On the one hand, the application of technology represented by full screen is not satisfactory, however, driven by mobile phone manufacturers, supply chain manufacturers have all entered the 'pit' and can not stop it. On the other hand, the whole handset market is facing a new cold card shuffling. Shipments decreased year on year, the first-tier brands failed to complete the expected goal at the beginning of the collective cut orders, so that mobile phone supply chain vendors are deeply tired, to a large extent will be shown in 2018, but in the last month of 2017, Mobile phone supply chain manufacturers seem to have endured.
Chuan large collective collective single, the concept of mobile phone stocks collapsed
December 14, the leading mobile phone supply chain companies Orfefe technology holdings by institutions, heavy volume plunge, intraday limit nearly closed down still 7.31%, and since December, the price of Ophelia shares fell 10% The reason for the market rumors and cell phone customers collectively related single cut.
According to the CIFS quoted Shenwan Hongyuan's report, (December 14) Orphees shares more than 7% callback, mainly due to the expected decline in mobile phone shipments of customers.About the domestic mobile phone shipments declined, a few days ago has confirmed Orfey orders in November rose slightly.But Offei customer structure is more comprehensive, with strong anti-risk ability.Shenwan Hongyuan also stressed that gold is not a decline in shipments, but the negative personal rumors of executives.Offield technology events for Jinli Has taken preservation measures, with strong anti-risk ability.
In addition, in order to stabilize investor confidence, Ofeid Technologies also held an emergency investor conference call on the 14th midday, claiming that the company's revenue from Jinli mobile phone accounted for a small proportion of only a single digit; accounts receivable of Jinli Mobile Phone About 600 million, and has applied for the preservation of property, collaterals, including two Shenzhen property and micro-bank 3% stake, the overall valuation of more than 2 billion.
Industry analysts said the two sides actually reply this issue also revealed the problem, from year to year, handset supply chain vendors need to implement the order amount, and the handset capital chain problems led to this situation is not uncommon, once a problem, Will be led by an entire body.
Mobile phone industry analyst Sun Yan Biao said that cell phone manufacturers to the supply chain orders basically six months in advance, wait until the second half of the market, some cell phone companies may reduce orders or other reasons not to pick up, the problem of Orfei technology is certainly not Jinli A problem.
In fact, since December, shares of mobile phone technology stocks such as Ofeito, BlueScope, BYD, Sunny, Qiu Titanium, Lixun Precision, 科森 科技, Desay Battery have been falling, the market pessimism continued Spread, and these cell phone concept stocks is the main force of the domestic brand mobile phone manufacturers supply chain.
The concentration of major manufacturers highlights the situation in 2018 or more severe
As we all know, China has long been the largest smartphone market, 'the city head', but the market is accelerating toward monopoly and centralization, small and medium mobile phone brands are facing the survival problems.According to market research firm Kantar Worldpanel latest data show that Kantar Worldpanel reported As of the end of October, China's top five handset manufacturers such as Huawei, Xiaomi, Apple, Vivo and Oppo accounted for 91% of the entire market.
And this figure was 79% last year, two years ago still about 50%, which means that other mobile phone companies such as ZTE, Meizu and Lenovo in the domestic living conditions more and more worrying, leaving small and medium mobile phone manufacturers market space will Getting smaller and smaller, at the same time it is not a good thing for mobile phone supply chain manufacturers, once failed to follow up with big customers, the risk of shuffling will be exacerbated.
So in order to keep up with the mobile phone customer innovation, supply chain manufacturers quickly overlays a full screen, 3D Sensing, wireless charging and other technology layout will also be the strategic center of gravity.Of the same technology to Europe and the Philippines, for example, this year, orfe technology has cut into the optical lens The business is in-depth development of optical components manufacturing, to enhance its vertical integration in the field of optical imaging, and successfully into the Apple supply chain, the current good business in Apple, film supply has been resolved, 3D sensor and mobile touch project is progressing well, The front camera and 3D receiver went well. With the yield improvement in 2018, it will be further introduced into domestic first-tier handset brands such as Huawei, OPPO and VIVO.
On the other hand, given the slowdown in the domestic mobile phone market and even declines, it is inevitable for handset manufacturers in China to accelerate their overseas market deployment by 2018. Meanwhile, new technologies such as full screen, 3D Sensing, wireless charging and other new technologies Driven, will also force manufacturers to quickly cut into the technology upgrades, and full screen, 3D Sensing, the introduction of wireless charging technology will continue to staged in 2018. Overall, in the overseas market expansion and the introduction of new technology upgrades, the domestic mobile phone manufacturers With suppliers in the upcoming 2018 situation or will be more severe, the entire mobile phone market is expected to usher in the watershed industry.