Starting from 20 18, Samsung closed its mobile phone manufacturing plants in Tianjin and Huizhou, China, and transferred its mobile phone production to India and Vietnam. At the same time, Samsung gradually released ODM orders from comprehensive self-research and self-production, and began to adopt ODM mode on a large scale on 20 19. In 2020, its ODM orders were further expanded, and this mobile phone brand manufacturer with the largest shipment in the world has also become one of the big customers in the field of mobile phone ODM.
It is understood that ODM, that is, OEM commissioned by the original factory, also translated as OEM, also known as OEM, refers to the production mode in which the purchaser entrusts the manufacturer to arrange everything from design to production, and the final product is branded by the purchaser, and the purchaser is responsible for sales. ODM mode combines IDH and OEM mode. ODM business model = design (IDH)+ supply chain+manufacturing (OEM). It is necessary to develop, design and manufacture mobile phone products at the same time, so the technical barriers are still very high.
At present, there are three ODM manufacturers in China, namely Hua Qin, Wen Tai and Qi Long, which are also the largest foundries in the world. Last year's data showed that the share of these three ODM vendors in all ODM phones was 33.5%, 27% and 15.8% respectively, and the total of the three companies was as high as 76.3%. At present, many big manufacturers in the industry almost have this product, and well-known manufacturers such as Xiaomi, Huawei, Samsung, OPPO, Lenovo, LG and Nokia are no exception.
According to industry chain sources, in addition to Samsung's large number of mobile phone orders, Wen Tai Technology has recently won several other mobile phone ODM projects, and is further expanding the scale of the mobile phone ODM business team. Wen Tai Technology has been one of the leading mobile ODM industries for many years, and Samsung is one of its important customers.
Not long ago, vivo, as a global first-line mobile phone brand, also released ODM orders, which will become an important driving force for the ODM market of mobile phones.
But judging from Wen Tai's 40 million orders from Samsung next year, it is not particularly prominent. Counterpoint data shows that Samsung ODM orders will exceed 80 million units in 2020. For mobile phone manufacturers, it is still much lower than OPPO series and Xiaomi.
In fact, according to industry sources, Samsung's ODM orders are expected to exceed 654.38 billion units next year, so it is not surprising that Wen Tai Science and Technology, as one of the ODM giants, has received 40 million orders.
It is worth mentioning that Wen Tai Science and Technology recently officially entered the fruit chain and began to supply iPhone lenses to Apple. Wen Tai officially issued an announcement on 65438+February 10, in which it was mentioned that as of the announcement date, the pre-sample products had passed the final verification of specific overseas customers, and the products had been officially mass-produced, and were regularly shipped in batches according to the delivery plan agreed with customers. Although Wen Tai officials did not disclose the specific customer identity, it is basically certain that its specific overseas customer is Apple, and the new order is likely to supply lenses for the iPhone.