iPhone HTC touch screen repair 10%

While the Apple iPhone, HTC, and Samsung smartphones are popular, the domestic mobile phone market has quietly emerged a gray industrial chain, of which the touch screen industry has become the core.

“Whether it is an Apple iPhone or an HTC smart phone, the touch screen is fragile and the damage rate is very high. Therefore, it also creates a huge maintenance market.” Su Hua, head of a touch screen factory in Shenzhen, recently told the “First Financial Daily” According to the report, there are currently 200 touchscreen factories in Shenzhen, most of which have emerged in the last two years. It is conservatively estimated that only the iPhone's touch screen will ship more than one million units per month.

In addition to serving the domestic market, the above-mentioned brands of used smart machines and their "corpses" of smart machines will also flow into Shenzhen through e-waste and other channels. After refurbishment of maintenance, it will flow into domestic second and third tier markets or overseas markets such as Africa.

“The maintenance and refurbishment market has become a training ground for domestic touch screen manufacturers and has promoted the development of touch screen technology for domestic manufacturers,” said Su Hua.

Huge profit space

"If the product quality problems, the company will be responsible for the warranty. If it is man-made damage, then no warranty. iPhone damage is a man-made damage." This newspaper yesterday from the Apple China after-sales hotline and Apple China designated maintenance point learned that if the touch screen is damaged, The repair prices for iPhone 4 and iPhone 3 were 1,598 yuan and 880 yuan respectively.

The head of an Apple parallel sales outlet in Guangzhou China Plaza stated that Apple China does not provide warranty for Apple's parallel products. Because the iPhone screen material is glassy and fragile, according to sales experience, accidentally broke up as high as 20%, and the maintenance price of non-official repair points is also around 700 yuan. HTC, Samsung and Motorola's products are similar.

Su Hua said that if it is not the original package, a market price of iPhone3 touch screen is only 30 yuan, comprehensive maintenance market price is generally 200 yuan to 300 yuan. Compared to the original screen, Shenzhen manufacturers generally have a layer of silicon dioxide protective layer, but the sense of smooth touch and other basic feelings and the original screen is basically no difference, and the service life is generally more than one year.

He said that if the touch screen, battery, and housing are replaced at the same time, the refurbished machine is the same as the new machine. The refurbishment of an iPhone3, Maori space between 300 yuan to 1,000 yuan, simply do not sell. This is also the reason for the survival of the gray industrial chain.

Yesterday, this newspaper saw a mobile phone sales market near Haiyin Electric Appliance City. Smartphones sales counters such as iPhone, HTC, and Samsung accounted for nearly 50% of the total market area. iPhones and HTC mobile phones have various versions, including Hong Kong and Singaporean versions. Or the US version. Looks like a brand-new iPhone3, the market quotation is more than 2000 yuan, iPhone2 quotation is in 1,200 yuan.

One counter owner revealed that 90% of the iPhone and HTC phones sold on the market were refurbished.

Domestic manufacturers training ground

For the domestic apple repair market, the gray industry chain is most willing to see the number of Apple iPhone and iPad sales growth.

In early March of this year, Steve Jobs announced at the iPad2 Tablet PC Conference that iPhone sales have exceeded 100 million units. On July 20th, Apple’s financial report for the third quarter of fiscal 2011 showed that it sold 20.34 million iPhones and 925 million iPads in the quarter, an increase of more than 140% year-on-year.

"It's hard to say how many iPhones flow into the Chinese market." Su Hua said that because iPhone and HTC phones have become the fashion symbol, Shenzhen has become a global refurbished factory for iPhone and HTC phones.

However, the market competition is also very fierce.

Su Hua said that for Shenzhen touch screen manufacturers, iPhone touch screen due to a single style, the manufacturer is basically a big industry, the profit margin is very limited. On the contrary, HTC due to style, different styles need different touch screen, plus HTC mobile phone screen generally has its LOGO, the production of the touch screen is illegal, gross margin space.

He disclosed that according to the current technology of Shenzhen manufacturers, production of touch screens under 14 inches is no problem. Although the gross profit of the touch screen repair market is low, it is still possible to maintain the production and operation of the factory at an appropriate time. It is Apple and HTC's high-imitation mobile phone market to make real money in touch screen products. Although MTK is a non-smart phone solution, because of the touch screen, more applications can be realized, such as installing “talking Tom Cat” and “blowing”. Skirt" and so on.

Due to the high touch screen technology requirements of iPhone and HTC, the technology level of Shenzhen touch screen manufacturers has also been improved. Su Hua even revealed that due to a growing market for repairs and refurbishments, many listed companies have started to enter the touch screen market since last year.

“We are now waiting for the domestic smart phone market to mature, at least smart phone touch screen technology and production capacity has been prepared.” In late June, Yu Shun Electronics (002289. SZ) announced that it plans to invest 33 million yuan and Shanghai Buji, etc. The establishment of a joint venture is a splendid creation of optical glass for the production of capacitive touchscreens. In February, Yushun Electronics also announced that it had invested nearly RMB 100 million to build a touch screen production line in Changsha. Listed companies such as Fang Xing Technology, East China Science and Technology, Lai Bao Gaoke, and Changxin Technology have also announced similar expansion plans last year.

Zhang Liangyong, a researcher at China Merchants Securities, said that in view of development trends, capacitive touch screens will infiltrate from high-end machines to medium- and low-end machines in the future, which will lead to a process of rapid demand increase.


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