On January 4, the transfer group released the "2021 Fourth Quarter Mobile Phone Market Report" (hereinafter referred to as the report), which shows that in the new and old domestic smartphone markets in the fourth quarter of 2021, 5G mobile phones can be described as "marching forward". In the new machine market, data from the China Academy of Information and Communications Technology shows that the proportion of 5G mobile phone shipments continues to increase. From January to November 2021, the domestic market shipped 317 million units, of which 5G mobile phone shipments were 239 million units, accounting for 75.3% of the total.
From the perspective of models, the domestic new machine market in the fourth quarter of 2021 is mainly domestic brands, honor 60 series, vivo S12 series, OPPO Find N and Xiaomi 12 series have been released, and the price of flagship models is mostly in the range of 2500 to 4000 yuan.
In the second-hand market, the mobile phone market of the Q4 transfer group shows that the transaction volume of 5G mobile phones in the second-hand market has also risen significantly, and the transaction proportion has risen from 23.30% in the third quarter of 2021 to 38.33% in the fourth quarter; from the perspective of the whole year, the proportion of 5G mobile phones in the second-hand market in 2021 has shown a significant growth trend.
In the past four quarters of 2021, nearly 40% of consumers bought second-hand 5G mobile phones, which also means that the second-hand market, which has been dominated by 4G mobile phones for many years, has begun to appear like the new machine market.
From the performance of major manufacturers, Apple's iPhone transaction volume in the second-hand market is still ranked first, and a change in the previous three quarters of the proportion of transactions continued to decline; Q4 transfer group mobile phone market shows that the transaction proportion of second-hand iPhone transactions is 35.93%, an increase of 1.35% from the third quarter, the rebound trend is obvious.
In terms of domestic brands, Xiaomi mobile phones continued to sit firmly in the first place in the transaction volume of the second-hand domestic mobile phone market in the fourth quarter of 2021, accounting for 14.92% of the transaction volume.
It is worth noting that compared with the new machine market facing problems such as 5G chip supply, the performance of Huawei mobile phones in the second-hand market can be described as "hardcore". The report shows that the transaction share of Huawei mobile phones in the second-hand market reached 13.31% in the quarter, rising one place compared with the third quarter, winning the second place in the second-hand domestic mobile phone market in the quarter, ranking third and fourth respectively vivo and OPPO, followed by Glory with a transaction share of 6.83%.
Analysts in the data department of the transfer group said that from the perspective of the mobile phone consumer market this year, selling old for new is gradually becoming an important choice for consumers; in this context, relatively new, high-residual models are more likely to be sold by consumers first.
In response to the boom in folding screen mobile phones in the fourth quarter of 2021, the analysts of the data department of the transfer group introduced that the folding screen mobile phones in the second-hand market are still dominated by Samsung and Huawei models. Among them, Samsung's folding screen mobile phones are more diverse, bringing more choices to consumers; followed by Huawei's two folding screen mobile phones, which also have a certain degree of popularity in the second-hand market.
In terms of retention rate, generally about 6 months after release, folding screen mobile phones will be discounted by about 40%; after 1 year of release, the price of 99 new second-hand folding screen mobile phones will most likely be "waist chopped", and the retention rate will usually be below 50%. The report shows that the Huawei Mate X2 (5G) in the second-hand market currently comes out with a retention rate of 81.99% and the second and third are the Samsung Galaxy Z Flip3 (5G) and Galaxy Z Fold3 (5G) released in September 2021, respectively.
For the mobile phone market trend in 2022, analysts from the data department of the transfer group said that the choice of 5G models will become more and more abundant, and the price of high-end flagship models is gradually falling back to a reasonable range that can be reached by more consumers; with the maturity of 5G technology, the real replacement tide has begun to appear, and the entire 5G intelligent terminal market is expected to usher in new growth in 2022.
[Reporter] Ye Dan
【Author】 Ye Dan
【Source】 Southern Press Media Group South + client