?Leyard: Due to the strong demand, Lijing Micro LED has plans to expand production
Recently, Leyard said in an agency survey that Lijing’s Micro LED production capacity is now at full capacity, and due to strong demand, there is already an expansion plan. In terms of application scenarios, the Micro LED commercial Display products that have been listed first are mainly used by governments and enterprises with high resolution requirements. The performance of Micro LED products has surpassed all other display products, and currently only has a disadvantage in cost, but with the As the technology matures and costs drop, there will be more and more scenarios that can be used; Mini LED backlights will be concentrated in notebook computers, Pads and gaming screens, because these three types of products cannot be replaced by LED products for the time being, all use Mini LED first For backlighting, Leyard’s Mini LED backlighting also uses a method of mass transfer, with high brightness and low cost, with obvious advantages.
?Beijing Junzheng: The tight production capacity has a certain impact on the original business, and Beijing Sicheng has not yet experienced production capacity problems
Jingjunzheng’s latest investor relations activity record sheet stated that the current chip production capacity is tight, which has a certain impact on Junzheng’s original business, especially the smart video market. Due to the rapid growth of the video market, our supply is tight. The production schedule for increasing demand is slow, and it is expected to ease in the first quarter of next year; Beijing Sicheng has not yet experienced production capacity problems. Regarding the price increase of raw materials, Beijing Junzheng said that ISSI has a good cooperative relationship with major suppliers. At present, the price increase of raw materials has little impact on the company and Beijing Sicheng. We did see some industry increases from media reports. price information, but Beijing Sicheng will not easily increase prices for customers.
?Qiutai Technology’s fingerprint/camera module shipments doubled in November
Qiu Ti Technology’s announcement disclosed the company’s main product sales data in November 2020. Among them, the sales volume of camera modules of 8 million pixels and below decreased by 26% year-on-year to 11.924 million units, an increase of 4.8% month-on-month; the sales volume of camera modules of 10 million pixels and above decreased by 11.1% year-on-year to 2302.9 10,000 pieces, a decrease of 11.4% month-on-month; the total number of camera modules sold was 34.953 million pieces, a year-on-year decrease of 16.8% and a month-on-month decrease of 6.3%. Qiu Ti Technology said that the year-on-year decrease in the sales of camera module products was mainly due to the year-on-year decline in smartphone shipments due to the impact of the new coronavirus epidemic and the lack of supply of key components in the smartphone supply chain in November.
?Guangxin Materials established an Electronic special materials company and simultaneously divested a new energy materials company
Guangxin Materials announced that the company plans to invest 50 million yuan to establish Guangdong Guangxin Photosensitive New Materials Co., Ltd. in Zhuhai City, Guangdong Province, to conduct research and development and manufacturing of electronic special materials, inks and similar products, coatings, synthetic resins and other synthetic materials. , sales and technical services. At the same time, Guangxin Materials and Mr. Li Youming signed the “Dongguan Hangsheng New Energy Materials Co., Ltd. Equity Purchase Framework Agreement” (hereinafter referred to as the “Equity Purchase Agreement”), the company intends to hold Dongguan Hangsheng New Energy Materials Co., Ltd. The 60% equity of the limited company was transferred to Mr. Li Youming at a price of 18.75 million yuan.