Supply chain news: Chuanguanghong Technology's mobile phone shipments in 2022 exceeded 100 million units, a year-on-year surge!

As we all know, the current first-line brands of smart phones mainly include Apple, Samsung, Xiaomi, OPPO, vivo, glory and Huawei series, the entire smartphone market shipments have been very concentrated, with the occurrence of Huawei mobile phone changes, resulting in a large impact on mobile phone industry chain enterprises, before the author has analyzed many times, many Huawei mobile phone core suppliers have suffered negative impacts.

However, for stronger enterprises, they respond quickly and switch customers, and reduce the impact by expanding the non-mobile phone market, under these two measures, some Huawei mobile phone concept stocks ushered in a big reversal in performance!

Among them, Guanghong Technology is one of the classic cases; according to the author's recent news from the supply chain, the company's smartphone shipments in 2022 are expected to exceed 100 million units, which will increase year-on-year compared with 2021; in addition, the company has also vigorously expanded the automotive market, and the automotive communication module products have achieved shipments, as well as vr/AR and other smart wearable devices, under the above three factors, this may promote the company's performance next year!

Xiaomi: I hope to complete the goal of 40 million smartphones with Guanghong Technology next year

It is understood that on the afternoon of December 29, the off-line ceremony of 20 million Millet smartphones of Guanghong Technology was held in the third intelligent industrial park. The Xiaomi project was imported from November 2020 and has rolled off the production line with 20 million smartphones so far.

Zeng Xuezhong, senior vice president of Xiaomi Group and president of the mobile phone department, said: "The 20 million xiaomi smartphones off the production line is the result of the cooperation between the two sides, a milestone achievement, and is of great significance to Xiaomi and Guanghong Technology. ”

Zeng Xuezhong also stressed: "I hope to continue to maintain my love with Guanghong Technology and go to the mountains and seas together." In the future, Xiaomi will strengthen cooperation with Guanghong Technology, gradually introduce high-end projects and flagship projects, and enhance the scale of cooperation; at the same time, it is hoped that next year, with a complete supply chain, Xiaomi will be able to complete the goal of 40 million Xiaomi smartphones, create development opportunities and share development results. ”

Tang Jianxing, chairman and general manager of Guanghong Technology, said: "Guanghong Technology always adheres to customer-centric, technology-led, pursues excellence, strictly abides by quality, and provides customers with high-quality products and services. Since the introduction of the Xiaomi project in November 2020, Guanghong Technology has attached great importance to it and fully guaranteed the operation of the project with the greatest investment and high-quality team. ”

Year-on-year surge in innovation height: Chuanguanghong Technology will ship more than 100 million smartphones in 2022

In addition, according to the author's news from the supply chain, by 2022, with the blessing of Xiaomi and Glory and Samsung, the shipment volume of Guanghong Technology in 2022 is expected to reach 100 million units, which will increase year-on-year compared with 2021, in addition, non-mobile phone products such as automotive electronics, wearable devices, and new energy businesses will take off in an all-round way.

It is reported that in addition to the cooperation between Xiaomi and Guanghong Technology for 40 million smart phones, Samsung expects that the ODM project in 2022 will exceed 60 million, and the main ODM manufacturers will be Wingtech Technology, Huaqin Technology and Longqi Technology, which are all Guanghong Technology customers, and Huaqin Technology and Longqi Technology are shareholders of Guanghong Technology, which will undoubtedly become beneficiaries for Guanghong Technology.

At the same time, Guanghong Technology has previously cooperated very closely with Huawei, honor many mobile phone OEM orders are handed over to Guanghong Technology to complete, after glory was stripped, Glory reshaped the supply chain system, but also strengthened the cooperation with Guanghong Technology, Guanghong Technology also said to the outside world, the company is the core consumer electronics manufacturing supplier of Glory, Glory has related project plans, the company will actively cooperate.

According to industry insiders told the author: "Next year, honor's shipments will increase significantly, becoming a new variable in the smartphone market in 2022, and the relevant supply chain will benefit." ”

As far as the "pan-Huawei" is concerned, although Huawei's mobile phone shipments have encountered supply chain obstacles, the disguised split of Huawei mobile phones has also made shipments pick up, which is undoubtedly beneficial to supply chain manufacturers. At the same time, OPPO and vivo's ODM orders are also being released, and Guanghong Technology has also become a downstream mobile phone foundry that benefits.

To put it simply, with the help of first-line mobile phone brands such as Xiaomi, Samsung, Honor, "Pan Huawei" (such as Hi Nova9), OPPO, vivo and so on, Guanghong Technology's shipments next year are expected to increase significantly compared with 2021.

In addition, according to the information released by the Guanghong Technology public account a few days ago, Mr. Su Zhibiao, executive deputy general manager of the company, made business plans for 2022, saying: "In 2022, the company will usher in greater growth, and the annual shipment will exceed 100 million units, and the scale will reach a new height." ”

According to reports, Guanghong Technology Vietnam, Bangladesh manufacturing base smoothly put into operation, Indian manufacturing base shipments doubled, Huizhou headquarters of the third manufacturing base and the fourth manufacturing base (Guanghong Electronics) have been successfully put into production; SMT single month processing points increased from 7 billion points to 10 billion points; successfully obtained the global supplier qualification of well-known auto parts provider Valeo, becoming its global EMS partner; the newly imported glory customers achieved the set output targets and became its core EMS partners.

Guanghong Technology also stressed: "2022 will be a breakthrough year for Guanghong Technology, the company's existing business will usher in substantial growth, automotive electronics, smart wearables, new energy business will also usher in a new development." ”

In fact, like many mobile phone industry chain enterprises, Guanghong Technology has long begun to lay out the automotive industry while basing itself on the smart phone market, and the outbreak of automotive electronics will be a new flashpoint for many enterprises such as Guanghong Technology to expand from the mobile phone market to the automotive market. It emphasizes that the main customers of the company's automotive electronics business are the top domestic auto brands, such as Valeo, Toyota, Volkswagen, General Motors, Volvo, Honda, Geely and other outstanding car companies.

Such as automotive "black box" EDR products, Guanghong Technology said that the company has been producing T-BOX (automotive black box), OBD (automotive automatic diagnostic system) and other types of EDR and related automotive information collection, processing, transmission products. The company provides manufacturing services for related products for customers including Yijiatong, Gaoxin Internet of Things, Youfang Technology and so on.

The Equipment Industry Development Center of the Ministry of Industry and Information Technology issued the "Notice on matters related to the implementation of GB 7258-2017 No. 2 Amendment Order", which supplemented the "Technical Conditions for the Safety of Motor Vehicle Operation", and the notice made it clear that from January 1, 2022, all newly produced passenger cars in China will be mandatorily equipped with EDR, or equipped with DVR that meets the regulations. This will undoubtedly usher in new growth for the EDR industry chain.

Another example is the field of wearable devices, according to the company, the company began to lay out the production of smart wearable products in VR very early, and the company has produced smart watches, bracelets, glasses and other products in the field of smart wearables, with rich experience and accumulation.

Overall, 2022 will be a year of synchronous sublimation of quantitative change and qualitative change for Guanghong Technology; in terms of quantitative change, its smartphone business is perfectly grafted from Huawei to the global first-line mobile phone brand, and the shipment volume will exceed 100 million; in terms of qualitative change, its non-mobile phone products will usher in rapid growth, whether it is VR and other wearable devices, or automotive electronics, will be able to make significant contributions to the company's performance, in this case, it may be expected that its performance in 2022 will achieve rapid growth! (Proofreading/Wenbiao)