Recently, the Chinese Academy of Information and Communications Technology released the "February 2022 Domestic Mobile Phone Market Operation Analysis Report", in February 2022, the domestic market mobile phone shipments of 14.864 million units, down 31.7% year-on-year, of which 5G mobile phones 11.374 million units, down 24.5% year-on-year, accounting for 76.5% of mobile phone shipments in the same period. This is a slight increase from the 17.7% year-on-year decline in January, and the proportion of 5G models has also decreased by a certain extent.
Such a market situation is still surprising, we know that the biggest factor that affects mobile phone shipments in February every year is the Spring Festival. This year's Spring Festival is February 1, half a month earlier than last year, which means that the impact of this year's Spring Festival on February shipments is relatively small. In this case, shipments fell year-on-year, partly because mobile phone shipments soared 2.4 times in February last year, resulting in an excessively high base.
More importantly, in February, the pace of mobile phone manufacturers seems to have slowed down, in terms of listed models, although in February 2022, domestic mobile phones listed 29 new models, an increase of 3.6% year-on-year, but only 15 5G mobile phones, down 6.3% year-on-year. Coupled with the sharp reduction in mobile phones listed in January, and in the domestic market, the new machine offensive is often the most able to promote mobile phone shipments, so that the reduction of listed models will inevitably affect shipments.
The reason for the slowdown in the pace of domestic mobile phone manufacturers, in addition to the impact of the epidemic that has occurred again, has caused many manufacturers and factories to have a certain impact when they resume work, which has brought a lot of impact on the market environment and consumer confidence, and the change in the layout of the mobile phone market this year is a factor that cannot be ignored. In the past, the models released at the beginning of the year and listed were mostly models that used Qualcomm flagships. But this year, because MediaTek's chips have entered the flagship thing, and its chips are very popular in the market, in this case, mobile phone manufacturers on the one hand to design, adapt and produce mobile phone products on two different platforms, which will naturally cause delays in product release and time to market. At the same time, MediaTek's Tianji chips were delivered late, and many manufacturers hope to add mobile phones to their flagship and high-end models. This has led to delays in the launch and launch of some new products. The lack of supply of flagship chips in the early stage and the fluctuation of chip prices have made manufacturers have to control the release speed of new machines in February.
Speaking of domestic mobile phone shipments, Apple is already a factor that cannot be ignored, in February 2022, domestic brand mobile phone shipments were 12.738 million units, accounting for 86% of mobile phone shipments in the same period. Converted into apple shipments accounted for about 14%, thus setting a new low for the market share after the release of the iPhone 13, perhaps, about 15% of the market share, will become the new normal of Apple's domestic market. Of course, there are also people who worry that Apple's iPhone SE3 released in March will pull up Apple's domestic market share. However, from the past situation, Apple se product sales in China have not been high, and the impact on other brands' products is also limited. Therefore, we believe that the impact of the iPhone SE3 on apple sales increases is extremely limited.
In March, we saw that the new machine launch frenzy was coming, and we also saw that the epidemic was more severe, affecting the market environment and consumer confidence. This also makes the market in March seem confusing.