The 5G era is accelerating to us. With the advancement of 5G technology, mobile operators, government agencies, equipment suppliers, and vertical application companies are preparing for the future of 5G commercial opportunities. Accelerating on the road. In the face of the historic opportunity of 5G commercialization, Lansi Technology has also started to develop related product research and development to seize the commanding heights of the industry.
Recently, Lansi Technology said on the interactive platform that the company's main products will continue to grow rapidly with the promotion of 5G communication technology in the next few years.
In addition, some investors also commented on the current market situation of the mobile phone industry chain. Lansi Technology said that although global smartphone shipments have declined year-on-year, the demand for mid-to-high-end products and products using glass back covers is relatively strong. Technology and segmentation industries will continue to grow in the coming years.
It is understood that Lansi Technology is a listed company that develops, manufactures and sells high-end Windows touch protection glass panels, touch modules and new window touch protection materials. At present, the company's business has covered window protection glass, touch screen unit, touch screen module, camera, buttons, ceramics, metal fittings and so on. Products are widely used in mobile phones, tablets, notebook computers, digital cameras, players, GPS navigators, car touch, smart wear, smart home and so on.
In recent years, Lansi Technology has closely followed the upgrade trend of the whole machine brought by the upgrading of consumer electronics technology, actively tracking the development trend of upstream brands' requirements for major brands, preemptively developing and taking the lead in further expanding the industrial chain. At present, the company's business has been covered. Windows protective glass, touch screen unit, touch screen module, camera, buttons, ceramics, metal fittings, etc. Products are widely used in mobile phones, tablets, notebook computers, digital cameras, players, GPS navigators, car touch, smart wear, smart home, etc., the market has broad prospects.
It is worth mentioning that Lansi Technology released its first half of 2018 performance report on the evening of August 29. Its revenue in the first half of the year totaled 10.893 billion yuan, a year-on-year increase of 25.78%, and the net profit attributable to shareholders of listed companies was 458 million yuan. , an increase of 47.37%.
According to the report, in the first half of 2018, although the global smartphone market shipments experienced a year-on-year decline in the short term, Huawei, OPPO, vivo, Xiaomi and other major domestic brands continued to develop the mid-to-high-end products market, releasing and mass-producing various models. The mid-to-high-end new models with double-sided glass and 3D curved glass design have raised a lot of demand for Lansi technology products, which enabled the company to achieve a year-on-year growth in revenue in the context of the overall industry weakness.
Due to the obvious seasonal fluctuations in the consumer electronics industry, with the launch of new smartphone brand flagship models, smart wearable devices and other new products in the second half of the year, new capacity of the company's convertible bond investment projects continued. With the release and significant benefits, it is expected that the company's operating results in the second half of the year will be greatly improved with the arrival of the peak season of production and sales in the consumer electronics industry.
Annual average research and development costs exceed 1 billion
It is understood that as the leading enterprise in the window protective cover industry, Lansi Technology's annual R&D investment accounts for more than 6% of revenue, and the annual R&D expenditure exceeds 1 billion yuan. The report shows that in the first half of 2018, Lansi Technology R&D Invested 865 million yuan, newly obtained 223 patents, including 8 invention patents; 255 new patent applications, including 77 invention patents. As of the end of the reporting period, the company has obtained 969 patents, including 69 invention patents, 846 utility model patents and 56 designs.
It can be seen that Lansi Technology focuses on the urgent needs of touch panel and panel materials in the field of electronic information display, and researches on high-end touch panels and corresponding modules, new artificial sapphire panels and ceramic cover materials. Key technologies such as artificial sapphire panels, capacitive touch screens, and new glass bonding technologies are leading the industry in terms of new materials and technologies.
At present, Lansi Technology has become the world's largest manufacturer of protective glass and window protection intelligent products. The glass cover shipments rank first in the world. The production capacity is in an absolute leading position, and the core of the production of window and back cover protective glass products is mastered. Technology and process know-how, with deep technical accumulation and advantages in 2.5D and 3D protective glass, sapphire, precision ceramics and other fields.
Layout of 5G glass/ceramic mobile phone back cover material in advance
In the 5G era, the traditional metal casing, natural has the defect of shielding the signal of the mobile phone. With the advent of the 5G era, the wireless frequency band is becoming more and more complex, and the requirements for signals are getting higher and higher. The mobile phone antenna is generally installed on the back of the mobile phone, so it is in the protection of the signal, and the mobile phone is required to avoid using the metal back shell as much as possible. The metal has shielding and absorption effect on the field. If the mobile phone uses a metal back shell, the wireless charging efficiency is extremely low, and the user experience is extremely poor. Therefore, glass and ceramics will be the perfect material for the future high-end mobile phone back cover.
Previously, in order to face the 5G era, Lansi Technology invested 10 billion yuan to build a yellow flower production base. It is reported that on June 26, 2018, the Lansi Technology Yellow Flower Production Base started construction. The project is expected to have a total investment of 10 billion yuan. With an annual output value of 12 billion yuan, it can provide 50,000 jobs.
Peng Mengwu, deputy general manager and secretary of the board of directors of Lansi Technology Group, said: "The construction of this project is mainly for the future development of 5G. The global consumer electronics products will face a huge new development opportunity. Lansi Technology hopes that the construction of this project will Seeking greater development with a higher starting point and higher quality, so that some high-end components, components and even the whole machine in the global consumer electronics products can add more Hunan elements and Changsha elements."
The construction period of the project is expected to be three years. Lansi Technology hopes that through such a project, it will be able to drive more industrial chain enterprises to Changsha to develop, and will use capital as a link to gather industry-related industries to create a high-end with advanced manufacturing capabilities and levels. Industrial cluster of consumer electronics.
In addition, in order to promote the application of precision ceramics in the field of smart wear, on December 8, 2017, Lansi International, a wholly-owned subsidiary of Lansi Technology, and Shandong Guozhong Materials jointly invested to establish a joint venture company, Changsha Lansi Guohua New Material Co., Ltd. The company is mainly engaged in the research and development, production and sales of dry-formed zirconia ceramic powder products, injection-molded zirconia ceramic feed products and alumina powder. Compared with sapphire, glass and other materials, precision ceramics have high surface hardness, impact resistance, electromagnetic signal penetration, bright luster and other excellent characteristics, which are very suitable for high-end consumer electronics products, because they are far superior The comfortable touch of other materials is also widely used as a material for smart wearable devices.
In the same month, Lansi Technology issued convertible bonds and raised 4.8 billion yuan for the construction of protective electronic glass for consumer electronics and window protection glass construction projects. It plans to add 150 million pieces of glass back cover capacity and 70 million pieces of 2.5. D and 3D glass production capacity, one of the current investment projects Songshan Lake production base has begun mass shipment.
In addition, Lansi Technology has also laid out other industries. In 2018, Lansi Technology also cooperated with Japanese companies in the field of sapphire glass lenses and precision ceramics, and set up a blueprint for the field of touch sensor modules.
In general, the competition in the consumer electronics industry's terminal brands is becoming increasingly fierce, and the pace of 5G is already accelerating. Major mobile phone manufacturers are also facing huge challenges and major opportunities for leapfrog development. Lansi Technology is expected to use the 5G era of mobile phone back cover material demand to erupt, ushered in rising performance.
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