格隆汇1月28日丨硕贝德(300322.SZ)公布，预计2025年归属于上市公司股东的净利润6,000万元—7,000 万元，同比扭亏为盈，扣除非经常性损益后的净利润6,000万元—7,000万元，同比扭亏为盈。报告期 内，得益于消费电子、新能源汽车市场需求增长及新项目量产交付，公司天线、线束及连接件、散热模 组、智能传感模组业务的出货量均持续攀升，其中手机天线、汽车天线和线束业务营收及利润大幅增 长，公司整体业绩显著提升。2025年度，公司积极推进产品规模化落地，PS5游戏机SOC散热模组、4D 毫米波雷达波导天线等产品实现大批量交付；同时不断加大新业务开拓力度，成功获得4家国内外知名 汽车客户、2家国内AI眼镜客户的供应商资质（其中1家已量产），服务器光模块等液冷项目稳步推 进，卫通天线获得量产订单并启动交付。 ...

Group 1 - The core viewpoint of the article is that Yunnan Zheye's subsidiary, Yunnan Xinyao Semiconductor Materials Co., Ltd., produces semi-insulating gallium arsenide wafers that can be used in RF device manufacturing, with applications in various fields including mobile phones [1] - Currently, there is no customer feedback indicating the use of these wafers for mobile phone antenna production [1]

Industry Overview - Mobile antennas are essential components for receiving and transmitting wireless signals in mobile devices, with demand increasing due to the rapid development of 5G technology [1][6] - Global mobile phone shipments are projected to reach 1.481 billion units in 2024, with the mobile communication antenna market size estimated at $1.98 billion [6] - By 2025, global mobile phone shipments are expected to be around 1.5 billion units, with the antenna market size approximately $2 billion [6] Market Segmentation - The global smartphone communication antenna market is divided into cellular communication systems, Wi-Fi communication systems, and other communication systems, with cellular systems dominating at 43.5% in 2024, while Wi-Fi systems account for 30% [8][10] Technological Evolution - The evolution of mobile antennas is closely linked to advancements in communication standards (from 2G to 5G/6G), materials science, and integration processes [4][21] - The design and manufacturing of mobile antennas are continuously innovating to meet diverse network environments and user needs, moving towards more efficient, integrated, and intelligent solutions [21] Competitive Landscape - The mobile antenna market is primarily dominated by well-known domestic and international companies, including Shenzhen Sunway Communication Co., Ltd., Huizhou Suyuan Technology Co., Ltd., Luxshare Precision Industry Co., Ltd., and Huawei Technologies Co., Ltd. [14][17] - New emerging companies are also entering the market, intensifying competition [14] Company Performance - Shenzhen Sunway Communication reported a revenue of 8.744 billion yuan in 2024, an increase of 1.196 billion yuan from 2023, with a net profit of 662 million yuan, up by 140 million yuan [17] - Luxshare Precision achieved a revenue of 268.795 billion yuan in 2024, an increase of 36.889 billion yuan from 2023, with a net profit of 13.366 billion yuan, up by 2.413 billion yuan [19] Future Trends - The mobile antenna industry is expected to continue evolving with advancements in communication technology, focusing on higher efficiency, integration, and intelligence in design and manufacturing [21]