July cell phone camera VCM motor market also suffered from the general market of cell phones, the overall shipments fell by about 12% year-on-year.
In contrast, the six strongest VCM manufacturers Alps, Samsung Electro-Mechanics, Sammy, Sino Blue, Haoser and New Thinking, the situation is relatively stable, with most of the year-on-year decline within 5%.
After the top 6 other VCM motor manufacturers fluctuate more, such as Bilu and other first 7 months also showed relatively large growth, should be the pull of Huawei cell phones. Other manufacturers of large fluctuations, basically indicating that its customer structure has been a problem.
In retrospect, the past two years, Rising Technology and Sun Optics involved in the VCM field, the integration of the entire industry chain of cameras, in the cell phone market under the dramatic changes, the earnings are bound to be very embarrassing.
In addition, the VCM motor products produced by Rexon and DALYGUANG both entered the iPhone14 supply system for the first time. But a single Apple order is certainly difficult to feed the two fruit chain, its motor business is to turn single or import Android brands, the follow-up is worth watching.
Translated with www.DeepL.com/Translator (free version)
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