In 2016, the theme of the electronic sector was frequent and there were many opportunities. Standing on the current outlook next year, new changes can be foreseen. In 2017, the Matthew effect of smart terminals was highlighted, the monopoly of industrial chain technology was broken, and the innovation of some sub-divisions of domestic manufacturers was surpassed.
Consumer electronics innovation is accelerated by domestic and external infrastructure components
In 2016, the theme of the electronic sector was frequent and there were many opportunities. At the beginning of the year, Tesla led the automotive electronics theme investment, followed by AMOLED ignited the display technology revolution, driving the 3D glass segment industry to rise; the national strategy promoted, the semiconductor industry was surging; the autumn season also ushered in the PCB industry chain top-down investment feast. New technologies, new trends, and new markets are the inexhaustible motive force for the growth of the electronic sector and the core of the value of investment.
Standing on the current outlook next year, new changes can be foreseen: some expectations are about to be realized, such as AMOLED additional capacity began to fall; some industries are facing shifts, such as semiconductors and basic components continue to move; some supply chains are ushered in, For example, new players in the smart terminal innovation segment.
Based on previous analysis and considerations, looking ahead to 2017:
1. Consumer electronics innovation. The Matthew effect of the intelligent terminal is highlighted, the monopoly of the industrial chain technology has been broken, and the innovation of some sub-divisions of domestic manufacturers has surpassed. Domestic supply chain leads hardware innovation.
2. Semiconductors. The realization of independent control of integrated circuits is the will of the country. We are optimistic about the storage chip as a breakthrough in the benefits of raw materials, equipment and packaging and testing supporting industries. Optimistic about new capital operation opportunities
3. Replacement of basic components. As the exchange rate of the local currency has weakened significantly, the overseas competitive advantage of local enterprises has continued to expand. The share of the terminal's own brand has increased, the technological progress of component companies and the improvement of product categories have made the domestic substitution trend more and more intense.
4. Military electronics. The military information reform is the focus of the next few years, and electronic enterprises are the core benefit of informationization.
Consumer electronics innovation from inside and outside
Supply chain reshuffle opportunities, focus on consumer electronics innovation
At present, the smart terminal industry chain is seen. The innovation comes from the two-wheel drive of Apple and domestic brands. The pressure is transmitted from the demand side to the supply side. The survival of the fittest and the replacement of old and new will become the characteristics of the consumer electronics supply chain next year.
Demand side: Under the background of slow growth of smart terminals, mobile phone manufacturers still need to innovate in exploring new selling points. The flagship machine that has been connected with each other has rid of the simple imitation of leading brands, and domestic brands have been emerging independently. At the same time, hardware competition is not simply a large screen + large-capacity battery + high-definition camera, but upgraded to, for example, AMOLED curved screen + fast charging (wireless charging) + front and rear dual-set HD optical anti-shake camera and so on.
Supply side: In the past, mobile phone hardware suppliers lacked the core competitiveness of technology. Both the capital and technology upgrades were subject to downstream mobile phone manufacturers. Today, we are seeing more games between mobile phone manufacturers and supply chains. The control investment in the supply chain will continue to increase. The next round of innovation means the elimination of the elimination and the new students, so companies that meet the technical and capacity requirements can stand out in the reshuffle and monopolize the hardware innovation dividend.
Glass cover: double-sided design + wireless charging, the demand is breaking out soon
The innovation of consumer electronics design is reflected in OLED+ curved glass. Terminal manufacturers are more and more popular, and the new flagships are on the rise. From the perspective of supplier procurement, Apple is also expected to use the appearance of double-sided glass to lead a new wave of design.
Compared with ceramics, glass has a stronger cost performance. Compared with metal body, glass material has stronger signal permeability, so it is suitable as a back cover material for wireless charging function. We will see a large number of new models with glass housing solutions.
In 2015, the demand for window protective glass was about 33 million square meters, an increase of 13% year-on-year. By 2020, the average annual growth rate will be 6.4%, and the market size will reach about 10 billion US dollars. Under the trend of AMOLED penetration, the value of protective glass cells has increased.
Windows protective glass has high industrial barriers, and mainstream suppliers must have the advantages of capital, technology and manpower. The industry is dominated by oligopolistic enterprises, and the stronger the stronger.
AMOLED: fuses - cost reduction, high-volume applications soon
Consumer electronics innovation has to mention the revolution of display technology. Compared with traditional LCD mobile phones, OLED has the advantages of extremely thin and light, low power consumption, fast response, high contrast and color saturation, and it can be bent, folded and even The characteristics that LCD does not have such as transparency.
The involvement of consumer electronics wind vane Apple will make a huge change in the OLED industry chain, and its huge annual shipment will also change the display pattern of smart terminals. We are optimistic about the rapid increase in AMOLED penetration rate next year. From the price factor, according to IHS data, AMOLED has already reached the turning point of the price of LCD. It is expected that the AMOLED screen will be used in some flagship machines in 2017. After the capacity supply is sufficient in the future, the mid-range model application will be further opened.
Fuse - cost reduction, high-volume application soon
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