Low-end smart phones have passed: Huawei, OPPO urgent chase, the supply chain busy catch

Set micro-grid February 9 reported

From the fourth quarter of 2017, China's smart phone market has experienced an extremely slow decline, and for a time, both mobile phone manufacturers and supply chain vendors have become pessimistic. However, the latest news shows that the low-end smart phone is in the doldrums and some manufacturers have started to recover the orders.

Supply chain news shows that OPPO appends additional orders to relevant supply chain manufacturers before the Lunar New Year holidays to replenish stocks urgently, the number of orders is quite huge, including the addition of millions of low-end camera lenses and panels (screens). , These are urgent orders, which also allow providers such as profit-year shipments busy scene.

Supply chain sources said inventory adjustments to the handset market at the end of the fourth quarter of last year also let the industry once have a confidence crisis in the global handset market in 2018. At this stage, handset inventory adjustment has temporarily come to an end. Also bring confidence to the industrial chain.

Analysis, these orders should not be prepared for the Spring Festival, because it is approaching the Lunar New Year holidays these orders are expected to be delayed delivery in March. It is reported that in March, many handset manufacturers will launch new models, supply chain manufacturers Optimistic about the performance after March is expected in the second quarter of this year will exceed some expectations.

However, the supply chain also pointed out that the current global smart phone is brewing a new wave of major reshuffle, based on the natural rule of survival, survival of the fittest, the global handset industry has emerged a "winner-take-all" trend, first-line handsets Brand factory has the advantages of scale, parts price negotiations, supply chain management, cost savings and other advantages, second and third line, white card handset manufacturers are under tremendous pressure.

This pressure will also be transmitted to the supply chain, so the current supply chain vendors are actively fighting for Huawei, OPPO, vivo, millet and other major manufacturers orders.For example, Darley light in addition to consolidate the main supplier of Apple iPhone lens position, but also won China first-tier manufacturers recognized, including Huawei, OPPO, vivo and so on.

For the first quarter of 2018, according to estimates by DIGITIMES Research, Huawei is undoubtedly the leader, while Xiaomi will continue to aggressively expand the territory of Russia and Eastern Europe, shipping proportion will increase, so Xiaomi has a chance to surpass OPPO and become China's second largest Manufacturers and the third to the fifth were OPPO, vivo, Lenovo.

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