A few days ago, the executives of Holitech Technology Co., Ltd. publicly stated that the company increased the production capacity of cameras and FPC in 2017, acquired Lanpei Technology, and acquired Antino in early 18th. The company's products are currently classified into three categories. ...
According to reports, a few days ago, the executives of Holitech Technology Co., Ltd. publicly stated that through the development in 2017 and the first half of 2018, the company's products and customers have been fully improved. Holitech increased the production capacity of cameras and FPCs in 2017, acquired Lanpei Technology, and acquired Antino at the beginning of 2018, laying the foundation for the company's 2018 and future development. In the first half of the year, different from the fluctuation of the industry, Helitai's operation was stable, and orders were full as planned.
What are the products of Holitech?
Module products
Including touch screen modules, camera modules, fingerprint modules, e-paper modules and glass cover plates. Currently, module products are in full production, and camera and e-paper modules are in the process of rapid increase in production capacity. The camera has now completed the deployment of a monthly production capacity of 40kk, and the preparation and layout of the three cameras are under development.
At present, various module products have been supplied to major domestic mobile phone brands, and new customers have been continuously introduced. Various brands have fully affirmed the company's capabilities, and other products are currently in the process of comprehensive introduction. The proportion of first-line brand revenue has increased significantly this year.
FPC products
These include high-end FPC from Xinfeng factory, thick copper FPC, LCP FPC, and FPC combined with COF. The company is expected to invest 300,000 square meters of production capacity in Xinfeng and 100,000 square meters of production capacity in Wan'an. At present, the company has a production capacity of 150,000 square meters for parts and components, as well as 50,000 square meters for internal supply. Now it has a total production capacity of more than 50 square meters. . The company's FPC business has a good share of Huawei and OPPO.
Through the acquisition of Antino's LCP-FPC process, combined with the company's existing FPC production capacity, Holitech already has the entire LCP production process and has already sent samples to important customers. At the same time, since the 90% screen-to-body display is the future development direction of mobile phones, COF's FPC is a necessary material for the future, which is also the company's current focus of development. With the advent of the 5G era, LCP-FPC and COF-FPC are the direction of key investment products in the future.
Material products
Including nanocrystalline materials, EMI materials for 5G applications (wave absorbing materials, shielding materials). From the perspective of nanocrystalline, the company has locked up the resources of upstream amorphous strips. At present, only about three companies in the world have direct resources. The company combines Lanpei's research and development technology, and has established a series of production lines for wireless charging transmitter modules and receiver modules in Changzhou and Ji'an. At present, the company has completed the planning of the entire wireless charging industry chain.
At this stage, major domestic brands are also conducting research and development and technical improvements on EMI shielding materials. With the increasing requirements for 5G components, EMI materials (including absorbing and shielding materials) will be used in 5G mobile phones in the future.
Holitech has entered the mass production stage of absorbing materials. The company is equipped with a production capacity of 150,000 square meters, far exceeding its competitors. The company also makes relevant layouts for other 5G materials.
In summary, the company has shifted from module products with low technical barriers and low gross profit to FPC products and material products with high technical barriers, long life cycles, and core skills advantages. The improvement of products is beneficial to the company's subsequent operations. Overall performance improvement.
Current material management and future business growth
Regarding the management of nanocrystalline materials and LCP materials, the company currently has two types of materials, one is related to wireless charging, and the other is related to 5G. Holitech's future development will extend from traditional module products to upstream core materials. The company plans to directly enter the field of high-end materials. Now two companies are deployed, Shanghai Lanpei New Materials and Antinol. Lanpei's new material is mainly based on wireless charging, and Anteno is mainly based on 5G, and the two also cross each other.
New material is an independent vice president in operation. Its system is completely different from the original system. Based on the original research institute, the company invited some very well-known academicians or post-doctoral fellows, established various research institutes or workstations for new materials, and directly reported the work. To the vice president, the efficiency is very high.
In the next three years, the growth point of the touch display will not be too great. The product is mature and the gross profit is high. The gross profit has a certain advantage, which is also the company's main profit and cash flow. The growth of cameras is relatively fast. FPC has been deployed since 2016 and is expected to show substantial growth. In 2016, the company also invested in two projects, e-paper and glass cover. These three items plus the camera are expected to increase significantly in the next three years. It is expected to exceed the touch display by 2021. FPC and glass cover, as well as our e-paper as the market definer, have better margins.
Another area that will grow rapidly in the future is materials and wireless charging. In the research and development process of wireless charging and customers, the company has full participation and comprehensive definition. The company has absolute market and technological advantages. The most important 5G materials are shielding materials, FPC and flexible FPC at the transmitting end. FPC, COF, absorbing materials and shielding materials are all undergoing testing.
Office Power,Office Atx Power Supply,Office Mute Atx Power,Office Mute Power
Boluo Xurong Electronics Co., Ltd. , https://www.greenleaf-pc.com