same time, due to the further promotion and popularization of telemedicine, the medical field has increasingly strict requirements on screen quality, resolution, etc. In 2017, Tianma is in the high-end medical display market. The occupancy rate continues to stay ahead. This time, Tianma also brought a variety of medical display products.
4. Take the electric car, smart car boom car panel shipments increased by 13.3% annually;
According to Quzhent Consulting survey data, the total number of global car panel shipments in 2017 was approximately 150 million units (excluding post-installation), which is approximately 12% year-on-year. It is expected that global shipments of vehicle-mounted panel will increase to 170 million units in 2018. , an increase of 13.33% annually, the rapid growth of electric vehicles and smart cars will become the main driving force for the growth of demand for automotive panels.
Mainland China's panel makers are aggressively rushing into the automotive display field, and they performed well in 2017. The earliest Chinese mainland entered the automotive display field was Tianma. The annual growth rate of shipments in 2017 was as high as 44%. From the perspective of product lines, the high-speed growth segment In addition to the dashboard display screen, there is also a significant increase in shipments in the central control navigation market. Truly's vehicle panel ranks second among mainland panel makers, growing by approximately 21% year-on-year, with new production in 2018. Mass production, more capacity added will boost the shipment of vehicle panel shipments continue to rise. BOE is a dark horse in the automotive panel market in 2017, its active strategy in automotive applications, making the 2017 car panel shipment phase This is a significant increase of 58% from 2016. It is also the largest panel plant for the growth of shipments of on-board panels in 2017, especially in the market of central control navigation applications.
Quzhi Consultation pointed out that because of the excess capacity of a-Si panels and LTPS panels, panel makers have been working hard to develop new display applications, and the automotive display panel market still maintains double-digit high growth rates every year, as well as stable order characteristics. Attracted a lot of panel makers that have not entered the car panel market to compete.
The existing vehicle-mounted display panel factory has expanded its planning for on-board panel products and production lines, and actively developed LTPS panels. Even AMOLED panels are used in automotive products, and it is expected to further differentiate with higher-order technologies. It is expected that this year's automotive panel market Competition will be more intense, but emerging applications will gradually be stimulated.
5. Mega Chi shares: The multi-economy deep plowing arrangement enters the harvest period;
China Securities Network (intern reporter Qijin Jin) From past family digital product distribution, to building a smart home entertainment ecosystem, to further cultivating LED packaging, chips, and terminal lighting throughout the industry chain... In recent years, Siu Chi shares (3.140, 0.00, (002%) (002429) Gradually realize a smooth transition in the transformation of old and new business kinetic energy, and achieve a 'harvest period' of multiple ecologically deep plowing arrangements. The company's 2017 operating income and net profit attributable to the mother's business respectively achieved 10.229 billion yuan and 603 million yuan, respectively. Growth of 36.80% and 61.04%.
Siu Chi shares that the reason why the company's performance has increased substantially in 2017 has its origins in the development history and product context in the past 12 years. At present, the company's deep plowing arrangements in the smart home networking, family entertainment ecology, and LED industry chain Gradually mature, the future will continue to contribute to the company's performance growth.
Three ecological boosting performance is good
Recently, Megachie has just announced its 2017 annual report. Compared to the sales figures of the past few years, Megachi has achieved a significant breakthrough in the recent reporting period. The annual report shows that in 2017, the company achieved total operating revenue of approximately 102.29. Billion yuan, a year-on-year increase of 36.80%. The net profit attributable to the shareholders of the listed company was RMB 603 million, an increase of 61.04% year-on-year. The net assets attributable to the shareholders of the listed company was RMB 8.238 billion, an increase of 6.65% year-on-year.
Regarding the reasons for the substantial increase in the company's performance, Zhao Chi believes that the three major ecosystems created by the company in the past 12 years have been formed, and the effectiveness of the deep plowing of the industrial chain has begun to take off. Currently, Siu Chi has formed a smart home network and a family entertainment ecosystem. And LED industry chain of the three major ecological.
In the smart home networking ecosystem, Mega Chi Digital, which is part of the Mega Group, was established in 2005. It owns two digital and communications product lines, from the production of DVD products to smart home networking and audio-visual playback products, with a relatively complete product matrix. , Covering access network, home networking and terminal products. In addition to the above-mentioned mature home application ecosystem, the company also involved in loT Internet of Things products, AI voice products and mobile communications.
In the home entertainment ecosystem, Siu Chi shares established the TV department, which is popular in multimedia and popular online. In 2017, under the adverse circumstances of the environment, Siu Chi TV achieved 40% growth in sales revenue, including no borders, curved surfaces, The proportion of high-end products such as large-size products has significantly increased. In terms of content support, Popular Online has created a download mode in 2005, and the scale of users has expanded rapidly. In 2015, it was owned by Siu Chi, Oriental Pearl (17.330, -0.01, -0.06%). ), Haier, Gome built an Internet-based ecosystem, and at the same time launched a short video marketing service in 2016 to provide high-quality entertainment services for families.
In the LED industry-wide industrial chain layout, Zhao Chi has been deeply involved in the packaging business in recent years. In the entire industrial chain of chip R&D and terminal lighting, it has achieved close-to-order delivery through the establishment of a closed-loop ecosystem.
LED industry chain will become a new growth point
It is worth mentioning that in the three major ecosystems of SiuChi shares, the scale effect of the LED industry chain has gradually become prominent in recent years, becoming the company's new performance growth point. Siu Chi shares 2017 annual report shows that the company's LED series products operating income And operating profit reached 1.534 billion yuan and 204 million yuan respectively, accounting for 15% of total revenue and profits, and 18.13%, showing a steady growth compared with previous years. The company also made clear for the business promotion of the LED segment in the future. The course of development.
Siu Chi shares that the company entered the midstream packaging business in 2011. Under the trend of increasing competition in the LED industry and the gradual formation of monopoly, the company focuses on two application fields of LED general lighting and backlight. The company plans for the future, 2018 TV backlighting. The production capacity has been doubled and the packaging capacity has been tripled. Both have reached production capacity in the third quarter of 2018. The company plans to further expand its packaging capacity in 2019. In terms of technology, the company is developing the future of Mini LED and Micro LED. All of them have been laid out. Currently, Micro LED is continuously tracked, including chips, packaging, and mass transfer technology. At the same time, it focuses on the Mini LED. Cooperation with well-known mobile phone manufacturers in China has reached the standard for mass production. The level of technology is comparable to international famous brands. The future will continue to increase investment.
In the research and development of LED chip technology, Siu Chi said that the company can now provide a full range of package type chip solutions, including low-voltage chips installed, high-voltage chip is installed, flip chip, used in different fields. The company currently has the largest single global The main factory building, with a capacity of 120 chambers in the first phase, a capacity of 600,000 4-inch wafers per month, has already entered the industry's top three in terms of productivity. In addition, Zhaochi has also signed contracts to participate in the construction of the LED Optics Valley in Nanchang, Jiangxi Province. Engine companies, the project is expected to light up in the fourth quarter of 2018 and release capacity in the first quarter of 2019.
In the production of LED terminal lighting equipment, Zhao Chi shares, the company has built home lighting, commercial lighting, ODM and overseas business, real estate strategic mining business four business segments. Among them, home lighting contains 1,200 kinds of goods, covering the general The vast majority of home lighting lighting procurement needs. Commercial lighting contains a variety of commercial scenarios and 1000 kinds of lighting, to meet the lighting procurement needs and lighting solutions for large, medium and small projects, is expected to cover 20,000 dealers within three years.
6. A new three-year action plan for the display industry beyond development will be released in the near future;
On April 8th, the Electronic Information Department of the Ministry of Industry and Information Technology organized and held the work conference of the national electronic information industry in Shenzhen in 2018. At the meeting, Wu Shengwu, deputy director of the Department of Electronic Information, made a presentation to China's new display industry, smart photovoltaic industry, integrated circuit industry and core Fire's progress in the innovation plan is interpreted, and the next step is to plan and deploy.
According to China Electronics News, April 9, Wu Shengwu stated that China's new display industry has developed rapidly in recent years and its scale has continued to expand. TFT-LCD shipments have leapt to the top in the world, and large-size panel production capacity has been further enhanced, and AMOLED production has continued. As a result of advancement, the company’s operating capacity has noticeably increased. Breakthrough in supply of high-end products has resulted in a steady increase in fixed asset investment. However, there is an imbalance between the rapid expansion of production capacity and the shortage of innovative capacity reserves. There is an imbalance between the demand for industrial resources and the development of agglomeration. Capacity, technical reserves and forward-looking layout development are still insufficient.
To guide the healthy and orderly development of the industry, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly developed the “Three-year Action Plan for New Display Industries Beyond Development” and will be released soon. In the next step, the Ministry of Industry and Information Technology will guide and support enterprises to accelerate new backplanes, ultra-high definition, and flexibility. Panel production and other technology research and development, through product innovation to drive product innovation, to achieve product structure adjustment. Accelerated research and layout of AMOLED microdisplay, quantum dot, printed OLED display, MicroLED display and other forward-looking display technology, strengthen technology reserves, complete the industrial new technology route Exploration and layout. Encourage backbone enterprises to strengthen horizontal cooperation and carry out joint R&D of key process technologies and results sharing. Further improve the upstream material support system construction, guide material companies to increase R&D investment, and accelerate the development of substrate materials, liquid crystal materials, and optical films. Development of core materials such as film and target materials. Encourage panel companies to develop new display products in new areas such as the Internet, Internet of Things, and artificial intelligence, and cultivate new growth points in mid- to high-end consumer segments.
Wu Shengwu revealed that the current development of China's photovoltaic industry is generally good, the scale of polysilicon continues to expand, the self-sufficiency rate continues to increase, costs continue to decline, and the output scale of wafers, cells, modules, and inverters continues to expand, costs continue to decline, and technology continues to improve. In 2017, the output of polysilicon was 242,000 tons, the wafer production was about 87.6GW, the output of the solar cell was 68GW, the output of the module was 76GW, and the output of the inverter was over 60GW.
For the next step in the development of smart photovoltaic industry, Wu Shengwu emphasized: First, accelerate industrial technological innovation and improve the level of smart manufacturing. Promote intelligent upgrading of photovoltaic basic materials production; Accelerate the advanced manufacturing of solar cells (5.020, 0.16, 3.29%); The full-cycle information management level of photovoltaic products. The second is to promote the deep integration of the two, to develop intelligent photovoltaic integrated operation and maintenance. To enhance the supply capacity of intelligent photovoltaic terminal products; To promote the intelligent integration and operation and maintenance of photovoltaic systems. Third, to promote the application of characteristic industries, positive Promote green development. Develop smart PV industrial park application demonstration; carry out smart photovoltaic building and town application demonstration; carry out intelligent photovoltaic traffic application demonstration; carry out smart photovoltaic agricultural application demonstration; carry out smart photovoltaic power station application demonstration; carry out smart PV application demonstration for poverty alleviation. It is to improve the standard technology system, accelerate the construction of public service platforms, establish and improve the smart photovoltaic technology standard system, and speed up the construction of smart photovoltaic public service platform. Fifth, strengthen comprehensive policy protection and promote the healthy development of the industry as a whole. Strengthen organizational coordination and policy coordination; promote intelligence Photovoltaic Point applications; promoting intelligent photovoltaic pilot application; increase the diversification of capital investment; promote the orderly development of the PV market.
Wu Shengwu also introduced the “core fire” innovation plan. The plan focuses on public service organizations, leading backbone enterprises, research institutes, social forces, and other resources, focusing on integrated circuit technology and products, and creating integrated circuits as the core information technology. New dual-invention base (platform) in the field (referred to as 'core fire' dual-creation base (platform)). The plan is to create more than 10 'core fire' dual-creation bases (platforms) with distinctive advantages in industrial clusters. Intelligent hardware, intelligent sensing, smart home, automotive electronics platform and industrial internet platform. The platform is under the guidance of the Electronic Information Department, relevant industrialization bases, backbone chip companies and application companies, universities and research institutes closely cooperate, and adhere to the guidance of the government. The principle of the market main body, jointly promote the construction of the platform.
Wu Shengwu stated that many local enterprises and institutions actively participated in the declaration of the platform. In the next step, the Electronic Information Department will guide the establishment of a steering expert group to assist local authorities in improving construction programs, strengthen organization and coordination, promote base (platform) upgrades, and formulate evaluation standards. , Do a good job in the evaluation of the base (platform) construction.
Wu Shengwu said that in the past few years, China's integrated circuit manufacturing sector has achieved certain technological breakthroughs. In the process of rapid development, we must continue to foster world-class advanced process integrated circuit manufacturing companies, concentrate funds and human resources to achieve breakthroughs, and encourage regional agglomeration. With the development of optimization; pay attention to the common development of domestic and foreign-funded enterprises, and build a good environment for industrial development. 中证网
7. iPhone X slash single touch duo Q1 performance bleak;
The impact of the iPhone X's big singles fell sharply in the first quarter. TPK Xiaohong (3673) consolidated revenue in March was 6.075 billion yuan, a monthly increase of 16.6%, and the first quarter revenue was 20.854 billion yuan, a 36.6% decrease in the quarter. GIS-KY Industry (6456) reported revenue of 7.094 billion yuan in March, an increase of 28.28% on a monthly basis. Accumulated first-quarter revenue was 21.926 billion yuan, a decrease of 52.55% in the quarter.
Yu Hong announced yesterday (June 9) that self-consolidation and revenue for March was 6.075 billion yuan, 16.6% higher than the previous month, and 17.3% lower than the same period of last year. The first quarter combined revenue was 20.854 billion yuan. It decreased 36.6% in the first quarter, which was a 2.6% decrease from the same period of last year. Yuhong said that the number of working days in March returned to normal, and the revenue performance has recovered. However, the overall order status in the first half of the year was relatively weak.
In the first half of the year, Apple's supply chain operations were gloomy. The legal person expects that Qihong’s operating profit rate in the first quarter will be near profit and loss. It is challenging to maintain profitability. The first quarter of the law will be held on May 3rd last year. In September, Jiang Huaihai, who was then the general manager and chief executive of Yuhong, will also be the first to chair the Law Society and personally face the investment corporations and the media. Wei Hong is obviously busy during the busy season in the first half of the year. The operational challenges for the whole year are not small. Jiang Huaihai then Since most of the time, most of the time has been kept in the factory in Xiamen. This time the debut of the Faith Society has attracted attention from the outside world.
Yesterday announced that self-consolidation and revenue in March was 7.094 billion yuan, an increase of 28.28% over the previous month and an increase of 7.38% over the same period of last year. The consolidated revenue in the first quarter was 21.932 billion yuan, a decrease of 52.55% from the previous quarter. In the same period of 2017, it increased by 20.44%. In addition to the iPhone X order reduction, the industry’s 10.5%-inch and 12.9-inch iPad Pro shipments accounted for a higher proportion in terms of tablet PC products. In the first quarter, the number of orders for these two flat-panel products dropped more. , so the industry fell into the first quarter revenue decline by more than 50%.
The first quarter of the touch-heavy camp revenue fell, mainly because of Apple's iPhone X orders, in February, shipments in March was rather sluggish. However, the second quarter iPad shipments stable, iPhone 7, iPhone 8 orders are expected to warm , The market expects that touch-controlling duo will have a chance to hold steady in the second quarter. Corporate estimates, touch-hugging duo will face a battle of 20 billion yuan in the second quarter, and its revenue reduction rate is estimated to be about a single-digit decline. Magnitude. Business Times