Jiwei network news, recently, Shunluo Electronics said in an interview with the agency that automotive electronic products in technical performance and quality, management has been highly recognized by large customers at home and abroad, has been many well-known automotive electronics enterprises and new energy automobile enterprises batch procurement, at present, automotive electronics business progress smoothly, stable growth rate, high-end customers new projects continue to promote smoothly.
It is reported that the company laid out the automotive electronics market field earlier, focusing on the new energy electrification and intelligent application field of automotive electronics, after strict review, certification and testing by customers, it has now become a formal supplier of many well-known electric vehicle enterprises at home and abroad. The company's main products in automotive electronics include transformers, power inductors, common mode inductors, and multi-category layouts of laminated inductors. Transformers can include applications such as ADAS, IGBT modules, SIC modules, BMS battery management, OBC, DC-DC modules, EP network transformers, etc., and realize mass delivery.
Regarding the reasons for the increase in gross profit margin in the first quarter, Shunluo Electronics believes that gross profit margin is a very important performance appraisal indicator of the company, and the main reasons for the company's gross profit margin in the first quarter are: (1) the proportion of new product sales structure changes, and the proportion of new product shipments continues to increase; (2) the company continues to carry out technological innovation and management innovation to increase the proportion of high value-added products; (3) continues to expand emerging markets, and the sales of new application markets grow rapidly. ;(4) Management change to improve operational efficiency. In the future, with the continuous improvement of capacity utilization, the continuous growth of new markets, the continuous increase in the share of large customers, and the continuous increase in sales of high-end components, the company's gross profit margin is expected to continue to increase. At the same time, the company is expected to continue to improve its overall operational efficiency by actively strengthening internal changes and incentive mechanisms.
Shunluo Electronics currently has a complete ceramic process platform, including materials, manufacturing processes, product design, automation equipment and other links. Fine ceramic products belong to the company's new material technology and new application field positioning, the product is more light and thin, with ultra-high hardness, warm and skin-friendly and other advantages. Through the self-made self-supply of ceramic powder and continuous improvement of the process, the company improves the product qualification rate and improves the efficiency of product cost control. The company's main products of fine ceramics are high-performance ceramic materials and products, fine ceramic products as new materials can be widely used in communications, consumption, industry and other application fields. The company's fine ceramic products have actively completed the market layout and technical layout in the early stage, maintained project development and cooperation with many well-known enterprises at home and abroad, and continuously improved product technology and technology. The company pays attention to the establishment of ceramic research and development platform, according to the needs of market applications, and constantly integrate resources, to achieve rapid research and development and output value, with the development of a new generation of communication technology, wireless charging market, smart wearable applications, the future development prospects are broad.
In terms of communications, Shunluo Electronics said that the company's applications in the field of communication business include mobile phone terminals, communication base stations, other intelligent communication terminals and various communication modules. The breadth and depth of cooperation between the company and core mobile phone manufacturers at home and abroad have continued to improve, and many core communication enterprises at home and abroad have formed strategic cooperative relations, and have won the trust of customers with excellent quality and stable and reliable supply capabilities. Mobile phone and consumer market due to the impact of the epidemic in various places, the market consumer confidence is low, the overall impact on the entire supply chain, the company is confident that after the epidemic subsides to achieve sustained growth, the existing core customer market share is still growing, new products are constantly importing the original market applications, and the business opportunities for cooperation continue to increase. In addition to the further increase in the market share of inductor products, transformers, LTCCs, common mode chokes, sensitive devices and other products have entered the field of application.
Shunluo Electronics through long-term technological innovation and market cultivation, not only inductive products, automotive electronics, sensitive and sensors, transformers, microwave devices, precision ceramics and other products, have won the general recognition of mainstream customers, with the promotion of the market application of these products and the development of serial products, will provide more opportunities for the company's sustainable development, the company's core competitiveness will continue to improve.
The company's integrated molding inductor can be widely used in high-end mobile phones, consumer electronics, servers and automotive electronics and other applications, integrated molding inductor can currently achieve formal batch supply, the company has laid out a large size, small size model and WTX product type of integrated molding inductor, and in 2021 invested in the establishment of Huai'an Shunluo Wensheng Electronics Co., Ltd., the main supply of products for integrated molding inductors, further promote and cooperate with the development of high-end large customers, integrated molding inductors have been listed as company-level key new product projects, The company continues to increase investment in research and development, while customer applications continue to promote continuous progress, its market space and future prospects can be expected.
In terms of inventory, Shunluo Electronics pointed out that the company's products belong to high-precision basic miniaturized electronic components, products have core competitiveness, and the company has first-class product automation manufacturing capabilities and comprehensive service solution capabilities. Repeated epidemics in various places, declining economic prosperity, and sluggish consumption have affected the supply and delivery of the company's supply chain to varying degrees. At present, inventory inventory mainly includes raw materials and finished products, the company will be based on orders and projects in a planned stockpiling and expansion, do a good job of inventory management to cope with market changes and customer needs; That is, according to existing orders and estimated orders, optimize the rational allocation of resources, planned stocking, and provide customers with quality products and services.
Regarding the product layout, Shunluo Electronics believes that the company's transformers, common mode, power inductors and other magnetic device products can be applied to new application areas such as data centers, new energy, Internet of Things and other company layouts, and the new application areas will drive the 100 billion and trillion-level market space in the future, which is the key market for the company's layout in the future. The company will continue to invest in research and development, with technological innovation, product innovation to drive the market application of data centers, new energy, Internet of Things and other fields, and promote the company's future sustainable development and move towards high-quality development.
With the development trend of intelligence and intelligence in all walks of life in the world, electronic components to the trend of light and thin short, electronic components industry belongs to the electronic information industry of the basic support industry, the company continues to cultivate miniaturization, high power, high voltage high frequency composite products, the company's high-end precision product market share continues to increase, product technology and production capacity scale is in the global leading position, the company's laminated platform 0201 high-precision inductor products market comprehensive production and sales share is currently ranked first in the world, with a high market share, At present, domestic high-end mobile phones are still dominated by 0201 model laminated inductor products.
The company and competitors are bidding on the same platform, and the current sales volume and price remain stable. The company's 01005 laminated inductor products belong to nano-scale miniaturization, high-precision inductors, representing the upcoming new generation of technology products, can be widely used in 5G PA module end, miniaturized intelligent terminals, etc., the company's miniaturized high-precision inductor products will continue to expand production capacity according to market demand, the company is currently working with module terminals and intelligent terminals at home and abroad large customers, jointly and actively develop the market, the current large customer development project is progressing smoothly; a new generation of laminated precision inductors 01005 and 008004 products, With the development of 5G communications and the continuous improvement of miniaturized supply chain end support, it will open up a larger market space for the company's inductor products in the future. (Proofreader/Li Zhengcao)
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