PCB News - The revenue of the customer's mobile phone supply chain has weakened

The revenue of the customer's mobile phone supply chain has weakened

The June revenue of the mobile phone supply chain was roughly announced. Companies such as flexible boards, printed circuit boards(PCBs), optics, buttons, assembly and manufacturing, etc., saw their monthly performance decline more than in May; and communication product housings and electro-acoustic components. The company's performance was relatively stable, and June revenue still showed an upward trend. On the whole, the domestic mobile phone supply chain industry's revenue in June has weakened. In response, customers still mainly used old mobile phones to pull goods in July, without the effect of new phones.
The beauty of electro-acoustic components (2439), because the base period of May revenue was low, there was a certain warm-up effect in June, and monthly revenue increased by 5.5%. It is a rare June growth company in the industry.
As for mobile phone manufacturers, the assembly plant Huabao (8078) saw the largest decrease of 39% on a month, and Huaguan (8101)’s revenue also fell by 34.8%. The customers of these two ODM factories have entered the off-season of orders. In June, the revenue has experienced a significant monthly decline of more than 30%. It is expected that it will not return to normal levels until mid-August at the earliest.
brand manufacturer HTC (2498)’s consolidated revenue of 30 billion yuan in June was the same as that in May. July’s performance depends on the market sales of its competitors such as Samsung, motorcycles and Sony. It is undeniable that HTC’s current Android phones’ biggest potential rivals are Samsung’s Galaxy S3 mobile phones and the fourth-generation iPhones. There are about 8 million units.
In terms of mobile phone buttons, soft boards and mechanical components, Honghui (3311) and Yi Jia (2402) did not perform well in June, and the main product lines of the two companies both declined compared with May. Honghui's light alloy internal components in June increased compared with May, which is also reflected in the performance of domestic metal exterior parts and chassis manufacturers, such as the June results of Catcher (2474) and Hongzhun (2354). Pretty good.

In addition, the bit rate (3508), which is dominated by surface treatment and plastic shells, had a slight growth of 0.6% in June revenue. It will be necessary to wait for the main customers to launch new machines in the third quarter or for customers to sell their models in mainland China. It is expected to stimulate the significant growth of Bitspeed's operations in the future.
Junyi Electronics (3642), which uses electronic rubber and function keys, was mainly affected by the distribution of HTC, and it continued to grow in the second quarter. In the third quarter of this year, the shipments of function keys for mobile phones, electronic sound insulation rubbers, and electronic functional rubbers for tablets and laptops were still used. The price of one piece of electronic rubber of Junyi Electric is about NT$0.5~1. Compared with the function key product line quotation of NT$10, electronic rubber will have less influence on the company's future revenue fluctuations.
In terms of quarters, the overall mobile phone population has a slightly higher percentage of seasonal reduction effects. The obvious declines include the Honghui Season’s decrease of 15.6%, the Yijia Season’s decrease of 14%, the Melody Season’s decrease of 12.6%, and the Huabao Season’s decrease of 12%. ; Among them, the revenue of Honghui and Yijia in April has already declined significantly, so market investors felt the conservative atmosphere of Honghui and Yijia in the second quarter before the middle of the second quarter, and they can accept these two companies. The reason for the decline in performance because of customers adjusting inventory.
As for Meilu and Huabao’s original single-quarter performance forecast for the beginning of the second quarter, they were relatively optimistic. However, Meilu’s May revenue was unexpectedly lower than expected. Huabao’s revenue decline in June increased. The two companies’ The single-quarter revenue performance was not as good as originally expected.
Compared with the first quarter revenue growth of HTC’s 34.3%, bit rate of 18%, Arima’s 8.5%, and Junyi Power’s 3%, most of them benefited from HTC’s second quarter sales success. As for Arima, it has benefited from the US customer Motorola’s new machine and the customer’s Sony’s long-term sales of original organic seeds.
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