On the occasion of the 2021 Mobile Phone Innovation Week and the closing event of the 9th Mobile Phone Design Competition - 2021 5G Terminal Global Innovation Summit and Swan Award Ceremony, the much-concerned 2021 Mobile Phone Industry Chain Hero List TOP 50 (the second session) was officially released, covering 50 terminal industry chain head enterprises in nine major segments such as chips, key devices, production and manufacturing, and Samsung, Qualcomm, and TSMC won the top three.
At present, the mobile phone industry has become one of the largest, most widely distributed and technology-intensive industries in the world, and the industrial chain and supply chain involved are rich in categories and huge in value. As a highly integrated ICT product, behind the mobile phone is the support of the huge industrial chain supply chain, and the ability of the industrial chain supply chain reflects the true competitiveness of the mobile phone industry. As an important list of the Swan Award of the Mobile Phone Design Competition, the Mobile Phone Industry Chain Hero List aims to tap the backbone of the industrial chain supply chain behind the mobile phone.
This year's "2021 Mobile Phone Industry Chain Hero List TOP 50" focuses on the evaluation of nine major segments such as synthesis, chips, screen panels, cameras, antennas, audio, ODM/OEM, battery matching, and memory/flash memory. Focusing on the three first-level indicators of technology and business capabilities, market scale, and industrial chain collaboration, product development capabilities, commercial landing, market forward-looking, market share of main products or technologies, core product sales, core product profits, leadership and team capabilities, industrial chain collaboration capabilities, equipment reliability, product cost performance and other 10 secondary indicators, 50 outstanding enterprises and CCID think tank jointly released the 2021 mobile phone industry chain hero list TOP 50.
It should be noted that the list focuses on the core business of the enterprise related to the mobile phone industry chain, and takes the global market performance as the standard, looking at the global market is in line with the global development trend of the mobile phone industry chain, it is worth noting that the list has added some ODM/OEM manufacturers represented by TSMC, Huaqin Technology, Wingtech Technology, SMIC, and Zhuoyi Technology, aiming to tap more of the "backbone" behind the mobile phone industry chain and promote the healthy development of the mobile phone industry.
In the list, the comprehensive category is only Samsung and Sony two, of which Samsung adopts the whole industry chain sales model, the product covers IC design, IC manufacturing, panel manufacturing, equipment manufacturing, material production, etc., which also means that they are both parts suppliers, but also the ultimate assembly company and brand customers, which makes Samsung in the mobile phone industry no matter which link has become an unavoidable mountain, especially this year Samsung in the imaging of the GN2 sensor has become the focus of a number of mobile phone manufacturers. Therefore, Samsung is still at the top of the 2021 mobile phone industry chain hero list.
Although Sony, which ranks fourth, has not established a complete industrial chain like Samsung, it is also in the industry's leading position in the fields of photography, audio, semiconductors and other fields, of which the IMX mobile phone sensor is also the crown "configuration" of this year's flagship photography mobile phone, considering that mobile phone photography will still be the focus of the competition of mobile phone manufacturers in the future, so its position will rise to fourth.
As the world's most advanced mobile platform, Snapdragon has always been synonymous with the top Android machine experience, Qualcomm has long been one of the world's most indispensable partners of major mobile phone manufacturers, at the same time, with advanced 5G, AI, games, imaging and Wi-Fi and Bluetooth technology, Qualcomm's recently released Snapdragon 8 mobile platform will change the next generation of flagship terminals, leading the industry into a new era of top mobile technology, so it ranked second in the list.
The more obvious decline in the chip field is Huawei HiSilicon, although HiSilicon has grown into China's first and the world's top five IC design companies, but subject to the continuous suppression of the United States, HiSilicon's production link in high-end chips has been locked, and its market share has continued to decline, so its ranking has fallen to eighth.
However, it should be pointed out that HiSilicon's chips have a total of five series, namely the well-known Kirin CPU chip for smart phones, the Kunpeng series server CPU chip for data centers, the scene AI chipset Ascend series SOCs for artificial intelligence, the chips for 4G and 5G connection chips (base station chip Tiangang, terminal chip Baron) and other dedicated video surveillance, set-top boxes, smart TVs, Internet of Things and other chips, HiSilicon has not given up investment in research and development. Therefore, there is still considerable potential for development.
As a representative of the ODM/OEM leader, TSMC is a well-deserved industry giant in the two major links of chip manufacturing and chip packaging and testing, and has won 55% of the global chip foundry market share by its own efforts, which is due to the advantages brought by TSMC since its inception, so TSMC chip manufacturing technology is the most advanced, especially in the high-end field, has become one of the most important companies in the world, so it ranks third in the list.
Under the wave of digitalization, display technology as one of the world into the era of the Internet of Everything "logo", in a wealth of application scenarios in the shade, a few days ago, BOE officially released China's semiconductor display technology brand and represent the industry's leading high-end liquid crystal display technology ADS Pro, high-end flexible display technology f-OLED and high-end glass-based new LED display technology α - MLED three major technology brand system and logo stunning appearance, It not only represents the fruitful results of BOE's continuous innovation in the field of display technology, but also shows the confidence and confidence of China's scientific and technological forces in the face of global market competition, so it rises to the fifth place in the list.
In the ODM / OEM market, Wingtech Technology, Huaqin Technology, Longqi Technology is recognized as the mobile phone ODM "three giants", Counterpoint data shows that the total ODM market share of the three manufacturers accounts for nearly 80%, of which Wingtech Technology, Huaqin Technology laurels competition is the most fierce, in 2021, with Samsung ODM orders more released to Huaqin, Huaqin Technology's market share reached the first in the industry, therefore, in the list, Huaqin Technology ranked sixth, Wingtech Technology ranked eighth.
It is worth noting that in the mobile phone stock market competition, ODM manufacturers have the ability to produce fast, large quantities, low cost production is quite advantageous, in recent years, the market penetration rate of ODM mobile phones has been growing, and a number of high-quality enterprises such as Zhuoyi Technology and Xike Communication have emerged, among which Zhuoyi Technology has the industry's leading high-speed high-precision dual-track SMT line, which can "one-stop" complete the product double-sided patch, can carry out large-scale, high-specification, standardized product manufacturing, and the overall manufacturing capacity is at the industry-leading level. Therefore, it also has good development prospects, so it ranks 32nd in the list.
With the rapid development of Internet technology and mobile communication technology, mobile phones have changed from simple mobile communication tools to integrated electronic consumer goods that integrate communication, business and entertainment.
Therefore, behind each mobile phone is inseparable from the "full cooperation" of the whole industry chain of mobile phones, such as Luxshare Precision and Xinwei Communications, which focus on the field of antennas; OFILM and Shunyu Optics, which are deeply cultivating camera modules; Audio leader Goertek, AAC Technology; Scud and Desai batteries, which continue to break through bottlenecks in the field of battery support, are precisely because of the leading enterprises in these subdivisions that our interactive experience with mobile phones can continue to rise, and 5G can accelerate its popularity.
Mobile phone industry is a highly integrated innovation industry, but also a fully competitive market, at present, the mobile phone industry technology update cycle is constantly shortening, for the industry enterprises R & D strength, market response speed put forward higher requirements.
With the support of national industrial policies, China's smart phone industry has achieved rapid development in the whole industry chain from R & D and design to manufacturing, brand operation and other links, the proportion of core components such as chips has been continuously improved, and the global market share of domestic smart phone brands has continued to increase, and has become the world's largest smart phone manufacturing base.
It is foreseeable that in the 5G era, the future performance of mobile phone industry chain enterprises will be more tied to the core technology, and the industrial chain can only continue to invest in research and development resources in the fields of new material research, technological innovation, process innovation and continuously update technology in order to continuously obtain more market share and achieve high-quality development.
The mobile phone industry strong chain repair chain forging chain, always on the road.
Written by: Party Blog Post
Editing: Blog post
Guidance: New text