Photovoltaic sound barrier,Solar-powered sound barrier,Photovoltaic noise barrier,Solar noise barrier Hebei Shuobiao New Energy Technology Co., Ltd. , https://www.pvbracketsystem.com
The latest report issued by European-based foreign investors: iPhone 3D VCSEL order market share decreased
European-based foreign investors recently released a report on Wen Mao (3105), highlighting a significant shift in the market dynamics of 3D VCSEL orders for iPhones. The report indicates that the company's market share in iPhone 3D VCSEL orders is expected to decline from 85% in 2017 to just 45% by 2019. This drop is attributed to Apple's evolving design strategies, which may see Finisar stepping in as a key supplier for the back-end 3D VCSEL systems. As a result, the impact on Wen Mao’s operational stability has lessened, prompting European investors to downgrade their rating from "neutral" to "inferior to the market." The target price for Wen Mao was also adjusted downward, from 270 yuan to 205 yuan.
This negative outlook had an immediate effect on Wen Mao's stock price. On the day of the report, the shares opened with volatility and fell over 5.7% by midday, reaching 253.5 yuan. Analysts noted that while the front-end 3D sensing system will still be used in the second half of 2018, the new iPhone models in 2019 are expected to incorporate rear 3D camera sensing technology. This change in design is seen as a major factor behind the projected drop in market share.
Despite this, there are potential growth opportunities in the Android market. More smartphone manufacturers are adopting similar 3D sensing technologies, which could position Wen Mao for rapid expansion. However, increased competition from integrated component manufacturers is also expected, which may challenge Wen Mao's market position.
Additionally, the higher usable area of epitaxial wafers is expected to reduce wafer processing demands. According to channel surveys, only 40-50% of VCSEL epitaxial wafers currently meet Apple's standards, leading to higher processing needs. However, as production yields and uniformity improve, this demand may decrease, indirectly affecting the long-term growth of related industries.
In response to these challenges, European investors have revised their earnings forecasts for Wen Mao. They reduced their 2018 and 2019 earnings per share estimates by 7 to 11%. The updated forecast suggests that Wen Mao’s 2018 earnings per share will be approximately 12.4 yuan, while 2019 earnings are expected to fall to 15 yuan. This adjustment reflects growing concerns about the company's future performance in the VCSEL sector.
Photovoltaic(PV)noise barriers,also known as"noise barriers with integrated solar panels"or"solar noise barrier,"combine noise reduction infrastructure with renewable energy generation. These systems are increasingly being deployed along highways,railways,and urban areas to mitigate noise pollution while generating clean electricity.
How Photovoltaic Noise Barriers Work
1. Dual Functionality
-Noise Reduction:Acts as a traditional noise barrier,blocking or reflecting sound waves from traffic or industrial sources.
-Solar Power Generation:Solar panels integrated into the barrier convert sunlight into electricity,which can be fed into the grid or used locally.
2. Design Configurations
-Transparent PV Panels:Used where visibility is important(e.g. ,along highways). -Opaque PV Panels:More efficient but block the view.
-Bifacial Solar Panels:Capture sunlight from both sides,increasing efficiency.
-Vertical or Tilted Mounting:Optimized for space constraints and sunlight exposure.
Advantages of Photovoltaic noise barrier
✅Space Efficiency:Uses existing noise barrier infrastructure,avoiding additional land use.
✅Renewable Energy Generation:Contributes to local or grid-based solar power.
✅Noise Pollution Control:Maintains primary function of reducing traffic/industrial noise.
✅Aesthetic&Functional Integration:Can be designed to blend with urban or natural landscapes.
✅Government Incentives:Some regions offer subsidies for solar-integrated infrastructure.
Challenges&Considerations
âš Lower Efficiency:Vertical mounting may reduce solar output compared to optimally tilted panels.
âš Shading&Orientation:Barriers along north-south roads may have uneven sunlight exposure.
âš Maintenance:Cleaning panels on highways/railways can be logistically challenging.
âš Higher Initial Cost:Integration of PV adds to upfront costs,though long-term savings offset this.