Manufacturers prefer soaking plates and ultra-thin heat pipes

Seriously affected by the global new coronavirus epidemic, the consumption power has declined, and the shipments of the mobile phone market have declined significantly. However, in January and February this year, shipments of 5G mobile phones exceeded 35% of total shipments for two consecutive months. On March 30, another favorable policy information was ushered in, and the Ministry of Industry and Information Technology issued a document clearly requiring the acceleration of 5G construction and the promotion of 5G intelligent terminal consumption. 5G mobile phone sales in 2020 are expected to be optimistic.

The latest forecast from market research institute GfK shows that global 5G mobile phone shipments are expected to reach 160 million to 170 million units in 2020, of which about 80 million to 110 million units are sold to the Chinese market.

In 2019, the industry is optimistic about 5G liquid cooling (soaking plate VC, ultra-thin heat pipe) will also usher in a profit period as the market picks up.

Head manufacturers steadily resume work, orders in short supply

The head manufacturers of 5G mobile phone thermal plate/heat pipe, such as Shuanghong, Chaozhong, Taishuo, Qihong, etc., have resumed work and production successively, and production capacity has been restored smoothly, and each company will evaluate the expansion plan according to market demand.

Shuanghong Guangzhou, Hefei factory began to resume work on February 10, Chongqing, Kunshan factory also resumed work on February 17, Guangzhou mobile phone thermal plate factory stranded in Wuhan engineering and technical personnel returned to work, production line personnel almost 100% in place.

Super Kunshan, Chongqing factory began to resume work on February 17, Kunshan factory last year's new production capacity began to release, coupled with Taiwan triple factory, mobile phone thermal plate monthly production capacity reached 2 million pieces. The Kunshan plant began to produce mobile phone heat pipes at the end of 2019, with a monthly production capacity of about 5-6 million pieces, enough to meet the needs of 5G mid-range mobile phones. The main customer of Chaozhong is Samsung, and with the increase of the production capacity of the soaking board, it is expected to receive more orders this year.

Qihong Wuhan factory, greatly affected by the epidemic, but there are still employees to stay during the Spring Festival, Wuhan factory officially resumed work on March 11, and the staff is basically in place. The Wuhan plant is a new plant with an investment of NT $5 billion in 19 years, and the production of liquid cooling products for mobile phones is steadily recovering.

According to data released by the China Academy of Information and Communication Technology, from January to February 2020, a total of 7.845 million 5G mobile phones were shipped in the domestic market, accounting for more than 35% of smartphone shipments for two consecutive months. From January to March, the domestic 5G mobile phone cluster listed, Huawei Samsung Millet OV and other in the first quarter launched about 21 different models of configuration of high-end 5G mobile phones, heat dissipation scheme are used in the temperature of the VC or ultra-thin heat pipe, with the domestic epidemic situation is better, consumption is picking up, 5G mobile phone sales will push up the heat plate VC, heat pipe orders.

In 2020, the industry believes that Snapdragon 865, 765G, Exynos 980, Kirin 990, 820 and other 5G models are expected to use liquid cooling products have not changed, benefiting from Huawei Samsung and other brands will increase 5G mobile phone launch to save the market collapse, liquid cooling is entering a new round of production period.

The new factory continues to move, and the epidemic buffer period is to cultivate internal gong

Is the so-called dangerous organic, such as following the trend of 19 years of prosperity, in the beginning of 2020, the Taiwan-funded head cooling factory will seize most of the 5G liquid cooling orders and expand production capacity at the same time, improve process automation, and compress the growth space of domestic factories at two levels of technology and scale.

Under the global epidemic, demand has declined, the pace of the original supply chain has slowed down or the rhythm has been disrupted, and the analysis believes that the window period to take the 5G liquid cooling high-speed train again or quietly open. According to sources, a number of new liquid cooling projects in new plants have been moving continuously since the end of 19, and at this time, they are targeting 5G new infrastructure opportunities and increasing investment.

The automatic production of ultra-thin soaking plate has also attracted the attention of domestic equipment factories, and many automation equipment companies did not relax the development and debugging of equipment during the epidemic. Domestic enterprises have introduced automation to the key process points of the soaking board, such as copper mesh placement, sealing, flatness dimension detection, thermal conductivity detection, air extraction and water injection.