Is it true that some people say that mobile phone glass is monopolized by Corning?

When the subject talks about Corning Glass, what we are talking about here is not the mobile phone glass cover, but the mobile phone glass substrate. Later, we will also talk about the market situation of mobile phone glass cover in detail.

I investigated the mobile phone industry chain market on 20 17, and the purpose at that time was to find the application direction of all kinds of automation products.

Mobile phone glass substrate and mobile phone glass cover are the main structural parts of mobile phones, and they were also very popular at that time. Such as 2.5D glass, cover plate, 3D glass cover plate, glass back plate and so on.

Cut to the chase said:

First, the glass substrate was originally a necessary product for all LCD screens.

The so-called mobile phone glass substrate can be understood as the manufacturer of glass.

The manufacturer of mobile phone glass cover plate is processing the purchased mobile phone glass substrate by screen printing, hot bending, hole turning and cutting. (We will talk about this in detail later.)

Corning's monopoly on mobile phone glass substrates did exist for some time. But that's between 20 10-20 14.

After 20 10, Apple's Iphone4 and iphone5 became the classic models of smart phones, pushing smart phones to the peak.

At that time, it happened to be Corning Glass of the United States, and Asahi Glass (Japan) monopolized the whole market.

Second, the glass substrate, LCD screen and oled screen.

While the demand for mobile phone glass soared, another domestic market, led by BOE and Huaxing Optoelectronics, LCD panel factory began to expand production rapidly. LCD is a liquid crystal panel, and it also needs a glass substrate. (Therefore, if anyone familiar with LCD panels or BOE knows something about glass substrates)

The glass substrates used for LCD panels and mobile phone screens used to be * * *. Only in the continuous development of smart phones, there are various curved surfaces and bending processes.

1, LCD screen, that is, many home TVs at present. Or the LCD screen of LCD.

This LCD screen consists of an upper glass substrate and a lower glass substrate, on which a large-scale integrated circuit is fabricated, and liquid crystal is filled between the two glass substrates.

Each LCD screen is two glass substrates. The glass substrate accounts for 17% of the total LCD panel cost. (Take the data published by Huaxing Optoelectronics as an example)

17 Huaxing photoelectric LCD panel cost splitting

2. After the OLED flexible screen comes out, the double-layer glass substrate is no longer used, but the single-layer glass substrate is used.

Later, when it entered the folding screen, the glass substrate was no longer suitable, and the polypropylene flexible board was suitable (you can simply understand it as a plastic board, but this is a simple understanding, not an ordinary plastic board)

3. Before 20 14, the glass substrate industry has entered a monopoly stage.

20 17 global glass substrate market segmentation. Corning dominated the market, especially in 20 16, when Corning's fifth-generation glass: gorilla went on the market, which was even more spectacular. Japan's electric nitrate and Asahi glass are also the main force in this industry. At this time, the domestic market has already started to act.

Fourth, domestic manufacturers enter the glass substrate market.

In fact, the investment in domestic glass substrates has developed with the market demand for LCD panels in the domestic market shifting to domestic suppliers.

At the same time, the demand for glass substrates in the domestic market has also caught up with the demand for mobile phone glass cover and mobile phone glass back plate.

At this time, the development of glass substrate technology and camp has basically changed: float soda-lime glass cover substrate, float high-alumina glass cover substrate and overflow high-alumina glass cover substrate basically dominate the market of this kind of glass substrate.

These different types of glass actually correspond to different manufacturing processes and materials.

For example, the Corning gorilla adopted the first method of moving the bed.

At present, the glass substrates built in China have reached 1 1 generation line, such as Hui Ke glass substrate production line in Zhengzhou.

5. Since there are many domestic glass substrate manufacturers, why haven't domestic glass substrate manufacturers entered the mobile phone glass substrate market? Or let Corning and Asahi Glass monopolize?

This actually starts with the particularity of mobile phone glass.

At present, many domestic glass substrates have been built and put into production. But the main supply is the LCD market. That is, it is applied to television.

In particular, the Amoled used for mobile phone screens now reduces the usage of a single mobile phone glass substrate. At this time, the competition in the mobile phone market for glass substrates that can be used in hot bending process is more intense. In other words, you are cheap and others are not expensive, because everyone is grabbing the market.

In the short term, in the domestic market, there are actually domestic glass substrate manufacturers, but the number is not large enough.

This is about the downstream glass cover market!

We all know that the hot bending of 3D glass was very popular in 20 16-20 17, but the hot bending of 3D glass requires high temperature control of the hot bending machine and the characteristics of glass substrate materials. It does not mean that the glass substrate must be as good as possible. But downstream, such as Bourne Optics, Lance Technology, BYD Electronics, Samsung and Apple, when developing 2.5D and 3D glass in the first generation. Is the use of Corning, Asahi glass and other products, targeted technology. This process is very important. Changing a material requires readjusting equipment and retaining technology. And feedback with upstream glass substrate manufacturers to adjust product characteristics. It will take a long time, and someone must pay for your work.

20 17 top hot bending machine, in the production of 3D glass, the yield is only 70%, which is a terrible waste. You can understand that 30% of the cost is rubbish.

Imagine, in this state, which manufacturer of mobile phone glass cover dares to block his future and turn to new products.

At the same time, domestic glass manufacturers are more difficult to cut in this case.

The first wave of Samsung, the world decided by Apple. Next is the moment when domestic manufacturers rush!

6. Why are domestic manufacturers Xiaomi, Huawei and oppo still unwilling to change the material of glass substrates after leading sales? Change it to domestic?

Because maps are cheap!

17 years, when investigating the production equipment in the mobile phone market, we found that Apple is the most willing to let downstream equipment invest in equipment. As long as there are new models, Foxconn, Flextronics, and even BYD, Lance Technology, Luxshare and other manufacturers will be crazy about the equipment. Test new equipment and start new production line. Because Apple pays!

So the corning gorilla that you think Xiaomi is promoting is actually a mature product of others in the foundry. Xiaomi is ready-made, cheap and does not need to invest a lot of equipment.

Some people will say, that's not right, Kangninggui, domestic products are cheap!

You are wrong.

The mobile phone market, especially in previous years, is a life-and-death market. We amateurs look happy, in fact, the casualties of players in the mobile phone industry today are obvious. For example, Li Jing!

Xiaomi is the terminal, and his downstream is the consumer. A mature component, no matter how expensive, is cheaper and faster than redeveloping a component. Don't waste time, don't waste costs and don't worry about consumer complaints.

At present, Huawei is also following the path of Apple in the field of chips, and vigorously supports downstream component manufacturers. As for why Huawei didn't invest in the mobile phone glass substrate market. My personal opinion is that we can't fire on all fronts. After all, everything is a unique industrial chain, and it costs too much. So Huawei is now focusing on investing in the chip market.

With this explanation, can you understand why Corning gorillas are so famous?

The mobile phone glass you are talking about should be the mobile phone case that protects the mobile phone on the mobile phone display. From the current point of view, I can tell you that although most mobile phone manufacturers use mobile phone glass made in Kangning, it is far from monopoly.

Why do most mobile phone manufacturers use corning glass for business? First, let's learn about Corning.

Corning, located in new york, USA, mainly produces special glass and ceramic materials. Its predecessor was the production of military glass products, such as glass products with bulletproof function on helicopters. It was in 2007 that Jobs found them to use scratch-resistant screen glass, and they began to produce mobile phone screen glass. It can be said that Corning has promoted the development of the whole mobile phone industry to a certain extent.

Seeing that it once produced military products has already reflected how good the quality of their products is. At first, the mobile phone glass they produced was only used for high-end mobile phones such as Apple and Samsung, but with the development of time, more and more mobile phone manufacturers followed Apple's choice and began to use Corning's mobile phone glass. These manufacturers don't know whether they are following the trend or other ideas, but they can all prove the quality of Corning Glass.

To sum up, on the one hand, Corning glass is of good quality, on the other hand, Apple is the first to use it. Apple is the big brother in mobile phones, and other manufacturers started to use Corning Glass with the idea of "already used". If I use it, is it the same quality as an apple? "

So no one in China can keep up with Corning Glass? It didn't exist in China a long time ago, but there are similar manufacturers in recent years. I know Lance Technology in Changsha and Bourne Optics in Guangdong.

At present, some of the mobile phone glass covers used by Apple's mobile phones are made of Lance technology and Bourne optics, but mainly Corning's.

These two companies are one of the few manufacturers that can manufacture mobile phone glass in China, especially Bourne Optics, which has become one of the strongest manufacturers of mobile phone computer glass in the world. At present, most domestic factories use Bourne optical glass.

Finally, it is concluded that Corning does not monopolize the whole mobile phone glass industry now, because we also have similar excellent enterprises. Although the quality of the product is a little poor, it will catch up soon. On the one hand, Corning Glass may be adopted because of its good products, on the other hand, it may be famous and can be used as a selling point.

I don't know when Corning's mobile phone glass became a promotional selling point. Probably Xiaomi used it as a promotional selling point at first, and then a large number of manufacturers followed it as a promotional selling point. Although other people's things are good, I don't think it is necessary to blow them like that. It's really disgusting. Can't you promote something else?

At present, there are glass panels on the screen of smart phones. The famous companies that produce mobile phone panels include Bourne Optics and Lance Technology, among which Bourne Optics provides more than 50% of the global mobile phone panel glass.

But for companies such as Bourne Optics and Lance Technology, they are only manufacturers of mobile phone glass, and the glass substrates used still depend on the glass manufacturers. At present, there are many glass manufacturers in the world, but few companies can really produce mobile phone screens.

Corning is one of the most famous companies that can provide mobile phone glass substrates. From 20 1 1 to 20 15, corning gorilla glass is very famous. At that time, many mobile phone manufacturers used Corning Glass as one of their selling points. Although mobile phone manufacturers rarely promote Corning glass in recent years, Corning glass is still the main mobile phone glass used by most big brand enterprises.

For example, at present, Lance Technology is one of the main suppliers of Apple's mobile phone panels, but the glass substrates used by Lance Technology are also purchased from Corning, which means that Corning is the upstream manufacturer of Lance Technology, and so is Bourne Optics.

The main reason why Corning Glass is welcomed by major mobile phone manufacturers is that the glass they produce is really good.

Corning is an American glass manufacturer. It turns out that they mainly provide glass for military enterprises. Many weapons used in the United States, such as fighter glasses, are provided by Corning, and some spacecraft glasses, including Musk, are also provided by Corning.

Corning started to make mobile phone glass from Apple phones. When the iPhone was first launched, Jobs personally found Corning Glass, hoping that they could provide scratch-resistant, wear-resistant and drop-resistant mobile phone glass. Finally, Corning officially entered the mobile phone glass business.

Relying on their technical accumulation and advantages in military glass, Corning quickly developed a very advantageous gorilla mobile phone glass substrate, which has been upgraded many times and has become the top mobile phone glass substrate in the world.

The advantages of Corning Gorilla Glass are very wear-resistant, scratch-resistant, thinner than ordinary glass, good hardness, certain flexibility and impact resistance. The mobile phone using corning glass can basically be intact when it falls from the air of about1.5m.

It can be said that Corning mobile phone glass is the best glass in the world at present, even better than some Japanese mobile phone glass giants. For example, the stress value of imported raw materials such as Asahi glass, flat glass and electric glass after chemical strengthening is about 450~700MPa, while the stress value of Corning glass after chemical strengthening can reach more than 600MPa.

Because of its excellent quality, many electronic products such as mobile phones now use Corning glass substrates. According to statistics, more than 6 billion electronic terminals around the world use Corning glass, and nearly 50 mobile phone manufacturers cooperate with Corning, which is the most mainstream glass in the mobile phone industry.

However, the widespread use of Corning Glass does not mean that she monopolizes the mobile phone glass industry. In fact, besides Corning, there are many companies that can provide mobile phone glass substrates.

For example, Asahi glass and electric glass have a certain market share in the world, accounting for about 20% of the market share.

In addition, Hong Kong Kelishi and Shenzhen CSG have the ability to produce glass substrates, but the quality of glass substrates produced by these enterprises can't be compared with top enterprises such as Corning and Asahi Glass, so they are rarely used in mobile phones, and are mostly used in some LCD panels, computers or other electronic products with relatively low touch screen rate.

Of course, in addition to CSG, in fact, Huawei has also started to develop its own mobile phone glass substrate in recent years and applied for a patent. This self-developed glass is called air glass. At present, Huawei's glory series of new mobile phones are basically mobile phone glass developed and produced by itself.

However, at present, Huawei's mobile phone glass is only used for its own mobile phones, and its output is relatively small, so its market share is also small.

Thank you for your question. Corning's mobile phone glass does have a monopoly, but it is not his own.

Advantages of corning gorilla glass. First, Corning Glass is very wear-resistant and can prevent scratches. Second, Corning Gorilla Glass is thinner than ordinary glass, and the body can make room for other hardware. Third, it has a certain hardness, can resist impact, is elastic and protects the screen. Under normal circumstances, the mobile phone using Corning Gorilla Glass is either intact or broken, and it is generally not scratched all over.

Applicability of corning gorilla glass. According to statistics, there are more than 6 billion electronic terminals using Corning Glass in the world, and nearly 50 mobile phone manufacturers have cooperated with Corning. It is the most mainstream glass in the mobile phone industry, which is basically standard, forming a monopoly situation. Fuyao Glass is a very famous glass manufacturer in China, and its technology is still not as good as Corning Gorilla Glass.

There are manufacturers chasing behind. Last year, the glass technology independently developed by Huawei was recognized by the world. Huawei filed a patent application for Air Glass glass in Europe and America, using high-strength glass materials to prevent foreign countries from getting stuck on glass raw materials. It is said that Huawei Mate30 series may use this kind of glass. Huawei also made a spare tire for mobile phone glass.

Now it's all Corning's, just like it's almost standard, and everyone hardly promotes it.

From the initial Apple ads, to the later Android phones to various tablet ads, there have been advertisements for gorilla glass. In fact, this gorilla glass refers to a kind of glass introduced by Corning Company, which is specially used as the screen of mobile phones or tablets.

Corning itself is an American company that produces bulletproof glass, which was originally used in helicopters. What really made him famous was this "gorilla series". Jobs personally came to Corning to make a scratch-proof screen for Apple, which opened a precedent for gorillas to dominate the world. Corning glass has high durability and scratch resistance, can withstand strong extrusion and repeated touch, and can meet the needs of a large number of users. After chemical strengthening, the stress value of imported raw materials such as Asahi glass, flat glass and central glass is about 450~700MPa, while the stress value of chemically strengthened Corning glass is above 600MPa. The so-called strengthened glass is that ordinary glass is strengthened in hardness, so pay attention to hardness. The so-called hardness is the ability of the material to locally resist hard objects from pressing into its surface, in other words, it is scratch-proof, not fall-proof. To improve the anti-fall effect, what needs to be strengthened is strength.

You can hardly see any trace by rubbing the glass with ordinary knife or sand. This also determines that we usually use mobile phone cleaner, even if we don't shoot it, there will be no scratches.

Then there is flexibility. Corning gorilla glass is hard and flexible. This kind of glass can bend like plastic, while other glasses will break once bent. Finally, this kind of glass has strong cold and heat resistance. Ordinary glass is suddenly heated after it is cold, or it is easily broken after heating, but Corning can accept such a postgraduate entrance examination.

Mobile phone glass monopolized by Corning? Is there no mobile phone glass company in China that can catch up?

In fact, Corning Glass can make most mobile phone manufacturers willing to use it. The key is because the brand value of Corning Gorilla is relatively high. What are the characteristics of Corning gorillas?

1. corning sixth-generation gorilla glass can fall from 1.6 meters to a hard and rough surface and remain intact.

2. The scratch resistance of Corning's sixth generation gorilla glass is twice that of other aluminosilicate glasses.

I think there are several key factors that make Corning Gorilla Glass popular with most domestic users.

1. It is better to look at the early propaganda of gorillas, because Apple took the lead in using Corning Gorilla Glass, which can promote the development of Corning Gorilla Glass to some extent!

2. Maybe everyone's own advantages are outstanding now, and its anti-slip and anti-fall are also very obvious, which is indeed the reason why many manufacturers choose.

3. Of course, I think there is another most important aspect because consumers have a higher recognition of the old Corning Gorilla brand, which may promote the choice of mobile phone manufacturers.

So in the development stage of gorillas, even though we have made some achievements in domestic glass, we are getting stronger and stronger because of the unique advantages of gorillas. Domestic glass is not backward, unless some manufacturers reverse their understanding of the brand Corning Gorilla.

First of all, corning gorilla glass is very strong. Rubbing the glass with ordinary knives or sand, we can hardly see any traces. This also determines that we usually use mobile phone cleaner, even if we don't shoot it, there will be no scratches. Then there is flexibility. Corning gorilla glass is hard and flexible. This kind of glass can bend like plastic, while other glasses will break once bent. Finally, this kind of glass has strong cold and heat resistance. Ordinary glass is suddenly heated after it is cold, or it is easily broken after heating, but Corning can accept such a postgraduate entrance examination. Corning quickly occupied the market with these three killers.

Since Corning ate such a big cake, can't other companies copy it? Can't you make a harder glass? This is very difficult, the mobile phone glass is not like others. To be hard, flexible and resistant to cold and heat at the same time, some glasses made by other small factories are hard but not flexible, and some will break when they meet cold and heat. For example, in summer, when a person walks into an air-conditioned room from the outside, other glass may break and Corning glass is intact.

Later, in order to better occupy the market, Corning began to promote sales, so that those small factories had to quit one after another, and Corning became a well-deserved mobile phone glass overlord. The annual supply of glass can be calculated in tons, and other manufacturers can only look at the ocean and sigh. This is really a trick to eat food. God, it can be seen that technology is the first factor to create wealth.

Yes, at present, the glass materials in the mobile phone market are basically monopolized by Corning, but there are other mobile phone glass manufacturers in China because the quality gap is not large.

How much do you know about Corning Glass? Corning glass, also called gorilla glass in English, is an aluminosilicate glass designed by Corning Company of the United States. Generally speaking, most of the Corning glasses we refer to are chemically strengthened Corning glasses.

I. High stress value

The stress value of Corning glass after chemical strengthening is above 600MPa, while the stress value of its material glass after chemical strengthening is 450~700MPa, and Corning glass still has high stability.

Second, the deep stress layer

The stress layer of Corning glass after chemical strengthening is about 40μ m, and that of other materials after chemical strengthening is about 8- 12um, with little difference.

Third, high durability.

Corning glass has high durability and scratch resistance, can withstand strong extrusion and repeated touch, and can meet the needs of a large number of users.

Fourth, the size specification.

The thickness is 0.5mm-2.0mm, and the original film 1250*900mm.

Verb (abbreviation of verb) is used.

Because of its unique performance, Corning glass is mainly used in mobile phone touch screen and portable flat panel display, display protection glass, mechanical glass and so on.

How about domestic mobile phone glass manufacturers? First, lance technology

With years of deep cultivation and reputation in the field of protective glass for consumer electronic products, Lance Technology has won a number of high-quality and stable customer resources of internationally renowned brands such as Apple, Samsung, Huawei, OPPO, vivo, Xiaomi, Motorola, Tesla and Amazon.

On the evening of April 27th, 2020, Lance Technology released the 20 19 annual performance report. In 20 19, lance technology realized an operating income of 30.258 billion yuan, up 9.16% year-on-year; The net profit attributable to shareholders of listed companies was 2.469 billion yuan, a year-on-year increase of 287.56%; The basic earnings per share was 0.62 yuan, a year-on-year increase of 287.50%. Lance technology is constantly improving, and domestic mobile phone glass is also developing.

Second, Bourne Optics.

The workshop area of the industrial park has reached 850,000 square meters. The combination of technology and production capacity has made Bourne the largest glass panel manufacturer in the world, with a global market share of over 60%. Apple, Samsung, Xiaomi, Lenovo, Sharp and other international brands are its customers.

Xianyang Rainbow, Xu Dong Photoelectricity