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The concept of titanium alloy 3D printing is hot, Apple and Huawei introduce related technologies

2023/7/18

On July 17, 3D printing concept stocks were active, and several stocks such as Thiel, Golden Orange, and Amsky rose by their daily limit. According to data from Oriental Fortune Choice, since the beginning of this year, 3D printing concept stocks have increased by an average of 66%.

On the news side, the well-known Apple analyst Ming-Chi Kuo recently issued an article saying that the latest survey shows that Apple is actively introducing 3D printing technology, and it is expected that some titanium metal mechanism components of this year’s new products will use 3D printing technology.

In addition to Apple, Samsung, Huawei, OPPO and other companies are currently planning to use titanium alloy technology in their next-generation products. Manufacturers such as Honor have recently released hinge shaft covers for folding screen phones that have adopted titanium alloy 3D printing technology.

Consumer electronics giants such as Apple and Huawei have shown great interest in titanium alloy 3D printing, and titanium alloys have ushered in new progress in the application of consumer electronics. Ming-Chi Kuo said that some of the titanium mechanical parts of the Apple Watch Ultra, which Apple plans to release in the second half of this year, will be manufactured using 3D printing. He expects that 3D printing can improve Apple's production time and reduce production costs, and it will also help improve Apple's ESG indicators.

In fact, Apple has already made a lot of reserves on titanium alloy patents. According to statistics from PatentlyApple, a research organization, as of now, Apple has obtained 8 patents related to titanium alloy materials.

In addition to Apple, Honor has also "tested the water". Honor's recently released Magic V2 is the world's first folding flagship phone with a titanium alloy hinge. The shaft cover of the hinge is the first to use a titanium alloy 3D printing process. This is also the first time that it has used titanium alloy technology on a large scale in a mobile phone.

In addition, because the application of titanium alloy technology to folding screen scroll devices can reduce its overall thickness and weight, according to suppliers, Huawei also plans to use it on mobile phones. Companies such as Samsung and OPPO began to accelerate communication and testing with the supply chain, trying to use titanium alloy technology in next-generation products.

"Titanium alloy materials are light and strong, but there are still problems such as difficult processing, high cost of materials and equipment, and slow printing speed. 3D printing technology can solve the pain points of mass production of titanium alloy technology and the problems of titanium alloy material forming." Deepin Technology Zhang Xiaorong, director of the research institute, told reporters that some mobile phone manufacturers are trying to introduce titanium alloy printing technology and apply it to their own products.

It is understood that the current material cost of the titanium alloy shaft cover is about 30 yuan, but the processing cost is as high as 10 times. Due to the relatively high total cost, titanium alloys were mainly used in aerospace, biomedicine, chemical engineering, energy technology and other fields. At present, by combining it with the 3D printing process, a relatively strong, ductile, and easy-to-print high-performance titanium alloy can be developed, which has begun to be gradually applied in the field of consumer electronics.

According to Zheshang Securities Research Report, in the future, with the mass production scale of 3D printing technology in titanium alloy shaft cover and the further improvement of yield rate, the marginal cost will decrease, and the price is expected to continue to fall. With the cost gradually under control, titanium alloy 3D printing technology is expected to lead a new revolution in consumer electronics.

Industry analysts believe that Apple and Huawei are leading the technological innovation and development direction of the industry. If they decide to adopt titanium alloy technology, other mobile phone or technology companies are likely to follow suit. With the continuous development and maturity of technology, the scale of the titanium alloy 3D printing industry chain will gradually expand.

Recently, some listed companies have also publicly responded to the progress of the 3D printing business. BLT said that the company has built a relatively complete metal 3D printing industry ecological chain. Farsoon Hi-Tech said that the company has established an independent and controllable 3D printing technology system. Raycus said that the company's additive manufacturing field has entered into a strategic business, and the surface treatment business such as 3D printing is developing well, with batch orders already in place.

In terms of the layout of the consumer electronics supply chain, Ming-Chi Kuo said that Apple Watch Ultra printer suppliers are two A-share companies—Farsoon Hi-Tech and BLT. In addition, companies such as BLT, AAC Technologies, and Golden Sun are all involved in the cooperative supply chain of glory-related product hinges.

"By introducing titanium alloy 3D printing technology, consumer electronics giants may bring innovation and popularization of key materials for electronic products, improve manufacturing efficiency, and optimize supply chains. The joint innovation effect of the industrial chain is expected to be further stimulated."


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