Recently, the industry has reported that Samsung released a large number of mobile phone ODM orders, and mobile phone ODM manufacturers welcomed major benefits.
Samsung released 60-70 million ODM orders
According to supply chain news, recently, Samsung's orders for mobile phone ODM manufacturers in 2022 have been released, with a number of 60-70 million units, and Wingtech Technology and Huaqin Technology will benefit.
IDC data shows that global smartphone shipments in the third quarter were 330 million units, of which Samsung topped the list with 69 million units and a market share of 20.8%. Behind this set of figures, mobile phone ODM manufacturers have also provided an important boost.
It is understood that in 2018 and 2019, Samsung has closed its mobile phone manufacturing plants in Tianjin and Huizhou, China, and transferred its mobile phone production to India and Vietnam; at the same time, Samsung has gradually released ODM orders from comprehensive self-development and self-production, and began to use ODM mode production on a large scale in 2019, and the ODM orders released by it in 2020 have further expanded, and the mobile phone brand manufacturer with the world's first shipment has also become one of the largest customers in the field of mobile phone ODM.
Compared with mobile phone brand manufacturers, ODM manufacturers have greater advantages in supply chain management, cost control and rapid delivery, etc. At present, the mainstream mobile phone brand manufacturers in the Android camp have released ODM orders and completed some orders with the help of ODM manufacturers. This time, Samsung released 60-70 million ODM orders, which shows its recognition and huge demand for the ODM model.
It is worth mentioning that the supply chain news said that the orders released by Samsung to ODM manufacturers mainly fell in the hands of Wingtech Technology and Huaqin Technology, of which Wingtech Technology occupied the majority, getting about 40 million units, and the number of orders was much larger than that of Huaqin Technology, which may affect the current mobile phone ODM industry pattern.
In 2022, the mobile phone ODM industry pattern will change again?
As we all know, the mobile phone market has long entered the Red Sea, accordingly, the Matthew effect of the mobile phone ODM industry is becoming more and more obvious, forming a more stable and highly concentrated competition pattern, Wingtech Technology, Huaqin Technology, Longqi Technology has become the mobile phone ODM "three giants", according to Counterpoint data, the market share of the "three giants" of the mobile phone ODM industry in 2020 will reach 77%.
Wingtech Technology has been the leader in the mobile phone ODM industry for many years, and Samsung was previously one of its important customers. However, in the past two years, especially in 2021, Wingtech Technology has freed up a large number of resources of its mobile phone ODM business to carry out new services such as laptops and IoT smart hardware, so it has lost Samsung orders due to insufficient resources in its traditional mobile phone ODM field. It is understood that this part of the Samsung order lost by Wingtech Technology was won by Huaqin Technology with a low-price strategy.
Now, from the supply chain news, Wingtech Technology has recently regained a large number of orders from Huaqin Technology in 2022, which shows that the competitiveness of this mobile phone ODM giant is still very strong.
Some insiders said that in addition to winning a large number of mobile phone orders from Samsung, Wingtech Technology has recently obtained a number of other mobile phone ODM projects, and is also constantly recruiting to further expand the scale of the mobile phone ODM business team, internal resources are relatively less tense, and its mobile phone ODM business is also reinvigorated, and it is expected to return to the champion throne in the field of mobile phone ODM next year.
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