2010年全球及中国微型电声器件行业研究报告 >> 水清木华研究中心

　　本报告主要研究手机电声和笔记本电脑电声器件。

2010年微型电声主要厂商收入排名

　　丰达电机（Foster）是世界上最大的扬声器（Speaker Unit）厂家，包括了大口径的锥形（Cone）扬声器，不过在手机和笔记本电脑领域其排名第二。

　　Plantronics（缤特力）是全球最大的话务耳机厂家。呼叫中心、空中交通控制、911 派遣和证券交易等关键场合都是缤特力的话务耳机。同时该公司也有民用蓝牙耳机，不过大多是中国的歌尔声学代工的。

　　AAC是手机电声领域的霸主，产品线最为齐全，技术最全面，也是诺基亚和苹果的最爱。2010年底，道尔公司旗下的楼氏电子(Knowles Electronics) 以八亿五千五百万美元取得原隶属于恩智浦标准产品部门的声学解决方案业务。恩智浦的声学解决方案业务始于1929年，是最早的微型电声学专家，手机扬声器/受话器领域的霸主，但是恩智浦专心混合信号业务，将这些非核心业务一件一件剥离。

　　在中国山东潍坊，聚集了数量众多的电声厂家，歌尔是其中最大的。其快速开模能力在业内第一。近年来，歌尔声学大力开拓LED和3D眼镜领域，收获颇丰。

　　Hosiden是日本老牌企业，业绩连年大幅度下滑，竞争力急剧下降。电声业务也不是该公司的核心业务，其市场份额多被AAC、歌尔和美律抢占。

　　美律是台湾最大的电声企业，主要产品是免提听筒，诺基亚、索爱、摩托罗拉免提听筒的第一大供应商。

　松下电子部品主要生产扬声器。Creysn是耳机大厂，是苹果iPod、iTouch、iPhone耳机的主要供应商，也有自己品牌的耳机推出。Bujeon是三星手机电声的核心供应商，来自三星的收入占了该公司70%的收入。

　　声扬（Sonion）于2008年2月28日被Technitrol收购，并在Technitrol旗下名为Pulse的电子组件部门下运作。2009年7月Altor基金公司收购了此业务。

　　在2005年，缤特力收购了拥有70多年历史的笔记本电脑扬声器大厂Altec Lansing，收购价格是16600万美元。而2010年底，缤特力以1600万美元的低价将持续亏损的Altec Lansing卖给一家基金公司。

　　Knowles（楼氏）是全球80%的MEMS麦克风供应者，虽然与ADI的官司打输了，但是短期内无人能撼动楼氏的霸主地位。富佑鸿是名不见经传的小企业，却是全球笔记本电脑扬声器最大厂家，市场占有率有50%。

　　电声大厂的员工动辄八千到一万，自动化程度低，尤其检验环节。而中国是最适合电声企业生存的地方，日本和欧美地区毫无竞争力可言。电声器件属于手机和笔记本电脑非核心零组件，经常被品牌厂家压价。因此电声器件售价连年下滑，电声厂家盈利不佳，都积极开拓非手机和笔记本电脑领域。振动电机、LED、3D眼镜、大口径扬声器等都是电声厂家积极开拓的方向。

The report mainly resolves around electric-voice devices of mobile phone and notebook computer.

Ranking of Major Micro Electric Voice Manufacturers by Revenue, 2010

Foster, the world’s largest manufacturer of speaker unit, is involved in large-diameter cone speaker, but it ranks the second in mobile phone and notebook computer field.

Such momentous occasions as call center, air traffic control, 911 missions, and stock exchange all employ the office phone headsets of Plantronics which is the world’s No.1 manufacturer of office phone headsets and also provides civil Bluetooth headsets, yet most of which are OEMed by China’s GoerTek.

As the overlord in mobile phone electric voice field, AAC, Nokia’s and Apple’s favorite, is in possession of the most complete product lines and technologies. At the end of 2010, Knowles Electronics under Dover Corporation invested US$855 million to obtain the sound solutions business of NXP Semiconductors’ Standard Products Division. NXP Semiconductors whose sound solutions business began in 1929 is the pioneer expert of micro electroacoustics and dominates mobile phone speaker/receiver field, nevertheless, NXP Semiconductors has devoted itself to mixed signal business and divested itself of the non-core businesses.

A great number of electric voice manufacturers are gathered at Weifang, Shandong Province, China, of which, GoerTek, the largest one, possesses the best capability of rapid die sinking within the industry and has vigorously expanded LED and 3D glasses fields from which the company has made remarkable achievements in recent years.

Hosiden, the time-honored Japanese enterprise, has suffered sharp declines in both performance and competitiveness. Electric voice business is not the core business of the company, so its market shares are mostly snatched by AAC, GoerTek, and Merry.

Merry, the largest electric voice enterprise in Taiwan, gives priority to hands-free receivers which make it the biggest supplier of Nokia, Sony Ericsson, and Motorola.

Panasonic Electronic Devices Co., Ltd. mainly produces speakers. Creysn, the earphone giant, is the major supplier of Apple iPod, iTouch, and iPhone, and also has its own brand earphones. Bujeon is the core supplier of Samsung mobile phone electric voice and the revenue from Samsung contributes 70%.

On February 28, 2008, Sonion was purchased by Technitrol and operated in the electronic components division named Pulse which was later acquired by Altor Fund in July 2009.

In 2005, Plantronics purchased Altec Lansing, the big manufacturer of notebook computer speaker with a history of over 70 years, for US$166 million; while at the end of 2010, it sold the ever loss-making Altec Lansing to a fund company at a bargain of US$16 million.

Knowles supplies 80% of MEMS microphones worldwide and no one can shake its dominating position in the short run despite the failure in the lawsuit against ADI. Although it is an unknown small enterprise, Fortune Grand Enterprise Co., Ltd. (Forgrand) is the global largest manufacturer of notebook computer speaker with the market share of 50%.

A big electric voice factory as usual needs a staff of 8,000 to 10,000, thus with low automation particularly in the inspection. China is the place optimal for electric voice enterprises to survive, while Japan, Europe and America have no competitiveness at all. Electric-voice devices, the non-core components of mobile phone and notebook computer, are often confronted with rollback from brand vendors. Consequently, the sales price of electric-voice devices keeps falling year after year, the manufacturers make meager profit and they have to actively exploit non mobile phone and notebook computer fields, including vibrating motor, LED, 3D glasses, and large-diameter speaker.

受话器制造工艺流程
ECM与MEMS对比
2007-2014年全球手机出货量
2007年1季度-2010年2季度每季度全球手机出货量与年度增幅
2007年1季度-2010年2季度每季度全球手机出货量地域分布
2007年1季度-2010年2季度每季度全球手机出货量技术分布
2006-2010年全球CDMA/WCDMA手机出货量地域分布
2007-2013年全球笔记本电脑出货量与增幅
2010-2011年全球主要笔记本电脑厂家出货量
2008-2012年NETBOOK、iPad、平板电脑出货量
2010年全球笔记本电脑品牌厂家与代工厂家之间配套关系及出货比例
2011年全球笔记本电脑品牌厂家与代工厂家之间配套关系及出货比例
2010年手机电声产值产品分布
2010年全球手机用扬声器厂家市场占有率
2010年全球手机受话器厂家市场占有率
2010年全球免提听筒厂家市场占有率
2010年全球蓝牙耳机厂家市场占有率
2010年ECM麦克风主要厂家市场占有率
2010年手机麦克风主要厂家市场占有率
2010年笔记本电脑用扬声器主要厂家市场占有率
2003-2011年美律收入与运营利润率
2005-2011年美律收入产品分布
2010年1季度-2011年4季度美律收入产品分布
2003-2010年美律主要产品平均价格
2004-2009年美律各项产品出货量
2006-2011年美律客户分布
歌尔声学股权结构
歌尔声学组织结构
2006-2011年歌尔声学收入与运营利润率
2005-2010年歌尔声学收入产品分布
2003-2010年瑞声收入与税前利润
2006-2011年瑞声收入产品分布
2008-2009年瑞声毛利分布
2006-2009年瑞声收入地域分布
2007-2119年瑞声客户分布
2006-2011财年HOSIDEN收入与运营利润率
2006-2011财年H1 HOSIDEN收入产品分布
2006-2011财年Foster收入与运营利润率
2009-2010财年Foster收入地域分布
2010-2011财年Foster收入业务分布
2007-2012年BSE收入与毛利率
各大公司ECM产品BSE供应比例
2010年Q2-Q3 BSE收入产品分布
2006-2011财年缤特力收入与运营利润率
2005-2011财年2季度缤特力毛利率
2010财年1季度-2011财年2季度缤特力收入与毛利率
2010财年1季度-2011财年2季度缤特力收入地域分布
2010财年1季度-2011财年2季度缤特力收入业务分布
2001-2007年NXP声音事业部收入
2001-2011年NXP声音事业部生产线数量
NXP声音事业部主要客户
2005-2011年振耀科技收入与运营利润率
振耀科技组织结构
2010-2011年振耀科技收入产品分布
新嘉联组织结构
2004-2011年新嘉联收入与运营利润率
STAR MICRONICS 2007-2011财年收入与运营利润率
2007-2011财年3季度 STAR MICRONICS收入产品分布
2008-2011财年3季度 STAR MICRONICS电声产品出货量分布
2008-2011财年3季度 STAR MICRONICS电声产品收入分布
杭州联声电子组织结构
莱特电子组织结构
Bluecom组织结构
1991-2010年3季度Bluecom收入
2006-2010年3季度Bluecom毛利率与运营利润率
2006-2010年3季度Bluecom收入产品分布
2006-2010年3季度Bluecom收入客户分布
2004-2011年志丰电子收入与运营利润率

2010年1-3季度全球主要手机品牌出货量
2009年1季度-2010年3季度全球主要手机品牌收入市场占有率
2010年3季度全球智能手机操作系统出货量
2009-2010年全球笔记本电脑代工厂家收入排名
2009、2010年全球主要笔记本电脑代工厂家毛利率排名
2010年每季度全球笔记本电脑生产厂家出货量
六大手机厂家微型扬声器配套供应商供应比例
2008年美律大陆子公司简要财务数据
2008年瑞声子公司简要财务数据
Hosiden中国子公司简要财务数据
丰达电机中国子公司简要财务数据
东莞大朗辉鸿电子厂2008年简要财务数据
苏州富鸿顺电子有限公司2008年简要财务数据
2008年富电电子大陆子公司简要财务数据
天津三富各种产品产能
2008-2010年3季度天津三富收入与利润

Comparison between ECM and MEMS
Global Mobile Phone Shipment, 2007-2014E
Global Mobile Phone Shipment and Annual Growth Margin, 2007Q1-2010Q2
Global Mobile Phone Shipment Distribution by Region, 2007Q1-2010Q2
Global Mobile Phone Shipment Distribution by Technology, 2007Q1-2010Q2
Global CDMA/WCDMA Mobile Phone Shipment Distribution by Region, 2006-2010
Global Notebook Computer Shipment and Growth Margin, 2007-2013E
Shipment of Global Major Notebook Computer Manufacturers, 2010-2011
Shipment of NETBOOK, iPad, and Tablet Computer, 2008-2012E
Supply Relationship between Global Notebook Brand Vendors and OEMs and Shipment Proportion, 2010
Supply Relationship between Global Notebook Brand Vendors and OEMs and Shipment Proportion, 2011
Output Value of Mobile Phone Electric Voice by Product, 2010
Market Share of Global Mobile Phone Speaker Manufacturers, 2010
Market Share of Global Mobile Phone Receiver Manufacturers, 2010
Market Share of Global Hands-free Receiver Manufacturers, 2010
Market Share of Global Bluetooth Headset Manufacturers, 2010
Market Share of Major ECM Microphone Manufacturers, 2010
Market Share of Major Mobile Phone Microphone Manufacturers, 2010
Market Share of Major Notebook Computer Speaker Manufacturers, 2010
Merry Revenue and Operating Margin, 2003-2011
Merry Revenue by Product, 2005-2011
Merry Revenue by Product, 2010Q1-2011Q4
Average Price of Major Products of Merry, 2003-2010
Merry Shipment by Product, 2004-2009
Merry Client Distribution, 2006-2011
GoerTek Revenue and Operating Margin, 2006-2011
GoerTek Revenue by Product, 2005-2010
AAC Revenue and EBT, 2003-2010
AAC Revenue by Product, 2006-2011
AAC Gross Profit Distribution, 2008-2009
AAC Revenue by Region, 2006-2009
AAC Client Distribution, 2007-2009
HOSIDEN Revenue and Operating Margin, FY2006-FY2011
HOSIDEN Revenue by Product, FY2006-FY2011H1
Foster Revenue and Operating Margin, FY2006-FY2011
Foster Revenue by Region, FY2009-FY2010
Foster Revenue by Sector, FY2010-FY2011
BSE Revenue and Gross Margin, 2007-2012E
Supply Proportion of ECM Products for BSE by Company
BSE Revenue by Product, 2010Q2-Q3
Plantronics Revenue and Operating Margin, FY2006-FY2011
Plantronics Gross Margin, FY2005-FY2011Q2
Plantronics Revenue and Gross Margin, FY2010Q1-FY2011Q2
Plantronics Revenue by Region, FY2010Q1-FY2011Q2
Plantronics Revenue by Sector, FY2010Q1-FY2011Q2
Revenue of NXP Sound Solutions Business, 2001-2007
Production Line Quantity of NXP Sound Solutions Business, 2001-2011
Major Clients of NXP Sound Solutions Business
Netronix Revenue and Operating Margin, 2005-2011
Netronix Revenue by Product, 2010-2011
Revenue and Operating Margin of Zhejiang New Jialian Electronics, 2004-2011
Revenue and Operating Margin of STAR MICRONICS, FY2007-FY2011
Revenue of STAR MICRONICS by Product, FY2007-FY2011Q3
Electric Voice Product Shipment of STAR MICRONICS, FY2008-FY2011Q3
Electric Voice Product Revenue of STAR MICRONICS, FY2008-FY2011Q3
Organizational Structure of Right Technology
Organizational Structure of Bluecom
Bluecom Revenue, 1991-2010Q3
Bluecom Gross Margin and Operating Margin, 2006-2010Q3
Bluecom Revenue by Product, 2006-2010Q3
Bluecom Revenue by Client, 2006-2010Q3
Revenue and Operating Margin of Kingstate Electronics, 2004-2011

Global Major Mobile Phone Shipment by Brand, 2010Q1-Q3
Market Share of Global Major Mobile Phone Brands by Revenue, 2009Q1-2010Q3
Global Shipment of Smart Phone Operating System, 2010Q3
Ranking of Global Notebook Computer OEMs by Revenue, 2009-2010
Ranking of Global Notebook Computer OEMs by Gross Margin, 2009 vs. 2010
Quarterly Shipment of Global Notebook Computer Manufacturers, 2010
Supply Proportion of Micro Speaker Suppliers of Top 6 Mobile Phone Manufacturers
Selected Financial Data of Merry Subsidiaries in Mainland China, 2008
Selected Financial Data of AAC Subsidiaries, 2008
Selected Financial Data of Hosiden Subsidiaries in China
Selected Financial Data of Foster Subsidiaries in China
Selected Financial Data of Dongguan Dalang Huihong Electronics Factory, 2008
Selected Financial Data of Suzhou Fuhongshun Electronics Co., Ltd., 2008
Selected Financial Data of Bujeon Subsidiaries in Mainland China, 2008
Capacity of Tianjin Sambu Electronics Co., Ltd. by Product
Revenue and Profit of Tianjin Sambu Electronics Co., Ltd., 2008-2010Q3