2018 camera motor summary
As the largest market for the global mobile smart industry, Chinese manufacturers play an important role. According to data from Rising Sun Data, in the domestic camera motor shipments, the domestic TOP10 camera motor shipments reached 732 million in 2018, an increase of 238 million from 2017's 494 million.
The increase in domestic TOP10 camera motor shipments is undoubtedly driven by the end customer. A closer look at the entire mobile phone market last year can be found in the global smartphone shipments in 2018, among the top six, domestic mobile phone manufacturers accounted for 4 seats, with a market share of 37%.
In the context of the rapid emergence of domestic mobile phones, the domestic camera motor market shipment data has also climbed up. However, in addition to the increase in shipment data in the domestic camera motor market in 2018, there are two particularly obvious phenomenon.
First, although the domestic mobile phone market is increasing in the global market share, it can not avoid the impact of market saturation and brand concentration. Based on this, the “war” between terminal brands continues to the field of camera motors. At this point, the price war has been fiercely staged.
In addition, in 2018, during the peak period of mobile phones, the high-end closed-loop motor also experienced a supply shortage in stages, but this phenomenon was alleviated in the near future. In fact, in the motor competition last year, in addition to the increase in shipments, the domestic motor market pattern has seen new changes.
In 2018, the company’s shipments reached 157 million, ranking first in the country.
There are hundreds of global camera motor manufacturers, mainly in Japan, South Korea, China and other regions. Before 2013, the global camera motor market was almost monopolized by Japanese and Korean companies, and the market was highly concentrated. Since 2013, domestic demand has expanded rapidly. Many domestic companies have entered the market.
In 2014, the number of domestic camera motor enterprises reached 40, and in 2015, it reached 60. In 2016, the profit of camera motor products continued to decline, and the quality requirements of products gradually increased. Many small enterprises faced bankruptcy or transformation, and the number of domestic enterprises was reduced to 50.
In 2018, due to the concentration of the terminal market and the slowdown of mobile phone demand, the number of domestic camera motor manufacturers has further shrunk. The preliminary statistics show that there are only 10 shipments with a monthly shipment exceeding 1.5KK and above.
However, with the gradual maturity of the domestic mobile phone industry chain, in 2018, domestic enterprises such as Zhaize, Zhonglan, New Thinking, and Youhua Micro have made great progress in quality and technology, and have the ability to supply closed-loop motors and high-pixel motors. Recapture part of the domestic market and initially break the monopoly of Japanese and Korean companies.
Huawei, OPPO, vivo, Xiaomi, ZTE, Lenovo, etc. have adopted domestic camera motors, and the market share of domestic camera motor manufacturers is steadily increasing.
According to data from the Rising Sun Data, there are three companies that have lost 100 million camera motor shipments in 2018. They are Zhai Ze, Zhong Lan and New Thinking.
Among them, Zhangze has won 157 million pieces of domestic camera motor shipments with annual shipments of approximately 157 million. It is reported that the main reason for Zhangze's 2018 shipments in China is that it is driven by orders from major customers. Up to now, Zhangze has become a well-known mobile phone brand supplier such as Huawei, OPPO, vivo, Xiaomi and ZTE.
In 2018, Takizawa also participated in VCM projects of many well-known domestic brands. The author learned from the supply chain that in 2018, a well-known brand A series, S series motor and ZTE Tianxing Axon9Pro OIS motor are all from the hands of Yu Ze, it is worth mentioning that Yu Ze is also the exclusive supplier of Axon9ProOIS motor.
In fact, in addition to the above, at the end of November 2018, Takizawa also achieved mass production shipments in a well-known Korean client. So far, Takizawa has taken a big step towards the international market, and in the domestic market, Yu Zeyu In December 2018, it completed the certification of a well-known customer's high-end pixel motor.
Chinalco ranked second in domestic shipments of camera cameras with 140 million shipments, and new thinking ranked third with shipments of 123 million last year. The top five in China are Yuzawa. , China Blue Electronics, New Thinking, Sammy and Bilu, 6-10 are Yuhuawei, Jinchengtai, Songnuo, Dongqin and Guixin.
Domestic camera motor manufacturers can be divided into four echelons according to shipments. The first echelon is Zhaize, Zhonglan and New Thinking. The annual shipments are more than 100 million, which has established a solid foundation in the low-end market. In the high-end market, there is also an early layout. At present, Zize and new thinking have the ability to stably supply high-end motor products.
The second echelon companies mainly include Bilu, Samida and Youhuawei, with annual shipments of about 58 million to 69 million. The echelon companies are also actively deploying high-end products, which are mainly concentrated in ordinary motors and high-pixel motor products.
Taking Youhuawei as an example, the company's closed-loop motor has mass production capability, and the yield is 80%-85%, and it is evaluated by the manufacturer of the first-line camera module.
The third echelon mainly includes Jinchengtai, Songnuo, Dongqin and other enterprises, with annual shipments of about 28 million to 35 million.
Most of the domestic camera motor companies are in the fourth stage, and their business is mainly concentrated in the low-end products market below 5M. The echelon companies are the most fiercely competitive, prone to price wars, and continue to lower product prices and profit levels. Therefore, companies with medium and high-end product research and development capabilities strive to improve competitiveness by improving product technology and improve operating income and profits.
