Lin Enping also revealed that Da Liguang's new plant construction site in Taichung Industrial Zone for RMB 1 billion will soon enter the construction phase, and will invest in the development and production of products related to mobile phone lens and image technology, adding new functions to the mobile phone lens. I hope to ask the city in 2020.
For Da Liguang, the 7P and Periscope lens groups for mobile phones are actively launched. Securities analyst Zhang Chenhao pointed out that this situation shows that Da Liguang continues to build higher competition thresholds in the market, hinder the pursuit of absolute hands, and strengthen its own competition. force.
In the reports issued by foreign-funded securities companies, they are also optimistic that with the launch of 3-lens mobile phone products by mobile phone manufacturers, it will help to increase the demand for Da Liguang's lens, and also echoes the previous Da Liguang's view that optical components are increasingly spreading in mobile phone applications. Even though global mobile phone sales are slowing down, the number of lens demand is not necessarily reduced.
Lin Enping also pointed out that the 7P and periscope lens sets will be available in the dual-lens, three-lens mobile phone image configuration, with the traditional lens group mix and match; it is expected to be lower in thickness than the current dual lens group The thickness of the lens breaks through the height limitation of the existing mobile phone lens group, and the mobile phone software configuration achieves the demand effect of the zoom, which helps to solve the thinning requirements of the mobile phone design, and also eliminates the design of the mobile phone dual lens group, the telephoto lens The problem of too thick.
Lin Enping also stressed that the 7P and the periscope lens group are all assembled with plastic lenses, which will help cost control. The 7P lens that will be shipped next year will have more lens control than the original 6P lens, which will increase light control and tolerance. Both image quality and image resolution have full benefits, but the product depends on the client's design needs.
China's mobile phone brand factory Huawei launched the P20 Pro 3 lens phone, which attracted market attention after its launch. Da Liguang also felt that more and more manufacturers gradually introduced 3 lens designs into mobile phone products. Generally speaking, the mobile phone factory's 3 lens design is From the same lens factory, it helps the lens factory to ship the whole. Lin Enping pointed out that even the client 3 lens phone design can be selected according to the pixel and the resolution. In the traditional lens, 7P and periscope lens group, the mix and match are selected into the design. .
Da Liguang also announced in today's law conference that the second quarter revenue is mainly for high-pixel lens products, of which 10-20% are products with more than 20 million pixels, and 60-70% for products with 1000-2000 and 20 million pixels. 8 million pixel products account for less than 10%, and other products account for 10-20%.
In the first half of this year, Da Liguang's revenue for the first half of this year was NT$21.17 billion, with a gross margin of 66.4%, an annual decrease of 2.36 percentage points, and a net profit after tax of RMB 9.52 billion, an annual decrease of 0.81%.