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Consumer winter is coming, mobile phone sales plummeted 31.7% in February

The winter of consumption should have arrived, and domestic mobile phone shipments in February were 14.9 million units, down 31.7% year-on-year. January-February shipments were 47.9 million units, down 22.6% year-on-year. Because mobile phone sales have been in the dark in recent years, so

This is a plunge on the basis of a plunge

Consumer winter is coming, mobile phone sales plummeted 31.7% in February
Consumer winter is coming, mobile phone sales plummeted 31.7% in February

Let's take a look at this news, this is the People's Network, in January 2018, the domestic mobile phone shipments were 39.064 million units, down 16% year-on-year.

Then, compare the 14.9 million units in February 2022 to the 47.9 million units in January-February to feel the chill.

Consumer winter is coming, mobile phone sales plummeted 31.7% in February

In the first two months of 2017, the mainland produced 306.05 million mobile phones, an increase of 4.1% year-on-year. Note the order of magnitude, January-February 2022 is 10 million, and January-February 2017 is 100 million. Although this is the difference between sales and production, even if 2/3 of them are exported, the difference in this order of magnitude is very large.

According to the annualization of 47.9 million mobile phones from January to February 2022, it is 4790 * 6 = 287 million units.

Consumer winter is coming, mobile phone sales plummeted 31.7% in February

In 2016, the domestic mobile phone market shipped 560 million units, an increase of 8% year-on-year.

That is to say, in 2022, according to the current trend, mobile phone shipments will be half of what it was in 2016.

This is the wangpu rent market.

In the future, the birth rate will continue to decline, the waste materials after 80/90 will lie flat, the post-00s will be flexibly employed, the consumer demand will continue to decline, and there will not be many people to take out in the future. People with iron rice bowls have unit canteens, that is, the kind of people who eat well for a few dollars. The paper rice bowl people lay flat and returned to the village.

Factories engaged in the mobile phone industry will definitely reduce their staff. In this way, there will be a large number of flexible employment personnel. Then, mobile phone stores will also reduce staff.

The epidemic imported from overseas in first-tier cities may break out many times this year

In this way, in the middle of the intermittent moment, there will be Shanghai drifting Beijing drifting away from the first-tier cities to return to their hometowns.

For example, a certain Shanghai has been drifting for so many years, and this year it has encountered an epidemic. Looking at the situation, the overseas input will be intermittent, and finally the Shanghai drift is painful and decides to return to the hometown.

In this way, Shanghai's takeaway market has one less takeaway

Consumer winter is coming, mobile phone sales plummeted 31.7% in February

The decline in consumption is the attrition of business manufacturers, and then it is

The number of flexible employment has increased, and the iron rice bowl has become more precious

, especially the unit canteen a few dollars to manage the kind of iron rice bowl that is fully managed.

When everyone goes shopping in the second half of the year, the stickers for rent at Wangpu may have turned yellow. The picture found on the Internet above, the landlord posted three Wangpu rent, a store pasted three, it is estimated that it is also anxious.

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