In the era of the mobile Internet, the dependence of electronic equipment on optical applications for information input and output is increasing. We believe that optical innovation superimposed on the expansion of application scenarios will be injected into the optical industry chain sustained growth momentum, that is related to the optical leading stocks which?
Optical leading stocks at a glance
1, Geer shares (002241), the latest share price of 34.65 yuan, the total market value of 113.494 billion: Geer was founded in 2001, mainly engaged in the acoustic and optical precision components, acoustic smart machine, intelligent hardware equipment such as research and development, manufacturing and sales *. According to the company's ** and annual report information, the company established an optoelectronic industrial park in 2010, and has been the exclusive OEM of Sony PSVR and Oculus since 16 years.In addition to **VR/AR acoustic solutions, Geer also masters the cutting-edge optical technology solutions in the field of VR/AR, **VR products mainstream Fresnel lens, and the world's leading diffractive optical waveguide components enterprises WaveOptics has signed an exclusive foundry agreement.
2, Huitian Technology (603160), the latest share price of 142.66 yuan, total market value of 65.299 billion: Huitian was founded in 2002, mainly engaged in mobile intelligent terminal human-computer interaction and biometrics in the field of chip design, software development and overall solutions. According to the 19 year interim report, the company as a global fingerprint identification chip leading enterprises, since 18 years ** under the screen optical fingerprint chip, benefited from the rapid promotion of the optical under the screen fingerprint, 1H19 operating income increased by 108% year-on-year to 2.89 billion yuan, of which 86% from the fingerprint identification chip. Optical under-screen fingerprint solutions are widely used in mainstream brands such as Huawei, OPPO, Vivo, Xiaomi, Yiga, Meizu, Lenovo, etc., and have been expanded to tablets, laptops, IoT and other fields.
3, Beijing Junzheng (300223), the latest share price of 69.54 yuan, a total market capitalization of 32.613 billion yuan: for the augmented reality glasses "cool mirror" development M200 processor.
4, crystal square technology (603005), the latest share price of 70.84 yuan, a total market capitalization of 24.039 billion: crystal square technology is the first in mainland China, the world's second largest for the image sensing chip ** wafer-level chip size packaging (WLCSP) mass production services of professional packaging and testing service providers. Image sensing chips are one of the core aspects of devices such as AR and VR.
5, crystal photoelectric (002273), the latest share price of 10.92 yuan, total market capitalization of 13.297 billion: crystal was founded in 2002, the world's leading position in the infrared filter market, is the world's second only to the VI ** A large with narrow-band filter * * * business. At the same time, crystal actively layout periscope camera prisms, wafer-level optical components, and around the lens thinning, optical panels, ** imaging smart home end applications and other cooperation with customers. In addition, according to the company's annual report and interim report, Crystal has established a joint venture** imaging wafer materials through investment in Lumus, a global leader in array optical waveguide hormones, and a joint venture with Schott, a world-renowned glass** provider. According to Qingting.com, on December 18, 2019, Digilenns, a leader in AR holographic waveguide display technology, announced that it has partnered with Crystal to jointly expand into the Chinese market and seize the opportunity of AR industry development.
6, ST Endeavour (002681), the latest share price of 4.87 yuan, total market capitalization of 8.886 billion: participation in subsidiaries of Otto Technology ** AR products "Otto Cool Mirror" in the CES exhibition triggered the market attention, and with the September 2015 official release. In the future, VR and AR will become one of the key development directions of Endeavor.
7, Fu Jing Technology (002222), the latest share price of 13.22 yuan, a total market value of 5.652 billion: the world's leading laser crystals, may enter the holographic projection and laser VR.
8, in the optical (002189), the latest share price of 17.01 yuan, a total market value of 4.466 billion: the company's products mainly include optical components, lenses, projectors, Security monitoring system, photoelectric defense products.