With the end of 2023, the consumer electronics industry is showing a steady upward trend. In many segments, positive signals have been released.
Recently, Huawei has once again demonstrated its formidable strength. In just 8 months after the release of the Huawei Nova11 series, the Huawei Nova12Pro and Huawei Nova12U1tra came out one after another. This move is expected to stimulate the demand for new machines from old users.
With the release of new mobile phones from big brands such as Huawei and Apple, the sales of smartphones have gradually picked up, and demand has reached a new peak.
In addition, in the field of smart wearables, due to the promotion of blockbuster products, the market attention is also heating up, and it is expected that by 2024, the total revenue of the consumer electronics industry will exceed the $1 trillion mark for the first time.
Consumer electronics terminals ushered in a vibrant spring
In the third quarter of 2023, global smartphone shipments edged up 0.3% from the same period last year, with a whopping 14% growth rate. Among them, the shipments of products of domestic manufacturers such as Xiaomi have increased significantly, and leading smartphone manufacturers such as Samsung Electronics, OPPO, and Honor also plan to increase production in 2024
The release of the Huawei Mate series and the Xiaomi 14 series has caused a strong response, and Huawei also plans to produce up to 70 million mobile phones in 2024. These show that the industry has emerged from a multi-year slump. It is expected that the production and sales of smartphones in the fourth quarter will be the highest in the fourth quarter, driven by factors such as e-commerce promotions and the year-end shopping season.
With the quarter-on-quarter improvement in global smartphone shipments in the third quarter of 2023, driven by many factors such as the establishment of a bottoming recovery trend, many AI PC catalysts at the end of the year, and Huawei's production increase + localization rate increase, will promote demand recovery.
The turning point of the consumer electronics industry cycle may come, and consumer electronics will usher in a good opportunity for rapid development.
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Sorted out these companies in the concept of "consumer electronics", you can collect and study, let's take a look!
Cybrid technology
The application of the company's products in the consumer electronics industry of smart phones includes PU protective film for mobile phone touch screen, acoustic wave diaphragm material for mobile phone microphone, ultra-thin tape for mobile phone graphite heat sink, and light shielding tape for LCD backlight module.
Kechuan Technology
The company's main business is the design, research and development, production and sales of functional devices. In terms of battery functional device business, the company focuses on two major segments: consumer electronics batteries and new energy power batteries, which are widely used in consumer electronics such as smartphones and tablets, as well as battery cells and battery packs for new energy vehicles.
UBI Electronics
The company is the first professional manufacturer in China to launch curved precision metal stamping structural parts, in addition, the company also has a certain leading advantage in ultra-thin, large-size precision metal structural products.
Alto Electronics
At this CES exhibition, the company showcased product solutions such as SID intelligent all-in-one machine and CV intelligent all-in-one machine. This is the first time for the company to participate in the Consumer Electronics Show CES, and its intelligent all-in-one products have attracted customer attention, and customers have placed orders to buy during the exhibition.
Yitian shares
The company's customers are mainly BOE, Shenzhen Tianma, TCL, Hon Hai Precision, OFILM, Lingyi Intelligent Manufacturing, Dongshan Precision, Holitech, Changxin Technology, Lianchuang Electronics, Xinli International, Xingxing Technology, TXD and other domestic and foreign first-line flat panel display device manufacturers. The company's customer-related products are an important part of consumer electronics.
Double Elephant shares
The company is the first domestic enterprise in mainland China to achieve large-scale mass production of high-end optical-grade PMMA materials, with an existing production capacity of 80,000 tons/year of optical-grade PMMA materials. PMMA materials are mainly used in liquid crystal displays, LED lighting, etc., and optical PMMA is an essential optical material for light guide plates and backlight modules in VR equipment.