The hottest star technology entered Apple supplier

Star technology has entered Apple suppliers and invested 1.25 billion in 3D glass and precision structural parts

for the precision structural parts industry, the metal rear cover and metal middle frame are undoubtedly the largest market. However, in the past two years, the 3D glass rear cover has gradually risen in the market, especially in 2018, more and more newly listed smart uses non-metal rear cover, and then chooses 3D glass and ceramic rear cover. From the current trend of the market, It seems to have become an inevitable trend for non-metallic back cover to replace metal back cover, which will have a great impact on precision structural parts manufacturers. At the same time, glass cover manufacturers will take the opportunity to invest heavily

as early as last year, Huawei's mate 10 had adopted a 3D glass back cover, and Apple had also adopted a 2.5D glass back cover before; Recently, the R15 released by oppo not only adopts 3D glass back cover, but also adopts the version of four curved 3D ceramics (supplied by Sanhuan group), while the vivo X21 adopts four curved 3D glass back cover (supplied by Lansi Technology). Another example is that Xiaomi, Nubia, glory and other brands adopt glass or ceramic back cover, which makes the market's voice for 3D glass more and more high

with the increasing adoption rate of 3D glass in the market, it also drives the rapid development of the entire industrial chain. Manufacturers such as upstream hot bending equipment benefit greatly, and more directly, 3D glass cover plate manufacturers. In order to seize the market, many manufacturers have already begun to vigorously layout. Recently, Star Technology announced again that the company plans to invest a total of 1.25 billion yuan for precision structural parts and 3D glass

as early as 2017, the newspaper reported many times that although there were not many glass back covers at that time, from the perspective of the supply chain, many manufacturers had already begun to layout, and said that they would be mass-produced and listed in 2018! In addition to the manufacturers engaged in glass cover plates, they even include many manufacturers of precision structural parts. Once new materials such as glass and ceramics are widely used in the smart back cover market, it will undoubtedly have a great impact on manufacturers of precision structural parts. Therefore, we can also see that in a variety of ways Develop and utilize rich resources in a variety of ways. On the one hand, former precision structural parts manufacturers are increasing their layout in the glass rear cover market, on the other hand, they are also rapidly laying out the automotive market

from the perspective of the precision structural parts industry, the whole market has undergone many reshuffles, from the original plastic materials to the metal materials that currently occupy the dominant market position. During this period, many enterprises went bankrupt, and at the same time, many enterprises went to the capital market, such as Jierong technology, which was listed at the beginning of the year, and intelligent power, which was listed recently, Both hope to expand production capacity with the help of the capital market and further enhance the competitiveness in the market

Star Technology announced that the company held the fourth extraordinary general meeting of shareholders in 2017 on December 21, 2017. The general meeting agreed that Putian Lianmao, a wholly-owned subsidiary, would invest 125.10254 million yuan to build a production project of intelligent terminal metal CNC precision structural parts. On May 4, 2018, the board of directors of the company reviewed and approved the proposal on adjusting foreign investment. The board of directors plans to make relevant adjustments to the foreign investment plan implemented by Putian Lianmao while maintaining the total investment unchanged, of which:

invest 30.10254 million yuan for the production project of intelligent terminal metal CNC precision structural parts, and the implementation subject is still Putian Lianmao; 950million yuan was invested in the construction project of 3D curved glass production line, which was implemented by Guangdong Lianmao, a wholly-owned subsidiary of the company. The project has been successfully implemented and fully put into production, with an annual output of 20million pieces of 3D curved glass. The estimated annual sales revenue is 135.1824 million yuan, and the estimated annual net profit is 150.4099 million yuan

it is understood that as early as the end of 2014, Star Technology announced that the company planned to purchase 100% equity of Shenzhen Lianmao by issuing shares and cash at a price of 1.4 billion yuan. Star technology will issue 72.4726 million shares at a price of 16.42 yuan/share to new popup, Demao investment, tycoon power, Bilin Qianjin, Ziyang Hongxin and Qiming investment, the shareholders of Shenzhen Lianmao, and pay a transaction consideration of 1.19 billion yuan. In addition, the company will raise no more than 397million yuan from five specific investors through public inquiry to pay the remaining 210million yuan and inject working capital into the target company

at the same time, Xingxing technology recently said that the company has provided 2.5D cover glass for Huawei mate 10. More importantly, Shenzhen Lianmao has successfully entered Apple's supply chain and obtained Apple's supplier code and supplier qualification! At present, end customers include Huawei, ZTE, Lenovo, Xiaomi, HTC, Meizu, Nokia and so on! According to the 2017 annual report of star technology, its operating revenue was 5.65 billion yuan, an increase of 13.08% year-on-year; The net profit attributable to shareholders of listed companies was 66.61 million yuan, a year-on-year decrease of 54.39%

according to Xingxing technology, the materials of smart housing include plastic, glass, metal, ceramics and other different materials. Metal backplane has the advantages of good texture, good hand feel, fall resistance, good heat dissipation and so on. At present, it is the standard configuration of mainstream models. However, with the development and application of 5g communication, wireless charging and other technologies, intelligence has higher requirements for signal transmission. The defect of metal backplane on signal shielding will be amplified and become a major bottleneck in its development. The demand for non-metallic backplane will increase. 3D glass has the advantages of light and thin, transparent and clean, anti fingerprint, anti glare, hardness, scratch resistance and good weather resistance. The double glass scheme of "glass panel + glass back cover" has gradually become the appearance trend of the new generation of intelligence

through years of deep cultivation and accumulation in the field of window protective glass, the company has established an industry-leading technical advantage, and according to the market demand, it has made layout in the field of 2.5D and 3D curved glass, and has mastered relatively mature production technology. The construction of this project actively responds to the national industrial policy and conforms to the development trend of the industry. It will further increase the production scale of the company in 3D curved glass, meet the market demand, realize the company's strategy, and consolidate the company's leading position in the field of window protective glass

in its view, this 3D curved glass production line construction project conforms to the relevant national industrial policies and the overall strategic development direction of the company, and has good market development prospects and economic benefits. At the same time, this investment project takes advantage of the complete set of integration technology and production capacity advantages of "plastic metal structural parts + glass (3D glass)", develops and meets the demand for 3D glass in the industry application field, integrates the industrial chain, optimizes the product structure, improves the profitability, and promotes the long-term sustainable development of the company

in addition, according to incomplete statistics, in 2017, only the following four enterprises invested 21.3 billion in 3D glass, mainly around the smart market 3D glass back cover Market (excluding the front cover)

on February 12, 2017, the construction of Ruisheng Technology Smart 3D glass and other micro precision components project was started, with a total investment of 12.8 billion yuan. It is the largest single foreign-funded manufacturing project in Wujin District, Changzhou City. It is expected that after the project is completed, it can be realized. In the medium and long term, it will increase the company's sales and profits, and the annual sales revenue will be 15 billion yuan

lansys South China plant will be located in Tangxia, Dongguan, with an estimated total investment of 4.5 billion yuan. Three of the 30 CO catalytic materials are selected for the project; During the synthesis process, two kinds of chemical raw materials are selected, and the planned land area is about 194.8 mu. The first phase will be put into operation in March 2017, and the annual output value is expected to reach 1.5 billion yuan. In April, lansys announced its business objectives for 2017, and will focus on 3D glass. At present, lansys 3D glass production capacity is 27million pieces/year. Lansys said it would continue to expand production capacity, and it is expected that this year's 3D glass shipments will reach 30million to 40million pieces

on June 30, 2017, according to the announcement issued by Shengli precision, the company plans to build an intelligent terminal 3D cover glass production line in Shucheng, Anhui Province. The total investment of the project is expected to be 3.285 billion yuan, and the annual production capacity is expected to reach 75million pieces. The sources of construction funds are self owned funds, raised funds, bank loans to facilitate the operation of experimenters, etc. Once the project achieves an effective market breakthrough and takes the lead, it will create favorable conditions for the company's subsequent expansion of 3D cover glass business

at the same time, BYD will also plan to invest 600million yuan to build a 3D glass project using the existing plant. The first phase is planned to reach mass production conditions by the end of this year. Up to now, about 200million yuan has been invested

on August 8, 2017, according to the announcement of oufeiguang, the company will sign a "joint venture contract" with Su Zhihong, a natural legal person, to jointly invest to establish a joint venture in Nanchang to engage in the R & D, manufacturing, fitting and sales of 3D glass. The registered capital of the joint venture is 100million yuan, of which oufeiguang invested 95million yuan, holding 95% equity of the joint venture, and Su Zhihong invested 5million yuan, holding 5% equity of the joint venture

the polarization of the precision structural parts industry intensifies: some people are happy and others are worried about the performance in the first quarter.

according to the report, with more new machines adopting 3D glass and ceramic back covers in 2018, the performance of precision structural parts manufacturers in 2018 is very unsatisfactory. Not only the performance growth of some industry giants in the first quarter is very small, but for small and medium-sized listed companies, the performance has almost suffered a collective decline, Including some newly listed enterprises in 2017

previously, according to the announcement issued by Changying precision, the company's revenue in the first quarter of 2018 was 1.644 billion yuan, a year-on-year decrease of 12.63%, and its net profit was 30.2636 million yuan, a year-on-year decrease of 84.90%. According to the company, the main reasons are: 1. The key projects of major customers of metal appearance parts were postponed to mass production in the second quarter; 2. The newly developed international customer projects are three times that of the same period last year, and the R & D investment is relatively large; 3. The subsequent orders of stamping business have increased significantly, and the production capacity is being expanded. The latest 2018 quarterly report released by Shengli precision on April 21 showed that its operating revenue was 4.59 billion yuan, a year-on-year increase of 34.38%; The net profit attributable to shareholders of listed companies was 153million yuan, with a year-on-year increase of 7.7%, which is a small increase

as the leader of Android metal chassis, BYD electronics has 25000 CNC devices + 5000 outsourced CNC devices, which is the largest in the Android supply chain. The penetration rate of intelligent terminal metal casing continues to increase, and the replacement of metal rear casing with metal middle frame does not reduce the demand for CNC

however, it still cuts into the 3D glass market and opens up new growth space. Due to the demand of 5g and wireless charging, the future chassis will change from the back cover to the middle frame + non-metallic, and 3D glass will occupy the majority of the non-metallic interior. BYD electronics complies with the development trend of technology and invests 1billion in 3D glass manufacturing, striving to become the world's top 3D glass manufacturer. In addition, the long-term layout of the ceramic business, the future of the chassis, and ceramics will occupy a large place. With the maturity of ceramic technology and cost reduction, the permeability of ceramics will continue to increase

through several previous acquisitions, Fenda technology achieved a good performance in the leading quarter of 2018, with a revenue of 637 million yuan, a year-on-year increase of 79.80%, and a net profit of 54.07 million yuan, a year-on-year increase of 20.51%; In 2018, the leading quarter revenue of Anjie technology was 617 million yuan, with a year-on-year increase of 44.10%, and the net profit was 103 million yuan, with a year-on-year increase of 15.60%! Both Fenda technology and Anjie technology achieved their competitiveness in the industry through large acquisitions in 2017

by comparing the listed companies of precision structural parts, we can see that the polarization has become more and more serious