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Changying midframe materials 2016

https://www.cmpe360.com/p/29308


Changying Precision: The value space of metal middle frame in the 5G era will be significantly improved.


Author ab
DECEMBER 1, 2016
Changying Precision: The value space of metal middle frame in the 5G era will be significantly improved.

With the approach of the 5G era, companies in the industry have laid out relevant nodes in the industrial chain. The relevant person in charge of Changying Precision said that he was optimistic about the advantages of the industrial nodes of metal middle frames. In the process of the industrial development of "metal shell + metal middle frame" to "metal middle frame + double-sided glass" in the industry, 7 series aluminum, stainless steel and even titanium alloys will need higher processing technology barriers and higher value metal middle frames. In order to maintain the strength of the fuselage and support for the large screen, this will significantly improve the value space of the metal middle frame industry. At the same time, because it will take some time for the arrival of the 5G era, the company will patiently do a good job in traditional business while actively grasping the new trend of metal frames.

The middle frame is not a border, and the value space will be improved.
Changying Precision: The value space of metal middle frame in the 5G era will be significantly improved.
Since the market has paid attention to the design scheme of 3D glass or ceramic back cover + metal middle frame, it has begun to worry about the future of the metal housing market. In the general understanding of investors, the middle frame is the rectangular frame of the mobile phone case, and the materials and processing time used will be less than that of metal housing products. In fact, the middle frame is not a simple quadrilateral frame. The middle frame supports and carries core components for the whole mobile phone. There are many different requirements from strength to structure and heat dissipation.



For example, in the figure below, in addition to the metal frame in the exterior part, there are also a large number of complex internal structures, and the processing difficulty and time even exceed those of ordinary metal enclosures. At present, the value of the metal enclosure of mid-range smartphones is generally 120-150 yuan, while the value of metal middle-frame components with aluminum alloy is about 150-180 yuan, and the value of metal middle-frame components with stainless steel is more than 200 yuan. The industrial trend of new material back cover + metal middle frame will highlight the value space of metal middle frame products.

Changying Precision: The value space of metal middle frame in the 5G era will be significantly improved.

Metal medium frame + double-sided glass may become a new opportunity
Changying Precision: The value space of metal middle frame in the 5G era will be significantly improved.With the advent of the 5G era, metal middle frame + double-sided glass may become a mainstream design scheme, which will significantly increase the demand for metal processing. Changying Precision said that with higher technical threshold and rich processing experience, the company's gross profit margin and market share of metal parts are expected to increase. New materials in the appearance of concern in the market include 3D glass, ceramics, sapphire, etc. Although 3D glass, ceramics, sapphire and other materials have good anti-interference and cater to the trend of new transmission methods such as wireless charging and 5G, the relatively brittle physical characteristics make the yield of holes and holes in materials very low, and it is very unlikely to be used as a middle frame component of mobile phones with various interfaces. Zirconia ceramic materials are difficult to process, the product price is extremely high, and the batch price is more than 700 yuan or higher. It can only be a niche product and difficult to become the mainstream. If glass is used as the front and rear panel of the mobile phone, you need to use harder metals such as 7 series aluminum, stainless steel and even titanium alloy to maintain the strength of the fuselage and support for the large screen. There are higher technical barriers to the processing of high-hardness metals. The product design and process complexity are increased, and the processing time is longer, which improves the added value of the middle frame. Changying Precision said that with its rich experience in mass production of high-hardness metal processing, the company is expected to give full play to its advantages to improve the gross profit margin of metal parts and strive for higher market share.





The 5G era still needs to wait patiently.
Changying Precision: The value space of metal middle frame in the 5G era will be significantly improved.
Recently, some industry companies said that because the base station antennas in the 5G era may be arranged in arrays, the antenna form of mobile phones and other terminals is still under research and development, but due to space constraints, it is unlikely to use array placement. The exterior design scheme of metal middle frame + double glass is a definite option. The integrated metal rear shell may be upgraded to a new form of low-cost form such as an integrated metal non-metallic composite rear shell, or a multi-seam metal rear shell. Plastic and ceramic rear housing are also options. Therefore, in the 5G era, the metal middle frame of the mobile phone will be the mainstream, and the rear shell will appear in many forms such as metal non-metallic composite rear shell and non-metallic rear shell. In this regard, industry analysts believe that although the concept of 5G has become a hot spot in the market, it will take time and repeated demonstration to improve the theory of relevant technologies to truly popularize their application. According to the current known parameter configuration of iPhone 8 and Huawei Mate9, it can be seen that the shells of these two new products are still made of metal. The time for the full popularity of 5G networks nationwide in China is leading technology is uncertain. 5G standards have not yet been issued, and global popularization requires more long-term patience. At the same time, 3D glass, ceramics, sapphire and other new materials need a certain growth process from technology to productivity and mass production scale. Within three to five years, metal shell + metal middle frame is still the mainstream trend in the smartphone industry. While patiently waiting and laying out the 5G era, Changying Precision will actively carry out traditional business, and seize the opportunity to develop the advantages of the metal middle frame industry in the process of technological upgrading.



In addition, Changying said that it is very concerned about the ceramic appearance market and has been developing the grinding process of zirconia ceramics. If there is a large-scale market demand, the company can also respond quickly and keep up in time.

Source: Shanghai Securities News · China Securities Network

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