F-Jun Yao, the protection component factory, still maintains its main growth momentum in 2016. At present, the production capacity from security control and communication is in full capacity. In addition to existing customers, this year will continue to cultivate LED lighting, smart meters and objects. Networking, LED lighting has entered the Shanghai Infineon supply chain, revenue accounted for 2-3%, F-Jun Yao is optimistic about the potential of future LED lighting-driven protection components.
F-Jun Yao plans to hold a law conference in mid-June. In the past two years, the company's off-season cycle has been broken. In the past season, the peak season effect of the second quarter-fourth season was not seen, and it was replaced by seasons.
F-Jun Yao pointed out that this year's security control is still the main growth momentum, especially the mainland's second largest security control factory, Dahua hopes to shorten the gap with the first big factory Hikvision, although it still takes time to brew, but for the supply chain Lido; the rest include LED lighting, smart meter, and the Internet of Things. F-Junyao is working hard. From the perspective of the production line, the capacity related to security control and communication is fully loaded, and the power supply products are slightly lower.
F-Jun Yao is also quite optimistic about the demand for passive components driven by LED lighting. The company said that the mainland has clearly stipulated that it is no longer possible to produce traditional ball bulbs. It is expected that the demand for lighting will turn to T5 lamps, or LED bulbs, some LEDs. The bulb has additional dimming function, each requiring 1-2 protection components, which is a big cake for the protection component factory.
F-Jun Yao has already entered the Shanghai Infineon supply chain for LED lighting. Infineon is the mainland LED driver power supply manufacturer, currently accounting for about 2-3% of its revenue, and the gross profit margin of orders is more than 2 digits. This year, the LED lighting penetration rate is expected to exceed 30%. The market is opened due to the price reduction competition of LED lighting brand factories. As long as there is considerable profit, F-Jun Yao will strive to take orders.
According to F-Junyao statistics, its largest customer is Hikvision, which accounts for 10-12% of revenue. The second largest customer is ZTE, with revenue accounting for about 4%, and Infineon accounting for 2%. -3%, F- all have up to 2,000 customers, and the operation is less affected by fluctuations in the single industry.
As for the electric car that the market is most concerned about, F-Junyao is one of BYD's supply chains. Although the theme of electric vehicles is hot, it is also included in the planning of the 13th Five-Year Plan of the mainland. However, F-Jun Yao pointed out that it is currently not seen. The large-scale construction of the charging pile was prepared, so the electric vehicle revenue was not included in this year's revenue target.
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