In China, the mobile phone industry has grown out of nothing, and mobile phone design has evolved from the purchase of mature solutions to independent design solutions. In just 3-4 years, China's mobile phone industry has developed to its peak. With the rise of many mobile phone manufacturers, the mobile phone industry-related supporting manufacturers have gathered in areas where mobile phone manufacturing is concentrated, and mobile phone antenna suppliers have risen rapidly.

According to the incomplete statistics of Enterprise Checking Cats, as of November 2019, the number of enterprises above designated size in the mobile phone antenna industry in my country has exceeded 2,100, of which small and medium enterprises accounted for the mainstream, the number of small enterprises accounted for 54.4%, and the number of medium-sized enterprises accounted for 12.9% , The number of large enterprises accounted for 32.7%. Industry concentration is low, products are uneven, and large-scale leading enterprises and small and medium-sized enterprises are severely divided.

Among the large enterprises, the outstanding leading enterprises represented by Xinwei Communication, Jieshengkang, Speedback, Luxshare Precision, etc. have strong strength, and their R&D technology can match the international level. However, at the same time, many small and medium-sized enterprises have produced film quality and technology R&D. The level is low, and the industry needs to be further regulated. Among them, SPEED and Xinwei Communication have the strongest R&D and production strength, and the main customers are Huawei. Jieshengkang, Yaodeng, Shanghai Demen Electronics, Luxshare Precision and other companies also have strong strengths.

Local manufacturers dominate, Xinwei Communications ranks first in market share

Looking at the world, well-known international companies engaged in mobile terminal antenna business mainly include Laird, Pulse, Molex, Amphenol, Skycross, Galtronics (Gali Electronics). However, my country's mobile phone antenna brands are not inferior, and even more competitive.

Data show that in 2018, my country's local manufacturers Xinwei Communications, Luxshare Precision, and SPEED together accounted for about 50% of the global mobile phone antenna market, and the market has a prominent position.

Good operating efficiency in the industry, Luxshare Precision and Pengding Holdings have large revenues

In 2018, the overall operation of my country's mobile phone antenna companies was good. In terms of revenue, Luxshare Precision, Pengding Holdings, and Shandong Precision have revenues of more than 10 billion yuan. Among them, the leading company, Luxshare Precision, achieved revenue of 35.85 billion yuan in 2018, and revenue from a number of well-known listed companies Ranked first in China; leading companies such as Xinwei Communication, Jialianyi Heshubeide, and Tongyu Communication have revenues of more than 1 billion yuan; and the operation of the three companies of Weiligu, Yupeng Communication and Junchang Communication remains to be strengthen.

In terms of net profit, industry leaders Luxshare Precision and Pengding Holdings achieved net profits of 2.723 billion yuan and 2.771 billion yuan respectively in 2018; while industry leading companies such as Shubeide and Tongyu Communications only achieved net profits of only 10 million yuan; and Companies such as Weiligu and Yupeng Communications were affected by the overall mobile phone market and their corporate profits fell.

The gross profit margin of industry enterprises is mostly between 15%-50%. Among them, Junchang Communication has good operating results in 2018, with a corporate gross profit margin of 50.81%, which is in a leading position; while Weiligu and Yupeng Communication have poor gross margin performance due to poor business operations and declining profits, respectively. 7.43%, 5.28%, relatively backward.

The above data comes from the "Analysis Report on Market Outlook and Investment Strategic Planning of China Mobile Antenna Industry" by Qianzhan Industry Research Institute. At the same time, Qianzhan Industry Research Institute also provides solutions such as industrial big data, industrial planning, industry declaration, industrial park planning, and industrial investment promotion. 

Mobile phone antenna manufacturers are rising rapidly, and the two ends of the industry are severely divided