Go homepage(回首页)
Upload pictures (上传图片)
Write articles (发文字帖)

The author:(作者)
published in(发表于) 2016/12/6 7:36:49
2017 mobile trends: with OLED screen is a high-end machine,

English

中文

2017 mobile trends: with OLED screen is a high-end machine-IT information

Original title: 2017 phone Outlook: with OLED screen is a high-end mobile phone

2016 in less than a month later, during this year, there are thousands of mobile phones released, Chinese consumers may be most happy mobile phone users on the planet, and all kinds of mobile phones not only optional, and many Chinese-made and cheap, many mobile phones only in the mainland China market to buy. Foreign friends may find, optional mobile phone brand is just that a few major brands, so Chinese consumers are very happy.

Recalled 2016 years, Samsung S7 edge stunning full, Huawei P9 Leica kashuang photo de taste full, Note7 explosion off guard, iPhone 7 appearance no new, millet MIX highlights full, overall this a years in the China domestic phone progress is big, but still to shake Apple Samsung in high-end phone market of status, and to has 2017 this a situation author is expected to still will continued, may OLED screen is which most key of factors one of, specific reasons following again detail.

Following I look in 2017 to the mobile phone market will bring us what surprises are, or in what direction:

① 10nm technology chips in high-end phones in the universal

2016 mainstream flagship chip are used 14/16nm semiconductor business drive process, and to has 2017 years a quarter late, used 10nm business drive process of Gao Tongxiao Dragon 835 will with Samsung S8 of sale began official mass shipping, while Samsung home also is 10nm process of flagship chip Exynos 8895 also began shipping, this two paragraph phone chip may is first half of shipping volume more of 10nm process of phone chip, and mediatek Helio X30 depends on how 10nm progress of TSMC.

II more surfaces-screen phone listing

From Samsung S6 edge this paragraph phone began, surface screen official declared into mainstream mass market, after two or three years of development, 2016 has has two home phone screen manufacturer can supply surface OLED screen: Samsung and LG, but this two home of technology gap is big, Samsung of OLED screen technology mature, production out of screen quality is high, integrated performance excellent, capacity also has upgrade, and LG Display production of surface screen still has obviously short Board, like screen minimum brightness high, Solid color background is not transparent enough, the resolution would still need to upgrade, and in capacity compared to the Samsung is not on an order of magnitude.

③ industry accelerates

2017 early United States new President Trump came to power, its in trade protection problem Shang has great of uncertainty, globalization faced challenge, this has may caused must degree of economic unrest, and China economic growth has into new normal, no longer will appeared above 8% above of high-speed growth, China economic in the speed growth has may prompted Yuan devaluation, and phone components most to dollars pricing, Yuan devaluation (dollars appreciation) will led to components price, this will increased China phone manufacturers of phone manufacturing cost, Competitiveness of small and medium manufacturers facing bankruptcy risk.

④ more powerful handset designs

Millet MIX, Samsung S7 edge, Samsung Note7 perhaps in 2016 designs more amazing cell phone, Apple iPhone 7 series is designed to dull this year, while Samsung S7 edge, millet MIX hot (Note7 is also very hot ... ) Can be seen consumer demand for mobile innovation never stops, the market is missing a section of their product. According to the revelations of the supply chain, Apple Samsung flagship opportunity next year have improved in appearance, Samsung has a great chance to launch screens accounted for more than 90% of mobile phones, and Apple will launch a version of the next-generation iPhone surface screen, high-end mobile phone market next year, Apple Samsung's flagship is still probably the most you pay big bucks to buy the preferred models.

II metal body phone will gradually be left out

Addition from next year began, most phone manufacturers will gradually in flagship machine in the abandoned metal fuselage design, instead used glass/ceramic material, and this which maximum of driver is is from Apple of iPhone, next year Apple new iPhone will again return glass fuselage, this a change will caused other phone manufacturers have follow do glass material of phone, so said, stock of students may wish to from 2017 early began concern about do glass processing of shares listed company, It is best to have partnerships with Apple, such as Lan Si technologies, to the end of 2017, the company's stock price will rise as the iPhone News.

⑥ OLED screens very popular and stock problems become more serious

Screen has been is phone parts in the most core of components one of, to has next year phone screen may is whole Department phone in the most scarce of resources, certainly here refers to of is high-end phone, OLED screen will became many flagship machine of preferred, just because only OLED to made surface screen, but new iPhone also will used OLED, this and will caused Ann Zhuo manufacturers of follow, especially China domestic phone manufacturers, to has 2017 years second half of, Does not feature a phone hardly is the flagship of the OLED screen.

⑦ domestic brands in the high-end mobile phone market in China is still very difficult to break through

Looking into the high-end mobile phone market next year, Chinese-made brand still did not have the strength to compete with Apple Samsung the two giants, the current high-end mobile phone market has shown a clear pattern of China's high-end domestic manufacturers want to do basically there is no breakthrough.

There are two main reasons, China's domestic manufacturers themselves also need to be improved on the one hand, research and development capabilities to Apple star is still a large gap, technical reserves is an ongoing investment, China's domestic manufacturers in this regard, there are many ways to go on the other, said that some people may question; "why China's domestic manufacturers in the high-end cell phone market is unlikely to break through? This year's rice MIX, Huawei Mate isn't 9 Porsche designed a high-end cell phone? Next year is likely to make more sophisticated products. ”

Actually this a questioned completely right, author also not denied such as millet MIX, and Huawei Mate 9 Porsche design is high-end phone, but mass consumers hard buy get, this on involves supply chain problem, real core of components China domestic manufacturers basically is took not to how many goods of, like Huawei Mate 9 Porsche design of surface screen from Samsung, Samsung impossible big bulk supply, didn't people will foot.

Another situation is to get the top-level components but can't keep up, millet MIX is one such example, ceramic body yield is low, can not fully meet the market demand. And real has capacity made and price match and can large volume shipping of of high-end phone of manufacturers only Apple Samsung, Samsung is due to industry chain layout wide, basic all of components are can himself production, and this which of killer is AMOLED screen; and Apple is has in industry in the of special status, rich, no which phone spare parts supply chain manufacturers will not with Apple cooperation, after all didn't people with money pass.


2017年手机发展趋势展望:配OLED屏才是高端机 - IT资讯

原标题:2017年手机展望:配OLED屏才是高端手机

2016年还有不足一个月就要过去了,在这一年中有数不清的手机发布,中国消费者可能是这个星球上最幸福的手机用户了,不仅有各式各样的手机可选,而且许多中国国产机物美价廉,许多手机只有在中国大陆市场才能买到。在国外的朋友可能会发现,可选的手机品牌其实就那几个大品牌,所以中国消费者是很幸福的。

回顾2016年,三星S7 edge惊艳全场,华为P9徕卡双摄德味十足,Note7爆炸猝不及防,iPhone 7外观毫无新意,小米MIX亮点十足,总的来说这一年中中国国产手机进步很大,不过依然难以撼动苹果三星在高端手机市场的地位,而到了2017年这一情况笔者预计依然会持续,可能OLED屏幕是其中最关键的因素之一,具体原因下面再细说。

下面笔者展望一下2017年的手机市场会给我们带来哪些惊喜亦或是行业会朝着哪些方向发展:

①10nm工艺芯片在高端手机中普及

2016年主流旗舰芯片都采用14/16nm半导体制程工艺,而到了2017年一季度末,采用10nm制程工艺的高通骁龙835会随着三星S8的发售开始正式大规模出货,同时三星自家同样是10nm工艺的旗舰芯片Exynos 8895也开始出货,这两款手机芯片可能是上半年出货量较多的10nm工艺的手机芯片,而联发科Helio X30就要看台积电的10nm进展如何了。

②更多曲面屏手机上市

三星S6 edge这款手机开始,曲面屏正式宣告进入主流大众市场,经过两三年的发展,2016已经有两家手机屏幕制造商能够供应曲面OLED屏:三星以及LG,不过这两家的技术差距很大,三星的OLED屏幕技术成熟,生产出的屏幕素质很高,综合表现出色,产能也有所提升,而LG Display生产的曲面屏依然有明显短板,比如屏幕最低亮度过高,纯色背景下不够通透,分辨率也依然有待提升等等,而且在产能上跟三星相比都是不在一个数量级上。

③行业洗牌进入快车道

2017年初美国新任总统特朗普上台,其在贸易保护问题上有着极大的不确定性,全球化面临挑战,这有可能造成一定程度的经济动荡,而中国经济增速已经入新常态,不再会出现高于8%以上的高速增长,中国经济中低速增长有可能促使人民币贬值,而手机元器件大多以美元计价,人民币贬值(美元升值)会导致元器件涨价,这会增加中国手机厂商的手机制造成本,原本竞争力不强的中小手机厂商面临倒闭风险。

④更加震撼的手机外观设计

小米MIX、三星S7 edge、三星Note7可能是 2016年外观设计较为惊艳的手机了,苹果今年的iPhone 7系列在设计上乏善可陈;而从三星S7 edge、小米MIX的热销(Note7其实也很热销...)可以看出消费者对于手机创新的需求从来没有停止过,市场上缺的是一款让他们心动的产品。而根据供应链的爆料来看,明年三星苹果的旗舰机会在外观上有较大改进,三星有很大几率会推出屏占比90%以上的手机,而苹果则会推出曲面屏版的新一代iPhone,在明年的高端手机市场,可能苹果三星的旗舰依然是最值得你花大价钱购买的首选机型。

⑤金属机身手机会逐渐被冷落

另外从明年开始,多数手机厂商会逐渐在旗舰机中摒弃金属机身设计,转而采用玻璃/陶瓷材质,而这其中最大的推动力则是来自苹果的iPhone,明年苹果新一代iPhone会重新回归玻璃机身,这一转变会引起其他手机厂商纷纷跟风做玻璃材质的手机,所以说,炒股的同学不妨从2017年初开始关注一下做玻璃加工的A股上市公司,最好是跟苹果有合作关系的那些,比如蓝思科技,到2017年底这些公司的股价会随着iPhone的利好而上涨。

⑥OLED屏幕大受欢迎,且缺货问题愈加严重

屏幕一直是手机零部件中最核心的元器件之一,到了明年手机屏幕可能是整部手机中最稀缺的资源,当然这里指的是高端手机,OLED屏幕会成为许多旗舰机的首选,不仅仅是因为只有OLED才能做成曲面屏,而是新一代iPhone也会采用OLED,这又会引起安卓厂商的跟风,尤其是中国国产手机厂商,到了2017年下半年,不配备OLED屏幕的手机很难称得上是旗舰。

⑦中国国产品牌在高端手机市场依然很难有突破

展望明年的高端手机市市场,中国国产品牌依然没有实力与苹果三星两大巨头竞争,目前的高端手机市场已经展现出了清晰明朗的格局,中国国产厂商想做高端基本上都难有突破.

原因主要有两方面,一方面是中国国产厂商自身实力还有待提高,研发能力跟苹果三星依然有较大差距,技术储备是个持续性的投资,中国国产厂商在这方面还有许多路要走;另一方面,说到这可能有人质疑了;“为什么中国国产厂商在高端手机市场难有突破?今年的小米MIX、华为Mate 9保时捷设计难道不是高端手机吗?明年完全有可能做出更高端的产品啊。”

其实这一质疑完全正确,笔者也不否定诸如小米MIX、华为Mate 9保时捷设计是高端手机,但是大众消费者很难买得到,这就涉及到供应链问题,真正核心的元器件中国国产厂商基本上是拿不到多少货的,比如华为Mate 9保时捷设计的曲面屏来自三星三星不可能大批量供应,没人会搬起石头砸自己的脚。

另一种情况是能拿到顶级元器件但产能跟不上,小米MIX就是这样的例子,陶瓷机身良品率很低,完全满足不了市场需求。而真正有能力做出与售价匹配且能大批量出货的的高端手机的厂商只有苹果三星三星是由于产业链布局广,基本所有的元器件都能自己生产,而这其中的杀手锏便是AMOLED屏幕;而苹果则拥有在行业中的特殊地位,财大气粗,没有哪个手机零配件供应链厂商会不跟苹果合作,毕竟没人跟钱过不去。





If you have any requirements, please contact webmaster。(如果有什么要求,请联系站长)





QQ:154298438
QQ:417480759