According to data from Counterpoint Research, the best-selling mobile phone in China in November was still the iPhone. This means that the iPhone has been at the top of the list for two consecutive months, and it is likely to become the best-selling smartphone in the fourth quarter of 2021. Seeing such a situation, Qi Ji is worried about the impact of domestic brands on the high-end mobile phone market.
In October, with a market share of 22%, it surpassed vivo (20%), and once again became the largest smartphone manufacturer in the Chinese market after 6 years. The explanation given by the market research agency is that there is a shortage of chips in the industry, and Apple, which has stronger supply chain capabilities, has greater advantages. Unexpectedly, this advantage will continue into November, and will most likely continue into December. While sales are so hot, the iPhone can almost be supplied from stock, which is one of Cook's most proud capabilities.
According to the latest data, the iPhone's market share rose to 23.6% from 22% in October, and sales increased by a staggering 15.5% month-on-month. In second place is vivo, which has a market share of 17.8%, a significant decline compared to last month (22%). With the blessing of the annual Double 11 promotion, the iPhone has achieved amazing growth while also opening up the gap with the second place, which is quite frightening.
In addition to sales, the iPhone also has an absolute advantage in unit price and profit, which is also one of the places where the iPhone is difficult to surpass. Due to chips and other reasons, Huawei has left a large blank space in the high-end mobile phone market, and the current result is that Apple has become the biggest beneficiary. In addition to Huawei, there is still a big gap between domestic mobile phone manufacturers and Apple in the high-end mobile phone market. If you don't seize the time to catch up, Apple's share of the domestic mobile phone market is likely to remain high.
In the Counterpoint report, as Chinese iPhone users stop upgrading older iOS devices, iPhone sales in China will start to decline in December or January. The translation is: the vast majority of users who need to replace the new iPhone have been replaced, and the sales of the iPhone will begin to decline in a short period of time. Remember that in the third quarter, Apple ranked 5th with a market share of 13%, and the surge in ranking and sales in the fourth quarter was quite unexpected. With the release of the new Android machine, I hope that domestic mobile phone manufacturers can usher in a new spring as soon as possible.
Qi Yan Ji:
For the November list, Qi Ji's idea is like this: although the ranking is expected, but did not expect that the gap will become wider and wider, Jobs's good intentions to dig Cook are now finally understood. In fact, the progress of domestic mobile phone manufacturers in the past two years is still quite large, especially OPPO and vivo, which have their own research and development direction and technical strength. With the easing of the epidemic and the recovery of supply chains, it is hoped that in the near future, the gap between them and international giants will become smaller and smaller.
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