18
2023
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04
The development of connectors in the mobile terminal industry chain
We can divide the mobile terminal industry chain into three levels, which are the upstream electronic component layer, the midstream terminal equipment layer, and the downstream application layer. The electronic component layer mainly includes touch panels, liquid crystal panels, functional chips, CPU, DRAM, PCB, structural parts and connectors, antennas, etc.
We can divide the mobile terminal industry chain into three levels, which are the upstream electronic component layer, the midstream terminal equipment layer, and the downstream application layer. The electronic component layer mainly includes touch panels, liquid crystal panels, functional chips, CPU, DRAM, PCB, structural parts and connectors, antennas, etc.
Smart mobile terminals require components to develop in the direction of high performance, small size, and low power consumption. We believe that among the upstream sub-sectors, the chip industry requires the development of dedicated processors with high performance and low power consumption; The demand for hard boards is increasing; the touch screen industry is developing towards the OLED field with lower power consumption; the structural parts, connectors and antenna industries are all developing in the direction of higher processing precision and smaller volume; The demand for components is greater. Ordinary mobile phones only need one chip, antenna, screen, battery and other components, while a smart phone generally needs 2-3 chips, 3-5 antennas, 1-2 screens and touch screens , and 15-25 connectors, so the development of intelligent mobile terminals will drive the exponential growth of the demand for upstream components.
On the other hand, from the perspective of industrial scale, the scale of the component industry accounts for the largest scale in mobile terminal hardware. The cost structure of foundry enterprises basically represents the industrial scale proportion of each link in the hardware industry chain. It can be seen that components account for as much as 67%. At the same time, the component industry is at the corner of the smile curve, with relatively high gross profit margins, especially the gross profit margins of chips, structural parts, connectors and touch screens are far higher than those of end products. With the development of mobile terminals, component manufacturers will obtain most of the profits of the hardware industry. Therefore, on the whole, electronic components, as the tower base of the mobile terminal industry pyramid, will be the link that benefits and benefits the entire mobile terminal industry chain.
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