According to the data released by the National Bureau of Statistics of China on May 15, the output of smart phones in China in April 2018 increased by 5.0% from the same period last year to 108.5 million units, and that from January to April increased by 4.7% from the same period in the previous year to 4.264. Billion support, China's smart phone production capacity still maintains a substantial increase.
At present, most of the global mobile phone production sites are concentrated in China. Only a small amount of products are assembled and shipped from Vietnam, India, and Brazil. Except for a small number of component modules, which involve the restriction of material supply or technical barriers that cannot be carried out in China, the vast majority of component module processing operations in the upstream supply chain of mobile phones are also basically conducted by enterprises in China. carry out.
In fact, China’s low-end mobile products have basically achieved localization in the entire industry chain, and China has become one of the countries with the most complete mobile phone industry chain in the world. Since the late 2G mobile phone era, China has become the world’s largest Mobile phone industry chain gathering place.
The prosperity of China's smart phone industry has provided China's mobile phone industry chain companies with the world's largest manufacturing arena, achieved thousands of innovative high-tech enterprises, and became an important force in leading the manufacturing industry to intelligent upgrades.
However, from the perspective of the operation status of mobile upstream supply chain companies in the first half of 2018, the growth rate slowed down due to the increase in industry inventories in the fourth quarter of last year. In the display and touch industry, the industry growth rate is about 1 to 2 percentage points lower than that of mobile terminal products.
According to Li Xing's rough statistics, from January to April 2018, shipments of mobile phone display modules in the industry were close to 650 million, an increase of approximately 3.7% year-on-year. Among them, about 530 million smartphone display screens and 120 million function display screens.