Planet Image International Limited Class A

YIBO

$1.25

+0.81%

N/A+$0.01

기술

컴퓨터 하드웨어

NASDAQ

활발히 거래 중

플래닛 이미지 인터내셔널 리미티드는 자회사를 통해 북미, 유럽 및 기타 국제 시장에서 화이트 라벨 또는 제3자 브랜드 방식으로, 또는 자체 브랜드로 호환 ...

상류

HG Technologies Co., Ltd.

Hubei Dinglong Co., Ltd.

Mitsubishi Chemical Group Corporation

Shenzhen ASTA Co., Ltd.

Various PRC Chip Manufacturers

Various PRC Plastic & Packaging Material Suppliers

Mitsubishi Chemical Group Corporation

Various Chinese Chemical Raw Material Suppliers

HG Technologies Co., Ltd.

SZ:300847

Supplier of OPC drums (organic photoconductor drums) and toner powder

Hubei Dinglong Co., Ltd.

SZ:300054

Supplier of chemical toner, developer rollers, and imaging components

Mitsubishi Chemical Group Corporation

TSE:4188

Supplier of polymer toner and imaging materials (exiting toner resin business as of mid-2025)

Shenzhen ASTA Co., Ltd.

Supplier of compatible toner cartridges and printer consumables components

Various PRC Chip Manufacturers

Suppliers of microchips/ASICs for cartridge authentication and compatibility

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

White-Label / OEM Wholesale Customers (Undisclosed)

Wholesale Distributors - North America (Various)

Wholesale Distributors - Europe (Various via Aster Technology Holland B.V.)

Direct Retail Consumers (D2C)

White-Label / OEM Wholesale Customers (Undisclosed)

Manufactures toner cartridges sold under customers' own brands and packaging; primarily wholesalers and dealers in North America and Europe · 50.0%

Amazon.com, Inc.

NASDAQ:AMZN

Major online marketplace for TrueImage, CoolToner, and AZtech branded products; company operates Amazon storefront · 15.0%

Walmart Inc.

NYSE:WMT

Online marketplace for TrueImage branded toner cartridges · 5.0%

eBay Inc.

NASDAQ:EBAY

Online marketplace for TrueImage branded products via TrueImage Tech store · 3.0%

Wholesale Distributors - North America (Various)

Offline distribution network of wholesalers and dealers serving the U.S. market; largest revenue region · 35.0%

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Pantum Technology Co., Ltd. (formerly Ninestar Corporation)

Hubei Dinglong Co., Ltd.

HG Technologies Co., Ltd.

Print-Rite (Union Tec Inc.)

Mitsubishi Chemical Group Corporation

Pantum Technology Co., Ltd. (formerly Ninestar Corporation)

SZ:002180

Major Chinese competitor in printer consumables and compatible toner cartridges; also manufactures printers under Pantum brand. The largest competitor in the compatible toner space, with full vertical integration.

Hubei Dinglong Co., Ltd.

SZ:300054

Vertically integrated chemical toner manufacturer and key upstream supplier in the compatible toner supply chain. Also owns Mito Color Imaging (finished cartridge competitor). Serves as both supplier and competitor proxy.

HG Technologies Co., Ltd.

SZ:300847

Leading Chinese manufacturer of OPC drums and toner; key upstream supplier to Planet Image and the broader compatible cartridge industry. Proxies upstream input cost trends.

Print-Rite (Union Tec Inc.)

Unconfirmed

Major global competitor in compatible toner cartridges. Privately held; proxies competitive dynamics in the aftermarket printer consumables space.

Mitsubishi Chemical Group Corporation

TSE:4188

Key upstream imaging materials supplier (toner, OPC materials). Recently exiting toner resin business, which represents a structural supply shift for the industry.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

China (Jiangxi Province)

North America (primarily United States)

Europe (Netherlands, France)

Jiangxi Yibo E-Tech Co., Ltd.

Amazon.com, Inc.

Walmart Inc.

Aster Technology Holland B.V.

Aster Technology France

China (Jiangxi Province)

Single-site manufacturing concentration; regulatory and geopolitical risk as a U.S.-listed China company

Jiangxi Yibo E-Tech Co., Ltd.Primary manufacturing subsidiary; sole production facility located in Xinyu, Jiangxi

North America (primarily United States)

Largest revenue region (~55-60%); exposed to US-China trade tariffs, import restrictions, and Section 301 duties on Chinese goods

Amazon.com, Inc.NASDAQ:AMZNMajor e-commerce distribution channel for TrueImage/CoolToner/AZtech brands

Walmart Inc.NYSE:WMTOnline retail channel for TrueImage products

Europe (Netherlands, France)

Second-largest market (~20-25%); distribution hub in Netherlands, sales subsidiary in France; exposed to EU regulations and trade policy

Aster Technology Holland B.V.European headquarters and distribution center in the Netherlands; 11,000 sqm warehouse

Aster Technology FranceFrench sales subsidiary serving European customer base

Hong Kong

Intermediate holding company jurisdiction; Aster HK is intermediary in ownership chain between Cayman Islands parent and PRC operating subsidiary

Aster Graphics Company Limited (Hong Kong)Hong Kong intermediate subsidiary; owns Jiangxi Yibo via this structure

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Customer

Critical

High geographic revenue concentration in North America (~55-60%) with heavy reliance on U.S. market. Trade tensions or tariffs on Chinese-made goods could severely impact sales.

Foundry

High

Single manufacturing hub at Jiangxi Yibo E-Tech facility in Xinyu, Jiangxi, China. Any disruption at this site (natural disaster, regulatory action, labor issues) would halt all production.

Equipment

High

Dependence on PRC-based suppliers for key raw materials (OPC drums, toner powder, chips). Limited supplier diversification for specialized components could cause supply disruptions.

Other

High

Patent infringement litigation risk from OEMs (HP, Canon, Brother) who aggressively enforce intellectual property rights against compatible cartridge manufacturers.

Other

Medium

Small market capitalization (~$50M), low trading liquidity, and negative net income (-$8.25M TTM) create financial vulnerability and limited capacity to absorb shocks.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

White-Label / OEM Compatible Toner Cartridges

65.0%

Majority of revenue; drives demand for high-volume raw materials (OPC drums, toner powder, chips). Price-sensitive procurement from PRC suppliers.

Own-Brand Products (TrueImage, CoolToner, AZtech)

20.0%

Higher-margin branded D2C sales via Amazon, Walmart, eBay, and proprietary websites. Requires packaging, logistics, and e-commerce fulfillment.

Remanufactured Toner Cartridges & Ancillary Components

10.0%

Requires reverse logistics and collection of empty cartridges. Lower raw material cost but labor-intensive process.

Other Products (Carbon Tapes, Color Tapes, Packaging Materials)

5.0%

Supplementary product lines leveraging existing distribution channels.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Planet Image International Limited Class A

YIBO 공급망

상류

HG Technologies Co., Ltd.

Hubei Dinglong Co., Ltd.

Mitsubishi Chemical Group Corporation

Shenzhen ASTA Co., Ltd.

Various PRC Chip Manufacturers

Various PRC Plastic & Packaging Material Suppliers

Mitsubishi Chemical Group Corporation

Various Chinese Chemical Raw Material Suppliers

하류

White-Label / OEM Wholesale Customers (Undisclosed)

Amazon.com, Inc.

Walmart Inc.

eBay Inc.

Wholesale Distributors - North America (Various)

Wholesale Distributors - Europe (Various via Aster Technology Holland B.V.)

Direct Retail Consumers (D2C)

대체 기업

Pantum Technology Co., Ltd. (formerly Ninestar Corporation)

Hubei Dinglong Co., Ltd.

HG Technologies Co., Ltd.

Print-Rite (Union Tec Inc.)

Mitsubishi Chemical Group Corporation

지역

China (Jiangxi Province)

North America (primarily United States)

Europe (Netherlands, France)

View More

YIBO 공급망

상류

HG Technologies Co., Ltd.

Hubei Dinglong Co., Ltd.

Mitsubishi Chemical Group Corporation

Shenzhen ASTA Co., Ltd.

Various PRC Chip Manufacturers

Various PRC Plastic & Packaging Material Suppliers

Mitsubishi Chemical Group Corporation

Various Chinese Chemical Raw Material Suppliers

하류

White-Label / OEM Wholesale Customers (Undisclosed)

Amazon.com, Inc.

Walmart Inc.

eBay Inc.

Wholesale Distributors - North America (Various)

Wholesale Distributors - Europe (Various via Aster Technology Holland B.V.)

Direct Retail Consumers (D2C)

대체 기업

Pantum Technology Co., Ltd. (formerly Ninestar Corporation)

Hubei Dinglong Co., Ltd.

HG Technologies Co., Ltd.

Print-Rite (Union Tec Inc.)

Mitsubishi Chemical Group Corporation

지역

China (Jiangxi Province)

North America (primarily United States)

Europe (Netherlands, France)

View More