Consumer Electronics: Four Innovations Bring Structural Opportunities

iPhoneX leading the future direction of innovative mobile phones, high-quality leader is expected to strong Hengqiang

As the smart phone industry enters the stock stage, in order to attract consumers to change machines, terminal manufacturers continue to add innovative functions to mobile phones, making the entire industry tend to be high-end and centralized. IPhoneX released in 2017 has reached the pinnacle of the current technology. We expect that the new iPhone will continue to use the iPhoneX design form in 2018, which will point the way for future innovation in the future. In the process of mobile phone innovation and upgrading, there are sufficient technical reserves, talent accumulation, customer resources and capital strength for leading service providers, and it is expected that they will remain strong and powerful in the future

OLED full screen: highlighting the advantages of the new display, led to dramatic changes in mobile phone components

Full screen in visual performance and single-handed operation to achieve a perfect balance between the mobile phone design will be the future of the mainstream choice. The realization of a full screen is not as simple as replacing a larger display panel, but rather as a system engineering redesign of components such as a panel, a fingerprint recognition, a receiver, a front camera, and an antenna, which will lead to dramatic changes in mobile phone components. Leading manufacturers of technology accumulation will benefit from the depth of OLED full screen trend.

Wireless charging: rapid expansion of the industry, the depth of domestic manufacturers benefit

Driven by the two giants Apple and Samsung, the wireless charging market is expected to expand rapidly. According to IHS's forecast, the global wireless charging market will grow from 1.7 billion U.S. dollars in 2015 to 15 billion U.S. dollars in 2024 at a CAGR of 27%. Wireless charging industry chain mainly includes program design, power chip, magnetic material, transmission coil and module manufacturing. The domestic enterprises have strong competitiveness in the following three sectors and are expected to benefit from the outbreak of the wireless charging industry.

3DSensing: New optical upgrade, open a new era of interaction

iPhoneX equipped with 3D imaging technology will be interactive upgrade from the plane into a three-dimensional, with better quality at the same time, obtain the depth information of the subject, effectively improve the characteristics of the phone to identify the subject, brought to the phone face recognition, AR And other new features, Apple's future content strategy will be an important hardware carrier.

Non-metallic back cover: curved glass to become the mainstream choice, ceramic back cover is an important supplement

Due to wireless charging and 5G high-frequency communication needs, non-metallic back cover will gradually become the appearance of mobile phone parts of the inevitable choice. Because of the maturity of the glass, abundant production capacity and low cost, it is the non-metallic material with the fastest penetration rate at present. Ceramic back cover more beautiful, more upscale, more wear-resistant drop, better quality sense, the perfect fit the current trend of high-end mobile phones, high-end models will be an important choice.