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Xiaomi returns to high growth, Vivo overweights orders, panel rises

Xiaomi returns to high growth, Vivo overweights orders, panel rises

Xiaomi returns to high growth, Vivo overweights orders, panel rises

Information

Recently, mainland smartphone brand manufacturers Vivo and Xiaomi have clamored for orders to increase, especially Xiaomi has resumed high-speed growth, driving the demand for upstream mobile phone panels to continue to improve. Supply chain industry sources have revealed that due to the reduction of a-Si TFT by Korean panel manufacturers The output of LCD panels has reduced the production scale of a-Si TFT LCD panels in 2017. If the demand for mobile phone panels in the second half of the year is as hot as expected, panel prices may have an opportunity to be bullish all the way to the end of 2017.

 

In 2017, smartphones continued to develop towards full screens. The Samsung Galaxy ’s annual flagship model, the Samsung Galaxy S8 series mobile phone, adopted a 18.5: 9 ultra-long screen design and was widely favored by mainland mobile phone brand factories. In the second half of 2017, many Mobile phone manufacturers will successively build new 18: 9 full-screen new phones. However, due to the product specifications conversion of Android mobile phone brand factories, the first half of the year is regarded as a stall period, and the attitude towards the supply chain is conservative, resulting in the desertion of the previous 16: 9 panel orders. .

 

According to supply chain operators, the recent pull-up situation of 16: 9 panels has reversed. Take 16: 9 a-Si TFT LCD panels as an example. When the previous price was lower, the market fell into a situation of little interest. The factory re-ordered, and suddenly began to rush to grab the goods.

 

Under the situation that the supply of mobile phone panels can not keep up with demand, it is reported that supply chain players AUO, Huaying, Tianma, etc. have raised prices, causing 16: 9 a-Si TFT LCD panel prices to rise. Some mainland mobile phone brand factories previously lowered 16: 9-panel orders were also demanded by supply chain operators before they were willing to ship. However, the relevant operators are reluctant to express opinions on customers and orders.

 

Supply chain players bluntly say that the order fluctuations of mainland mobile phone brand factories are already very large. The mainland mobile phone manufacturers often stage dramas of emergency pulls and temporary cuts. Although the industry has doubts about the actual demand of mainland mobile phone manufacturers, it can only Tighten the clockwork and pay attention to changes in the end market to avoid inventory shocks.

 

It is worth noting that Lei Jun, chairman and CEO of Xiaomi, recently pointed out that mobile phone shipments in the second quarter were approximately 23.16 million, an increase of approximately 70%, setting a new record for Xiaomi's quarterly mobile phone shipments and issuing Haoyu mobile phone shipments in 2018. If the volume is to challenge 100 million sticks, it means that after two years of low-profile submergence, Xiaomi will resume high-speed growth after adjusting its products and market strategies.

 

Regarding the strength of Xiaomi's mobile phone, the performance of Jedi's counterattack, and gradually returning to the road of glory, Lei Jun emphasized that this is a significant and significant victory in the development history of Xiaomi. There is no mobile phone company in the world. After the decline in sales, it can be successfully reversed. As for Xiaomi The main reason for the reversal is that we always adhere to technological innovation and promote refined management centered on users.

 

Regarding the sales of Xiaomi's mobile phones in the past year or so, they have encountered bottlenecks. Lei Jun believes that there have been two severe shortages of up to several months. This is the most serious challenge since Xiaomi was founded and the focus of Xiaomi's reinforcement. The shipments prove that Xiaomi's delivery capacity has gradually improved, showing that Xiaomi is aware of supply chain management and has broken the boat to reinforce the lack of supply chain management.

 

In addition, Xiaomi recently pointed out on its official Weibo that in order to cope with the new wave of rapid growth, 1,000 engineers are urgently needed, and a heroic post has been advertised externally, and a technical team has been recruited to enhance its combat power, showing Xiaomi's ambition to seek a turn in the smartphone market. .

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