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1. Three Taiwanese companies to share Apple metal chassis orders;
Set micro-mesh news, in recent years, smart phone case material, has always been led by the Apple iPhone trend, in which the Taiwan plant occupies a key role in the market came out, Heshuo Group's Cairns will enter the iPhone supply chain next year, metal case industry, Will form a foundry Hon Hai, Heshuo and other groups "hen with chickens", leading its Hongzhun, Kai-sheng, and a single chassis factory can become one-third of the world situation.
The new material in the smart phone applications, Apple is often not the first use, but once the iPhone to switch to new materials, the mobile phone industry will lead to a substantial follow-up, due to a new generation of iPhone with glass case and metal frame design, the same situation is expected However, Taiwan factory in the glass industry rather than ink, but the metal chassis occupy a key role.
In recent years, iPhone metal chassis to Taiwan factory order quantity observation, mainly by Hon Hai's Hongzhun, and can be divided into two, because Hon Hai as the iPhone's largest foundry, under the blessing of rich father, Hung prospective metal Enclosures are often more than orders, and even the highest gold iPhone X, also won by Hong exclusive, can be the main attack iPhone 8 series of orders.
However, the tie-up situation between the two bears is expected to be broken next year.Kaesun recently announced that the Board of Trustees passed the 3.893 billion yuan of capital expenditure for the purchase of machinery and equipment and plant construction, compared with a total of 450 million yuan in capital expenditures this year, an increase of 7.7 times.
Market came out, Aries has entered the iPhone supply chain this year, but only provide mobile phone side buttons, with the large-scale expansion of Cairns capital expenditures, which is equal to confirm the rumors into the iPhone metal chassis orders, the industry estimates, Cairns in Rich father and Master plus, the future will have a place in the iPhone supply chain next year, grabbed 3 to 5% of the chassis orders.
Metal chassis competitors include Hon Hai Group Hongzhun, and Hoshin Group Kai-sheng, behind the possession of resources are blessing, in contrast can be seen as a single man .Can be chairman of flood tree stressed that the company 20 years Before the stand-alone metal chassis supplier, but after 20 years into nor not poor, and colleagues may not be competitors, because in our main battlefield, the ticket did not imagine cheaper.
2. Shell material war hit open glass, metal, ceramic who wins?
In the new generation of iPhone driven by Apple, the glass back to the market focus of the material, the industry estimates that glass, ceramic will become the next generation of smart phone shell trend, next year the penetration of glass in the high-end mobile phones will be substantially improved, as the metal chassis, It will expand the low-end market share down.
Apple this year introduced the iPhone 8, iPhone 8 Plus and iPhone X, a comprehensive import glass shell and metal frame design, Samsung's flagship Galaxy series also based on wireless charging reasons, to strengthen the application of glass material, Ceramic body-based millet MIX, cell phone case material appears to be blossoming for a time.
Research institutions Tuo Tuo estimated that due to texture and signal low shielding, ceramic and glass will become the next generation of smart phone case mainstream material, next year, led by Samsung and Apple, the expected penetration rate of glass cases will be substantially increased, Mainly by the use of high-end phones, low-end mobile phone metal penetration will continue to improve.
In this regard, the iPhone supply chain, metal chassis maker may become chairman of flood tree is stressed that in the past the outside world worried about the metal case will be replaced by plastic case, and now worry about the metal case will be replaced by glass, but the flood tree hang guarantee, "The metal chassis will still be the mainstream in the coming years," but the design direction will change.
It is reported that the current specializes in ceramic chassis to the Third Ring Road, Chang-Ying led a ceramic about 500 to 600 yuan or so, the metal is relatively cheap, cost only 100 yuan to 200 yuan up and down. After a high temperature of at least 7 to 10 days "sintering" process, not only the production time is too long, and it is more difficult to control the yield.
In fact, the first generation of Xiaomi MIX mobile phone to launch the concept of the form, speculated that the reason, or the ceramic body can not be successfully mass production.Overall, the glass due to the production yield and stability, lower cost than ceramics, high-end mobile phones Mainstream, but limited glass crisp low, still need to match the metal frame, so the metal chassis will not fade in the high-end market, but a change of form.
3. Apple wants to add a back-end TrueDepth camera for iPhoneX
According to Bloomberg, Apple installed a large number of sensor combinations into the cutouts of the iPhone X. The TrueDepth camera system supports multiple functions ranging from FaceID Face Recognition to ARKit Face Tracking Technology Apple also wants to improve on this basis to make its rear camera with more powerful 3D sensing capabilities.
Dot-matrix projector is one of the iPhoneX's FaceID important modules.It can project more than 30,000 invisible light spots and analyze them, for the face to draw precise and detailed depth map, through an independent neural engine, Even when dealing with user face data.
And this anecdotal 3D sensor will project a laser spot and calculate how long it will take to bounce back to the phone, making the resulting image closer to the object and imaging better. It can create a more accurate picture of your surroundings Virtual 3D environment map, which for ARKit facial tracking system to play a greater role.
Bloomberg also reported that Apple is also working on AR headsets, and since the iPhone already has a certain audience in the market, adding the AR feature to the phone is a good bet for selling AR headsets.
Although not yet released the 3D sensor attention, but it has been intense planning, is expected to be listed next year is unlikely, as early as 19 years to market.