Recently, analyst Guo Mingji released the news that China's major Android mobile phone brands have cut about 170 million orders so far this year, which seems to be very exaggerated, because it accounts for 20% of the original 2022 shipment plan, and it is worth mentioning that he also said that more than 70% of them are mediatek chips.
Then Guo Mingxi re-explained that the decline in shipments in 2022 is not a single reference to the Chinese market, but to the global market. To put it bluntly, smartphone demand is weak and shipments are down.
According to the CINNO Research report, China's smartphone market sales in February were about 23.48 million units, down about 20% year-on-year, and in the February 2022 smartphone chip market sales ranking, MediaTek ranked first with 9.6 million chips, Qualcomm ranked second with 8.5 million sales, Apple ranked third with 3.8 million, and Huawei's Kirin chip was only 700,000 units, ranking fourth.
Some netizens also said that I think the development of mobile phones is very close to the bottleneck, and now mobile phones are nothing more than hardware upgrades, and the rear is constantly changing the shape, but the essential things have not changed, or those things. I think the new generation of mobile phones should tend to make progress in localization, both software and hardware should be localized, which will be a difficult road. From the current situation, the sales of domestic mobile phone brands are declining, and more critically, the decline in consumer confidence, it is foreseeable that the next smartphone sales will continue to decline.
However, it can be clearly seen that MediaTek seems to have become the biggest winner, especially after Huawei's chips have been blocked, giving up a huge mobile phone market space, oppo, vivo and Xiaomi, Glory these four domestic mobile phone brands have in use mediatek chips, especially in some low-end models, but also the large-scale use of MediaTek processors, if their sales are superimposed, it will be a very considerable number. Because from the sales amount in 2021, Qualcomm's sales amount is much higher than MediaTek, so it also confirms that MediaTek is a market occupied by low-end chips.
On the other hand, Huawei's Kirin chip has been hindered after the shipment volume has dropped significantly, only some Huawei are left, the mobile phone is still insisting on using the Kirin chip, but it is difficult to be sought after by users because there is no 5G network, plus the Kirin chip can not be used by all Huawei mobile phones, this contrast between this and the other, MediaTek is equivalent to obtaining a larger market.
Domestic mobile phone brands are currently declining shipments, and part of the reason is because Apple's iPhone has seized many markets, especially in high-end models, and there is no brand that can shake Apple's market position, which makes domestic mobile phones face huge difficulties. Have you changed your phones this year? Which chip do you use for your new phone?