Nearly 80% of 92 electronics manufacturing companies forecast positive results for last year

2022-07-28 0 By

Statistics show that as of 21 o ‘clock on January 24, a total of 92 electronic manufacturing companies disclosed 2021 performance forecast, of which 71 companies reported good results, accounting for nearly 80%.Supported by the industry’s high prosperity and driven by the demand of downstream intelligent vehicles, smart wearable devices and other emerging markets, the display panel, sensor, optical lens industry has full orders, production capacity release, and the performance of listed companies increased.Industry insiders say that VR and AR are expected to become the hot spot of consumer electronics after smart phones, and there is still a large space for the development of automotive electronics industry in the early stage of penetration. Intelligent vehicle supply chain track will become an important growth driver for consumer electronics supply chain enterprises in the future.On the evening of January 23, Landai Technology disclosed 2021 performance forecast, is expected to return to the mother net profit significantly increased by 2490.81% to 2879.43% year on year.The company said its results were boosted by strong demand for touch displays, helped by growth in consumer electronics and automotive electronics.In terms of display panels, the leading BOE A posted the highest net profit among the electronics manufacturing companies that have disclosed their performance forecasts.The company expects its net profit to be 25.7 billion yuan to 26 billion yuan in 2021, up 410% to 416% year on year.Among them, flexible OLED shipments increased rapidly, exceeding 10 million for the first time in December 2021.Longteng’s net profit followed, with the company expecting a net profit of 890 million yuan to 930 million yuan in 2021, up 239.61 percent to 254.88 percent year-on-year.According to Longteng, the rapid development of 5G, the Internet of Things, big data and other new technologies have created an incremental demand for display panels, and normalized telecommuting and online education in the post-epidemic era have further driven the global demand for pen-based tablet panels.Electronic components have flourished in the consumer electronics market, benefiting several manufacturers.Goer, the leader of consumer electronic components, expects its net profit to be 4.244 billion yuan to 4.528 billion yuan in 2021, up 49% to 59% year on year.Sales revenue of the company’s VR virtual reality, smart wear and smart wireless headphones grew year-on-year.Ai Wei Electronics, which is mainly engaged in r&d and sales of integrated circuit chips, is expected to achieve operating revenue of 2.3 billion yuan to 2.35 billion yuan in 2021, with a year-on-year growth of 59.98%-63.46%;It is expected to achieve a net profit of 270 million yuan to 300 million yuan, a year-on-year growth of 165.51% to 195.02%.Ai Wei electronics said that with the booming development of the integrated circuit industry, industry prosperity continues to improve, the downstream consumer electronics application field demand is strong.While focusing on high-quality customers, the company expands the share of mobile phone brands such as Xiaomi and OPPO, while expanding the pan-industrial customers such as Huichuan and DJI.At the same time, close cooperation with upstream suppliers, capacity support performance growth.Mega Smart, the first in the industry to launch a 5G smart module, also doubled its profits in the past year.The company expects to achieve operating revenue of 1.95 billion yuan to 2.05 billion yuan in 2021, with a year-on-year growth of 73.95%-82.87%;Net profit of 110 million yuan to 125 million yuan, an increase of 300.87% to 355.54%;Net profit after deduction is 72 million yuan to 87 million yuan, up 343.42% to 435.8% year on year.According to The company, 4G/5G wireless communication modules and customized products have achieved rapid growth in the global operators and intelligent cockpit of new energy vehicles, and sales revenue has increased accordingly.At the same time, the company has deepened its layout in smart power grid, cloud computing, pen PC, HD video and other fields, and its product shipments in FWA(fixed wireless access) have increased significantly.”By strengthening strategic inventory, price transmission, supply chain cost reduction and efficiency, improve the shipment demand of high-margin products and other comprehensive measures to cope with the impact of raw material shortages and price increases, and continue to ensure and improve product profitability.”With the rapid improvement of the prosperity of new energy vehicles, smart wearable devices and Internet of Things equipment industries, opening up new downstream markets has become the main way for many electronic manufacturing companies to achieve growth in 2021.Citic Securities pointed out that smart watches, cameras and VR wearable mobile devices continue to iterate, AIoT(artificial intelligence Internet of Things) industry is expected to accelerate development;With the continuous advancement of intelligent and electric vehicles, the automobile industry has become a new growth point for some consumer electronics companies in the future.Take Ai Electronics as an example, the company actively expand the Internet of Things, industry, automotive and other emerging markets, to open up new profit margins.Combined with market segment demand, the company increased research and development investment, upgrade audio amplifier, power management, rf front-end, motor drive chip four product lines, product categories continue to expand, analog IC supermarket took shape.Sensor manufacturers are also actively expanding to the downstream of the industrial chain of new energy vehicle applications.Take Sifang Optoelectronics as an example. In 2021, the company’s on-board sensor business will achieve mass production, and the gas sensor business of vehicle comfort system will maintain year-on-year growth, and expand to the field of new energy vehicle battery thermal control monitoring sensor.The company expects to achieve revenue of 535 million to 550 million yuan in 2021, with a year-on-year growth of 73.75%-78.63%;The net profit of the parent was 175-185 million yuan, up 107.16%-119.00% year on year.Driven by the trend of automotive electrification, intelligence and AloT, Yutong Optics, the leading manufacturer of security lens, is also seeking a breakthrough.Putongyi Optics began to focus on the layout of vehicle lens in August 2021.According to the company, the on-board lens is mainly applied to on-board rear-mounted products at the present stage, and the front-mounted products are progressing smoothly and are expected to be launched in 2022.Southwest securities believes that with the advent of intelligent driving era, vehicle lens is the largest optical lens field in the future increment, market space potential is huge, will usher in volume price rise.