Text/Di Lin Review/Zhang Ziyang Correction/ZhiQiu
Since the outbreak of the new crown epidemic in 2020, the global smartphone market has been greatly affected, and smartphone sales have continued to decline.
The outbreak and spread of the lack of cores in the second half of 2020 further increased the burden on the global integrated circuit industry chain, and the field of smart phones was once again damaged.
Affected by this, both the global and Chinese mobile phone markets have undergone several rounds of reshuffles, and the domestic mobile phone market has changed greatly.
The domestic mobile phone market has changed
On December 13, Lei Technology news, according to Wall Street news reports, a report given by a core market research agency shows that in the domestic mobile phone market share ranking in November 2021, Huawei regrettably fell out of the top five.
For Huawei's market position, the author has already expected, after all, in addition to dual external factors, Huawei is also affected by layers of bans.
Although the United States has relaxed the blockade of Huawei to a certain extent at this stage and allowed Qualcomm to supply relevant chips to Huawei, 5G chips are not included in the products that have obtained supply licenses.
Therefore, even if Huawei has the inventory of 5G mobile phone processors, it is also cut off on 5G RF components and cannot release 5G mobile phones.
But now China's smartphone market has fully entered the 5G era, even if there are still many consumers insisting on using 4G networks, but 5G mobile phones have become the mainstream of the market.
If Huawei's situation is expected by the author, then the change in the status of Xiaomi is unexpected by the author.
Xiaomi is back in the top three
According to statistics released by the well-known market research agency CINNO Research, in October this year, Xiaomi's domestic market ranked fifth.
But in November, Xiaomi surpassed OPPO to become china's third with a market share of 15.8%. This makes the author very confused, after all, xiaomi did not have any big moves in November.
If you have to analyze the reasons, the author guesses that Xiaomi Company is fully prepared for the Double Eleven e-commerce promotion.
Especially in the price reduction of its models, as xiaomi's new high-end flagship, xiaomi mix 4, directly reduced the price of thousands of yuan, and its preferential strength can be seen.
Perhaps because of this, Xiaomi's product sales in November will increase significantly. But no matter how much Xiaomi improves, it is not better than Apple, which is also involved in the price war.
Apple came first
Apple, which used to be firmly outside the top three, suddenly won 26.5% of the market share in November this year, becoming the number one brand in China's smartphone market in November.
It is true that during this year's Double Eleven, Apple also actively participated in the price war and gave up a lot of profits. But in my opinion, concessions are not the only factor in the surge in iPhone sales.
Apple's iPhone 13 series released in September this year also made a great contribution to Apple's first position in China.
Compared with the iPhone 12 series, the iPhone 13 series has been upgraded from many aspects, and the amount of increase does not increase the price, which makes many domestic consumers excited.
In addition, Apple's strong control over the supply chain has enabled it to maintain the spot supply of iPhones in the face of the continuous spread of the chip shortage, which is also a major boost to the surge in sales of its products.
On the other hand, xiaomi, OV, etc., in the face of the global chip famine, compared to Apple, it will still seem a little helpless and helpless.