[Hot Spots] 5 G, AI And Server Needs High-growth CCLI Factory Of Accelerated Expansion

 Upstream raw material copper foil substrate (CCL) PCB factory, scale concurrently evergrande, by 2021 the first quarter, photoelectricity, union monitored in the first quarter profit of record in the same period, Tenghui record quarterly, GeChang also accelerate this year and next year high order product capacity expansion, display light business growth.

  Machines CCL factory besides comfortably in South Asia market first, such as in other factory of ourself, photoelectric and union monitored continuously to expand capacity, grab a 5G, A1 application opportunities, such as other semiconductor plate, a new server platform and 100 g, 400 g new demand emerging, such as switch GeChang layout is also focused on.

  Automotive electronics, 5 G communications with the cloud storage servers demand continues to improve, such as research institute, 2030 global self-drive, networked cars, electric cars and other related market size of the new vehicle, will amount to $800 billion, self-drive rely on advanced driving assistance systems (ADAS) and car networking technology, such as the foundation, the in-car entertainment, AI deep learning algorithms and computation Speed is the key, such as new technology must be through the HDI process production, high density of push coupling, high speed, high frequency features such as product demand, favorable CCL factory operating such products.

  Research the data also showed that the server may not annual compound growth rate of 6.7%, 100/400 g switch will become mainstream, 5 g compound growth rate is as higher as 37.9%.

  Capacity expansion,the photoelectric current capacity of 3.55 million, will extend mainland China hubei Yellowstone factory production capacity, is expected to add a monthly production capacity of 300000, kunshan factory also added a monthly production capacity of 300000, after the completion of the overall expansion, group capacity will reach 4.15 million pieces, the addition of 600000 new capacity, opened in succession is expected in the first half of 2022.

  League alum investment scale is not small, expansion has invested $80 million in Jiangxi, capacity to respond to 5 g, electric cars and the internet of things such as high-frequency material demand is given priority to, new factory in the first and second phase of the production capacity in the first half of this year in succession, league alum and has set up a complete planning for the third phase of expansion plan, Jiangxi factory investment amount also is $80 million.