Global and China Consumer Electronics Casing and Structural Parts Industry Report, 2011-2012

The report highlights the following aspects:

• the status quo and outlook of consumer electronics market
• mobile phone casing and structural parts market and industry pattern
• laptop, tablet PC casing and structural parts market and industry pattern
• 27 mobile phone casing and structural parts manufacturers
• 9 laptop, tablet PC casing and structural parts manufactures
• digital camera and TV casing and structural parts market
• digital camera and TV structural parts manufacturers

In the 3G era, mobile phones are highly homogenized. A mobile phone increasingly functions as a PC. The CPU of mobile phone, particularly of smart phone is monopolized by Qualcomm. There are two competitors, INTEL and AMD, in the PC CPU market. But Qualcomm enjoys monopolistic superiority in mobile phone CPU market in the 4G era. Now it’s difficult for mobile phone to be differentiated just with the conventional software and hardware. Therefore, the difference can be shown by display screen and casing.

Mobile phone manufacturers attach high importance to casing. Take Samsung for example, it is scheduled to launch mobile phones with ceramic case. Another case is Apple, which is set to unveil mobile phones with liquid metal case. Although these new technologies have yet been full-blown and there is little chance for commercialization within three to five years, the move indicates that mobile phone manufacturers have shifted their concerns from software and hardware to display screen and casing.

The three new mobile phone casing technologies have attracted attention: the first refers to NCVM (Non Conductive Vacuum Metallization); the second Insert Molding, and the third Unibody. However, a cleaning room and continuous magnetron sputtering equipment are required in the application of NCVM, which cause the high cost, and long term manufacturing engineering to be explored. In this sense, such a super giant like Foxconn would prefer to partner with Ways Technical in NCVM application.

Insert Molding technology stems from Galaxy SII developed by Samsung. The technology combines the virtues of plastic case and metal structure. Plastic case features low cost, while the metal structure can enhance the overall intensity of the mobile phone. Since the smart phone has very big screen (some are even 5 inches), the technology is a compromise that remedies the defeats of plastic case (poor intensity) and metal case (high cost).

Unibody is derived from iPad. At present, only HTC mobile phone is equipped with this technology featuring the highest cost. There are only two manufacturers, Taiwan-based Catcher and Foxconn Tech, can massively supply mobile phone case with Unibody technology. Considering the possible inadequate capacity of mobile phone case with Unibody technology, Apple gave up its plan to employ the design. However, Catcher increased 3,000 units of CNC to improve the capacity in 2012. And it is estimated that the new-generation iPhone will employ the Unibody technology.

In laptop and tablet PC, Apple made a success as a pioneer to apply Unibody technology. Foxconn Tech is the major iPad casing provider for Apple. And the case of Apple MacBook Air is equipped with the laptop case with the highest cost of over USD100, equivalent to 5-7 times of ordinary laptop case. Catcher is the major case provider for MacBook Air. Although Catcher suffered short-term business suspension due to the air pollution incident in Suzhou, the company quickly transferred its capacity from Suzhou to Suqian to avoid loss on business performance.

It is unlikely for Ultrabook to employ expensive case as Apple does. But for light and thin features, metal case is a must. Thus, Ultrabook employs stamping technology in cover, and the rest part is made of plastics. There are a few manufacturers utilizing glass fiber which can be only used in bottom. The price of ultrabook is much more than the mainstream price of laptop. Consequently, Ultrabook is doomed to be confined within high-end market, with the market share no more than 15%.

Tablet PC faces cut-throat competition in price. All the manufactures except Apple are trying every means to cut down the cost. And most manufacturers adopt traditional plastic case plus glass front cover. But unfortunately, the sales volume is not high.

Table of Contents

1 Consumer Electronics Market
1.1 Laptop Computer Market
1.2 Tablet PC Market
1.3 China Laptop Computer Market Size
1.4 Notebook (Laptop) Computer ODM/OEM
1.5 DSC Market
1.6 Mobile Phone Market
1.7 Smartphone Market

2. Casing and Structural Parts Market of Consumer Electronics
2.1 Case and Structure Material of Mobile Phone
2.2 NCVM and Insert Molding
2.3 Mobile Phone Casing and Structural Parts Market
2.4 Relations between Casing and Structural Parts Suppliers and Mobile Phone Brands
2.4.1 Nokia
2.4.2 Motorola
2.4.3 Samsung
2.4.4 Sony Communication
2.4.5 LG
2.4.6 RIM
2.4.7 Apple
2.4.8 HTC
2.4.9 TCL
2.4.10 ZTE
2.4.11 Huawei
2.4.12 Lenovo Mobile
2.5 Market Trend of Laptop Casing and Structural Parts
2.6 Industry Pattern of Laptop Casing and Structural Parts
2.7 Relations between Casing and Structural Parts Suppliers and Laptop Brands
2.8 Casing and Structural Parts of Tablet PC and Ultrabook
2.9 Relations between Casing and Structural Parts Suppliers and Tablet PC Brands
2.10 DSC Casing and Structural Parts Market and Industry
2.11 Casing and Structural Parts of TV
2.11.1 Brief Introduction
2.11.2 Industry Overview

3 Mobile Phone Casing and Structural Parts Companies
3.1 WELLMEI
3.2 GEMS PLASTIC
3.3 XinKaiYuan Precision Mould
3.4 Good Mark Precision Industrial (Shenzhen)
3.5 FOSUNNY
3.6 HAOFU
3.7 FUYU Corporation
3.8 BYD Electronics
3.9 NYPRO
3.10 YUSUNG TELECOM
3.11 JIN WON Electronics
3.12 Chicheng
3.13 P&TEL
3.14 KH-VATEC
3.15 Nolato
3.16 HI-P
3.17 FOXCONN TECH
3.18 Perlos (Liteon Mobile)
3.19 COXON
3.20 Intops
3.21 Foxconn International Holding
3.22 Ways Technical
3.23 JANUS (Dongguan) Precision Components
3.24 Mobase
3.25 SILITECH
3.26 Shinyang
3.27 Jabil Greenpoint

4 Laptop Casing and Structural Parts Companies
4.1 JUTENG
4.2 Huan Hsin
4.3 Catcher
4.4 Waffer
4.5 Shengmei
4.6 Zhanyun(Quanta Computer)
4.7 Pegatron
4.8 Chia chang
4.9 Dragon Tech Precision
4.10 NISHOKU

5 DSC Casing and Structural Parts Companies
5.1 Yorkey-optical
5.2 Nidec Copal
5.3 AVY Precision

6 TV Casing and Structural Parts Companies
6.1 Guangzhou Echom
6.3 Taoshi Mould Group
6.4 Qingdao Haier Home Appliance Technology & Equipment Research Institute
6.5 Dongguan Konka Mould Plastic
6.6 Qingdao Hisense MouldLaptop Shipment and Growth Rate Worldwide, 2007-2013
Shipment of Leading Laptop Manufacturers Worldwide, 2010-2011
Market Share of Leading Laptop Manufacturers Worldwide, 2010Q4-2012Q1
Shipment of Netbook, iPad and Tablet PC, 2008-2012

List of Charts

Laptop Shipment in China, 2003-2011
Market Share of Major Laptop Manufacturers in China by Shipment, 2009-2011
Supply Relation between Worldwide Laptop Brands and Foundries, 2010
Supply Relation between Worldwide Laptop Brands and Foundries, 2011
DSC Shipment, 2004-2011
Market Share of DSC Brands Worldwide, 2009-2011
Worldwide Camera Phone Distribution by Pixel, 2007-2013
Auto-focus Camera Phone Shipment, 2007-2013
Global Mobile Phone Shipment, 2007-2014
Global Mobile Phone Shipment by Quarter and Annual Growth, 2009Q1-2011Q4
CDMA/WCDMA Mobile Phone Shipment Worldwide by Region, 2010-2012
Smartphone Shipment of Major Mobile Phone Manufacturers Worldwide, 2010-2011
Smartphone Operating System Market Occupancy, 2011
Worldwide Smartphone Market Penetration Rate by Region, 2008-2015
Characteristics of Mobile Phone Casing Materials
Market Size of Mobile Phone Casing and Structural Parts, 2005-2013
Revenue of Major Mobile Phone Casing and Structural Parts Manufacturers Worldwide, 2009-2011
Market Share of Major Metal Mobile Phone Casing and Structural Parts Manufacturers Worldwide, 2011
Mobile Phone Shipment and Growth Rate of Nokia, 2003-2011
Mobile Phone Output of Nokia by Region, 2010-2011
Mobile Phone Casing and Structural Parts Suppliers of Nokia by Proportion, 2011
Mobile Phone Revenue and Operating Margin of Motorola by Quarter, 2010Q1-2011Q4
Mobile Phone Output of Motorola by Region, 2010-2011
Mobile Phone Casing and Structural Parts Suppliers of Motorola by Proportion, 2011
Mobile Phone Shipment and Annual Growth of Samsung, 2001-2011
Mobile Phone Output of Samsung by Region, 2010-2011
Mobile Phone Casing and Structural Parts Suppliers of Samsung by Proportion, 2011
Mobile Phone Shipment and Average Selling Price of Sony Ericsson, 2010Q1-2011Q4
Mobile Phone Casing and Structural Parts Suppliers of Sony by Proportion, 2011
Mobile Phone Shipment and Annual Growth of LG, 2002-2011
Mobile Phone Output of LG by Region, 2010-2011
Mobile Phone Casing and Structural Parts Suppliers of LG by Proportion, 2011
Revenue, Gross Margin and Operating Margin of RIM, FY2004-FY2012Q3
Mobile Phone Shipment of RIM, FY2009Q4-FY2012Q3
Mobile Phone Casing and Structural Parts Suppliers of RIM by Proportion, 2011
Revenue and Net Profit Margin of Apple, FY2004-FY2011
iPhone Shipment of Apple, 2008Q1-2011Q4
Mobile Phone Casing and Structural Parts Suppliers of Apple by Proportion, 2011
Revenue and Gross Margin of HTC, 2003-2011
Shipment and Average Price of HTC, 2004-2011
Mobile Phone Casing and Structural Parts Suppliers of HTC by Proportion, 2011
Mobile Phone Shipment of TCL, 2006-2011
Mobile Phone Shipment of TCL by Region, 2006-2010
Mobile Phone Casing and Structural Parts Suppliers of TCL by Proportion, 2011
Revenue and Gross Margin of ZTE Communication, 2006-2011
Mobile Phone Casing and Structural Parts Suppliers of ZTE by Proportion, 2011
Mobile Phone Shipment and Growth Rate of Huawei, 2006-2011
Mobile Phone Casing and Structural Parts Suppliers of Huawei by Proportion, 2011
Mobile Phone Casing and Structural Parts Suppliers of Lenovo by Proportion, 2011
Market Size of Laptop Casing and Structural Parts, 2005-2012
Market Share of Laptop Casing and Structural Parts Manufacturers Worldwide, 2010
Laptop Casing and Structural Parts Suppliers of HP by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Acer by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Dell by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Toshiba by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Asus by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Lenovo by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Apple by Proportion, 2011
Laptop Casing and Structural Parts Suppliers of Sony by Proportion, 2010
Laptop Casing and Structural Parts Suppliers of Samsung by Proportion, 2011
iPad Casing Suppliers of Apple
Galaxy Tab Casing Suppliers of Samsung
DSC Casing and Structural Parts Market Size, 2004-2011
Market Share of Major DSC Casing and Structural Parts Manufacturers, 2008 vs.2009
Market Share of Major DSC Casing and Structural Parts Manufacturers Worldwide, 2010
Work Flow of TV Casing and Structural Parts
Competitiveness of Major TV Casing and Structural Parts Suppliers in China, 2008
Selected Financial Data of WELLMEI, 2008
Major Customers of Huijing Technology
Selected Financial Data of GEMS Plastic Industrial, 2008-2011
Selected Financial Data of XinKaiYuan Precision Mould, 2008
Equipments of Good Mark Precision Industrial (Shenzhen)
Selected Financial Data of Good Mark Precision Industrial (Shenzhen) by Subsidiary, 2008
Selected Financial Data of FOSUNNY, 2008
Electronic Mould Chamber Equipments of FOSUNNY
Electronic Injection Molding Machine Equipments of FOSUNNY
Selected Financial Data of HAOFU, 2008
Revenue, Gross Margin and PBT of FUYU Corporation, 2004-2011
Revenue of FUYU Corporation by Region, 2006-2011
Revenue and Gross Margin of BYD, 2004-2011
Revenue of BYD by Business, 2006-2011
Revenue of BYD by Region, 2006-2011
Revenue of BYD by Customer, 2009-2011
Financial Data of China-Based Branch under NYPRO, 2008
Revenue and Net Income of YUSUNG, 2004-2011
Revenue and Net Income of JINWON, 2004-2011
Equipments of JIN WON Electronics
Associated Companies of Chicheng
Revenue and Operating Margin of Chicheng, 2004-2012
Monthly Revenue of Chicheng, Mar.2010-Mar.2012
Customer Distribution of Chicheng, 2008-2011
Financial Data of Chicheng’s Subsidiary in Chinese Mainland, 2010
Revenue and Operating Margin of P&TEL, 2004-2012
Revenue and Operating Margin of KH-VATEC, 2002-2012
Quarterly Revenue of KH-VATEC by Business, 2007Q1-2012Q4
Revenue of KH-VATEC by Customer, 2006-2013
Revenue and Operating Margin of KH-VATEC, 2010Q1-2011Q4
Revenue and EBITDA of Nolato, 2001-2011
Revenue of Noalto by Division, 2005-2011
Revenue and EBITDA of NALATO from Telecom Division, 2007-2011
Revenue and EBITDA of NALATO from Telecom Division, 2010Q4-2011Q4
Revenue and Gross Margin of HI-P, 2001-2011
Revenue of HI-P by Region, 2007-2011
Financial Data of China-Based Subsidiary under HI-P, 2008
Revenue and Operating Margin of Foxconn Tech, 2004-2012
Monthly Revenue of Foxconn Tech, Mar.2010-Mar.2012
Revenue and Operating Margin of Foxconn Tech’s Subsidiary in Mainland China, 2008-2010
Revenue and Operating Margin of Lite-On Mobile , 2005-2011
Revenue, Gross Margin and Operating Margin of Lite-On Mobile, 2007Q1-2010Q3
Revenue, Gross Margin and Operating Margin of Lite-On Mobile, 2010Q1-2011Q4
Global Presence of Lite-On Mobile
Revenue of Lite-On Mobile ’s Subsidiary in Mainland China, 2008/2011
Revenue and Operating Margin of COXON, 2006-2012
Revenue of COXON, Mar.2010-Mar.2012
Revenue and Operating Margin of INTOPS, 2000-2012
Selected Financial Data of China-Based Subsidiary under INTOPS, 2008
Revenue and Operating Margin of FIH, 2004-2011
Revenue of FIH by Region, 2007-2011
Gross Margin of FIH by Region, 2007-2011
Revenue of FIH by Customer, 2010-2011
Revenue and Operating Margin of Ways Technical, 2006-2012
Monthly Revenue and Growth Rate of Ways Technical, Mar.2010-Mar.2012
Associated Companies of Ways Technical
Revenue of Ways Technical by Customer, 2010-2011
Organization of JANUS (Dongguan) Precision Components
Revenue and Gross Margin of JANUS (Dongguan) Precision Components, 2007-2012
Revenue and Operating Margin of JANUS (Dongguan) Precision Components, 2007-2012
Capacity of JANUS (Dongguan) Precision Components, 2007-2012
Customer Distribution of JANUS (Dongguan) Precision Components, 2009
Customer Structure of JANUS (Dongguan) Precision Components, 2010-2011
Mobase Structure
Revenue and Operating Profit of Mobase, 2007-2013
Revenue and Operating Margin of Silitech Technology Corp., 2006-2012
Revenue of Silitech Technology Corp., Mar.2010-Mar.2012
Financial Data of Silitech Technology Corp.’s Subsidiaries in Mainland China, 2010
Revenue and Operating Profit of Silitech Technology Corp., 2003-2012
Revenue and Operating Margin of Jabil, FY2005-FY2011
Revenue of Jabil by Application, FY2007-FY2010
Revenue and EBIT of JUTENG, 2004-2011
Revenue and Gross Margin of JUTENG, 2006-2011
Organization of JUTENG
Customer Distribution of JUTENG, 2009-2011
Revenue and PBT of Huan Hsin, 2003-2011
Revenue of Huan Hsin by Product, 2009-2011
Revenue and Operating Margin of Catcher, 2001-2012
Monthly Revenue of Catcher, Mar.2010-Mar.2012
Revenue of Catcher by Customer, 2011-2012
Financial Data of Catcher’s Subsidiaries in Mainland China, 2010
Revenue and Gross Margin of Waffer, 2000-2011
Revenue and Gross Margin of QUANTA, 2001-2011
Revenue and Growth Rate of QUANTA, Dec.2009-Dec.2011
Laptop Shipment and Growth Rate of QUANTA, 2004-2011
Revenue of QUANTA by Region, 2008-2011
Revenue of QUANTA by Product, 2007-2011
Revenue and Operating Margin of Pegatron, 2008-2011
Revenue of Pegatron by Application, 2010Q1-2011Q4
Revenue and Operating Margin of Chia Chang, 2008-2012
Monthly Revenue of Chia Chang?Mar.2010-Mar.2012
Downstream Application of Chia Chang by Revenue, 2010Q3-2011Q2
Downstream Application of Chia Chang by Shipment, 2010Q3-2011Q2
Revenue of Chia Chang by Product, 2010Q3-2011Q2
Shipment of Chia Chang by Product, 2010Q3-2011Q2
Revenue and EBITDA of NISHOKU, 2008-2012
Quarterly Revenue and Gross Margin of NISHOKU, 2010Q1-2011Q4
Monthly Revenue of NISHOKU, Mar.2010-Mar.2012
Revenue of NISHOKU by Application, 2010-2011
Revenue and EBIT Margin of Yorkey-optical, 2002-2011
Product Structure of Yorkey-optical, 2006-2011
Revenue and Operating Margin of Copal, FY2004-FY2012
Revenue of Nidec Copal by Application, FY2010-FY2011
Revenue and Gross Margin of AVY Precision Technology, 2006-2010
Associate Companies of AVY Precision Technology
Revenue and Operating Margin of Guangzhou Echom Sci.&Tech., 2007-2012
Revenue of Guangzhou Echom Sci.&Tech., 2009Q1-2010Q3
5 Top Customers of Guangzhou Echom Sci.&Tech., 2007-2009
Equipment of Taoshi Mould Group