1. phone external screen glass overview

Mobile phone outer screen glass refers to the glass material used to protect the mobile phone display screen, which mainly plays the role of anti-scratch, anti-drop, anti-fingerprint, anti-glare, etc. The outer screen glass of mobile phone is mainly divided into soda lime silicate glass, sodium aluminosilicate glass and lithium aluminosilicate glass according to the chemical composition. According to the chemical strengthening process, it can be divided into one-step chemically strengthened glass and two-step chemically strengthened glass. The difference between different materials and process combinations mainly lies in scratch resistance and impact resistance indexes.

At present, the world's major mobile phone external screen glass suppliers are Corning (Corning), Asahi Nitrate (AGC), Taiwan Glass (TGI), Lansi Technology (Lens Technology), Xinli Optoelectronics (Shenzhen O-film Tech), etc. Among them, CorningGorilla GlassThe series of products account for nearly half of the global market and are currently the world's largest supplier of mobile phone external screen glass.

Global Mobile Phone External Screen Glass Market Size and Growth Momentum in 2.

With the continuous expansion of the smart phone market and the continuous innovation of technology, the demand for mobile phone external screen glass is also growing. According to data from the Champ Consulting Group,2022The size of the global mobile phone external screen glass market in180Billions of dollars, expected2023Year-round will reach200US $billion, with a compound annual growth rate10.5%。

The main driving force for the growth of the global mobile phone external screen glass market is as follows:

Increase in smartphone shipments. According to data from the Champ Consulting Group,2021Global smartphone shipments reached14.6Billion units, year-on-year growth.7.4%，2022Year reached15.1Billion units, year-on-year growth.3.4%, is expected2023Year-round will reach15.5Billion units, year-on-year growth.2.8%. The popularity and upgrading of smart phones provide a stable demand basis for mobile phone external screen glass.

Technical upgrade of mobile phone external screen glass. With the continuous improvement of consumers' requirements for the appearance and performance of mobile phones, the external screen glass of mobile phones is also constantly undergoing technological innovation to meet higher performance requirements such as scratch resistance, anti-drop, anti-fingerprint, and anti-glare. Corning, for example, launched the sixth generationGorilla Glass Victus, claiming that its scratch resistance is improved over the previous generation.2Times, more resistant to falling than competitors.4Times. In addition, the external screen glass of the mobile phone is also adapting to new display technologies, such as curved screen, folding screen, water drop screen, etc., to provide users with a better visual experience.

The function of the outer screen glass of the mobile phone is expanded. In addition to protecting the display, the external screen glass of the mobile phone can also realize more functions, such as fingerprint identification,3DTouch, solar charging, etc. These functions can improve the security, convenience and intelligence of mobile phones, and bring more value to users. For example, Asahi Nitro has introduced a glass material that integrates fingerprint recognition function, which can achieve a non-porous design and improve the aesthetics and water resistance of mobile phones.

Current Situation and Development Trend of China Mobile Phone Outer Screen Glass Market in 3.

As the world's largest smartphone producer and consumer, China's demand for mobile phone external screen glass accounts for nearly half of the global market. According to data from the Champ Consulting Group,2022The size of China's mobile phone external screen glass market in80Billions of dollars, expected2025Year-round will reach115US $billion, with a compound annual growth rate15.1%。

The development trend of China's mobile phone external screen glass market has the following aspects:

Domestic substitution accelerated. Due to factors such as international trade frictions and supply chain disruptions, Chinese mobile phone manufacturers and glass manufacturers are accelerating the process of localization substitution to reduce their dependence on imported products and costs. It is reported that Huawei, Xiaomi,OPPOSuch as mainstream brands have begun to use domestic cover glass. Domestic cover glass manufacturers such as Lansi Technology and Xinli Optoelectronics are also expanding production capacity and upgrading technology to meet the needs of the domestic market.

Folding screen market rise. With the maturity of folding screen technology and the decline in prices, the folding screen mobile phone market is expected to usher in explosive growth. According to data from the Champ Consulting Group,2021Global folding screen mobile phone shipments reached900Ten thousand units, year-on-year growth167%，2022Year reached1400Ten thousand units, year-on-year growth56%, is expected2023Year-round will reach2000Ten thousand units, year-on-year growth43%. The folding screen mobile phone has higher requirements for the outer screen glass of the mobile phone, and needs to have better bending, wear resistance and light transmission. At present, the world's major folding screen glass suppliers are Corning, Asahi nitrate, thin film electronics (Schott), etc. China's Blue Si technology is also actively developing folding screen glass, has reached cooperation with Huawei, millet and other brands.

Opportunities and challenges in the 5G era.5GThe promotion and popularization of technology will bring higher network speed, lower latency and more application scenarios for smart phones, thus stimulating users' demand for mobile phone upgrading. At the same time,5GTechnology also puts forward new requirements for the external screen glass of mobile phones, such as higher wave permeability, lower signal attenuation, and better anti-interference. These requirements will promote more technological innovation and product optimization by mobile phone outer screen glass manufacturers to adapt5Gmarket demand of the times.

4. conclusions and recommendations

In summary, the mobile phone external screen glass industry is a dynamic and potential industry, with the continuous development of the smartphone market and technological innovation, the demand for mobile phone external screen glass and market size will continue to grow. As the world's largest mobile phone external screen glass market, China has great opportunities and challenges. According to Shangpu Consulting, China's mobile phone external screen glass industry should pay attention to the following aspects in the future:

Speed up the process of domestic substitution, improve the quality and performance of domestic cover glass, reduce dependence on imported products and costs, and improve market competitiveness.

Seize the opportunity of the folding screen market, increase the research and development and investment in folding screen glass, establish cooperative relations with mainstream brands at home and abroad, and strive to occupy a place in the folding screen glass market.

Adaptation5GThe needs of the times, the development of higher performance, more functional mobile phone screen glass products to meet the user's higher requirements for the appearance and performance of mobile phones.