(Original title: "Made in China" or "Made in Korea"? The iPhone still affects the global mobile phone industry chain)
In the early hours of September 13, Beijing time, the “warm-up†iPhone’s new products that lasted more than six months were finally released.
Among them, the tenth anniversary version of the iPhone X is called by Cook as "representing the future direction of mobile phones." Although no surprises, it has been confirmed by the characteristics of “scarce†wireless charging, canceling the Home button, OLED full screen, vertical dual cameras, and Face ID unlocking.
From the release of the first iPhone in 2007 to the release of the iPhone X (iPhone10), it was also the decade that smart phones were popularized. Now that the mobile phone industry is highly mature, Apple has also lost the subversive aura of the Jobs era, but it has been against the industry chain. The impact can't be ignored.
Huang Yuxi, a research manager at the Semiconductor Research Center at Chiang State Consulting, believes that the new features released by Apple, such as wireless charging, face recognition, and depth cameras, will surely drive the follow-up of other manufacturers.
In the opinion of the CEO of China Mobile, the China Alliance, choosing Face ID is the biggest highlight of Apple's new products. Under the condition that fingerprint technology under the screen is not yet mature, Face ID's unlocking method is better than Samsung's iris recognition program. In addition, wireless charging has already been used by Android vendors for a long time, and Apple’s leading role in the industry is stronger than that of Samsung. However, whether or not it can really be used in large scale remains to be seen.
The industrial chain is moving
In the evolution of consumer electronics technology, the giants have a strong lead and demonstration role in addition to professional judgment.
With regard to the full-screen products that mobile phone manufacturers have launched, because the current fingerprinting scheme under the screen is not yet mature, Face ID has become an alternative that Apple has chosen. The industry generally believes that next year the fingerprint technology will gradually achieve mass production, when facial recognition is still a good plan? Lao Pu believes that it is also necessary to look at the maturity and use experience of technology. Huang Yuxi also pointed out that Apple had launched the Force Touch technology in the past and its performance has not been widely followed. The extended 3D Touch technology has only been widely followed because of its good experience.
The Black Tech Face ID, which can be easily unlocked in the dark, is largely derived from the iPhone 3's front-facing 3D camera and A11's powerful neural computing capabilities. According to Huang Yuanhao, founder and CEO of 3D sensor maker Aobi Zhongguang, 3D sensors are required for the realization of functions such as Face ID recording, unlocking, animated expression, and Beijing Opera Face Change. In addition, 3D sensors have applications in gesture recognition, background blurring, and game interaction.
The 3D sensing supply chain thus also stands on the air outlet. IQE, a British company in Wales, is not known, but this year's share price has risen three-fold because it is thought to produce laser diode chips for the iPhone's 3D tracking technology.
According to the Trend Force data from the state-level consultancy, under the impetus of the iPhone, the market value of mobile terminal 3D sensing modules in 2017 will be US$1.5 billion. In 2020, the output value will grow to US$14 billion, and the compound annual growth rate will be 209%.
Aobi Zhongguang Financial Director Chen Bin told a 21st Century Business Herald reporter that Apple acquired Prime Sense, a provider of 3D somatosensory technology, in 2013 and owns 3D sensor technology. Android vendors need to look for suppliers and are currently following suit. As the only domestic consumer-grade 3D sensor company with full intellectual property rights, currently Obizhong Zhongguang is engaged in technology connection with domestic Android manufacturers. According to him, at present, the front camera mainly uses the structured light scheme, and the rear 3D camera scheme does not necessarily use the structured light scheme. It takes one to two years to mature.
Another major change was the iPhone 8, which finally supported wireless charging. Fang Shulong, the chief hardware officer of the company, told the 21st Century Business Herald reporter that Apple's charging plan may subvert the charging treasure industry at any time and has been paying close attention. "If Apple is doing long-distance wireless transmission such as WiFi, it will be revolutionary for the industry, and the impact will be great. Apple chose the QI solution in close quarters. Currently, wireless charging in the market is compatible, and it will boost wireless. Charging has not brought about qualitative changes, he said, and he is currently paying attention to Apple's fast charge.
Due to the shielding and absorption of electromagnetic fields by metal enclosures, wireless charging technology is not suitable. With the popularization of wireless charging, mobile phone casings are also expected to develop in the direction of 3D glass and ceramics. As you can see, both the iPhone 8 series and the iPhone X use a 3D glass back cover. The industry chain has already begun to lay out. It is understood that in domestic enterprises, mobile phone metal housing represents the company's Tongda Group and BYD Electronics, AAC Technologies, and Shengli Precision are all in the layout of 3D glass. Glass processing equipment represented by glass engraving machines and glass bending machines is also believed to usher in a boom cycle.
Made in China vs Korea Made
On September 8, the news of the Yonhap News Agency, entitled “The decision of the Korean manufacturer, represented by Apple’s biggest competitor Samsung, to hold the price of the iPhone 8†triggered a heated discussion among Korean netizens. The new iPhone should be made in Korea."
According to reports, a significant portion of the NAND flash memory used by the iPhone 8 is provided by Samsung Electronics, which ranks first in the world market, and SK Hynix, which ranks fourth. And mobile phone OLED market, Samsung accounted for 97% of the market share alone. Most of the dual-camera components used in the iPhone 8 are manufactured by LG Innotek, a subsidiary of Korean electronics component manufacturer LG. The iPhone 8 also uses PCB printed circuit boards for smartphones manufactured by Samsung Electronics and Korean SMEs. These are the core components of mobile phones and occupy the bulk of mobile phone costs.
In fact, Apple has suppliers all over the world, including China, with more than 300 suppliers from more than 700 suppliers. For example, Lanstech and Bern Optical provide screen glass, Goer acoustics provides acoustic modules, Desai Battery and Innolux provide mobile phone batteries, Jinlong Electromechanical provides linear motors, Huanxu Electronics provides WiFi modules, Foxconn provides assembly services and more.
However, it is not difficult to find that these companies, apart from providing some sophisticated technologies, mostly concentrate on the supply of waterproof parts, acoustic modules, motors, housings, connectors, and other peripheral components and OEM manufacturing. The added value is not high.
Lao Pu analyzed 21st Century Business Herald reporters. The biggest change in the iPhone's new machine supply chain is that Samsung has monopolized the iPhone X's OLED screen. In the current apple supply chain, the core devices are mainly in South Korea, and Korean companies are in an ascending stage. Japanese companies have been declining in recent years. Chinese companies are gradually growing and gradually intervening more deeply. The future will become increasingly important.
Guo Mingchi, an authoritative analyst at KGI, Apple’s authoritative analyst, previously stated that the iPhone’s higher price this year is not entirely the cause of Apple’s own, and Samsung’s role in the supply chain may drive iPhone prices higher.
Therefore, senior communication expert Xiang Ligang also expressed his opinion that with the release of the new iPhone, the industry's lead from Apple to Samsung. “Samsung is at the core of the whole industry chain of mobile phones from chipsets to flash memory to screens. Apple has a strong brand appeal and high profits, but its influence on the industry is not as good as that of Samsung. Apple is even more affected by Samsung’s neck. Obviously, the subsequent delivery of the iPhone X is difficult to guarantee."
Of course, Apple is also working hard to strengthen its control over the industry chain. In the first half of the year, Imagination informed that Imagination will use its own products to the latest A11 chip and use its own GPU. This will be reflected in the cooperation with Qualcomm and Intel, the investment in panel company LGD, and the acquisition of Toshiba. This direction. In addition, it also lays out and bets on leading-edge technologies such as AR and artificial intelligence.
However, in the current peak of mobile phone market peaking, in the face of a growing Android camp, it is still unclear whether Apple can maintain a strong innovation capability and lead the industry in the next decade.
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