iPhone cut orders, Oppo and Vivo shipments in November greatly reduced
According to the official data of China Institute of Information and Communications, in November this year, the domestic handset market shipments 43.2511 million units, down 20.7%; January-November, the domestic handset market 448 million units, down 27.0%. Magnitude, so that handset manufacturers and supply chain vendors unexpected.
More pressing is that the first-line mobile phone brands also collectively cut list.According to Nomura Research Report pointed out that in recent years into the growth engine of China's smart phone market shipments in November fell from the end of November Chinese mobile phone brand shipments decreased significantly - In particular, Oppo and Vivo up to the face of this downturn market situation, the supply chain vendors came out, Huawei, Oppo, Vivo and other handset manufacturers to adjust the order size recently.
iPhone also appeared to cut a single recent market rumors that the original apple slightly added to the foundry TSMC A11 processor 5% orders, but recently it came out, Apple cut the A11 order to the TSMC season, the next repair rate as high as 30%, 2018 A11 is the processor used in Apple's new machine, cut a single display product sales may not be as optimistic as the target.
According to the production of mobile phone lens leading and supply to Apple's iPhone in Taiwan Da Liguang estimated that by some customers pull down the strength to weaken in December than in November fell recently noticed that the big light announced in November 5.62 billion revenue Yuan NT, although a two-year high, but monthly growth is almost flat, less than market expectations.
Wang Hua, director of capital investment, estimates that iPhone 3 is expected to ship around 35 to 36 million iPhones in the fourth quarter of this year and that Apple may cut orders in the first quarter of next year with shipments estimated at between 34 and 35 million. Reminder, the market is currently widely expected iPhone X shipments in the first quarter of next year will be higher than the fourth quarter of this year, if the final quarterly regression, or cause market panic.
Since 12 copies, the market downturn pessimistic mood has been spreading.Due to the decline in shipments of mobile phone brand manufacturers, mobile phone supply chain manufacturers also fluctuate the most, including Ruisheng Technology, Sunny Optical, Optoma Technology, Dali Ligang, Wei and other high-cell phone stocks also fell sharply, a loss between the two losses, a prosperous.
Supply chain opportunities are still there, and demand for 3D lenses has soared
Although the mobile phone market is in the winter, even the first-tier handset manufacturers cut the list, there is still a prospect for the supply chain manufacturers in 2018. Because the iPhone X's Face ID is driving domestic handset manufacturers such as Huawei, Oppo, Vivo and Xiaomi Embrace the 3D sensing technology, mobile phone 3D lens demand will be significantly improved.
Wang Hua pointed out that the entire mobile phone lens upgrade tide continued and accelerated, strong manufacturers can continue to benefit, but the product upgrade is not universal before the short-term handset shipments decreased is still inevitable.Mobile lens manufacturer Sunny Optical Shipments released in recent months were less than expected, with handset lens shipments down 3% mom in November, the second straight month of decline.
So what is the strength of handset lens manufacturers? According to Sunny Optical announced in November shipping data mentioned, the decline in handset lens shipments, one of the reasons is the glass-plastic hybrid lens phone lens needs more capacity, and the recent mobile phone The focus of the lens upgrade falls on the 3D sensing technology, which is precisely the need to use glass-plastic hybrid lens.
JPMorgan Chase also mentioned that Sunny's glass-and-glass hybrid lenses are 50% to 100% more expensive than traditional 6P lenses and pointed out that Chinese handset brands tend to use glass-plastic hybrid lenses. In contrast, Dallas has not produced glass-plastic hybrids Lens, Dallas is expected to decline in market share in China, and Sunny Optical, AAC technology market share is expected to improve.
Wang Hua believes that Sunny Optical prospects are challenging and competition is more complicated, AAC Technologies in the next two to three years to increase the optical business development, while the main middle and low-end lenses orfe technology production capacity close to Sunny, peers may cut prices Rush orders, both expected to disrupt the market price, but Sunny's 3D optical sensing technology has the advantage.
With the slowdown of the domestic mobile phone market and the collective chopping of orders, the mobile phone market may show a tendency of slowing down and slowing down by 2018. In the mobile phone concept stocks, manufacturers with technological advantages can only become winners, but in the new technology Widely used, short-term orders by the pre-order slowdown under the impact of the current can be described as yellow, cell phone stocks or continued weakness.