A small company located in a corner of Jiangxi province, which is not well-known in history, said that it has a string of trillion-dollar customers. My first reaction is the same as many people. Is this company bragging? Looking back at the management's operating statements in financial reports in recent years, the words of the car are repeated over and over again. The list of luxury customers is getting longer and longer, and the business data is not improving.
Believe it or not, this has become a problem.
After repeatedly consulting Lianchuang's external announcements and exchange minutes, judging the nature of cooperation between Lianchuang and these manufacturers and the credibility of Lianchuang's technical path, I slowly came to the conclusion that Lianchuang's technology on high-end car lenses is really awesome, which makes these trillions of manufacturers willing to throw an olive branch to him.
However, there is a problem that has been bothering me: there are many companies with technology, capital and production capacity around the world. Why does the spotlight of history fall on Lianchuang?
You know, lens is an industry with a long history, which is left over by developed countries. German and Japanese manufacturers are still ahead of China in lens production technology.
Smart phones and car lenses have also been made for 20 years, and many heavyweight suppliers have been trained. Why are Tesla and Huawei looking for Lianchuang with almost no production capacity?
I've probably figured this out recently.
The biggest market for lenses is film cameras and later digital cameras.
Of course, the best players are German manufacturers. Carl zeiss and Leica are still synonymous with high-end camera lenses.
Japanese companies came from behind, and Canon, Nikon and Fuji lens manufacturers once occupied the vast majority of the global camera market.
With the digitalization of cameras, German manufacturers have gradually shifted from production and processing to areas with greater added value such as medical treatment, microscopy and industrial testing.
The mobility of digital cameras makes Japanese manufacturers gradually turn to optical detection, equipment manufacturing, new materials and other fields.
The lens processing and manufacturing work was gradually taken over by China enterprises.
In this way, the market share of mobile phone cameras, surveillance cameras and car cameras has exceeded half of that of Chinese enterprises.
So far, nothing has been created together.
The fate of Lianchuang has two turning points, one is the glass fiber reinforced plastic lens of mobile phone, and the other is the ADAS lens.
Both of these lenses need aspheric glass lenses, especially the ADAS lens in the car. Different from ordinary car lens, ADAS lens requires not only clear field of vision and small phase difference, but also high temperature resistance and long service life.
Aspheric glass lenses can't be processed by grinding, but they should be molded by a mold at one time. Few manufacturers can produce this kind of lens.
Lianchuang has been doing sports scenes in recent years. In this niche market, Lianchuang has a large market share. Sports lenses require high lens durability, mainly using glass lenses, which makes Lianchuang have accumulated technology in this respect, so it is attracted by these big manufacturers.
Huawei is looking for Lianchuang precisely because of the glass-plastic lens. At the beginning, it said, "The production capacity is too small." It should have been heavy, but the cooperation with Huawei's mobile phone lens could not be carried out on a large scale because of well-known reasons.
Auto manufacturers, solution companies, tier 1 have also found Lianchuang.
All this makes sense-in the past, molded glass lenses were not controlled by giants because of their small market capacity, and they lacked continuous accumulation and strategic planning in this area.
Due to fate, a gust of wind suddenly blew Lianchuang to the center of the historical stage.
It can be said that what is in front of Lianchuang is a historic opportunity and an opportunity to change destiny.
Just like Guo Jing meets Hong Qigong, why? The main reason is good luck.