Core Viewpoint - The penetration rate of composite material back covers for smartphones in the Chinese market has remained stable at over 10% for three consecutive quarters [3]. Group 1: Market Trends - The trend of smartphone back cover penetration rates in the Chinese market from Q1 2023 to Q2 2025 shows a consistent increase [3]. - The market share of glass back covers among various smartphone brands has been analyzed, highlighting the competitive landscape [3]. - The market share of composite material back covers among different smartphone brands has also been assessed, indicating shifts in consumer preferences [3]. Group 2: Brand-Specific Analysis - The sales volume and market share of Apple smartphone back covers by specifications from Q1 2023 to Q2 2025 have been detailed [3]. - The sales volume and market share of Huawei smartphone back covers by specifications from Q1 2023 to Q2 2025 have been outlined [3]. - The sales volume and market share of Vivo smartphone back covers by specifications from Q1 2023 to Q2 2025 have been reported [3]. - The sales volume and market share of Xiaomi smartphone back covers by specifications from Q1 2023 to Q2 2025 have been documented [3]. - The sales volume and market share of OPPO smartphone back covers by specifications from Q1 2023 to Q2 2025 have been analyzed [3]. - The sales volume and market share of Honor smartphone back covers by specifications from Q1 2023 to Q2 2025 have been examined [3]. Group 3: Pricing Trends - The average price trends of smartphone back covers by specifications in the Chinese market from Q1 2023 to Q2 2025 have been tracked [3].

" 2023年智能手机品牌纷纷加码复合材料后盖，而在此之前国内市场智能手机后盖材料中玻璃和 塑 料 渗 透 率 高 达 90% 以 上 ， 目 前 复 合 材 料 后 盖 搭 载 量 快 速 增 长 ， 至 2024 年 其 渗 透 率 已 增 至 约 10%，成为市场新风向。" CINNO Research 简评 一、市场渗透率加速提升，复合材料后盖步入主流 根据 CINNO Research市场监测数据，2020-2021年，中国智能手机复合材料后盖市场以素 皮材质为主导，主要应用于高端旗舰机型。2022年，玻纤材料进入市场，2023年伴随锦纤材料 的加入，素皮与玻纤后盖机型销量实现同比翻倍增长，推动复合材料后盖渗透率同比提升4个百 分点。至2024年，随着供应链成熟及成本下探，素皮与玻纤后盖逐步向中低端机型渗透，带动 复 合 材 料 后 盖 整 体 渗 透 率 突 破 10% ， 正 式 跻 身 主 流 后 盖 材 料 行 列 。 此 外 ， 新 兴 材 质 如 木 质 、 PC/PMMA等加速导入，进一步丰富市场选择。 来 源 ： C I N N O Re s e a r c h 2 0 2 0 - ...

Core Viewpoint - The article highlights the rapid growth and increasing market penetration of composite material back covers in the smartphone industry, projecting a rise to approximately 10% by 2024, marking a shift towards mainstream adoption [2][5]. Group 1: Market Penetration and Trends - In 2023, the penetration rate of composite material back covers in the Chinese smartphone market increased by 4 percentage points year-on-year, driven by the introduction of glass fiber and other materials [2][5]. - The market for composite material back covers is expected to break the 10% penetration threshold by 2024, as supply chains mature and costs decrease, allowing these materials to penetrate mid-range and low-end models [2][5]. - Emerging materials such as wood and PC/PMMA are being introduced, further diversifying market options [2][5]. Group 2: Brand Competition Landscape - The top six brands in the composite material back cover market (Huawei, vivo, Xiaomi, OPPO, Honor, and Realme) hold a combined market share of 96%, which has decreased by 4 percentage points year-on-year due to competition from brands like Motorola [5][6]. - Different brands are adopting distinct technological paths: Honor is aggressively pursuing diverse materials, while Realme remains focused on leather back covers with slow technological iteration [5][6]. - Huawei leads the market with a focus on various materials including silk and glass fiber, while vivo and Xiaomi are introducing innovative materials for their foldable models [6][9]. Group 3: CMF Innovation Trends - Dynamic color-changing technology is emerging as a key innovation in CMF design, with brands exploring various advanced materials for back covers [9][10]. - Three notable color-changing technologies showcased include UV-triggered color-changing acetate fiber, micro-cavity electronic paper display technology, and E-Ink Prism 3 electronic ink screen back covers [9][10]. - These innovations are expected to enhance user experience and expand the application of smartphone back covers beyond traditional uses [9][10]. Group 4: Market Drivers and Future Outlook - Upgrading consumer demand is driving the shift towards composite material back covers, as hardware innovations yield diminishing returns, making CMF design a core differentiator for brands [10][11]. - The smartphone market is experiencing aesthetic fatigue from traditional glass and plastic back covers, leading to a trend towards personalized and customizable back covers [11][13]. - The article suggests that the future of smartphone design will focus on "dynamic interaction and eco-friendly materials," pushing the industry into a new phase of innovation [11][13].