1. Dragon flag surgeon, Huawei mid-range models will use HiSilicon chips;
Set a micro-network news, the supply chain came out, Huawei adjust strategy this year, will expand the use of Hass cell phone chips, through one-stop integration advantages, sprint smartphone shipments.
HiSilicon's "unicorn 900 series" chip full supply of Huawei's flagship model, the product design strength should not be underestimated.Mobile chip supply chain came out this year, Huawei's strategic shift, in addition to the flagship model using HiSilicon chip, originally released To mid-end OEM models, starting from this year will start to use SiSilicon chips.
Supply chain revealed that with Huawei's smartphone shipments last year estimated about 150 million units, the flagship model shipments of about 70 million, equivalent to less than 50% of the total weight, are using HiSilicon chips; the vast majority , Which is released to OEM OEM models of about 80 million, is the use of Qualcomm and MediaTek chips.
Affected by the strategic shift of Huawei, this year by the Dragon flag to manipulate the terminal models will be the first to use HiSilicon chips, the subsequent use of HiSilicon chips will further expand the ratio.In other words, in the past, Huawei's use of HiSilicon chips accounted for less than 50% In the future, it will gradually move towards the 50% mark and even more, which will have an impact on the overall industry.
HiSilicon is one of the major customers of TSMC, both parties have started to cooperate from 28nm process and are moving towards more advanced 12nm and 7nm. Optimistic about the industry, TSMC will become the big winner as Huawei continues to sprint shipments and expand the use of HiSilicon chips , Hass back end of the third-party packaging and testing silicon plant will benefit from Beijing Yuan.
Haisi Huawei cell phone chip factory originally, the products are all supplied by Huawei for personal use, not foreign sales.With the smart phone in the global siege of Huawei, Hass Si all the way to grow, has now ranked the mainland's largest IC design company.
Global rankings, according to market research firm ICInsights statistics, last year, the world's leading mobile phone chip leader Qualcomm reelection of the world's largest IC design plant, the annual revenue of 17.078 billion US dollars, an increase of 11%; MediaTek revenue of 7.875 billion US dollars, the year Down 11%, ranking fourth; HiSilicon, with 47.15 billion US dollars, an annual growth of 21%, ranking seventh.
2.iPhone ten anniversary of the three mobile phone market warning;
Set a micro-mesh news, Apple introduced the first iPhone ten years ago, the smart phone market shipments in the past decade soaring growth, growth seems to have begun to appear fatigue, the emergence of "three major warnings" this year, all smart phones Manufacturers, it will be a challenging year.
First of all, Apple has always been the market pointer, the tenth anniversary of the end of last year introduced the model iPhone X, but not as good as expected after the listing buy, and Apple's outlook for the first quarter of this year is expected to be conservative. , For the smart phone market is really a big warning.
Secondly, the lack of a new killer application for smart phone handsets has made it difficult to stimulate the enthusiasm of consumers for machine replacement, which is detrimental to the sales of smartphones.
The third warning, which used to be the most important source of growth momentum in the mobile phone market in the past, was China, which saw "negative growth" for the first time last year. According to a survey conducted by market research firm Canalys, the sales volume of smartphones in China in 2017 was only 459 million, 4%. Less the locomotive, smart machine market fearful of footsteps.
3. In 2017, China produced over 1.4 billion smartphones with obvious cluster effect;
Set micro-grid February 20 reports
China has become a major mobile phone country and is moving into a mobile power country. In addition to domestic mobile phones, international brands including Apple and Samsung are producing smartphones in China.
Recently, a spokesman for the MIIT disclosed to Xinhua News Agency that in the whole of last year, the production and export of China's communications equipment industry maintained a rapid growth with an annual output of 1.9 billion handsets and an increase of 13.9% in the value of export deliveries over the previous year. Among them, Handset accounted for 74.3% of the total mobile phone production.
Zhang Feng, chief engineer of the Ministry of Industry and Information Technology believes that the transformation of the electronic information manufacturing industry lies in grasping the three major breakthroughs in technology, quality and brand, and the next step will be to tackle key core common core technologies and increase the ability to pool innovations and supporting applications.
In fact, such a large-scale production behind the rise of China's mobile phone brand and the rise of China's mobile phone industry chain results.
According to IDC data, the global smartphone rankings are followed by Samsung, Apple, Huawei, OPPO and millet in 2017. This also means that in the top 5 of the world, China occupies three seats, while the data released by IHS Markit shows that in 2017, Among the top ten smartphones brands, the Chinese brands occupy seven seats.
The company is located in:
In China's mobile phone industry chain, enter the era of the smart phone, the global electronics industry will accelerate the transfer to China now has a world-class mobile phone supply chain manufacturers such as the world's largest smart phone ODM manufacturers Wen Tai Technology, the global Android The largest fingerprint chip maker Mobile Technology, the world's largest mobile phone glass cover manufacturers Lance Technology, as well as a large number of packages, modules, components manufacturers, they have become the industry's top suppliers.
An industry chain source said: 'At present, Chinese brand manufacturers have started the era of big vanguard, and they are fighting for market share in the foreign charge, while supply chain manufacturers prepare forage in the country to support expeditions, so that the division of labor is clear and the ultimate realization of the global reign of the Chinese handset industry Situation
4. Samsung 2018 sales target: sales in India over 10 billion US dollars;
India has long been one of the key markets for Samsung's handset sales and Samsung is struggling to maintain its dominance in the Indian market despite increasing pressure from companies such as Xiaomi in India.
Samsung's total sales in India reached nearly nine billion U.S. dollars (about 60 billion U.S. dollars) in 2017. In 2018, Samsung's sales target is more than 10 billion U.S. dollars in sales in India.
Taking into account the millet 2017 revenues exceeding 100 billion yuan, Samsung's goal in 2018 to earn half a millet.
And its smart phone market will be the key to determining whether Samsung can achieve this sales goal.
In a recent global conference, Samsung executives said in a discussion with business partners that Samsung's smartphones, premium TVs and home appliances such as washing machines and smart refrigerators will drive Samsung's sales growth this year. Samsung will focus on this year These products are sold in the Indian market.
Currently, smartphones are Samsung's biggest contributor to sales in India, accounting for 60% of all sales, and Xiaomi is one of its biggest competitors in the smart phone market in India.
This means that Samsung's performance in the smart phone market will determine whether it can achieve this goal.Samsung is now changing the strategy to capture Xiaomi competition in the Indian market, but the new strategy to work to curb its Chinese competitors remains to be seen. Drive home
5.Amazon this year more than half of smart speakers, only 5.1% of millet;
According to research reports, Amazon this year compared with last year's market share of 69.1% decline, but still the leader, accounting for 50.8%; Google Home Series 21.6% ranked second.Apple HomePod market share this year is expected to reach 8.9 %, Alibaba and Xiaomi intelligent speaker products market share was 6.3% and 5.1% respectively.
Tuo Chi Institute of Industry analyst Tian Zhihong pointed out that after Apple joined the smart speaker market is expected to be more consumer concerns, with the inclusion of millet, Alibaba also launched related products, driving the overall market.
Tian Zhihong pointed out that although there are more brand manufacturers to enter the smart speaker market, but Amazon still stands the key is because its ecosystem is complete, the United States market access Alexa's application services have been more than 25,000 , Coupled with a variety of products and low prices, so that consumers are willing to buy Amazon Echo.
At present, intelligent speakers introduced by international brands are still in English mainly in speech recognition, but in the face of the opportunities in the Chinese market are not allowed to enter Alibaba and millet entered this market in 2017, Alibaba through independent research and development Artificial intelligence and cloud technology cut into this market, while millet has the advantage of the vast hardware ecosystem, coupled with language proximity to enable them to catch up.
Although HomePod has been well received by the market, it still faces the earnest pursuit of leading manufacturers and Chinese manufacturers .Tian Chih Hung believes that HomePod has three unfavorable factors. First, the product positioning gap, HomePod is positioned as a home musician, and the market awareness Smart home interface is not the same; Second, the ecosystem is not open enough to enter the Apple ecosystem is very high threshold; Finally, the function is the same with the phone, consumers can also use the Apple phone to achieve cascading functionality.
6. Optical industry last year, dual-lens light, new demand for heating this year
Review 2017, the optical industry in the mobile phone into the dual-lens generation, led by Dalit and jade crystal light is the biggest winner. Looking to 2018, the biggest opportunities or in mobile phones, unmanned stores, car and other new demand is gradually warming up.
According to the report of the foreign investment, the functions of the smartphone lens device will continue to improve. Dual lens, 3D sensor, optical zoom and large aperture will bring new momentum to the optical industry and dual lens penetration will continue to rise.
In addition to smart phones, optical lenses are gaining momentum in new areas such as robotics, AI (artificial intelligence), big data, and the Internet of Things. In particular, the car driving segment will bring new areas of development to the optical industry and become However, the growth of automotive lenses is not 3C fast-growing consumer products, the initial certification period is quite long, the amount of energy growth will be gradual, a steady stream of mode.
Optical lens industry has a characteristic, in addition to high technical threshold, the capital expenditure and economies of scale threshold is very high.Although manufacturers can receive orders, but if their own manufacturing yield is not high, or the order size is not big enough, to Profit is not easy; if the rate of reach a certain level, and the scale is large enough, profit flip effect is quite amazing.
This is why the optical industry is diversified and its demand is constantly expanding. What seems to be a bright future, but so far, only a handful of bright profit-making achievements have been paid and the gap has been greatly increased.
Jade crystal light in 2017 is the best case. In order to support the second supplier, Jade Crystal will hold the Apple iPhone order without any problems and the size is large enough. A loss of 4 years.After many years of hard work, the yield finally reached a breakthrough in 2016. It turned red due to the third quarter of 2016. It has been profitable for six consecutive quarters by the end of 2017. In 2017, The rate of profit jump is quite substantial, ending with a 4-year loss.
Corporate estimates, this year a new generation of iPhone iPhone is expected to fully import the 3D sensor lens, the demand for the front lens is expected to further expansion of the jade crystal light is good news for the rear lens is fully dual-lens, or One of the more affordable than the people in the middle of a cell phone only uses a lens, is expected to affect the lens after the main supplier of light of the performance of this year, but from the continued expansion of the planning point of view, The layout of the benefits of the camp will also gradually show the benefits of operating momentum continued.
The key is G + P
In the case of smart phone lenses, the biggest observation of this year is the progress made in molding G + P (glass-and-plastic) lenses, and whether there is a real chance of introducing real-life camera lenses.
At present, 6P (6 plastic) lens is the mainstream of high-end smartphones. Wang Darling is the absolute overlord and champion. After many years of pursuit, Jade Crystal Light finally got into the game. Japan's Kantatsu still failed to pay last year Outstanding performance, iPhone lens is still almost the world after the big light.
Matt is to promote the most active G + P lens manufacturers, Matt Lai, chairman of Yan said that in the high-end mobile phone lens, matte mining aspheric glass to create G + P hybrid lens to solve the large aperture, the lens height, Zoom and other bottlenecks; matt to periscope-style lens design, lens trimming and other technology, to create G + P 5x optical zoom lens, is currently sent samples, the quickest chance of shipping the third quarter of China branded mobile phone customers.
In addition, Matt is also actively seeking Android camp's 3D sensing "transmitter" lens orders, using aspherical glass with plastic lens solution, does not rule out the quickest Q3 there is good news.
Corporate also estimated that the development of G + P lens is expected to be a hot topic in the optical industry in 2018.
In the in-car lens section, Advanced Assisted Driving System (ADAS) is gradually becoming standard equipment for mid-to-high-end models. At the same time, major auto manufacturers compete for self-driving development to lead the future growth of automotive lenses.
At present, optical manufacturers including Dali Ligang, Yaguang, Jia Ling, Advanced Light and Guoguang are all actively engaged in the field of automotive lenses. As the number of lenses required for entering the self-driving stage will be more substantial, the automotive lens has been used by optical operators As the most important application opportunities following mobile phone lens, it is expected that this year will also bring new momentum to the optical factory. Manufacturers generally expect the outbreak of 2019-2020 coming, and have been active in recent years.