Touch panel manufacturer Chen Hong dropped orders last year due to the loss of a major customer Apple using ic-cell embedded touch, which caused the market to look down on its operating performance, but Chen Hong therefore actively expanded customers and successfully completed vertical integration, 2012 The annual after-tax surplus reached 42.24 yuan, sitting on the throne of Taiwan stocks; Chen Daming, the general manager of Chen Hong, said that Chen Hong will continue to diversify customers, hoping to increase from 40 customers to 50; at the same time, Sun Daming cited the market survey According to institutional data, the penetration rate of touch NB can reach up to 20% this year. The company will continue to expand its production capacity to supply orders. At present, OGS production capacity is about 1-12 million pieces per month, and it will be increased to 3 million pieces by the end of the year.
Sun Daming, general manager of Chen Hong stated that the company ’s product applications do not extend from smart phones and other mobile devices to e-readers, tablet computers, touch NB and AIO PC, digital cameras, and cut into car navigation, video entertainment and other fields The operation strategy is a large number of customizations, will supply products in full accordance with customer needs, and continue to diversify the concentration of customers. The target is to increase the number of customers from 40 to 50 this year.
Sun Daming pointed out that in the fourth quarter, the largest customers accounted for 40%, down from 55% in the previous quarter; the top five customers accounted for 78%, which was down from 84% in the third quarter, and there were two major customers in the fourth quarter. Coming to 12% -13%, overall, the largest customer accounted for 58% in 2012, which is 15% lower than last year.
Chen Hong continues to look at the benefits of NB in ​​the market penetration rate will increase, Sun Daming pointed out that according to statistics of market survey agencies, the penetration rate of touch NB can reach up to 20% this year, which is higher than the market originally expected, so Chen Hong last year After Win8 was released, the touch NB production capacity was a bit unprepared.
Therefore, Chenhong will continue to expand its production capacity. At present, the production capacity of Chenhong OGS is about 1 million to 1.2 million pieces per month. After the mass production of its Dahong 4.5 generation line in June this year, it will add 600,000 pieces of production capacity every month. The production capacity in the third quarter will reach 1.8 million pieces per month. In addition, the Fujian Pingtan 5.5 generation line plant is expected to be launched in September, and the monthly production capacity will increase by 1.2 million pieces. The production capacity at the end of the year will increase to 3 million pieces per month. In terms of revenue share of each product, TOL accounts for 25% of revenue, G / G accounts for 35%, and OGS accounts for 40%.
In addition, optimistic about large-scale touch AIO products, Chen Hong Xiamen Haicang plant will increase production capacity by about 50,000 in June, and it can be increased to 250,000 in August; Chen Hong ’s subsidiary Zhan Touch currently has a monthly production capacity of about 150,000. Liu Shiliang said that due to the special technology of Zhan Touch's products, it is an "independent business", and this year's expansion plan will be more active.
In the non-industry sector, Chenhong's large and medium-sized Zhantou Optoelectronics Co., Ltd. and Dahong have turned losses into profits, and have recognized a total of 5 million yuan in revenue. This year's capital expenditure is about 30 billion yuan, and the capital expenditure of the Pingtan plant's 5.5th generation line is the largest at 12 billion yuan.
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