Since the second half of this year, major 3C manufacturers such as Apple, Huawei, Xiaomi, Samsung, Honor, and OPPO have launched consumer electronics products made of titanium alloy on a large scale, triggering unprecedented attention from capital market investors to titanium alloy-related listed companies. Several titanium alloy-related concept stocks rose sharply.
Titanium alloy has properties such as high strength, strong corrosion resistance, and high and low-temperature resistance, so it is widely used in aviation, aerospace, ships, weapons, biomedicine, chemical metallurgy, marine engineering, sports and leisure, and other fields. However, due to the difficulty of precision machining titanium alloy materials using traditional methods, it has not been widely used in consumer electronics fields that require higher precision and cost. However, with the maturity of precision processing technology and the reduction of processing costs, it has become possible for titanium alloys to be widely used in the field of consumer electronics.
After Apple's iPhone 15 series mobile phones adopted a new titanium middle frame and received a good market response, titanium alloy has become a popular material in the field of consumer electronics. So far, titanium alloy has been used in the middle frame of the iPhone 15 Pro series, the hinges of Honor and OPPO folding screen mobile phones, and in the smartwatch cases of Huawei, Apple, and Samsung. The Galaxy Watch3 previously released by Samsung has used titanium alloy materials. According to overseas Tech_Reve, the three Samsung Galaxy S24, Galaxy S24+ and Galaxy S24 Ultra mobile phones will all use titanium alloy middle frames. It is also said that Samsung Electronics plans to produce the S24 standard version on the Vietnam production line, while the titanium alloy middle frames of the S24+ and S24 Ultra are from Two companies.
The following applications for Gr4 titanium plates exist in the mobile phone manufacturing industry:
Structural support: Gr4 titanium plate can be utilized to make structural support parts for mobile phones, like frames and support plates, because of its exceptional strength and lightweight nature. This makes the phone lighter and more durable by strengthening its structure while decreasing its total weight.
Shell material: Gr4 titanium plate can be used as the shell of a mobile phone because of its strong resistance to wear and corrosion. Titanium phone cases offer superior protection for mobile phones.
Gr4 titanium plates are primarily used in the production of mobile phones to strengthen the structure and increase durability, which is a crucial component that supports the functionality and quality of mobile phones.
In the future, as the trend of high-end consumer electronics products continues, the penetration rate of titanium alloy applications in smartphones and watches is expected to continue to increase; in addition, the application of titanium alloys in tablets, laptops, and other products is also expected in the future.
Southwest Securities released a research report stating that titanium alloys have entered the 3C track and the industry trend is clear. Titanium alloys have significant advantages over traditional 3C materials, with excellent strength, corrosion resistance, and lightweight properties. Leading manufacturers are accelerating their layout and are conducting split calculations based on the current application of titanium alloys in different fields of 3C products. The future market space is expected to exceed 100 billion.
