The hottest Lansi Dongguan will throw 4.8 billion

2022-09-28
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Lansi Dongguan will throw 4.8 billion more 3D glass covers

since 3D glass covers were excluded from Apple's new machine procurement plan released this year, the overheated investment in 3D glass covers has finally eased. However, it is also true that the 3D glass cover technology is becoming more and more mature because Samsung, which has shipments far exceeding apple, supports 3D glass body design

as an important supplier of first-line brands Samsung S8, Huawei glory magic, vivo xplay6, Xiaomi 6 and other products, from lithium ore raw materials to basic lithium salts, lithium battery materials, 3D glass cover plates, lansys technology has repeatedly revealed in the investor relations activity record that this year the market has a high demand for 3D glass front and rear cover plates, which are mainly applied to the flagship models of the Android camp, and new products will be launched in the future. Lansi will also appropriately increase the production capacity of 3D glass cover plates according to market demand. It is expected that the shipment volume of 3D glass cover plates this year will reach more than 40million pieces, with a relatively good gross profit margin

since 3D glass cover was excluded from Apple's new machine procurement plan released this year, the overheated investment in 3D glass cover has finally eased. However, it is also true that the 3D glass cover technology is becoming more and more mature because Samsung, which has shipments far exceeding apple, supports 3D glass body design

not only that, the introduction of the "1035" plan of the Android camp has ushered in an important development opportunity for the new material industry. In addition to Samsung, more and more Chinese domestic brands have begun to use 3D glass bodies to distinguish their own markets. Moreover, with the application of full screen display technology in the market, more and more Chinese domestic brands have begun to equip the new flagship models with 3D glass covers to optimize the visual effect of full screen display

at present, the annual production capacity of Lansi's existing 3D glass cover plate is about 27million pieces, which is mainly concentrated in the new production base of Liuyang Nanyuan, and the new production capacity is still being released. In addition, Lansi announced on May 17, 2017 that it plans to issue convertible bonds, with a total fund-raising scale of no more than 4.8 billion yuan, and invest in the construction projects of protective glass for the appearance of consumer electronics products and protective glass for windows. The main body of implementation is Dongguan Lansi Songshan Lake production base, a wholly-owned subsidiary of the company, which plans to add 1. The production capacity of 500million pieces of glass back cover and 70million pieces 2. 5D and 3D glass production capacity began to ship in the second half of this year. Lansi predicts that the total annual shipment of protective glass for the front and rear covers of the whole group is expected to be 5. More than 500million pieces

Lansi and Bourne used to be suppliers of Samsung 3D glass back cover plate, and they have certain technology and experience in 3D glass processing technology. Since last year, lansys' domestic brand customers have also begun to introduce 3D glass cover design. Among them, customers who can get flexible OLED displays have introduced the front and rear 3D glass cover design, and customers who use ordinary LCD displays have adopted the top 2. 5D glass cover plate and rear 3D glass cover plate design

not only that, from the perspective of the order quality of apple and Samsung this year, both the order quantity and the order price have increased significantly. According to the reported calculation results, the average price of Samsung orders received by lance and Bourne this year has increased by about 30% compared with the same period last year, indicating that the order size of high-end models has increased rapidly. On the other hand, it can also be understood that the number of 3D glass rear cover plates ordered by Samsung will affect the service life of the device and increase significantly

apple, another major customer of the two companies, also provided more than 30% of the new order revenue for the two companies compared with the same period last year. According to the information learned from the newspaper, in addition to the increase in the unit price of Apple's glass cover material brand, the increase in Apple's large screen orders is also one of the reasons. Build a strong technical team

and after entering the second half of this year, Samsung also launched a new note series machine with a double 3D glass cover body. According to Li Xing's prediction, this model is likely to continue the hot selling market when Note7 was launched last year, and the order size in the second half of this year alone shows signs of peaking at 20million units

in Apple's new machines this year, the order of iphone8 with OLED display with double glass body will account for half of the share, and at least more than 50million pieces can be added. The order of 5D glass back cover plate, together with the increase of unit price, can at least make the two companies earn about 40% more revenue from apple than the same period last year

in this way, it is easy for Lansi to exceed the scale of 20billion this year. If the market is better, Lansi's performance will increase by 50% on the basis of last year, and it is not impossible to add nearly 8billion in revenue

in addition, lance is still building large-scale projects to enter the field of full fit. Once its full fit capacity is truly recognized by customers, it will not be an increase of more than a billion dollars in revenue. According to the capacity scale of Shenghua and interface swallowed by Lansi, there is no problem with 100 million full fit capacity every year, that is, there are almost 10 billion new revenue every year. However, Lansi has been working on the idea of full fit capacity of the industry for many years, but it has not succeeded. This year's large action layout may be to see whether the industry's flexible screen capacity is really going to break through

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