Xinwei Communication, a leading domestic RF and antenna supplier, is an Apple supplier. In the past few years, Xinwei Communications has risen with the rise of Apple. At the beginning of 2018, the mobile newspaper reported that it did not receive an order for the new LCP antenna for Apple in 2018. Its business is currently entering many new fields such as RF front-end and wireless charging, especially the filter industry of RF front-end, which is one of the most shortcomings in the domestic mobile phone supply chain!
From its 2017 revenue, it reached 3.434 billion yuan, a year-on-year increase of 42.35%, and net profit reached 889 million yuan, a year-on-year increase of 67.25%. The performance is very bright. In the first quarter of 2018, its revenue was 862 million yuan, a year-on-year increase of 20.03%, and net profit was 210 million yuan, a year-on-year increase of only 2.82%!
From the perspective of stock price performance, from the end of November to the beginning of December 2017, its share price once reached 61 yuan / share, compared with 25 yuan / share at the beginning of 2017, the growth rate was as high as 144%, however, as of now, its share price fell To 31 yuan / share, in a short period of half a year, its share price fell by 50%!
Huiding Technology, a leading domestic fingerprint chip supplier, is also a large fund plus code enterprise. With the widespread application of fingerprint chips in the smart phone market in recent years, the performance of Huiding Technology has grown very rapidly. Shipments once surpassed the Swedish FPC, but it can be seen from the Huiding technology business that its products are seriously single, almost all from the fingerprint chip market, especially with the rise of 3D cameras, the fingerprint market has caused a certain impact!
From the performance of Huiding Technology in 2017, its revenue reached 3.681 billion yuan, an increase of 19.56% year-on-year, while the net profit also reached 886 million yuan, an increase of 3.52% year-on-year. The performance is also very bright, revenue and net The profit is almost the same as that of the letter and communication. Similarly, in the first quarter of 2018, its revenue was 571 million yuan, a year-on-year decrease of 21.90% compared with 731 million yuan in the same period of the previous year. The net profit was only 19.35 million yuan, compared with 175 million yuan in the same period of the previous year. Great down 88.96%!
More than the decline in the performance of Huiding Technology is the fingerprint chip leader FPC. According to the author, FPC's 2017 revenue was 2966 (SEK M), compared with 6638 (SEK M) in the same period of 2016, a year-on-year decrease of 55.31. %, net profit was 988 (SEK M), compared with 3165 (SEK M) in the same period of 2016, down 68.78% year-on-year!
In terms of stock price of Huiding Technology, it was 107 yuan/share on April 26th. In just two and a half months, its share price plummeted to 77 yuan/share, a drop of 28.03%. In the last year, the big fund increased its holdings. At the same time, the stock price once reached nearly 130 yuan / share, so calculated, its share price fell by 40.76%!
Compared with Xinwei Communication and Huiding Technology, both of them are leaders in the domestic industry in their field, and there is little difference in revenue and net profit. As of now, the market value of the former is 30.5 billion yuan, and the market value of the latter is 355. In addition, it is obvious that for both, it is necessary to actively expand new product lines. In this case, both focus on the 3D camera industry chain!
Xinwei Communications established Micro-Opto Optoelectronics Research Institute: R&D of WLO wafer-level optics and DOE diffractive componentsOn April 18th, Xinwei Communication announced that the 16th meeting of the third board of directors of Shenzhen Xinwei Communication Co., Ltd. deliberated and passed the “Proposal on Establishing Xinwei Micro-Electronics Research Instituteâ€. The company plans to establish the Xinwei Micro-Electronics Research Institute, which is managed by the Central Research Institute of the company.
The establishment of the Xinwei Micro-Electronics Research Institute is to develop products for the micro-nano optical core components (especially the DOE diffractive optical components and WLO wafer-level optical components at the transmitting end of the 3D imaging module) required for smart mobile terminals. It also invests in research and development of miniaturized optoelectronic system integration technology, and it is expected to be widely used in 3D visual recognition, intelligent driving, intelligent security and other fields in the future.
The establishment of the institute will be beneficial to the company's research and development of micro-nano optoelectronic technology, and bring more technical support to the main RF industry. It will also help the company to meet the diversified needs of customers and provide customers with a wide range of radio and optoelectronics. Comprehensive product solutions to broaden the company's technical moat and provide a solid technical guarantee for the company's future sustainable development.
Looking back at the business growth of Xinwei Communication in the past few years, it can be obvious that the growth status. As a leading enterprise in domestic smart phone antennas, with the rapid development of the domestic mobile phone industry, the development market of Xinwei Communication in recent years is obvious to all. In terms of revenue, its revenue for 2013-2017 was 352 million yuan, 807 million yuan, 1.299 billion yuan, 2.413 billion yuan, 3.344 billion yuan, a year-on-year increase of 129.28%, 60.84%, 85.61%, 42.35%; its net profit was -656.102 million yuan, 63.385 million yuan, 221 million yuan, 531 million yuan, 889 million yuan, an increase of 196.15%, 250.90%, 140.13%, 67.25%.
According to its 2013-2016 annual report, Xinwei Communications' net profit in 2012 was only 6.09 million. In 2013, it was at a loss. According to the report, Weiwei Communications said that its sales in 2013 increased year-on-year. 63.28%. The increase in sales led to an increase in operating costs. Operating costs increased by 93.13% year-on-year. The operating cost growth ratio was higher than the operating income growth rate. The main reason was that the company adopted relatively low prices for entering major international customers, making the products in the reporting period. The gross profit margin has declined. At the same time, Beijing's capacity utilization rate is insufficient, manufacturing costs are relatively fixed and maintained at a high level, and manufacturing expenses are all transferred to current operating costs.
In order to adapt to the company's international development strategy, the company acquired Xinwei Chuangke (Beijing), and expanded the production scale of the Shenzhen company. Four R&D and sales organizations were added overseas, which greatly increased the company's operating and management costs. The overall production and operation scale of the company is still small, and the gross profit brought by sales is not enough to offset the company's operation and management expenses, resulting in operating losses in 2013.
In 2014, it successfully turned profitable and profited more than 63 million. In the same year, it acquired a 20% stake in Shenzhen Yalisheng Connector Co., Ltd., and gradually began to intervene in industrial products, improve the company's industrial layout, and further expand The company's scale and competitiveness.
In 2015, both its revenue and net profit increased rapidly. According to its explanation, as the company's various products were gradually introduced into the customer supply chain system, the shipments of large customers began to increase in volume, and the scale effect led to a gradual increase in the gross profit margin of the products. The growth of the company's operating performance.
In the same year, it also increased its investment in Shanghai Xinwei Lanpei New Material Technology Co., Ltd. with a cash of 40.179 million yuan, with a shareholding ratio of 51%. In addition, it invested 33% of Shenzhen Ailiment Technology Co., Ltd., becoming the largest shareholder, arranging the field of cermet powder injection molding, developing MIM products of emerging cermet materials, such as tungsten alloy, titanium alloy, aluminum. Product technology and market for alloys, ceramic zirconia, etc., further expand the company's scale and competitiveness.
In 2016, it was a leap year for Xinwei Communication. During the year, both revenue and net profit doubled. At this time, its industrial integration benefits have been reflected. According to it, the company has further strengthened. Extensive and deep cooperation with customers, layout of global R&D and integration of excellent technical resources, steadily enhance the company's comprehensive competitiveness, by providing customers with high value-added new products, and maintaining new product revenues accounted for a higher proportion of the company's revenue in the current year. In order to ensure that the company's gross profit margin is at a high level, it continues to drive the growth of the company's operating performance.
On June 16, 2017, it is believed that Weiwei Communications announced that the company has signed a framework agreement with the 55th Research Institute of China Electronics Technology Group Corporation. Xinwei Communication will invest in the holding company of Deqing Huaying, which is held by 55 companies. (Fifty-five holds 65.76% of Deqing Huaying) and acquired about 19% of Deqing Huaying. The latter is the earliest enterprise in China to develop and produce SAW filters. Xinwei Communication's total investment in Deqing Huaying will be mainly used to expand the production capacity of mobile phone sound meter products! It is understood that the annual production capacity of surface acoustic wave filters of Deqing Huaying is 350 million, and the first phase of the plan after the capital increase is expected. Will increase production capacity to 1 billion!
For the acquisition, it is believed that Weiwei Communications said: “The RF front-end business is an important long-term strategic choice for the company. The first step is mainly in the filter layout. It is the first stop of the RF front-end, and we are with 55 The first phase of Deqing Huaying's cooperation is mainly to expand production capacity. Xinwei's strategy and practice has been to participate in the R&D and production of the target company through a small proportion of equity intervention, and then gradually export management personnel to increase the target company's business strategy. Control the intensity, which can effectively control the risk. In the product market, we have already tested the devices such as filters in important target customers."
It can be seen from the above that in the past five years, its business has grown very fast. At the same time, the current business scope is also extensive, and it has entered the field of RF front-end, in which domestic strength is very weak, more It is dominated by Japanese and American manufacturers! From the current point of view, it has further concentrated its goal in the field of 3D cameras!
Huiding Technology Enters 3D Face Recognition: Develops VCSEL and DOE Diffraction ComponentsAs we all know, Huiding Technology is currently the only fingerprint chip listed company in China. Its main business is not a fingerprint chip. It can be said that the development of Huiding Technology is so fast, it is indeed the rise of the fingerprint chip market. opportunity. According to the mobile phone report online statistics on its 2013-2017 business revenue share:
In 2013, its touch chip business accounted for 98.75% of the revenue, and the rest was fixed-line chips. At that time, there was no fingerprint chip business. By 2014, its touch chip business still accounted for 98.29%, until 2015. The fingerprint chip business began to increase substantially, mainly benefiting from Apple's development of the market. In that year, its touch chip business accounted for 76.31%, while the fingerprint chip business accounted for 23.31%. By 2016, the proportion of fingerprint chip business accounted for Up to 75.10%, while the touch chip business accounted for only 24.78%, and in 2017, its fingerprint chip business accounted for nearly 80%, the remaining 20% ​​are basically touch chip business!
In the process, with the rapid growth of fingerprint chip business, its business is also growing at a high speed! Its 2014-2017 revenue was 850 million yuan, 1.12 billion yuan, 3.08 billion yuan, 3.679 billion yuan, corresponding Net profit also increased from 384 million yuan and 378 million yuan to 856 million yuan and 886 million yuan. Obviously, 2017
Front Screen Glass Lens For Iphone
Glass Cover For Iphone,Front Screen Outer Glass Lens,Glass Cover With Oca,Glass Cover For Touch Screen
Shenzhen Xiangying touch photoelectric co., ltd. , https://www.starstp.com