Global Mobile Phone Filter Shipments Top 10 in 2023, DOTI Micro leads the Loss, ULTRA becomes the Pointman

 

 

Filter, which accounts for only 3% of the hardware cost of cell phone camera, is an indispensable structural component in the smart image system.

 

According to the 2023 global cell phone filter shipments TOP 10 list, Chinese companies have been in a complete monopoly, market share of up to 91%, the top ten only Otolum a Korean enterprise figure.
 

 

This is the group pride of China's supply chain, but it is difficult to hide the devastation and a few embarrassments on the front battlefield. Because of the extreme involution, has dyed this red sea field into a deep red color.

 

 

January 26, cell phone filter head enterprise DOTI Micro (301183.SZ) released the results of the forecast shows that the company's 2023 operation from profit to loss, net profit loss of 32 million yuan to 40 million yuan, a year-on-year decline of 282.23% to 327.78%.
 

 

A number of suppliers of DOTI Micro such a large loss did not feel too surprised, after all, we have been doing business at a loss in the past few years has become an "open secret".

 

 

In 2023, the global cell phone filter industry can be said to be the same disease.

 

Even Apple's iPhone camera filter main supplier Crystal-Optech (002273.SZ) and W-olf Photoelectric (002962.SZ), in the first half of last year's answer sheet is also revenue and net profit double decline.

 

Peer competition price, as well as downstream camera module customer squeeze, is China's filter industry on the cliff of the two major pushers.

 

Chaodian  rom the industry chain research in October last year, a 77 * 77 standard specification blue glass substrate procurement cost of 15 yuan, after coating the film in the piece of bidding price as low as 17 yuan. One of the industry's higher production throughput rate control between 85% -88%, so the cost of raw materials with losses accounted for up to 98%, plus labor, electricity, rent and other expenditures, it can be said that the companies are losing money miserably.

 

"If the ecological environment continues to deteriorate, we will lose group living space, China's camera manufacturing industry may appear 'broken chain' phenomenon." At that time, a group of cell phone filter manufacturers so collective pathos voice.

 

Signs of recovery in the global cell phone market has appeared, by the terminal brand to inventory and new product stocking to form a driving force, tide electricity think tank from the cell phone supply chain was informed that at the end of last year, the filter industry and modules, lenses, CMOS chips and other camera main pieces of the trend is consistent with the ushered in a round of price retraction.

 

Shenzhen, a filter manufacturer executives said on condition of anonymity, "the current shipments are still a slight loss, the best case is not counting depreciation barely flat, but also far from making money."

 

In order to change the situation, Chinese companies are actively expanding product application boundaries with innovation.

 

Focused on deep plowing industry for more than ten years, the United Super Optoelectronics, not only achieved the 2023 global cell phone filter market share of the fourth good results, but also in May last year, the establishment of the Vietnam LCPT VINA factory, and successfully realized the AR glasses, wafer, automotive applications prisms, and other new projects mass production, the market's overall competitive advantage to be significantly improved .

 

It can be foreseen that in 2024, the cell phone filter industry will still move forward dangerously, but will gradually surface.

 

Translated with DeepL.com (free version)