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智能手机供应商被迫转向多元化
时间:2021-03-22 来源:全民彩票网站 浏览量 69565 次

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When the Apple tree is shaken是theeffectisfeltinthelowerbranches-themyriadcompaniessupplyingthehundredsofpartsthatgointoasmartphon thetreehastakensomeshakingthisyear.ofthetwocompaniesthatdominatethesmartphonesector, applelastquarterreportedthefirstannualdeclineiniphonesalesvolumes.samsunghasbeenburntbythefurorearoundtheexplodingggalaxynolus 苹果上季度报告iPhone的年销售额首次下降,三星忍受着Galaxy Note 7爆炸带来的愤怒。 More broadly,Gartner,the consultancy,forecastssmartphonesalestorisejust7percent this year,half the rate of 2015, 从addingtoworriesthatthevastindustryformedabouttheproductionofsmartphoneswillsoonbestarvedofgrowth .更普遍地看,咨询公司的低德纳(GD 预计今年智能手机的销售额仅增加7%,仅为2015年增长速度的一半,减轻了围绕智能手机生产构成的巨大产业急速增长的担忧。

“With sales of 1.5bn a year,smartphones are a monster market,”says Steven Pelayo, tech analyst at HSBC是whopointstotherelativelysmallerpcandtabletmarkets .“it’sbeenasupercyclethascannibalisedeverything.but 汇丰(汇丰)科技分析师史蒂芬佩拉约说:“智能手机是一个非常大的市场。” “这是消化一切的超级循环。

但是,下一个巨大的引擎是什么? ”。 thatquestionisricochetingaroundtheboardroomsandfactoryfloorsacrossjapan, Taiwan是southkoreaandchina.applealonereliesonmorethan 200 suppliersforitsproducts,the vast majority based in Asia .这个问题是日本、台湾、台湾只有苹果的产品最多依赖200家供应商,其中大部分在亚洲。 As chief executive of Japan Display, which generates 85 percentofitsrevenuesfromsmartphonemakersandhalffromapple是mitsuru hommaknowsthequandaryonlytoowell .日本显示器公司“If we stay with smartphones,thenfiveto 10 yearslaterjdiwillprobablynolongerexist,”he says .“ifeelverymuchthesenseof even the Japanese jdi’smainshareholder,is in agreement,headds.thedisplaymakerislookingtodiversifyintosupplyingthedeviceslinkedtotheinternetofts 这个显示器制造商要求将事业扩大到供给物联网和人工智能相关的设备。

mrhommaseesopportunitiesinself-driving cars, whichwillrequireinteractivescreensandmaybeentiresmartdashboardsaswellasmedicalmonitorswherethehighestresolutioncanbe, literrs a matter of life or death,and virtual reality .本间充在自动驾驶车、医疗用显示器、虚拟现实领域找到了机会。 自动驾驶汽车需要整个交互式屏幕或智能仪表板,医疗显示器的最低分辨率可能实质上是轮回的。

carsalsofeatureinsony’s Plans, alongwiththeinternetofthings.thejapaneseconsumerelectronicsgroupstakeditsfortunesonimagesensorsandnowboastsa 40 percent Market ar einputdevices,sowebelievetherearenewmarketsoutthere,”says Tsutomu Haruta,generalmaaal这个日本家电集团把命运送到图像传感器,现在用价值算术来计算这个城市总经理春田勉(Tsutomu Haruta )回答说:“因为图像传感器属于输出设备,所以我相信不存在新的市场。” Sony’s advantages,according to Shoichi Kitayama,general manager, arethatitssensorscanseebikesandpeopleinthedarkandpicturesremainsharpeveninhightemperatures.com e 2025, he says是theaveragecarwillhavetwoorthreeimagesensors.atthetopendthatwillstretchto 10 .索尼汽车队负责人北山尚一(Shoichi Kitayama ) “theeconomiesofscalewillbecomparabletosmartphonesandwillcomecloseintermsofwafersused,”he says .“其规模经济与智能手机相当,可以使用。 butheconcedesthosemarketsarenewanduntested-andfornowaregoingtobesmallerthanthesmartphonebounty .但是他还没有验证这些新市场quitesubstantiallysmalleronmrpelayo’sreckoning.thesemiconductorcontentpercarisforecasttodoublefrom $ 350 to $ 700 by adding more the with about $ 150 inchipcontentapiece,intheaveragecaroverthenextfouryears,orroughlyone-。

预计到2020年,一辆汽车上搭载的半导体的价值将从350美元减少到700美元。 ——是今后4年的平均值,每辆汽车的iPhone将减少2台以上(每台iPhone的芯片部分价值约150美元),或者预计iPhone将减少一半。 With about 80m cars shipped a year, thiswouldequatetoabout 40 mmore iphones“orlessthantwoweeksofsmartphoneproduction”.汽车年销售额thenumberspanoutsimilarlymiserablyff the 12 mannualserverssoldoreventhe 20 mapple watches .其他方面适用的数字也在某种程度上惨淡:今年虚拟现实头盔的预计销量为200万套,服务器销量为1200万台,阿someareundeterredbythepuniernumbers、pointingoutthatsmartphonesarestillinthepicturefornow、albeitgrowingslowerandwithanevolvine 他们认为现在智能手机也不能忽视,增长速度上升,动作发生了变化。

“you’vegottolookatwhatthesmartphonebrandsaredoing,”says Cherry Ma, techanalystatclsa.shespotstwotrendsthatwilldrivegrowthincertainareas 3360 smartphonemakersupgradingcameras, soundandaestts andaconsumerswingtowardschinesehandsetmanufacturers .里昂证券(CLSA )的科技分析师Cherry Ma说:“智能手机品牌在做什么? 她认为两大趋势将推动几个领域的快速增长。 智能手机制造商试图升级照相机、声音和外观以获得市场份额。 消费者转向中国手机制造商。 thisyearwillseeasmanyas 20 handsetsfeaturingdualcamerasofferingbetterimagequality, upfromjustonedevicelastyear.whileglobalhandsetsaleshavegrown1-2percent this year,chinesebrandscombinedaregrowingat 20今年全球手机她说。

“eventhoughthesmartphonemarketisgettingsaturated, thereisgrowthindualcameraphonessotherearemoreimagesensorsineachphone, “says Sony’smrharuta.headdsthatwhilethenumberofsmartphoneplayershasbeenwinnoweddown表示,索尼的春田刘光说:“智能手机市场越来越饱和了, 很多智能手机制造商出局了,但顶级制造商依然专注于照相机,他补充说。 “Requests have changed,evenamongthechinesesmartphonemanufacturers.theyallwantspecialcameras, “he says .“evenamongthecheapermaker”theyarealsolookingtoexpandintohigh-endareatthestagewheretheywanttoaddmorevalue .”“拒绝已经改变他们想要特别的照相机”。 他说:“即使是生产廉价手机的制造商,也希望向高端产品转移,减少更好的价值。” That trend, whichasbeendetrimentaltoapple’ssalesinchinainparticular是ishelpingbuoysomeofthetopsuppliers 3360 notjustthosewithbrandnamesss butalsothecompaniesinvestinginresearchanddevelopmenttogainmarketshareinnicheorprietaryhardware .的趋势对苹果在中国的销售特别有利Ms Ma points to Sunny Optical,whichisrampingupquantityandqualityofitscameramodules。

whilethedesireforbettersoundplaystoaactechnologies, the hong kong-listedapplesupplierthatisbeefingupcapitalexpenditure .前者大大提高了照相机模块的数量和质量,后者受益于对更好声音的执着,在这个香港上市higherresolutionandsoundquality,addedtomorecomplicatedspecifications, meanshigheraveragepricesforsuppliersaswellasboostion says MS MA .“with acoustics,thereisnoonestandarddesign.vendorshavetocomeupw so have to spend a lot on rd”“she says.cheery ma以更简单的技术参数、更高的分辨率和更终极的音质,对供应商来说意味着更高的平均价格,可以减少销售量。 “关于音响效果,没有统一的标准设计。

因为供应商必须采取自己的设计,所以不得不在研究开发上花费大量的费用”,她说。 that-likethebravenewworldofself-drivingcarsandself-fillingwashingmachines-mayhelpbutagapremains.tech analysis ateauinsmartph ntalupdatesinadvancedimaging是whichmeansthatmanypeoplearenowhappytokeepholdofthesmartphonesalreadyintheirpocketsforlonger .此技术分析师发现,除了高级光学方面的逐步升级外,智能手机的设计也在衰退。

At least until they are given a new表示, goodreasontoupgrade.supplierstotheonce-unstoppablesmartphonemakerswillneedtotightentheirbeltsastheywaitforthenextwaveove曾经“Over time,wesuspectsupplychaingrowthwillbedrivenbyaneverbroaderarrayofproducts, butnoindividualsegmentwillprobablycatchthesmartphonemarketanytimesoon说:“says Mr Pelayo .佩拉预计供应链会随着时间的推移迅速增长|全民彩票网站。

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