After the price war, mobile phones "roll up" their screens

2023-06-20

This year's "June 18th Promotion" is undoubtedly the "busiest year" in the mobile phone market. It is worth noting that this year's "June 18th", in addition to the brutal price war, the debate over the form of foldable screens for mobile phones has also begun to diverge. Various folding forms such as horizontal and vertical folding screens and large and small folding screens are clustered, and which sub category can stand out from this track has also attracted market attention. It is probably not too much to describe the competition in the "6.18" market as "bloody" from a straight board to a folding. Even Apple, which has always been strong, has taken the initiative to choose "price diving" - data from JD, Tmall, Pinduoduo and other head e-commerce platforms show that the 128GB version of the iPhone 13 has dropped from 5999 yuan to 4799 yuan, and the price has dropped by 20%. This has also made this year's "6.18" flagship battle particularly fierce. Faced with a bloody price war for tablet phones, major mobile phone manufacturers have had to search for new blue oceans on folding screens, and the price war has also spread to this market. At present, among the best-selling models of JD's foldable screen phones, the price of small foldable phones such as Samsung, Huawei, and vivo has dropped to within 5500 yuan or 6000 yuan; The price of left and right folding phones such as Honor, OPPO, and Xiaomi has dropped to within 8000 yuan; The price range of high-end left and right folding smartphones from Samsung and Huawei is around 15000 to 21000 yuan. Moto's four or five thousand yuan small folding new product only went on sale on June 5th, but its first sales in all channels exceeded 10000 units. It made a strong debut in the top sales of the "6.18" folding screen on June 2nd, 5th, 11th and 13th, becoming the largest dark horse among the "6.18" phones this year. IDC released a quarterly tracking report on mobile phones, showing that in the first quarter of 2023, the shipment volume of China's smartphone market was approximately 65.44 million units, a year-on-year decrease of 11.8%. However, the shipment volume of folding screen products in China remained stable during the quarter, with a year-on-year increase of 52.8%. In the next 3-5 years, foldable screen smartphones will become the only rapidly growing category in the mobile phone industry, and the global growth of foldable screen smartphones is expected to reach 45 million units. "Chen Jin, General Manager of Lenovo's China Mobile Business Department, said in an interview with Beijing Business Daily reporters. Data from multiple research institutions has also confirmed Chen Jin's prediction. DSCC estimates that the global shipment of foldable smartphones will reach 19 million units in 2023, with 37 foldable phones going live. The numbers provided by Counterpoint are more optimistic, and it is expected that the global folding screen mobile phone market will grow by 52% year-on-year to 22.7 million units in 2023. The latest consumption data of "6.18" of JD and Suning.com show that the sales of folding screen mobile phones have doubled. From 8pm on May 31st to 24pm on June 1st, the trading volume of JD's foldable screen smartphones increased by over 200% year-on-year, making foldable phones one of the hotspots in mobile phone consumption. During the first round of "6 · 18" outbreak of Suning.com, the sales of folding screen mobile phones increased by 150% year on year. But the two platforms did not disclose specific sales data. Although foldable screens are gradually being accepted by consumers, weight, hinges, and screen reliability are still challenges that major foldable screen phone manufacturers urgently need to overcome

Edit:luxiongfeng    Responsible editor:zhaoxiaoli

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