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LAUFFER high-frequency board press: high-frequency high-speed substrates will usher in high-speed growth in the 5G era.
2024-03-01 16:18
LAUFFER high-frequency board press in the Internet for you to collect 5G high-frequency high-speed substrate related information, [source]: investment express.
Shengyi Technology: 5G high-frequency high-speed and semiconductor substrates have great potential.
High-frequency high-speed substrates will see high growth in the 5G era and have high barriers. Because of the higher electrical performance requirements of high-frequency signals, high-frequency high-speed substrates with low dielectric constants (Dk) and media loss (Df) are at the top of the value pyramid of copper-clad laminates, and their unit price and profitability are much higher than those of ordinary copper-clad laminates. Moreover, the application scenario is gradually extending from the original national defense and military industry to civil communications, automobiles and other fields, especially in the 5G era, which is facing explosive growth opportunities. Whether it is the construction of base stations at the transmitting end, automobile millimeter wave radar, consumer electronics and IOT equipment, the demand for high-frequency and high-speed substrates is several times, and the market size is expected to exceed 10 billion.
On the other hand, high-frequency high-speed substrates have high barriers to entry, which place higher demands on patented formulations, manufacturing processes, end-user certification and upstream supply chain management capabilities. We can see from Rogers, the leader who has risen nearly four times in the past two years and accounts for more than half of the global PTFE high-frequency board.
Shengyi excellent card position, ushered in a historic opportunity. Shengyi Technology has been deployed in the field of high-frequency and high-speed materials for more than ten years. At present, it has formed a series of products such as PTFE/hydrocarbon materials/PPE modified resins, directly benchmarking the leading products of foreign giants Rogers and Yalong, and the company's product performance is not weaker than that of its international counterparts, and it also has a full range of patent reserves, in recent years, the company in PTFE resin, glass fiber and copper foil, respectively, with the industry leader ZTE, Taiwan glass and copper crown strategic cooperation, to further protect the supply of key materials.
In December 17, Shengyi Special Materials Factory with an annual output of 1.5 million square meters and high frequency substrates laid the foundation in Nantong, Jiangsu Province, which means an important breakthrough. The factory was put into operation in Q4 in 18 years and is expected to bring significant performance contribution from 19 years.
IC carrier board raw material factory is expected to be built to meet the tide of semiconductor localization. As the key material of IC carrier board, BT board has large market space and high barriers, and the demand for localization is urgent. Shengyi has many years of product reserves and the general manager publicly said that he will invest in a new plant in Dongguan, the future will continue to benefit from the trend of semiconductor localization.
Maintain strong push, raise the target price to $24! The company's growth business is expected to relay cycle attributes, from 19 years on to the company to bring sustained growth momentum. As the cheapest electronic white horse target for A- shares that we have been tracking in depth, the company is looking to see a revaluation of the market value brought about by the double rise in performance and valuation. Based on the progress of the new business, we adjusted the EPS in 17/18/19 to 0.77/0.95/1.27 yuan, corresponding to PE of 24/19/14 times, raised the target price to 24 yuan, and maintained the "strongly recommended-A" investment rating!
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Jiangsu Shengyi High Frequency Communication Substrate Project Foundation Laying Ceremony Held
On the morning of December 17, 2017, the groundbreaking ceremony of Jiangsu Shengyi Special Materials Co., Ltd., invested by Guangdong Shengyi Technology Co., Ltd., was held in Nantong Tongzhou National High-tech Development Zone, which is known as "the first state of Tongjiang and Dahai. Liu Shufeng, chairman of Guangdong Shengyi Technology Co., Ltd., Chen Renxi, general manager, Wu Xiaolian, chief operating officer, Zeng Xutang, chairman of Shaanxi Shengyi Technology Co., Ltd., Yang Hui, general manager, Jiao Feng, general manager of Suzhou Shengyi Technology Co., Ltd., Wang Hui, general manager of Changshu Shengyi Technology Co., Ltd., and representatives of the design, supervision, cost and construction units responsible for project construction attended the ceremony.
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LAUFFER high-frequency board press collects relevant information of 5G high-frequency and high-speed substrates for you on the Internet.
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