Since the second half of 2015, some people have predicted through data analysis that the domestic mobile phone metal casing CNC processing has been overcapacity. The forecast results may be too early due to factors such as the uncalculated CNC machining defect rate and the imbalance in the size of the processing plant. However, after one year of development, this prediction may have arrived! How do we adjust to new challenges? The following three trends may help you a bit:
Trend 1: 2016 full metal thousand yuan machine may be detonated
At the end of October 2015, Meizu released the charm blue metal (priced at 999 yuan), and pulled the whole metal to the thousand yuan machine; one month later, Xiaomi released the red rice NOTE3 (priced at 999 yuan), which is also all-metal. If there is nothing unexpected, the domestic mobile phone will have all the metal on the thousand yuan machine if it is bitten. Thousand yuan machine has a huge market in China, so this year's all-metal mobile phone will be detonated, and it is a large area of metal.
Comments: Due to price restrictions, the thousand yuan machine mainly uses +CNC technology, namely die casting + CNC (Meizu metal), stamping + CNC and forging + CNC. Of course, the whole CNC order process is long, the profits are rich, and more in the hands of the big manufacturers; small and medium-sized factories can combine their own characteristics, targeted, and focus on +CNC orders.
Trend 2: Mobile glass and ceramic backsheets often require higher-priced ultra-thin stainless steel/aluminum middle frames
China Merchants Securities: Changying Precision's 15 years of metal structural parts revenue exceeded 2.3 billion, a year-on-year increase of 160%, the main customers are VIVO, OPPO and Xiaomi, while the OPPO share of 16 years is expected to increase significantly, and hopes to cut into Huawei glory and LeTV and other high-end Models, as well as high-end customers such as Amazon, LG and MOTO. We judge that the metal casing business in 16 years is expected to continue to grow at a high rate and hope to reach 4 billion sales. As for the future trend of mobile glass and ceramic backsheets, the market tends to use higher-priced ultra-thin stainless steel/aluminum middle frame for CNC. Demand will increase, not enough. In addition, the company's small metal parts in the Apple layout have also achieved progress and performance, especially in the field of Mac and motor small parts.
Trend 3: Wearable devices and other potential for CNC demand
Mobile phones are the mainstream market today, but there is another market that cannot be ignored: wearable devices, shields, connectors, and structural components can all be used in this market. Compared with smart phones, the market size of wearable devices is still very small. It is because of its small size and great development potential. Nowadays, the development speed of wearables is also very fast, and there are many variables. However, this market is indeed worth looking forward to. Market.