[High-tech LED reporter Hu Yanling reported] Recently, Crystal Optoelectronics (SZ.002273) released its 2011 annual performance report. The company achieved a total operating income of 433 million yuan in 2011, and the net profit attributable to shareholders of listed companies was 122 million yuan, up from the same period of last year. 30.51%, 32.09%.
The report shows that in 2011, the company's sapphire LED substrate operating income was 9.51 million yuan, operating cost was 11.64 million yuan, gross profit margin was -22.32%, and loss was 2.13 million yuan.
Stock price decline
According to the reporter's understanding, Crystal Optoelectronics began to enter the sapphire LED substrate field in 2010, and the project began to release production capacity in 2011. According to the report, due to the fluctuation of demand in the LED industry and the expansion of production capacity in 2011, the price of long-crystal raw materials for LED sapphire substrates has dropped sharply, with a drop of more than 50%, resulting in a certain price loss for the company's inventory.
"The reason for the loss is mainly that we have a certain inventory in the second half of last year. With the crazy fall of sapphire prices, the company's inventory suffered price loss." The person in charge of the Crystal Optoelectronic Sapphire Project told the "High-tech LED" reporter.
According to the reporter's understanding, the price of raw materials in the domestic LED industry has fluctuated greatly in 2011. In particular, the price of sapphire substrate has experienced a "roller coaster" surge. As of the second half of 2011, sapphire prices have fallen from the highest level of $35/piece to $8-10/piece (in two inches).
"In 2010, the market forecast for sapphire substrates was too optimistic, resulting in a frenzy of capital. The sapphire market has a small capacity and oversupply, which leads to huge price volatility." The person in charge said that many domestic sapphire manufacturers In a state of loss, but there are still unclear outsiders who are blindly entering the field.
It is reported that Crystal Optoelectronics announced in October 2010 that the company plans to invest 3.6 million pieces of high-brightness LED sapphire substrate project, which is expected to invest RMB 109 million. At that time, the price of sapphire substrates was at a historical high. The average price of Q3 sapphire substrates in 2010 was $30/piece (in two inches). The average price of Q4 sapphire substrates in 2010 was $35/piece (in two inches). Calculation).
"At present, the inventory of Crystal Optoelectronics has been basically digested. And in recent months, we can get the lower price of the ingot from the United States and Russia, and temporarily relieve the price pressure to a certain extent." The person in charge disclosed. However, the price of the subsequent sapphire crystal sticks needs to be coordinated with the supplier.
According to the report, according to the resolution of the company's first extraordinary shareholders meeting on January 16, 2012, the company reduced the investment project for non-public offering of funds raised in December 2011, focusing on the investment in precision optoelectronic thin film components, with an annual output of 6 million sapphire. The LED substrate project is not included in the investment scope of this fundraising. According to the original plan of the company, the total investment of the company's sapphire project is 325 million yuan.
Waiting for stock digestion
"Now the market is in a downturn, we are only suspending this project, but it has not been postponed. We will start the project in due course according to market conditions." As for when to start, the above-mentioned person in charge said that the company has no plans at present. But he also said, "The market will not continue to be depressed. At present, the inventory of chip companies has been basically digested. The crystal rod manufacturers still have some stocks but not much. They will not lose money all the time. After the stocks are digested, this year's sapphire Prices will rebound and 20% profit margin is a reasonable price space."
According to the report, the crystal sapphire project has been put into operation with a production capacity of 150,000 pieces per month and a PSS capacity of 30,000 pieces per month. "The capacity of PSS is now undersupply, and we are considering expanding production to 50,000 pieces/month," said the person in charge.
Crystal Optoelectronics is still optimistic about the future development prospects of sapphire substrates. According to the report, from the perspective of long-term development, LED is the next generation of light source in the future. It is recognized as the most promising high-tech field in the 21st century. The major countries and regions in the world have developed LED technology and industrial development plans. The current price decline driving cost reduction will accelerate the launch of the LED lighting market.
On the other hand, the adjustment of China's rare earth policy will lead to a sharp increase in the price of rare earth phosphors. While significantly increasing the cost pressure of energy-saving lamps, it will also accelerate the transformation of energy-saving lamps to LED lighting. Therefore, it will also drive the rapid growth of domestic sapphire substrate demand. According to the High-tech LED Industry Research Institute (GLII), the annual demand for domestic sapphire substrates will reach 22.53 million units by 2012, accounting for 31% of the total global market demand.
Domestic communication, 4 g module in addition to support two kinds of LTE FDD LTE/TD - LTE standard, also compatible with 2 g / 3 g down, support td-scdma/WCDMA/EDGE/GP/GSM/CDMA1X/EVDO mode. The data service downstream rate can reach up to 100Mbps, the uplink rate can reach up to 50Mbps, providing customers with high-speed Internet access and wireless data connection and other functions. In addition to providing high-speed data access, it also provides voice, SMS, communication book and other functions, which can be widely used in notebook, tablet, touch screen communication devices, smart phones, video surveillance, multimedia mobile phones and vehicle equipment and other terminal products and vertical applications. Today, I will introduce you to what is 4G module and how to use 4G module.
What is 4G module
4G module said TD-LTE and FDD-LTE and other LTE network standards are collectively referred to. It has the characteristics of fast communication speed, wide network spectrum and flexible communication. 4G module refers to a product whose hardware is loaded to the specified frequency band, software supports the standard LTE protocol, and software and hardware are highly integrated and modular. The hardware integrates radio frequency and baseband on a small PCB board to complete wireless receiving, transmitting and baseband signal processing functions. The software supports voice dialing, SMS sending and receiving, dial-up networking and other functions.
Second, how to use 4G module
The 4G module is usually inserted into the circuit board or the patch module is welded to the circuit board, and the corresponding SIM card is inserted, and the network is connected through the 4G cellular network. In the common transparent transmission mode, data can be directly sent to the target server through the 4G module, and the 4G module can receive data from the server at the same time, and send the data to the serial port, which is received by the serial port device connected to the 4G module. Users do not need to pay special attention to the data conversion process between serial port data and network data packets, only need to insert the module to the target position, simple connection and parameter setting, you can achieve transparent transmission between the serial port and the network end.
What is the 4G module How does the 4G module work
4G module, also known as 4G transmission module, 4G communication module, 4G LTE module. It is a kind of hardware loaded to the specified frequency band, the software supports the standard LTE protocol, and the software and hardware are highly integrated modular products, with good compatibility, fast communication speed, large amount of communication data, wide network spectrum, communication flexibility and other characteristics, widely used in electric power, environmental protection, finance, industrial automation and other fields.
The working principle of 4G module
It has the characteristics of fast communication speed, wide network spectrum and flexible communication. The hardware integrates radio frequency and baseband on a small PCB board to complete wireless receiving, transmitting and baseband signal processing functions. The software supports voice dialing, SMS sending and receiving, dial-up networking and other functions.
Through high-speed networking, the 4G module transmits all terminal business data and equipment operating status to the business center in real time. Through the management monitoring platform, the terminal equipment operating status can be monitored in real time and equipment faults can be timely checked. The efficiency has been greatly improved in many aspects such as operating cost, operation scale and service timeliness. Suitable for shared massage chair, public charging pile, vending machine, vehicle system, environmental monitoring, power remote monitoring and other industries.
4G module refers to a product whose hardware is loaded to the specified frequency band, software supports the standard LTE protocol, and software and hardware are highly integrated and modular. It has the characteristics of fast communication speed, wide network spectrum and flexible communication. The hardware integrates radio frequency and baseband on a small PCB board to complete wireless receiving, transmitting and baseband signal processing functions. The software supports voice dialing, SMS sending and receiving, dial-up networking and other functions. Through high-speed networking, the 4G module transmits all terminal business data and equipment operating status to the business center in real time. Through the management monitoring platform, the terminal equipment operating status can be monitored in real time and equipment faults can be timely checked. The efficiency has been greatly improved in many aspects such as operating cost, operation scale and service timeliness.
Good compatibility
4G module supports FDD LTE/TD-LTE two LTE standards, can also be backward compatible with 2G/3G, support LTE-FDD, LET-TDD, WCDMA, TD-SCDMA, CDMA, GSM and other bands.
Large amount of communication data
4G module downstream rate can reach up to 150Mbps, uplink rate can reach up to 50Mbps, to provide customers with high-speed Internet access and wireless data connection and other functions, suitable for large data transmission applications, such as: remote video surveillance.
High communication speed
The 4G module has a lower ping value than the 2G/3G module, and it takes less time for the module to send data packets to receive the response from the server, which is suitable for applications requiring high response speed, such as remote alarm.
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