Since 2023, Honor, Apple, Samsung and other mainstream 3C manufacturers have begun to introduce titanium alloy materials to varying degrees, and titanium alloy has accelerated its penetration into the field of consumer electronics such as mobile phones, smart wear, tablet computers, and laptops. Insiders said that titanium alloys have the advantages of high strength, lightweight and corrosion resistance, which helps to improve the thinness and durability of electronic products. After titanium alloy is cut into the 3C track, the growth space is expected to continue to open. Brokerages expect that the relevant market size will exceed 100 billion yuan. At present, the relevant listed companies accelerate the industrial layout, covering raw materials, parts manufacturing and other fields.
Cut into consumer electronics
Apple's iPhone 15 series mobile phones use a new titanium body, which means that Apple's iPhone high-end model body material has entered the "titanium metal" era. So far, titanium alloy has been applied to Honor and OPPO folding screen phone hinges, as well as Huawei, Apple, Samsung smart watch cases. According to media reports, Samsung Galaxy S24, Galaxy S24+ and Galaxy S24 Ultra three mobile phones will use titanium alloy middle frame. Titanium alloy has become a popular material in the field of consumer electronics.
Industry insiders said that the future titanium alloy will gradually be applied to tablet computers, smart wear and other products, 3C products into the "titanium alloy" era. The research report released by Southwest Securities shows that titanium alloy is cut into the 3C track and the industry trend is clear. Titanium alloy has significant advantages over traditional 3C materials, with excellent strength, corrosion resistance and lightweight characteristics, and the head manufacturer accelerates the layout. According to the current application of titanium alloy in different fields of 3C products, the future market space is expected to exceed 100 billion yuan.
