Mobile phone shipments are declining, and changes in the three major markets deserve attention

2022-12-01

The latest data from the China Academy of Information and Communications shows that in September 2022, the shipment of mobile phones in the domestic market will be 20.922 million, down 2.4% year on year. From January to September, the shipment volume was 196 million units, a year-on-year decrease of 21.1%. What changes have taken place in the mobile phone market through data? (The picture is the screenshot of the website of the China Academy of Information and Communications) Change 1: The mobile phone market may hit the bottom. Fu Liang, an analyst in the telecommunications industry, believes that the year-on-year data in September has improved significantly compared with the previous eight months. "On the surface, both the mobile phone market and the 5G mobile phone market have basically returned to the same level as last September." However, Fu Liang also pointed out that the overall mobile phone shipments will continue to grow negatively. According to the data of China Academy of Information and Communications, 21.44 million mobile phones will be shipped in the domestic market in September 2021, and 249 million mobile phones will be shipped in the first three quarters of the year. In addition to the impact of the global economic environment and the supply chain and other factors, the reporter noted that some mobile phone manufacturers also reduced their pre production. For example, Wedbush analyst Daniel Ives pointed out that iPhone production is expected to decrease by 5% - 10% in this quarter. According to IDC's prediction, the global smartphone shipments in 2022 will decrease by 6.5% year on year to 1.27 billion units. This means that global smartphone shipments will return to the 2014 level. However, IDG also pointed out that in the third and fourth quarters of this year, the smartphone industry is expected to reach the bottom. The worst may have passed, and the market is expected to return to normal in the second half of next year. Change 2: Folding screen phones are selling well. While the number of mobile phones shipped by enterprises has dropped, folding screen phones are growing against the trend. CINNO Research data shows that in the third quarter of 2022, the sales volume of folding screen mobile phones in the Chinese market increased by 114% year on year, and the sales volume of domestic folding phones in the first three quarters were higher than that in the same period last year. (The picture shows the screenshot of the folding screen mobile phone, which is selling well in microblog against the trend.) Some consumers said to Zhongxin Finance and Economics, "The mobile phone is very durable now. Although there is no special need to change the phone, you can consider changing a folding screen mobile phone to try something new, as a spare phone." At present, folding screen is the "main battlefield" of mobile phone enterprise innovation. Except for iPhone, almost all mainstream mobile phone brands have launched folding screen phones. Samsung, Xiaomi, Glory, OPPO and others have also launched flagship models of folding screens. Both CPU and camera lens have used the industry's top configuration. Some folding screen mobile phones have also integrated many "black technologies" that did not exist before, such as super privacy mode, assisted sleep service, micro screen interaction similar to "Smart Island", etc., and have been continuously innovated. Change 3: Flagships are clustered, and the price is "high-end". Although the mobile phone shipments are low, there is no large number of "discount promotions" in the market. On the contrary, after some mobile phone enterprises announced to take the high-end route, the price of mobile phones rose. The iPhone, which was once said to be "unaffordable", is now "not so expensive", because the price of flagship models of other mobile phone brands is often 7000 or 8000 yuan, and even more than 10000 yuan is scarce

Edit:wangwenting    Responsible editor:xiaomai

Source:chinanews.cn

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