AAC Technologies will vigorously deploy 3D glass and optical lenses in the full-screen era
AAC provides acoustic components for Apple. It is Apple’s largest speaker supplier. It has three factories to supply Apple. It is also a world-renowned smart device solution provider. It is currently studying 3D glass in depth. According to the media, It has invested 12.8 billion. AAC recently held a 2017 performance conference. Under the general trend of mobile phone screens and 3D glass, how will AAC Technology lay out in the future? Let's take a look. 1. The volume and price of haptic motors and RF businesses have risen, and 3D cover glass has gradually become the climate. In the first half of 2017, revenue from haptic motors and RF businesses was 4.189 billion yuan, a year-on-year increase of 130%, accounting for 48.5% of the company's total operating income , The haptic motor is the main growth driver. Gross profit margin rose from 42.89% last year to 43.49%. The volume and price of the company's touch motors are in unison, and it has established itself as a major supplier in the industry. RF structural parts have gradually entered the international Android mobile phone factory, and the company plans to become a supplier of the top five brands in the Android market within one year. The company provides cross-platform solutions that span the fields of acoustics, structural parts and radio frequency design, and can be flexibly designed according to the shape and material of the smart device. To meet the needs of the 5G era, the future trend of radio frequency structural parts is the '3D glass + metal frame' structure. The company has deployed 3D cover glass in advance and is expected to achieve a production capacity of 1 million pieces/month in October this year. 2. Actively deploying wafer-level glass lenses and glass-plastic hybrid lenses
AAC announced its roadmap in the field of optical lenses, and believes that the trend of glass-plastic hybrid lenses is becoming more and more obvious. In the future, with the improvement of 3D functions, the larger and larger aperture of the rear camera, and the smaller and thinner front camera under the trend of full screen, it is inevitable that the glass lens will replace the plastic lens. The company began investing in the optical lens business in 2009. In 2010, it acquired a 32% stake in the European micro-optical device company Kaleido and entered the field of wafer-level glass lenses. In 2015, it completed the entire equity acquisition. Wafer-level glass lenses are technically difficult, and process control is very challenging, but compared to using glass balls as aspheric glass lenses, the cost of large-scale manufacturing is much lower. The company's goal is to complete a monthly production capacity of 2 to 3 million wafer-level lenses in the first half of next year.
Source: Aibang Industry Communication