The global mobile soft board application is diversified. From the demand of the iPhone, the Taiwanese and Japanese factories have cultivated different fields. Among them, Murata Murata has a material advantage, and it will be announced in May this year. In April 2019, the construction of a six-story building was completed. The investment in the building is about 4 billion yen, in response to market demand.
According to informed sources, Murata has been more prepared this year after last year's shocking education. Because the antenna soft board uses liquid crystal polymer (LCP) materials, only Panasonic can stabilize the product quality and work closely with Murata. Therefore, Murata's proportion of antenna soft board supply is still over 80%, which has a dominant position in the LCP soft board field, and the rest is supplied by Jialianyi.
Taiwanese-funded soft board two major factories, Taiwan and County, although Ding Ding does not comment on a single customer message, but the industry is rumored that this year, the two companies were given more dual SIM communication soft boards, class-loading boards, etc. to expand the supply of heavy responsibility, related orders The antenna soft board has a higher gold content, which will help the market share and penetration rate increase, while at the same time paying attention to profit.
It is understood that in line with the customer's preference to supply the rest of the soft board, and with Apple's investment in the next generation of flexible board modular development, supply quality, economies of scale and profitability, is still the key to long-term cooperation between Apple and first-line brand manufacturers.