The relevant industrial chain of smart phones can be intuitively understood as: smart terminals (such as smart phones, computers, etc.); electronic components that constitute smart terminals, such as touch screens, display screens, circuit boards, Chips, connectors, antennas, speakers, housings, etc. Touch screen has become one of the sectors that has attracted the most attention in the industry since the smart terminal market exploded. Domestic listed touch screen companies mainly include Ultrasonic Electronics (000823), Leybold High-tech (002106), Shentianma A (000050), Changxin Technology (300088), Yushun Electronics (002289), ***Da Electronics (002655), OFILM (002456) and others.
List of major smartphone concept stocks
Ultrasonic Electronics (000823) is engaged in the production of copper-clad laminates and PCBs (multilayer, HDI). The current application scope of PCB products focuses on mobile phones and communications Equipment; the company is one of the leading printed circuit board companies in my country. Its subsidiary Shantou Ultrasonic Printed Board Company (CCTC) enjoys the reputation of "the crown of China's printed circuit boards" and is the exclusive supporting company for domestically produced printed circuit boards for mobile communications mobile phones. Enterprise, the products have a high domestic market share and are exported to developed countries such as the United States, Japan and Hong Kong in large quantities. The company has mastered the industrial manufacturing technology of 1st to 3rd laminated high-density printed circuit boards. Among them, 1st and 2nd laminated products have been mass-produced, 3rd laminated products have also been trial-produced, and are actively developing 4th laminated products. With additive manufacturing technology, the company has strong competitiveness in high-end printed boards.
***Da Electroacoustic (002655) Company has successfully entered Apple’s supplier list through cooperation with MWM, providing miniature microphones for Apple’s iPad, iPhone and other products. The company's main customers include MWM (main customers are Apple, Microsoft, Cisco, etc.), Sony, Sony Ericsson, Samsung, Siemens, Canon, Greater Nordic (GN), Logitech, Foxlink, Asus, ZTE, Huawei, Well-known companies such as Tianyu, Haier, Hisense, Lenovo and Foxconn. Major customers ensure the company's stable source of orders, and certification from many major manufacturers reflects the company's technical strength and product quality. The company's product quality level has reached 50PPM (up to 50 defects per 1 million products). As the main supplier of microphones to Sony, the company's product defect rates delivered to Sony's two factories in China are 7PPM and 0PPM respectively, and it has been twice selected as "Excellent Supplier of the Year" by Sony.
Xingxing Technology (300256) is mainly engaged in mobile phone window protection screens: the company has been committed to using CNC high-precision processing technology, vacuum film material technology and material surface modification and hardening technology as its core, engaged in mobile phone, R&D, production and sales of window protective screens for tablet computers and other products. Window protective screens are mainly used to decorate and protect flat-panel displays of mobile phones, tablet computers, MP3/MP4 and other products. They have the functions of surface anti-scratch, ultra-thin shock-proof, screen protection and other functions.
OFILM (002456) plans to significantly increase its project investment in Nanchang from 350 million yuan to 1 billion yuan to achieve an annual production capacity of 54 million touch screens. The company predicts that after the project is completed, it can achieve annual sales revenue of approximately 1.98 billion yuan and annual net profit of 250 million yuan. OFILM established Nanchang OFILM Technology Co., Ltd. in 2010 and originally planned to invest 350 million yuan in the first phase of the project. The project is progressing smoothly. By the end of June, major equipment has been installed and debugged, and some equipment has been put into production. This adjustment is an expansion of the company's production capacity based on its existing basis. The construction scale of the project is to produce 54 million pieces of new display technology optoelectronic component products annually, and the project construction period is one year. The announcement stated that the project will still use 200 million yuan of super-raised funds, and the company will raise the remaining 800 million yuan itself.
Hongli Optoelectronics (300219) is mainly engaged in the R&D, production and sales of LED devices and application products. The products are widely used in general lighting, backlight sources, automotive signals/lighting, special lighting, special lighting, display screens and many other fields. The company's LED packaging technology, especially white LED packaging technology, is advanced and currently has 4 invention patents. The company has now formed a full range of product supply for LAMP LED and SMD LED devices, as well as a series supply of application products mainly including LED light bars, downlights, fluorescent tubes, panel lights, spotlights, street lights and various automotive lights.
Goertek (002241) is mainly engaged in micro electroacoustic components: the company has grown from a single business enterprise engaged in the manufacturing and sales of micro electroacoustic components to a business covering micro electroacoustic components and consumer electroacoustics. Product acoustics overall solution provider, winning awards from Samsung, HP, Cisco, LG, Panasonic, Siemens, NEC, Foxconn, Flextronics, ASUS, Lenovo, Kyocera, ZTE, Plantronics, Harman, Logitech With high-quality customer resources, including micro electret microphones, micro speakers/receivers for mobile phones, and Bluetooth headsets, the company has a high market share.
Zhuoyi Technology (002369) electronic manufacturing outsourcing service provider: The company is currently one of the leading companies in China's domestic electronic manufacturing outsourcing service industry. Its business is based on the ODM/EMS model as a brand channel provider at home and abroad. Provides contract manufacturing services for network communications and electronic products. Among the main products, network communication products include ADSL modems, WIFI wireless products, Ethernet products, digital TV set-top boxes, etc.; consumer electronics products include portable audio and video products, GPS, etc.
Changying Precision (300115) Company is one of the largest professional electronic precision device manufacturing companies in my country. The company's main products include precision electromagnetic shielding parts, precision connectors, mobile phone slide rails, surface mount LED precision brackets, etc. The products are widely used in mobile communication terminals, digital products, optoelectronic products and other fields. In 2009, the company developed 1,830 sets of small precision hardware high-speed continuous stamping dies, ranking third in the world in terms of development volume. The company's sales of electromagnetic shielding parts account for 7.40% of the global market sales, ranking fourth in the world and first in the country; the company's connectors account for 2.5% of the domestic mobile communication terminal and digital connector market share, and are the mainstream connectors for domestic mobile phone manufacturers One of the suppliers.
Anjie Technology (002635) specializes in providing functional device production and related services to consumer electronics brand terminal manufacturers such as notebook computers and mobile phones. The domestic market share of mobile phone functional devices is approximately 0.75%. %, 0.87% and 1.63%. As of the end of June 30, 2012, the company's comprehensive gross profit margin was 46.62%, of which the gross profit margin of computer products was 48.55%. The company invested RMB 283.048 million in raised funds in the "Capacity Expansion Project of Internal and External Functional Devices for Personal Computers". The internal functional devices are mainly various types of pasting, insulation, buffering, shielding and other internal devices; the external functional devices are mainly touch mouse screens, Backlit nameplates, window protective screens and other external devices. Through project construction, the company has increased its production capacity of 493 million pieces of internal functional parts for computers and 59 million pieces of external functional parts. After reaching capacity, the normal annual operating income is expected to be 567.25 million yuan and the net profit is 85.869 million yuan.
Laybold High-Tech (002106) is one of the few domestic manufacturers that independently and completely masters the front-end process technology of flat panel display. It has significant technical advantages in the industry and strong new product design and development capabilities. It now has various capabilities. With independent design and development capabilities for similar products, it is the first company in China to independently develop an integrated capacitive touch screen (Touch on Lens) and has conducted multiple sample certifications. The company's products basically cover the mainstream products of small and medium-sized flat panel display panels, forming ITO, CF, CTP (capacitive touch screen) Sensor and TFT-LCD empty box product series, with overall competitive advantages; through full cooperation with subsidiaries, the company has independent With its capacitive touch screen module design and development capabilities, it has designed and developed dozens of new products in various sizes, accumulated rich experience in module design and development, and successfully entered the complete machine market of several well-known domestic brands, providing integrated capacitive touch screen modules. The design and development of touch screen has laid a good foundation.