The development of the USB data cable industry is stable and the overall concentration is relatively high – ChangZhou Sun-Rise Electronic Co.,Ltd.

Part 1

Data cable introduction

The data cable is a necessary component to connect the hard disk and the motherboard, and it is usually included when purchasing the motherboard. Each data cable can only connect two IDE devices (such as optical drive, hard disk, recorder, etc.). The data cable connects the hard disk, optical drive, floppy drive, card reader and other hardware devices with the corresponding interface on the motherboard, and connects the indicator lights and switch lines on the control panel of the chassis to the motherboard. Note that the data line is not the bus in our logical structure. Now, with the rapid development of the electronic industry, data lines have become an indispensable part of life.

USB data cables are widely used in various household appliances, computer equipment, high-definition TVs, set-top boxes, mobile hard disk boxes, tablet computers, mobile phones, smart bracelets, mobile power supplies, projectors, medical equipment, monitoring security equipment and communication equipment. With the continuous advancement of electronic technology, the portable device market continues to develop rapidly, and the usage is increasing. This not only drives the development of these technological products, but also drives the development of its peripheral products. Among them, the development of USB data lines is the fastest, because USB data lines can better connect these high-tech products. Make high-tech products more convenient and faster to use.

Part 2

Data cable industry market status research

As an accessory product of mobile phones, mobile phone data cables have gradually attracted people's attention because they can fully develop the potential functions of mobile phones. At present, the supply and demand in the accessory market are also increasing. JD data shows that from Q3 2021 to Q3 2022, the CR10 share of the data cable industry has remained at 55.6%, and the overall share has not changed. According to the data, it can be seen that the development of the data line industry is relatively stable, and the overall industry concentration of the industry is relatively high.

At present, many connector companies are very optimistic about the development prospects of Type C. USB Type-C is no longer a new topic. This USB interface protocol is different from Type-A commonly used in notebook computers or Micro-B on Android phones. The biggest difference is that USB Type-C supports the design of forward and backward insertion.

It is foreseeable that Android phones can be changed to USB Type-C interface in the future. If you only need USB2.0, you only need to redo the cable, no chip, and the cost is completely negligible. Now, the USB TYPE-C trend is sweeping The entire smart terminal leads to a unified interface.

Affected by the demand for 5G replacement in 2021, mobile phone shipments will increase slightly, reaching 351 million units, an increase of 43 million units from 2020, a year-on-year increase of 13.96%. According to relevant data from market analysis of the data cable industry, from January to May 2022, the total shipments of mobile phones in the domestic market totaled 108 million units, a year-on-year decrease of 27.1%. The market analysis of the data cable industry predicts that the sales volume of smartphones in the Chinese market is expected to reach about 340 million units in 2023, a year-on-year increase of 8%.

In 2022, the sales volume, sales volume, number of brands, and number of stores of Q3 data lines will all show a steady growth trend. In Q3 of 2022, the sales volume of data cables increased by 23% year-on-year, and the sales volume increased by 14.5%. It can be seen that the development prospect of the data cable market is relatively clear.

Sun-Rise Electronic / Calukii US Store

July 18, 2023