Set micro-network news (text / Lee), July 5, Goer shares said on the interactive platform, the company has not participated in the Tmall Elf, but the company has cooperated with the domestic Internet giant in the field of intelligent audio, including smart wireless Headphones and smart speaker business.
In addition, investors asked Goer to help oppo release the cooperation mode between find x mobile phone and new generation wireless Bluetooth headset oppo o-free. Goer shares said that the company participated in related design R&D and manufacturing, which belongs to ODM cooperation form. (Proofreading/Lee )
2. Truly International's net operating income decreased by 16.3% in the first half of the year to HK$9,065 million
Set micro-network news (text / Lee), Xinli International recently announced that the unaudited consolidated net operating income in June 2018 was approximately HK$1,716 million, which was approximately 17.83 compared to the unaudited consolidated net operating income in June 2017. HK$100 million decreased by approximately 3.8%.
In addition, the unaudited cumulative consolidated net operating profit of the Group for the six months ended June 30, 2018 was approximately HK$9,065 million, representing a cumulative consolidated net operating income of approximately 10.834 billion compared to the six months ended June 30, 2017. The Hong Kong dollar decreased by approximately 16.3%. (Proofreading / Lee)
3. Hezhong Shuangzhuang: RF chip has the opportunity to be applied to 5G field
Set micro-network news (text / Lee), Hezhong Shuangzhuang recently said on the interactive platform, the radio frequency chip is a high-precision navigation positioning chip, 5G communication has higher requirements for high precision and time synchronization, there are opportunities for application in the future.
In addition, the company also stated that the company's board products are mainly combined with independent research and development of high-precision product applications. Currently, it is not used as an independent business accounting, and can refer to the proportion of high-precision services. With the scale of high-precision products in the fields of robots, drones, etc. For the application, it will consider the independent accounting of related services.
It is reported that as a leader in new space-time technology, Beijing Hezhong Szhuang Technology Co., Ltd. (stock code: 002383) was established in 1994, and is one of the earliest companies to enter the field of satellite navigation and positioning. The company has formed a complete '1-2-1 'Strategic layout is the only company in China that has realized the whole industrial chain layout. It has the whole industry chain products and services from high-precision core technology, board components, terminal equipment, solutions to service platforms. (Proofreading/Lee )
4. Out of stock for up to two years, passive component manufacturers start expansion
Passive components are out of stock for two years, and manufacturers have started to expand production. In China, Xinke, Qi Lixin and other MLCC or inductors, chip resistors have repeatedly achieved good revenues, and they have also driven the operation of related equipment factories. The entire industry chain From upstream to downstream, it presents a glory.
Passive component upstream equipment and materials factory Lei Ke's June revenue jumped 20% from May, the second half will be better, some equipment orders visibility until the first quarter of next year.
Passive component laminated ceramic capacitors (MLCC), chip resistors continue to be out of stock and price surge this year, Lei Ke as a chip resistor upstream equipment and materials suppliers, also feel from the national giant, Huaxin Branch and second-line chip resistor factory Expansion of heat.
5. Mixed feelings, Qiu Ti technology camera gross profit decreased, new Yanke performance improved
According to a report on the micro-network (Lee/Lee), Lyon recently reported that although the commercial application of the overall camera lens module is moving from single lens to dual lens, Lyon believes that Qiu Ti Technology will reduce the gross profit of the product to win new customers. Maintaining its 'sell' rating. With the official acquisition of Qiu Ti Technology, Xinke’s performance has improved significantly. Xinke’s revenue in June 2018 was NT$149 million, a record A record high since 2014.
Qiu Ti Technology's gross profit margin will decline
Lyon said that Qiu Ti Technology has shipped camera modules this year (83.3 million units, up 24% year-on-year), and the progress is in line with the bank's full-year forecast, but in any case, the low-end products from Huawei in the first half (5 million pixels or The following orders have increased, and the proportion of camera models over 13 million pixels has fallen. According to the channel, the gross profit margin of the camera model products of Qiu Ti's 13 million pixels or more has fallen back to high unit figures, while the camera model products of 8 million pixels or less have gross profit. Lower, the gross margin of the first half of the market will be reduced from 12.1% in the first half of 2017 to 7.7% in the period.
According to the bank, the forecast for the shipment of the 2018 camera module of Qiu Ti Technology will be 4% to 204 million pieces, and the shipment forecast of 8 million pixel units will be 10% to 57 million pieces, and the shipment forecast of 13 million pixels will be 3 % to 67 million pieces, but the reduction of dual-lens module shipments is forecast to be 6% to 20 million pieces, while the gross margin forecast for this year is lowered from 9.5% to 8.3%. In addition, Lyon upgraded the Kura Titanium 2019 camera module shipment Forecast 4% to 225 million pieces, increase shipment forecast of 5 million and 8 megapixel lens modules by 46% and 38%, and reduce the forecast of dual lens module shipments by 20% to 30 million next year, while reducing its 2019 The annual gross profit margin forecast fell from 10.5% to 9.2%.
Xinyi Branch's June revenue increased by 127.09% annually
In the first half of 2018, although the gross profit of Qiu Ti Technology has declined, with the official shareholding of Qiu Ti Technology, the performance of Xinke has improved significantly. In October 2017, Qiu Ti Technology became the first in the new section through private placement. The major shareholder, and at the temporary shareholders meeting held by Xinke Branch, obtained the three seats of the new branch.
Xinke Branch's revenue in June 2018 was NT$149 million, a month-on-month increase of 42.38%, an increase of 127.09%. Xinkeke's single-month revenue set a new record since 2014, with the official opening of the industry in the second half of the year. Will bring high growth to the performance of Xinke Branch. After the acquisition of Qiu Ti Technology, Xinke Branch also attacked the smartphone market.
Xinke has been a supplier of Microsoft Kinect somatosensory lenses. It has been investing in structured light and ToF lens development for many years. Now, Xinke has been carrying out several projects in the field of mobile 3D sensing lenses. It is expected to be developed by Xinke. The 3D sensor lens is expected to be sampled in the second half of the year.
It is reported that Qiu Ti Technology's main business is mobile phone lens module, fingerprint identification module and other products, including lens, motor, sensing and other products, is China's third largest mobile phone lens module factory, supplying China OPPO, vivo, millet, ZTE, Huawei and other indicators factory mobile phone lens module, is China's third largest mobile phone lens module factory after Haoyu, Ou Feiguang, is also one of the important customers of Xinke Branch.
Xinke Branch is mainly engaged in the production of plastic lenses and lens products. According to Qiu Ti Technology, the proportion of Xinkeke's supply is not high, but after Qiu Ti officially entered the new branch, Qiu Ti has also completed the supply chain, downstream vertical. Integration; Xinke Branch has obtained downstream estuary, and the supply quantity is expected to further increase, which will help to integrate the technical energy of both parties, thereby increasing the market share of mobile phones.