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Since the fourth quarter of last year, the delivery scale of China’s brand mobile phones has been repaired successively, and the sales of Apple’s iPhone X have not been as expected, resulting in a negative ceiling for all kinds of electronic components. For this reason, MLCC plant said that the repair of China’s mobile phones is not damaged by the current supply and demand structure of MLCC. Due to the steady growth of the demand end, the new capacity is not easy to release, and it still maintains the view that the supply and demand of the industry is tense in 2018.
Guoju said that at present, the safety stock days of MLCC are still less than 30 days, and the supply is still quite tight; huaxinke also pointed out that the specification delivery period of stock out last year is more than 6 months, and the safety stock is less than 45 days. Compared with last year, the gap between supply and demand is still 10-15%, with little improvement.
In the fourth quarter of last year, mainland brand mobile phones began to be repaired and shipped in succession, which depressed the performance of upstream supply chain stock price. Taking oppo as an example, in December last year, the company slashed the outstanding orders, and the annual shipping target was revised from 120 million to 90 million, with a cut rate equivalent to 25%; with the advent of iPhone x, the purchase gas has not been as expected, causing market concerns about the extension of the replacement cycle and the sluggish purchase of mobile phones Impact on upstream component requirements.
Greater China is the largest sales area of Guoju and huaxinke. In terms of the proportion of revenue in the second half of last year, Greater China accounted for 80.8% of huaxinke’s revenue, and Guoju’s revenue accounted for 78% of huaxinke’s revenue. To a certain extent, the revenue is heavy on the mainland market, but the under repair of mainland brand mobile phones is still intact in the tight supply and demand structure.
MLCC factory pointed out that even if the mainland brand mobile phones reduce the delivery scale, for MLCC factory, it is just a difference from a very short one to a very short one. Each mobile phone will be equipped with high, medium and low capacity MLCC respectively. The consumption of low and medium capacity MLCC faded out by Japanese companies is the most extensive and huge. At present, only Taiwanese companies are able to undertake the order transfer, even though the organic growth of mobile phones slows down, but with the development of the mainland The three mobile phone brands are moving to a higher level, pushing up the average device consumption of mobile phones, offsetting the decline of mobile phones.
With the approaching of the lunar year, the market has repeatedly sent bad information about the backwardness of dealers and distributors. MLCC factory points out that most of the manufacturers’ goods are supplied to EMS and OEM factories. Generally speaking, the mainstream agents do not store goods, not to mention that there is no source of goods to store now. Only spot merchants and traders have spot goods. It is a phenomenon every year that spot merchants do not want to keep their positions before the year. There are many such traders in mainland China Niumao, just like investors don’t want to hold shares for the new year, doesn’t mean that supply and demand turn over, and clearing price is not representative.