Since open, with zte huawei (the Po) out of a number of large single chip purchase for representative, MWC exhibition new marked a listed in 2012, intelligent cellphone market growth and competition curtain formally lifted. In addition to is the biggest smartphone to develop the market, the biggest smartphone besides production base, China mobile phone industry of supporting local also started to move, to share market cake. Most "first" case in touch suite industry-- "into an intelligent terminal, with low time huawei zte, as a representative of the domestic ZhongDiDuan smartphone growth, for rare type of the cost control of strong demand, in the mainland touch enterprise production release and technology improve under the background of the local touch, leading manufacturer in domestic supply chain of Taiwan intelligent terminals in giant alternative process is accelerated, touch module purchasing localization trend to shape." Wide hair negotiable securities recently to a report that the 2012 intelligent terminal touch industry purchasing localization jiancheng trend. It also has some of the Taiwan research institutions attention, and the origin of the Chinese mainland touch industry rise, would first of Taiwan similar industry constitute a shock.
Touch industry smartphone explosive growth benefit
Market Research institutions T ransparency Market Research's latest report showed that in 2011, the global tablet computer sales for 67 million sets, a 2010 increase of 276.5%, to 2015, will reach 2. 4.9 billion units, the average compound annual growth rate will reach 38.8%. It is estimated that by 2015 including Japan, Asia Pacific tablet computer sales will account for 35.3% of the world. In 2011, the global tablet computer has already reach 81.2 million, is expected to end of 2015 the number will reach 389 million units.
Smart phones, global sales in 2011 for 4. Of 6.9 billion, compared with 2010 282 million of 66.7% growth. Expect 2015 will reach 1.048 billion department, which accounted for 39.5% of the asia-pacific region, the average compound annual growth rate will reach 36.3%. 2011 of them in the fourth quarter in the apple iPhone 4 S about 36.1 million department of strong sales promotion, global smartphone has sold more than 2008 years in the year. Wide hair negotiable securities research reported that, in the age of the intelligent into the background, the domestic mobile market in the same popularity smartphone tide. According to statistics, 2011 time for smart phones FaHuoLiang reached 20 million units, zte (the Po) smartphone FaHuoLiang also have 12 million sets, an increase by more than 500%.
"There is no doubt that smart phone business will be the two companies focus direction in the next few years." Sanofi-aventis's market research agency predicts this year will total sales in domestic market jumped to 1. 6.4 billion department, in 2011 the base on doubled, ZhongDiDuan smart phones will account for 84% of domestic smartphone increment. Again see representative enterprise zte huawei, the former will have new smartphone shipments at 25 million department, huawei terminals in more in &equipment shouted out 60 million of the intelligent terminals in the sales target.
This kind of from mainland China enterprise leading the smart phone market growth new, are also Taiwan practitioners to see in the eye. Recent media reports say there is a, as huawei, zte and lenovo, the three big main smartphone walk quantity brand launched a number of smart cellphones, the market rate considerably. This view, the trend will benefit the first touch suite industry. In this respect, has been Taiwan enterprises have traditional advantage, but is now be mainland China related enterprise from the catch.
Wide hair negotiable securities research report also will be an intelligent terminal of the first increase beneficiaries, positioning in the touch industry.
Lu enterprises have strength alternative Taiwan companies
"We believe that the continent has been achieved in the touch industry a good beginning: on one hand, as huawei zte, as a representative of the domestic ZhongDiDuan smartphone growth tumbled type and, to some extent, ensure the end demand; on the other hand, the mainland touch industry mature and grow start and accelerating local touch in domestic leading manufacturers of the supply chain to Taiwan intelligent terminals, instead of the giant, purchasing localization jiancheng trend, the mainland touch industry growth thus get strong support." But the report also mentioned but with much of the capacity of the arrival release period, the second half of industry competition will again tend to be intense.
Special report with zte communications since last year touch components purchasing examples, this paper expounds the mainland touch industry development opportunities. "In 2011 the manufacturers in mainland touch module before production, zte communications most products came from Taiwan giant T PK, Wintek, animal husbandry dongguang electricity, etc. And land to the touch, leading tech treasure indirect supply capacity nervous, LiGuoJi believe apple limited touch capacity was huawei bag. But with the mainland touch factory productivity gradually release, including ultrasound electronics, yu shun electronic, high-tech, deep tianma, treasure and offee light etc in its enterprise to supply system." Metaphor, mainland China touch module has been completely can "a", alternative Taiwan similar products, bottleneck in new capacity is only just.
And this kind of situation since the second half of last year began to ease since, the main reason is that the mainland touch module manufacturers capacity into began to enter into the return period. The report finds that as homebred brand in the consumer electronics terminals to enhance the participation, and that supporting mainland touch industry gradually mature, in the lower touch the overall cost, at the request of the trend of domestic alternative has accelerated. "Since last year since the last quarter, the domestic terminal large quantity order to mainland China giant, touch, touch module manufacturer has happened supply shortages, the mainland touch of manufacturer of a share in the steady rise."
Malaises to hide behind in the footsteps
In China the rapid rise of the competitors, Taiwan electronic industry research institutions to local enterprise future development, put forward the concerns. Even with a view of mainland China touch panel factory still to supply the mainland terminal operator is given priority to, but also has been some started more early, higher technical level of the companies enter the international main brand success giant supply chain (to apple as a representative), among them with glass type touch sensors to give priority to.
The domestic research institutions electronic industry analysts BaiDongYi cloud consultation also agree with this view, he thinks the technology quality relative leading China enterprise, not only in the mainland market developing rapidly, Taiwan companies for more began to overseas brand order. And this part of the order, especially from the apple part of itself as a brand endorsed, let more downstream producers and brand, concentrate on the Chinese mainland touch module manufacturers body.
However, this does not mean that the mainland touch module could already be enterprise and Taiwan, Japan, Korea enterprise stand in the same height. Its still exists the problem of core technology is relatively backward, the core competitive force of the enterprise and LianFa division (micro Po) chip, zte huawei cellphone, built on the basis of high performance to price ratio.
BaiDongYi have argued that the current mainland enterprises to get the big frequently single blowout is largely because the market demand. That is, as long as the quality is unqualified, how many goods have companies to pay. This situation is not easy to reflect the domestic enterprise and Taiwan, Japan, Korea, enterprise technology gap. If this time mainland enterprises will be too much time and energy and resources in the capacity expansion, reduce the investment in research and development on the hard to avoid, which is unfavorable for the long-term development. Especially the future market demand bottleneck generated after, possible excess capacity problems. Wide hair negotiable securities research report also pointed out, the mainland touch industry "unconventional" remaining, should consider "the boom of industry lower than expected," "touch products Maori slipping" and "technical route" behind the risk.
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