Smartphone market broke out with component distributors

In 2011, the global economy was very depressed, various social unrests, natural disasters, and debt crisis hit the electronics market. In recent days, the news that the industry as a whole was in the doldrums has continued to spread: The electronics industry is worrying, and polysilicon prices have declined significantly. TV The market demand for the panel is sluggish, and the color TV market is even more sluggish. More industry sources said that the current market conditions are worse than those in the 2008 economic crisis. In the shadow of such a shadow, the development of smart phones has ushered in the trend of blowouts.

While the overall electronics market was clouded, smartphones exploded explosively in the fourth quarter of 2011. The reason is that the three major operators have established networks and can "sport cars." At present, smart phones are hot and demand continues to grow. 3G mobile phones began to explode in September 2011. The pace of development of the Chinese smart phone market is leading the world. Li Honghui estimates that the demand for smart phones in the Chinese market will reach 200 million units in 2011. Among them, operators have customized about 150 million units.

The growth in demand for smart phones is a good news for suppliers and distributors who are concerned with the relevant components of smart phones. From a technical standpoint alone, 3G smart phones are more feature-rich than 2G phones, and their demand for components has increased significantly. For example, Li Honghui said that the price of a motherboard in a 2G mobile phone can be as low as 6-7 US dollars, while the application processor in a smart phone can be sold for more than 10 US dollars, and a piece of memory can be sold for more than 20 US dollars. In a 2G mobile phone, there is only one PA and 5 PAs are required in the smart phone; it also includes 5 sensors, which will undoubtedly provide component suppliers with more value space. At the same time, due to the complex architecture of smart phones - multi-processor architecture, WiFi capabilities, built-in mass storage, sensors, capacitive screen control ... many functions are difficult to integrate in a single chip, which also brings opportunities for component suppliers Therefore, smart phone related component distributors also have a good opportunity.