Even if the smartphone terminal rebound is the focus, however, due to the lack of flow of listed companies, VCM motors have received exposure, much lower than CMOS image sensors, lenses, modules and filters plate.

 

 

 

As an indispensable core structural component of the cell phone camera, micro drive motor in the past two years, the market changes, it is worthwhile to interpret in detail.

 

 

 

From the point of view of the industry's overall shipments, China's motor manufacturers have formed a division with overseas powerhouses. Even in the high-end market, Alps, three beauty backed by Apple, but Huawei, millet, glory and other mainstream cell phone manufacturers gradually tend to domestic.

 

 

 

 

ZET remains the champion of China's VCM motor shipments in the first half of the year. More socially significant is that, Panjin local relying on ZET industry leading advantage, so far has signed 23 precision stamping, injection molding, precision winding, magnet processing and other related optoelectronic enterprises, to create a through the industry chain upstream and downstream of the “micro-industrial park”. It is expected that by 2025, after all these suppliers have settled in and reached production, the optoelectronic output value of Panjin will be doubled on the basis of the existing, reaching about 5 billion yuan.

 

 

 

Backed by core customers and investors millet, Hozel's shipments have been in the forefront, but also China's “VCM motor first stock” favorite. Previously, the prospectus shows that Hozel revenue comes mainly from the unidirectional open-loop motor business, industry experts believe that more high-end product specifications to bring revenue growth, is the company needs to break through the operational bottleneck.

 

 

 

It is worth noting that, from the point of view of customer structure, the previous top customer OPPO in Hozel's revenue accounted for a significant reduction.

 

 

 

 

 

 

New-shicoh is recognized as the industry's “Whampoa military school”, many motor manufacturers founding team or core executives and the company has a deep connection. According to ChaoDian, at present, New-shicoh not only ranks first in the market share of cell phone OIS optical anti-shaking motor, but also the proportion of non-mobile phone business is more than 15%, and the future plan is to reach 25%, the revenue structure is more reasonable layout.

 

 

 

A number of cell phone industry chain experts analyze, than the road electronics is currently one of the few profitable motor manufacturers, with big customers Huawei sinking so many years, than the road is also considered to be a heavenly reward for hard work, bitter sweet. According to sources very close to than road, the company plans to submit listing materials in the second half of the year.

 

 

 

Located in Baotou, JIANGXIN MICRO holds the rare earth raw materials, in the low-end motor market competition is very cost advantage. Let the industry is more concerned about its and South Korea magnetization “manufacturing + technology” mode of cooperation. JIANGXIN MICRO Chairman Guo Yanchun said publicly, to 2025, the joint venture founded by the magnetic Xin electronic will build 4 anti-shaking motor production line, the formation of 60 million anti-shaking motor production capacity, to occupy more than 30% of the global market share. Market share of more than 30%.

 

 

 

However, a downstream camera module customers expressed their concerns, “Patent issues have always been an uncertainty in the motor industry. If the high-end patents of magnetization can't be fully transferred to Jiangxin Micro, there will be the hidden danger of a necklace.”

 

 

 

According to the Chaodian understanding, as a motor industry veterans, and optical camera module manufacturer QiuTi technology has a strong correlation and cooperation, with the Friends of the high-end motor in Xiamen ZhongHui factory put into production, in its comprehensive solutions and strong supply capacity support, is expected to further consolidate QiuTi technology's vertical integration ability and industry leading position.

 

 

 

Together with the players from the lens and module field turned over Sunny, Dali light, China motor camp with competitive characteristics, and finally, as a motor manufacturer boss said, “high-end is the ruler, profit is the king's road”.