您当前的位置 :九江之窗 >> 资讯

玻塑混合镜头:手机镜头产业再升级

来源: 2020-07-30 04:34:55 阅读:-

本文章由湖南贝哲斯股票配资 咨询有限公司研究发布,转载请注明来源。

JUXI,HUAWEIJIHUAYU2019NIANQIUJIFABUDEMate 30XILIEHUIQUXIAOQIANWANGSHIJINGTOUSHEJI,DANMINGNIANYUJITUICHUDEQIJIANCHANPINRENGHUICAIYONGQIANWANGSHISHEJI,TEBIEZHICHUSHIHUIDAZAIBOSUHUNHEJINGTOU。JINGTOUZHONGDEBOLIJINGPIANKENENGHUIYOURIBENCHANGSHANGHOYADUJIAGONGYING,ERTAIWANCHANGSHANGDALIGUANGYUJIHUODEDUJIAZUZHUANGDEJIHUI。

玻塑混合镜头是目前手机镜头的最佳选择

MUQIAN,SULIAOJINGTOUGUANGFANYINGYONGYUSHOUJI、PINGBANDENGYIDONGSHEBEI。SUIZHESHOUJIXIANGSUDEBUDUANTISHENG,CONGZUICHUDE11WANXIANGSUDAOXIANZAIDE2000WANXIANGSUNAIZHIGENGGAO。WEILECHENGXIANGZHILIANGDETISHENG,ZHULIUSHOUJICAIYONGDEJINGTOUSHIYOU6PIANYISHANGDEGUANGXUESULIAOTOUJINGGOUCHENGDE。

玻塑混合镜头:手机镜头产业再升级

玻塑混合镜头:手机镜头产业再升级

GUANGXUESULIAOJINGPIANZAITOUGUANGLVSHANGBURUGUANGXUEBOLIJINGPIAN,DANZHONGLIANGJIAOQINGQIEYINWEIGONGYINANDUYUSHENGCHANCHENGBENDOUJIAODIERLIANGCHANPOFENG,ZHUYAOYINGYONGYUZHINENGSHOUJI。ERGUANGXUEBOLIJINGPIANYOUYUJIAGEJIAOGAO,CHANGYINGYONGYUZHONGGAODUANANFANGSHIPINJIANKONG、CHEZAIJINGTOU、SHIJUEJIQIDENGXINGYE。

BOSUHUNHEJINGTOUJIYONGBOLIJINGPIANTIDAIYIBUFENJINGTOUZHONGDESULIAOJINGPIAN,MUQIANBIJIAOZHULIUDEZUOFASHI6PIANSULIAOJINGPIANDAPEI1PIANBOLIJINGPIAN。BOSUHUNHEJINGTOUJIAOZHISULIAOJINGTOUYOUGENGGAODETOUGUANGLVHEGENGWENDINGDEHUAXUEXINGNENG,NENGGOUGAISHANZAIBUTONGMINGANDUXIADECHENGXIANGXIAOGUO,SHIWEILAISHOUJIJINGTOUDEFAZHANQUSHI。

智能手机出货量将主导玻塑混合镜头需求

GUANGXUEJINGTOU90%DEXIAYOUXUQIUDOUSHIYOUZHINENGYIDONGZHONGDUAN(ZHINENGSHOUJI、GONGNENGSHOUJI、PINGBANDIANNAO)CHUANGZAODE,QIZHONGYOUYIZHINENGSHOUJIWEIZHULI,ZHANBIDADAO75%。CHULEZHINENGZHONGDUAN、DIANNAO、ANQUANJIANKONGHECHUANTONGSHEYINGDEXUQIU,QITAXIAYOUXUQIUBAOKUOJIQISHIJUE、VR/AR、TOUYINGJI、TIGANYOUXIJI、YIYONGNEISHIJING、XIANWEIJING、WANGYUANJINGDENG,ZHEIBUFENYINGYONGZHANBIYUEWEI2.7%。

Most optical lens are used on intelligent terminals

玻塑混合镜头:手机镜头产业再升级

玻塑混合镜头:手机镜头产业再升级

高铁BYOUYUZHINENGSHOUJISHIGUANGXUEJINGTOUDEZHUYAOZENGZHANGDONGLI,SUOYIBOSUHUNHEJINGTOUDESHICHANGGUIMOYUZHINENGSHOUJIDEXIAOLIANGXIXIXIANGGUAN。2018NIANQUANQIUZHINENGSHOUJISHICHANGCHUXIANPITAI,QUANNIANXIAOLIANG14.56YITAI,JIAO2017NIANDEXIAOLIANGXIAJIANGYUE1%。2019NIANQUANQIUJINGJILVEYOUFANGHUAN,QIEDABUFENYONGHURENGRANDUI5GSHOUJICHIGUANWANGTAIDU,YUJIQUANQIUZHINENGSHOUJISHICHANGDEZHENGTICHUHUOLIANGJIANGJIXUXIAHUA。

Smartphone shipments may keep decreasing

玻塑混合镜头:手机镜头产业再升级

玻塑混合镜头:手机镜头产业再升级

高铁BSUIRAN2018NIANZHINENGSHOUJIXIAOLIANGCHENGXIANXIAHUAQUSHI,YINGSHOUQUECHIXUZENGZHANG,ZHEIZHUYAODEYIYUZHONGGAODUANSHOUJIXIAOLIANGDEZENGZHANG。2018NIANQUANQIUZHINENGSHOUJIYINGSHOUJIAO2017NIANZENGZHANG5%,DADAO5220YIMEIYUAN。CHAOGUO800MEIYUANDEZHINENGSHOUJIYUEZHANQUANNIANCHUHUOLIANGDE12%,ER2017NIANJINZHAN9%。JIAGEZAI150-400MEIYUANZHIJIANDEZHINENGSHOUJIZHAN2018NIANCHUHUOLIANGDE46%,JIAO2017NIANDEZHANBISHANGSHENGLE2%。

Increasing shipments of mid-high-end smartphone pulls revenue

玻塑混合镜头:手机镜头产业再升级

玻塑混合镜头:手机镜头产业再升级

BOSUHUNHEJINGTOUYUJIJIANGSHOUXIANYUNYONGZAIGAODUANZHINENGSHOUJISHANG,ERMUQIANGAODUANZHINENGSHOUJIDUODAZAISANGESHEXIANGTOU(ZHENGMIANYIGE,BEIMIANLIANGGE)。RUGUOQIANWANGSHIJINGTOUFANGAN(BEIMIANXUYAOSANGEJINGTOU)BEIZHUYAOSHOUJICHANGSHANGCAIYONG,BOSUHUNHEJINGTOUDEXUQIUJIANGDEDAOJINYIBUZENGZHANG。

玻塑混合镜头的价值量集中在产业链上游

高铁BCONGCHANYELIANJIEGOULAIKAN,TUXIANGCHUANGANQI、YINQUANMADA、GUANGXUEJINGTOUDENGGOUCHENGCHANYEDESHANGYOU,ZHONGYOUDEMOZUCHANGSHANGFUZEJIANGGEZHONGLINGBUJIANFENGZHUANGCHENGSHEXIANGTOUMOZU,XIAYOUJIANGSHEXIANGTOUYINGYONGYUSHOUJI、PINGBAN、PCDENGGEZHONGDIANZISHEBEI。ZHONGYOUZUZHUANGLIRUNJIAODI,ERZAIJIAZHILIANGJIZHONGDESHANGYOU,CISSHIGUANGXUEJINGTOUDELINGHUNBUJIAN。YOUYUZAIBOSUHUNHEJINGTOUZHONGJIARULEBOLIJINGPIAN,GONGYINANDUYOUSUOTISHENG,JINGTOUXINGYEYECHENGWEIXINDE美股配资 SHANGYOUBUMEN。

CIS and lens are more important upstream materials

玻塑混合镜头:手机镜头产业再升级

玻塑混合镜头:手机镜头产业再升级

高铁BCONGJIAZHILIANGLAIKAN,CHANYELIANZHONGZHANBIJIAODAHUANJIEDESHI CIS (30%-40%)、JINGTOU(20%-30%)HEMOZU(10%-15%)。

玻塑混合镜头的市场空间

YOUYUBOSUHUNHEJINGTOUMUQIANCHANLIANGJIAOXIAO,QIEDANJIAYUJIGAOYUMUQIANZHANZHULIUDESULIAOJINGTOU,YUJIJIANGZAISHOUXIANZAIGAODUANZHINENGSHOUJIZHONGYUNYONG。2018NIANGAODUANZHINENGSHOUJI(SHOUJIA800MEIYUANYISHANG)DEQUANQIUCHUHUOLIANGWEI1.75YITAI,JIAO2017NIANDE1.32YITAIZENGZHANGYUE32%。SUIRAN2019NIANQIANLIANGGEJIDUZHINENGSHOUJIQUANQIUCHUHUOLIANGJIXUXIADIE,DANGAODUANZHINENGJIQUANNIANCHUHUOLIANGYUJIRENGJIANGBAOCHIXIAOFUZENGZHANG,BAOSHOUGUJIJIANGCHAOGUO1.8YITAI。

PINGGUOMUQIANDEJINGTOUGONGYINGSHANGZHONGZHIYOURUISHENGKEJI(AAC Technologies)JUBEISHENGCHANBOSUHUNHEJINGTOUDENENGLI,QICHANNENGZHIYOUPINGGUOXUQIUDE25%。RUGUOPINGGUOBUKUOCHONGGONGYINGSHANG,DUANQINEICAIYONGBOSUHUNHEJINGTOUDEKENENGXINGBUDA,ANZHUOZHENYINGJIANGLVXIANYINGYONGHUNHEJINGTOU。

2018NIANPINGGUOSHOUJICHUHUOLIANGWEI2.25YITAI,QIZHONGSHOUJIACHAOGUO800MEIYUANDEGAODUANJIQIYUE1.5YITAI, YUEZHANQUANQIUGAODUANZHINENGSHOUJICHUHUOLIANGDE85.7%,DANZHEIYANGDEGAOZHANBIYUJIWUFAZAI2019NIANJIXUBAOCHI。

Monthly Shipments of iPhone in 2018

玻塑混合镜头:手机镜头产业再升级

玻塑混合镜头:手机镜头产业再升级

高铁B2019NIANiPhoneCHUHUOLIANGCHIXUXIAHUA,DIERJIDUTONGBIXIAHUADADAO18.2%。YUCITONGSHI,ANZHUOZHENYINGDEHUAWEI、SANXINGHEOPPOQUECHIXUZENGZHANG,QIZHONGHUAWEITONGBIZENGZHANG8.5%,SANXINGTONGBIZENGZHANG5.5%,2019NIANANZHUOZHENYINGDEGAODUANZHINENGSHOUJICHUHUOLIANGYUJIJIANGCHAOGUO3500WANTAI。

MUQIANGAODUANZHINENGJIBEIMIANDUODAZAISHUANGSHEJINGTOU,ZAIHUAWEIYIJINGLIANGCHANBEIMIANZHUANGZAISANSHEJINGTOUDEQINGKUANGXIA,2019NIANQUANQIUGAODUANZHINENGSHOUJI(CHUiPhoneWAI)DUIJINGTOUDEXUQIUYOUWANGCHAOGUOYIYI,QIZHONGYUEYOU3000WANGEQIANZHIJINGTOU,7000WANGEHOUZHIJINGTOU。ERBOSUHUNHEJINGTOUDUIZHULIUSULIAOJINGTOUDETIDAINENGLIJIANGJUEDINGHUNHEJINGTOUDESHICHANGGUIMO。

大陆厂商有望借玻塑混合镜头实现超越

高铁BDUONIANYILAI,TAIWANDALIGUANGYIZHIZOUZAISHICHANGDEQIANDUAN,2003NIANLVXIANWANCHENG130WANXIANGSUSHOUJIYONGJINGTOUDEYANFA,SUIHOUXIANHOUKAIFACHU200WAN、300WAN、500 WAN、800WANXIANGSUDESHOUJIYONGJINGTOU,DOUTIQIANKAWEIQUANQIUSHOUJIDUANJINGTOUYEWU。MUQIANSHOUJIJINGTOUDEJUEDUILONGTOURENGRANSHITAIWANDALIGUANG,DANZHONGGUODALUCHANGSHANGYUTADECHAJUYIJINGZHUBUSUOXIAO。

DALIGUANGMUQIANMEIYOUKAIZHANBOSUHUNHEJINGTOUYEWU,RENGRANZHUANZHUYUSULIAOJINGTOUDEYANFA,ERZHONGGUODALUYIYOULIANGJIACHANGSHANGNENGGOULIANGCHANBOSUHUNHEJINGTOU:LIANCHUANGDIANZIHESHUNYUGUANGXUE。

YOUYUBOLIJINGPIANBISULIAOJINGPIANZHONG,ZIDONGDUIJIAO(TONGGUOYINQUANMADAYIDONGJINGPIANWEIZHISHIXIANDUIJIAO)ZUJIANDUIHANYOUYIHUOLIANGPIANYISHANGBOLIJINGPIANDESHEXIANGTOUERYANSHIYIDAJISHUNANTI。DANGENJULIANCHUANGDIANZIYIJINGPILUDEXIAOXI,QIBOSUHUNHEJINGTOU6P1G(6PIANSULIAOJINGPIANDAPEIYIPIANBOLIJINGPIAN)DEHOUDUYIJINGBOZHI7.2HAOMI,BIZHULIUDE7P(7PIANSULIAOJINGPIAN)SULIAOJINGTOUXIANBO0.3HAOMI,ZHEISHIDEBOSUHUNHEJINGTOUZAIJISHUCENGMIANSHANGHUODELETIDAISULIAOJINGTOUDEKENENG。

MUQIANLIANCHUANGDIANZIWEIZHONGGUOYIXIANSHOUJIPINPAIYANFADEBOSUHUNHEGAODUANSHOUJIJINGTOUYIJINGWANCHENGXIAOPILIANGYANGPINSHIZHI,YOUWANGZAI2019NIANDAORUSHOUJIZHIZHONGBINGSHIXIANLIANGCHAN。

黄金配资 邮箱:

info@globalmarketmonitor.com

转载请关注公众号 MarketMonitor

TUIJIANYUEDU: