Lack of consumer confidence and weak demand for smartphones have forced manufacturers to drop their original orders. On April 1, a report that the mobile phone had not been changed in the past 4 years after 00 triggered widespread discussion among netizens. Young people no longer have the "anxiety of changing machines" as they used to be.
Many consumers admit that their mobile phones have been used for four years, and when it comes to the reasons for not changing mobile phones, one is that mobile phones are selling more and more expensive, and the other is that mobile phones have no transformative innovation, but they have made some small adjustments in function, which cannot stimulate their desire to change. In fact, in recent years, the smartphone industry has been improving image expression, off-screen fingerprints and 5G to make a fuss, of course, in addition to the shape design, performance is still a mobile phone update iteration of the change, but the amplitude is not large enough.
The high price is only part of the reason, according to Nicole Peng, vice president of mobile business at analyst Agency Canalys: "The main growth bottleneck in the Chinese market is on the demand side. "And now the functional innovation of mobile phone manufacturers can not stimulate consumers' desire to buy."
Some experts even complained that mobile phone manufacturers are now innovating for the sake of innovation, the products are not practical at all, but the price is extremely expensive, so perfunctory, it is true that people can not pay.
Well-known analyst Guo Mingxi said that China's major Android mobile phone brands have cut orders by about 170 million units this year, accounting for 20% of the original 2022 shipment plan, and if consumer confidence continues to decline, orders may be reduced again in the next few months, while the inventory level of Skyworks and Qorvo RF front-end chips has exceeded 6-9 months.
Before that, Guo Mingxi also said that Apple plans to reduce the annual shipment of the Phone SE 3 this year from 25-30 million to 15-20 million (more than 20% of the order). The reason why Apple will directly cut its shipments by 10 million is largely because the demand for the iPhone SE 3 did not meet expectations after its release.