The Chinese smartphone market has hit its lowest shipment volume in 10 years, with Apple leading the market share
王俊杰2017
发表于 2024-1-25 18:33:49
232
0
0
On January 25th, the latest report released by data company IDC showed that for the entire year of 2023, the shipment volume of China's smartphone market was about 271 million units, a year-on-year decrease of 5.0%, marking the lowest shipment volume in nearly 10 years.
The good news is that the rebound has begun to show. In the fourth quarter of last year, the shipment volume of China's smartphone market was about 73.63 million units, a slight increase of 1.2% compared to the same period last year. This is also the first rebound after 10 consecutive quarters of year-on-year decline.
IDC pointed out that although the overall market has finally returned to a growth trend, its performance is significantly lower than expected.
At present, the main buyers of new phones are high-end consumers from first to third tier cities. The best-selling products are still concentrated in the flagship product series of various brands such as Apple iPhone 15, Huawei Mate 60, Xiaomi 14, and vivo X100. The replacement needs of middle and low-end users who occupy the majority of the market share have not been fully released.
From the perspective of manufacturers, Apple has taken the top spot in the domestic market in terms of shipment volume for the fourth quarter and the full year of 2023.
Despite Huawei's fierce offensive, driven by significant price reductions in third-party channels and Apple's own proactive promotions, Apple still holds a market share of 17.3% for the entire year. In 2022, vivo ranked first.
Since Apple released the iPhone 15 series in September last year, it has actively reduced prices and promoted products through key channels such as Tmall, JD.com, and the official website, with price reductions ranging from 500 yuan to 800 yuan. Huawei Mate 60, which is considered a direct competitor to iPhone 15, actually has few promotional actions.
Honor, an independent company from Huawei, ranked second in China's mobile phone shipments for the entire year of 2023, with a market share of 17.1%, very close to Apple. The brand has adopted a machine sea strategy in the past year, with product lines including the X series, digital series, Magic series, Play series, Play series, etc., attempting to cover all segmented markets.
At the end of 2022, Ni Jiayue, the President of Honor's All Scenario Business Department, took over as the President of China, which also became an important step for Honor to improve its channel relationships.
Apart from Honor, OPPO, vivo, and Xiaomi respectively ranked third to fifth with market shares of 16.7%, 16.5%, and 13.2%.
It is worth mentioning that domestic manufacturers have new highlights in the high-end market. For example, OPPO won the sales crown in the vertical foldable screen market in 2023 with the hot sales of Find N3 Flip. The vivo X100 and Xiaomi 14 series have seen an increase in recognition in the market above $600.
Due to the still sluggish market, the shipments of the top five manufacturers have all experienced varying degrees of decline. By contrast, Huawei has become the fastest growing manufacturer in terms of shipment volume this year. Boosted by the Mate 60 series, Huawei's shipment volume in the fourth quarter has surged to fourth place in the domestic market, only behind Apple, Rongyao, and vivo.
Whether Huawei will fully return will also become the biggest highlight of the domestic mobile phone market this year. Prior to this, Huawei still needs to address capacity constraints.
IDC China Senior Analyst Guo Tianxiang pointed out that although the Chinese smartphone market has returned to a growth trend, the expected market performance for 2024 should be maintained with a cautious and optimistic attitude.
He said that consumers who purchased machines during the peak shipment period in 2020 will gradually enter the replacement cycle from the first half of this year. But new technologies such as satellite communication and AI big models will not prompt consumers to switch devices on a large scale in the short term. He suggested that the entire industry still needs to maintain a conservative and pragmatic operational strategy, control inventory, and stabilize cash flow.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Popular Chinese concept stocks in the US stock market fell, while the Nasdaq China Golden Dragon Index fell by over 1%
- Transport Canada revokes restrictive measures against airlines in Chinese Mainland
- McDonald's generated $6.87 billion in revenue in the third quarter, with over 6500 stores in China
- Miniso has over 7000 global stores and will help 100 Chinese IPs go global in the future
- McDonald's China adds 640 new stores in the first three quarters of 2024, surpassing the same period in 2023
- NIO China increases capital to 7.43 billion yuan
- Lilly: The first and only non covalent (reversible) BTK inhibitor, Jeparil, has been approved in China
- Starbucks China leads global decline in same store sales, responds to 'abandoning price war'
- Continuing to target lower tier cities, Starbucks China enters 166 county-level markets in fiscal year 2024
- HSBC China: Starting from November 15th, applications for repricing cycle adjustment of existing personal housing loan interest rates will be accepted
-
苹果知名分析师郭明錤周四(10月31日)在社交媒体上发文表示,苹果明年可能会减少对芯片制造商博通Wi-Fi芯片的依赖,并推出自己的处理器。 郭明錤在社交媒体平台X上写道,“在2025年下半年的新产品(例如iPh ...
- uturn
- 前天 14:42
- 支持
- 反对
- 回复
- 收藏
-
10月30日,小鹏汽车生态企业小鹏汇天宣布,旗下分体式飞行汽车“陆地航母”即将亮相2024中国航展,11月12日将在中国航展第二展区(斗门莲洲)进行全球首次公开飞行,同时“陆地航母”也将在珠海国际航展中心8号 ...
- yxtianyouyou
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
交易所监管文件显示,当地时间11月1日,亚马逊创始人杰夫·贝索斯拟出售约1635万股亚马逊股票,预计套现约30.5亿美元。今年7月,贝索斯已申请额外出售约2500万股亚马逊股票,按当时股价计算可套现约50亿美元。 ...
- blueskybb
- 昨天 09:27
- 支持
- 反对
- 回复
- 收藏
-
近日,凯撒海湾目的地(山东)运营管理有限责任公司(简称“凯撒海湾”)与携程旅悦集团签署战略合作协议,双方将围绕“海上目的地运营”、“旅游产品与服务创新”、“研学旅行”、“日韩及海外旅游市场开拓”等 ...
- llyyy2008
- 昨天 11:01
- 支持
- 反对
- 回复
- 收藏