Also at the end of July, Dong Wei, the secretary of the Sun, revealed that the company had previously supplied Xiaomi’s 1st and 2nd generations, and it has also entered the supply chain of Xiaomi’s latest mobile phone, Redmi, and the upcoming Mi3. Although in an interview, Sun Wei did not disclose how much supply Xiaomi had, but he made clear that “the company is very optimistic about cooperating with this Laser Engraver for Xiaomi phones.” Two days later, on August 13, Xinwanda’s stock price jumped directly from 22.1 yuan to 24.3 yuan, an increase of 9.9%. You know, even a day ago, the stock fell 4.3%. This shows the huge impact of “Red Rice” crazy sales on the company’s stock price.
At the same time, as a supplier of mobile phone giant Samsung, Ophelia also confirmed that it has formed a cooperative relationship with Xiaomi, but its supply to Xiaomi is not a touch screen, but a camera module. Some analysts believe that although Ophelia remains the first in the field of mobile phone touch screens in China, considering the increasing market competition, the company’s main growth point in the next two years will come from medium and large-sized touch screens and camera modules. The cut into the Redmi phone is a good start. ”
The popularity of Red Rice has not only attracted more equipment suppliers, but even some assembly giants have begun to ramp up this market. On the evening of August 16, Lei Jun, CEO of Xiaomi Technology, released a message: “Foxconn has started to produce red rice shells”, which indicates that Redmi will no longer be exclusively manufactured by Wingtech, but will be handed over to Foxconn and other foundries to work together Cooperative production. As a result, the production capacity of Redmi mobile phones will obviously increase a lot. Laser Engraver market analysis believes that this will be an important signal that Redmi will soon launch a contract machine.
Foxconn is the main buyer of Han’s Laser last year spent 1 billion yuan to purchase Han’s laser equipment to print mobile phone LOGO
6On June 21 this year, Han’s Laser, a manufacturer of laser processing equipment, exhibited its latest fiber Laser Engraver and semiconductor laser product series at the Chengdu Electronics Show, and announced that it has introduced the industry’s most cutting-edge 3D marking technology related products. A person in charge said that Han’s Laser had a total business of 4.333 billion yuan in 2012, of which Foxconn’s procurement scale exceeded 1 billion yuan.
“IPhone mobile phone logo is made by our laser marking machine last year Foxconn purchased over 1 billion yuan”
The main products of the Han’s Laser include laser marking machines, laser cutting machines, laser welding machines, etc., which represent the production level of domestic laser equipment manufacturers. It is reported that the top 5 customers of Han’s Laser include Apple and Foxconn, which account for 20.06% of the company’s operating income. While making a series of adjustments, Han’s Laser is increasingly focusing on the development of traditional main businesses. Laser cutting, welding and marking have been the mainstay of the company’s performance since this year and will continue to be maintained in the future. Han’s laser semi-annual report shows that laser information marking equipment, laser welding equipment and laser cutting equipment accounted for 28.76%, 11.42% and 20.78% of the company’s performance, respectively, accounting for about 60% of the company’s total performance.