With the gradual establishment of 5G standards, the curtain of 5G infrastructure construction is gradually opening, and the market is huge and has a bright future. SZFR Technology Co., Ltd. is a leading and innovative professional electromagnetic shielding and thermal solution service provider in China with electromagnetic shielding materials and devices, thermally conductive materials and devices and other electronic devices. , Want to borrow 5G air outlet to show their fists.
Public information shows that at this stage, the three major domestic operators have made 5G development plans and established test sites in multiple cities. The number and density of base stations will increase significantly, which will increase the demand for electromagnetic shielding and thermally conductive devices. As a leading supplier of electromagnetic shielding and heat conduction devices, we will fully benefit. At the same time, in the context of the application of large-scale antenna array technology in the 5G era, the demand for antenna oscillators has increased significantly. Compared with the past, higher requirements have been placed on production processes and technologies. Antennas have better performance and more competitive price advantages. It is understood that ZFR has successively passed the inspection and certification of NOKIA and domestic antenna brand manufacturers Jingxin and Tongyu, and has become a supplier of its antenna feed. At the same time, it plans to further expand and integrate upstream and downstream through mergers and acquisitions, and accelerate the layout of the entire industry chain .
5G has a bright future, Fei Rongda masters the core technology in advance
With the rapid development of the Internet in recent years, especially the explosive growth of the mobile Internet in recent years, electromagnetic shielding and thermally conductive materials have obtained very strong market demand, and with the gradual development of the 5G layout, another continuous trillion-level super Market demand is coming.
With the gradual development of 5G construction, 5G concepts and related industry chains have received great attention. With the advent of the 5G era, the demand for high-quality electromagnetic shields and heat-conducting components has entered an explosive period. 5G requirements for the number of RF antennas placed on terminal consumer electronics have doubled. Take 4.5G advance as an example. 4.5G advance is 8x8MiMo. There are 2 and 4 additional antennas in the mobile phone. The internal space of the mobile phone is getting closer to electromagnetic signals. The requirements for shielding are getting higher and higher; the requirements put forward by 5G have also accelerated the research and development schedule for mobile phone heat dissipation. 5G mobile phone antennas and RF front-ends will undergo large changes. High-band mobile phone antennas are also expected to adopt active methods, and mobile phone power consumption Will increase significantly. Under the circumstance that the capacity of the smart phone battery is limited at present, the heat dissipation scheme is a vital area following the energy consumption scheme.
On August 5, ZFR announced that the company intends to acquire 51% of Guangdong Bowei Telecom and Runxingtai each at a price of 323 million yuan. It can be seen from this acquisition that Fei Rongda's acquisition of The main purpose is to integrate upstream and downstream and expand product lines.
It is said that the move is to supplement the supply capacity of 5G base station antennas and their housings, radiators, filters and other products, and combine their own plastic antenna oscillator core technology to form a layout of the entire 5G base station antenna industry chain and deepen the 5G antenna moat. With the penetration of MIMO technology, 64T64R will become the mainstream of base station antennas in the 5G phase, and the number of antenna elements will increase exponentially. The company is expected to take the lead in benefiting from the blue ocean of 5G antennas, which has the potential to become a leader in segmentation.
Founded in 1993, Fei Rongda was listed in January 2017. It mainly focuses on the development, production, and sales of electromagnetic shielding materials and devices and thermally conductive materials and devices. The products are mainly used in communication equipment, mobile phone terminals, computers, home appliances, and automobiles. Electronics and others. Communication customers: Huawei, ZTE, Nokia, Cisco, etc .; Mobile customers: Huawei, Lenovo, Samsung, OPPO, vivo, etc .; Notebooks, Lenovo, Microsoft, etc .; Provide solutions for thermal management and electromagnetic shielding. Program.
It is reported that ZFR's products are mainly divided into three categories: electromagnetic shielding materials and devices (conductive silicone, metal reeds, conductive plastics, etc.), thermally conductive materials and devices (thermally conductive silicone, thermally conductive plastics, graphite sheets, etc.) and other electronic devices. The products are widely used, such as smart phones, communication cabinets, data centers or servers, game consoles, tablet computers, home appliances, and automotive applications.
Strengthen the competitiveness of smartphone cooling
As the 5G infrastructure construction curtain opened, Fei Rongda also began to layout accordingly. This year, ZFR strengthened the competitiveness of the smartphone cooling market by acquiring equity in cooling companies.
The target companies acquired by Fei Rongda mainly focus on the original business industry chain such as 5G, thermal management, etc., while considering the needs of downstream industries, such as communication base stations, new energy vehicles, etc., and mainly choose companies with advantages in research and development to cooperate. Based on the above considerations, the company chose three outstanding companies in the three industries, namely Bowei Communication, Runxingtai and Kunshan Pinyu, as the important layout for expanding and integrating upstream and downstream and product lines.
On August 19, Fei Rongda issued an announcement and decided to use its own funds to acquire 55% of Kunshan Pinyin's equity through capital increase and equity acquisition. The transaction amount is expected to be RMB 71.5 million.
Kunshan Pinyu's main business is the R & D, manufacturing and sales of cooling modules, radiators and related supporting products in electronic products. Has a number of self-developed thermal products including consumer electronics.
On August 3, 2018, Zhuhai Runxingtai Electric Co., Ltd. signed the "Intent Agreement on Increasing Capital with Cash and Acquiring 51% of Zhuhai Runxingtai Electric Co., Ltd." and decided to use its own funds to increase capital and The acquisition of equity acquired 51% of Runxingtai.
Runxingtai's main business is the production of semi-solid products and die-cast light alloy products. The main products are 4G / 5G base station housings, radiators, filters, antenna bases, and electronically controlled radiators.
ZFR disclosed to the relevant media that ZFR's acquisition of equity in thermal product manufacturing enterprises is intended to improve the company's thermal conductivity product category, which is of strategic significance to the layout.
Based on advantages and continuous innovation
Facing 5G, SZFR is confident. As an innovative professional electromagnetic shielding and heat conduction solution service provider, Fei Rongda is a leading company in the domestic industry and has obvious advantages in peer companies.
In terms of core raw material production capacity, SZFR has the production capacity of raw materials such as conductive silica gel, conductive plastic, and graphite film, as well as core supporting technologies such as processing, production, and testing of corresponding products, and masters the commanding heights of the smile curve. One-stop service support Full coverage of conductive and thermally conductive product lines, and can deeply participate in the research and development and design stages of customer products, customize integrated professional application solutions for customers, shorten the development cycle, and improve product reliability; Fei Rongda also has the world's top 500 and industry Well-known domestic and foreign enterprises such as Huawei, ZTE, Nokia, Cisco and other well-known large customers at home and abroad have obvious advantages in card slots.
After years of research and development and technology accumulation, SZFR has obtained 98 authorized patents, including 33 invention patents and 65 utility model patents. In research and development innovation, Fei Rongda has mastered many core technologies, such as the preparation method of composite conductive rubber strips, stainless steel fiber resin-based composite conductive plastics, the preparation method of conductive cloths, and conductive cloths, which have solved conductive silicone rubber and conductive shielding. Problems of plastic and conductive foam in the production process and production efficiency.
From the revenue of 392 million yuan in 2012 to 1.036 billion yuan in 2017, the compound growth rate reached 21.58%. SZFR expects to realize a net profit of 61 million to 71 million yuan in the first half of 2018. In the future, the wireless charging application on the mobile phone will rise, and Fei Rongda will quickly drive the demand for efficient heat dissipation. The next step is to arrange the subsidiary's high thermal conductivity graphite products to occupy the technological high ground. Second, the corresponding layout is made in the upstream and downstream of the industrial chain of electromagnetic shielding and thermal conductivity In order to enrich the product line and enhance the core competitiveness of the product.