The mobile phone market will be subject to the Japanese parts factory?

The market share of mainland mobile phone manufacturers continues to grow, but there are still its fatal flaws, that is, the mainland mobile phone factory over-reliance on Japan's electronic components, especially Sony's image sensing device (CIS), although increasing production but not enough for the market Many mainland mobile phone factories have encountered the problem of being out of stock in May 2015.

Since Sony invested in the research and development of CCD and CMOS sensor elements early on, consumer electronics has become a leading technology in photosensitive element technology, especially in the world market for mobile phone sensors, which accounted for about 33% of the total market in 2013 and 40% in 2014. It is the largest manufacturer in the world. Sony claims to be one to two years ahead of other manufacturers in the related fields. It is not always the case that Lao Wang sells melons.

Since Apple introduced the iPhone, it has ordered a large number of Sony's CIS components, which is relatively limited compared to other manufacturers. When the mainland mobile phone factory has only one million units in annual shipments, the transfer problem will also occur. Not much, once more than 10 million units are broken, the problem becomes serious.

Sony certainly knows that CIS components are in short supply in the global market. The market share reflects the limit of the plant's production capacity. As long as the market share of production increases, Sony will actively invest in expanding the production line to 2015 fiscal year (2015/34~2016). /3) The entire company's investment in equipment for about 40% of the company's investment is equivalent to 210 billion yen (about 1.7 billion U.S. dollars), all of which are tied to the CIS production line expansion.

Sony’s CIS component monthly capacity is converted to 12 wafers, which was approximately 60,000 wafers in 2015. After investment, it is expected to increase to 87,000 wafers in September 2016, an increase of 45%. Will it be sufficient for market demand? It is an unknown number, but the immediate shortage of parts and components cannot be solved. It is difficult for the land plant to change its supply or reduce production.

However, the Japanese components relied on by the Chinese mobile phone factory are not just Sony's CIS. When the Japanese electronic component factory announced its fiscal year 2014 financial report, it almost never forgot to mention that the mainland's mobile phone shipments surged; Relies on Japan Electronic Parts Factory. Although Japanese mobile phone makers have failed in the market, they still have unrelenting capabilities in terms of parts and components.