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Camera module market bifurcated, module manufacturers how to break the game?

After a long reshuffle of smart phones, at the same time of centralization, the polarization is also quite severe, and this is also quite obvious in the camera module market.

Looking at the current development status of the terminal market, the market share of the four major domestic mobile phone brands continues to rise, but the second and third tier brands do not seem to be so lucky.

From the perspective of supply relationship, the relationship between the terminal market and the supply chain is quite close. Once the terminal market is concentrated, the trend of supply chain concentration will become inevitable.

Based on this, affected by the terminal market, the trend of concentration in the camera module market has also been reflected, at the same time, the larger the smaller the smaller has become the true portrayal of the camera module market.

Camera module manufacturers competition intensifies dual camera dividend decline

Due to the rise of the dual camera market, the real demand for cameras has also increased on the basis of the past, based on this, many camera module manufacturers actively expanded production last year.

But this year, the camera module manufacturers are not so good as last year. This year, the entire camera module market is not only facing the status quo of increased competition, at the same time, it is also facing the phenomenon of dual-camera decline.

In fact, this phenomenon of increased competition is not limited to the second – and third-line camera module market, and the competition in the first-line camera module market is equally fierce.

Camera module factory how to break the game?

For the entire camera module manufacturers, they are facing the status quo of increased market competition, but also facing the situation of declining gross profit margin, so where is their breakthrough?

This year, there is an obvious phenomenon that first-line image module manufacturers have invested heavily in developing new businesses, and this new business not only includes 3D structured light modules, three-camera module business, but also covers the fingerprint recognition module business under the screen, and from the unit price of the above new business, these new businesses or will bring a new wave of dividends to camera module manufacturers.

In fact, from the reflection of the market of terminal manufacturers, some new businesses have been recognized by the market, and the follow-up will also help increase the gross profit margin of products.

However, it can be found that a very obvious phenomenon, first-line camera module manufacturers are willing to spend a lot of money to invest in new business, but for second – and third-line camera module manufacturers, on the one hand, their own spare funds are limited, on the other hand, the risk in front of new technology is too big, based on this, Most of the two – and three-wire camera module manufacturers are not willing to invest heavily in new technologies (3D structured light module, three-camera module, under-screen fingerprint recognition module).

Therefore, the best breakthrough for them may be the segmentation field, and this segmentation field not only includes their own original camera module business, but also includes the camera emerging market.

Taking the original camera module market as an example, because some terminals adopt new procurement methods, the low-end camera module or will be further lowered to the second-line camera market, based on this, in the field of their own camera module to carry out in-depth cultivation, at the same time, closely follow the first-line camera module this vane, It is a breakthrough for two – and three-line camera module manufacturers.

In addition to the original business, emerging markets are another powerful breakthrough for them. Earlier, I learned from the supply chain that some second – and third-line camera module manufacturers began to broaden their horizons to other areas, open up new markets to seek new economic growth points, and ease the competitive pressure in the smartphone market.

And this emerging market includes artificial intelligence, car cameras, security, smart home, robotics and other fields.

From the current situation, the entire camera industry is developing rapidly, based on this, there must be a breakthrough, but the more at the critical moment, the more supply chain manufacturers need to keep a clear head.



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