Recently, the domestic PCB group’s stock prices have been relatively resistant to falling. In addition to revenue still being at a high level, the future prospects for the upstream, midstream and downstream sectors are also good.
legal person expects that in the second half of 2018, the shipment of battery soft-hard board (RFPCB) for the new iPhone will grow by 35-40%, and the average unit price will increase by 15-25%. Therefore, the three suppliers of Taiwanese manufacturers include Yaohua, Xinxing, Huatong has benefited from this and its business momentum has increased. It is expected that each will have strong growth themes due to different order allocation, production capacity and business model.
Yaohua is the supplier of battery soft and hard board for iPhone X and iPhone 8 Plus in the new iPhones in the second half of 2017, and is expected to become the supplier of all three new iPhones in the second half of 2018.
The company's recent revenue from September to November hit record highs, and its monthly EPS reached 0.35 yuan in October, indicating improved execution. The first quarter of 2018 is expected to be the off-season due to the increase in the proportion of iPhone
Huatong is a supplier of battery soft and hard combination boards for the new iPhone in the second half of 2017. It is also a supplier of SMT (other SMT suppliers include Desai, Sunwanda , and Xinpu, etc.). It is expected that Huatong's supply position will remain unchanged in the second half of 2018, and it will still be the supplier of battery soft and hard versions and STM for the three new iPhones. Due to the increase in the supply quantity of new iPhones and the increase in the unit price of battery soft and hard boards, the operating situation in the second half of 2018 will be Revenues and profits are expected to grow further due to the vertical integration of with .
Xinxing became the supplier of battery soft and hard board for all new iPhones in the second half of 2017, and is expected to remain the supplier of all new iPhones in 2018.
Due to Xinxing's production capacity advantage, it is expected that the company will be the main supplier of battery soft and hard combination boards for one of the new iPhone models in the second half of 2018. The supply proportion will be approximately 45-55%, which will be significantly Focus on camp performance in the second half of 2018.
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