Hidden behind the scenes of the drive chip market, and the downstream VCM motor industry development trajectory is surprisingly similar, and may even be exactly the same.

 

 

 

Among them, domestic substitution is the key.

 

 

 

Chaodian data statistics, global smartphone shipments in 2023 were 1.13 billion units, down 3% year-on-year, the lowest in nearly a decade.

 

 

 

In addition to the consumer economy downgrading, the replacement cycle to lengthen the objective factors, the cell phone product itself is not enough innovation is also the key, especially in the field of intelligent image highlights and selling points are not much, the supply chain group limit inward roll.

 

 

 

Engaged in the motor industry for more than a decade of senior expert Hai recalled when, "before the rise of 'China Cool Union', when the cell phone VCM motor market was completely monopolized by Japanese and Korean companies." Similar to the motor industry chain is the drive chip is also occupied by Japanese and Korean companies head.

 

 

 

 

 

Chao electric research report shows that the VCM motor drive chip market has been monopolized by South Korea, Rohm Semiconductor, Asahi Kasei, ON Semiconductor and other international giants. But in recent years, Juchen shares, Tiande Yu, Ai for electronics, Xidi micro, Pu Ran shares, base on semiconductor and other few Chinese chip manufacturers, in the field has been successful breakthrough, is rapidly eating international giants market share, the current cell phone industry competition is unprecedentedly fierce, the brand side in order to pursue the pursuit of cost reduction and efficiency, the camera motor and other core devices to achieve domestic substitution has been a major trend.
 

 

In the previous tide of electricity released VCM motor driver chip TOP16, after industry dissemination, widely praised, a domestic driver chip executives said: we have now and domestic cell phone terminal manufacturers to work closely with the research and development of high-end projects, is expected to be able to this year more than part of the share of overseas manufacturers.