This article is transferred from: Purple Cow News
The "machine" of the year lies in the spring, how is the performance of the new "old" mobile phone market? On April 6, the transfer group released the "Mobile Phone Market Report for the First Quarter of 2022", which explained in detail the trend of the domestic smartphone market in the quarter.
New "old" market: domestic to "up", Apple to "down"
In the domestic smartphone market in the first quarter, the domestic mobile phone camp collectively "up", and Apple seems to be interested in continuing to "explore down".
The statistics of the new machine market and the Chinese Academy of Information and Communications Technology show that the total shipments of the domestic mobile phone market from January to February this year have reached 47.886 million units, of which the shipment of 5G mobile phones is 37.698 million units, accounting for 78.7%, which is a relatively rare decline, while the shipment of 4G mobile phones has grown against the trend.
Among the major brands, the domestic mobile phone camp continues to impact the high-end market, and a number of high-end flagships were intensively released in the first quarter, especially in March. OPPO Find X5 series, Huawei P50 E and Honor Magic4 series have been unveiled, with a starting price of 4,000 yuan, and the starting price of iQOO 9 and Redmi K50 series is also 2,000 yuan to 3,000 yuan. In contrast, Apple seems intent on continuing to grab mid-range phone market share "down" with the third-generation iPhone SE launched at the spring conference.
In the second-hand market, the Q1 transfer group mobile phone market shows that the domestic mobile phone camp and Apple also appear to be "up" and "down".
Brands such as Xiaomi OV and Honor have risen in the second-hand mobile phone market, and although Apple's iPhone continues to hold the first position in the second-hand market, the transaction volume has declined slightly compared with the previous quarter.
In terms of price trends, the Q1 mobile phone market shows that apple iPhones in the second-hand market and hot-selling domestic main models are generally reduced in price; but affected by market supply and other factors, the iPhone13 series of Cangling green color models, Huawei Mate40 series and honor folding screens have increased prices in the second-hand market.
Apple iPhone market: second-hand prices fell, iPhone13 Cangling green price increase resale
Statistics from CINNO Research show that Apple's iPhone 13 has won the domestic market single-machine sales champion for four consecutive months with sales of more than 2.3 million units, and the price of models such as the iPhone 12 series in the new market continues to decline.
In the second-hand market, the market of Apple's iPhone is also declining. Q1 Transfer Group mobile phone market shows that 9 of the total list of mobile phone trading volume top 10 models in the second-hand market are iPhones. Among them, the iPhone11, iPhone XR and iPhone12 dominate the top three, and the iPhone12 is also the only 5G mobile phone to enter the overall list.
In terms of price, the second-hand market Apple iPhone continues to reduce prices, which is more attractive to consumers.
Q1 transfer group mobile phone market shows that the iPhone13 series in the second-hand market price reduction ranged from 100 yuan to 500 yuan. Among them, the iPhone 13 Pro is the most price-reduced model in the series, with the second-hand price falling by about 470 yuan in late March compared with the beginning of January, a drop of 6.45%.
Among other models, the 99 new 64G version of the iPhone 11 Pro Max dropped by as much as 20.17%, which is the most price-reduced mobile phone in the main iPhone model, and the 128G version of the iPhone 12 Pro Max dropped by more than 740 yuan, a decrease of 11.24%.
The third-generation iPhone SE, released less than a month ago, has also begun to show its cost performance in the second-hand market. According to the data of the transfer platform "Free Market", the current resale price of the 64G version of the third-generation iPhone SE has generally dropped by 100 yuan to 500 yuan compared with the new product price, and the highest price reduction is about 1000 yuan; the price reduction of the 128G version ranges from 200 yuan to 1000 yuan, and the 256G version is reduced by up to 1700 yuan for resale.
The only exception is the iPhone 13 series of models with green colors launched at Apple's spring conference this year. Affected by market supply and other factors, the current color matching model has a mark-up resale in the second-hand market. Q1 Transfer Group mobile phone quotes show that the iPhone13 Pro Cangling Green in the second-hand C2C transaction increased by 400 yuan to 600 yuan, iPhone13 Pro Max Cangling Green resale is about 400 yuan to 800 yuan.
Domestic mobile phone market: Xiaomi won the second-hand domestic sales crown again, and 99 Xinhua rose slightly for Mate 40
Unlike Apple's iPhone, the domestic mobile phone camp is collectively "up".
While the new machine market hits the high-end, the Q1 transfer group mobile phone market shows that the domestic mobile phone trading volume in the second-hand market is also growing steadily, and Xiaomi (including red rice) has won the second-hand domestic mobile phone market for four consecutive quarters, followed by vivo, Huawei, OPPO and Glory.
In the quarter, the second-hand domestic mobile phone trading volume Top10 models were mainly 4G mobile phones, of which the divine machine OPPO A5 won the championship again; Xiaomi became the biggest winner: not only occupied 6 seats, but also 3 Redmi mobile phones entered the Top5; in addition, the three domestic 5G mobile phones on the list were also Xiaomi brands.
In terms of price trends, under the general trend of price reduction of the main models, the Q1 transfer group mobile phone market shows that some domestic models in the second-hand market are older and more "fragrant". Among them, the price of the 99 new 128G version of the Huawei Mate 40 Pro (5G) in the second-hand market in late March increased by 1% compared with the beginning of January; the price of the 99 Xinhua Mate40 (5G) also rose from more than 4250 yuan in early January to more than 4400 yuan in late March, an increase of 3.75%; the realme GT released in March last year rose from 1549 yuan in early January to 1869 yuan in March, an increase of 319 yuan.
Domestic mobile phones to "up", more and more rational consumers are willing to pay?
Q1 transfer group mobile phone market shows that in the first quarter of the second-hand mobile phone purchase volume of the top 10 cities, first-tier, new first-tier and second-tier city residents are keen to buy in addition to iPhone12 and iPhone11, but also particularly favor Xiaomi 11, Xiaomi 11 Ultra and Huawei Mate 40 (5G) and other high-end domestic flagships. Among them, Xiaomi 11 has become a hot model for Apple's iPhone 12 in Chengdu, Jinan, Suzhou and other cities.
In this regard, analysts from the data department of the transfer group said that the consumption of the second-hand market is diversified and differentiated, and the heat of the high-end 5G models and entry-level 4G models is very high; compared with the price of the new machine, the cost performance of the high-end flagship models in the second-hand market is more prominent, coupled with the performance services provided by the platform such as quality inspection, quality assurance and after-sales service can significantly improve the trust of the transaction, and also drive the gradual release of the consumer demand for second-hand high-end mobile phones.
5G mobile phone market: Apple accounts for half of the second-hand 5G market
The 5G mobile phone market, which has attracted much attention, has the same frequency as the new "old" in the first quarter, and the iPhone13 has begun to "perfume" in the second-hand market.
Similar to the decline in 5G mobile phone shipments in the new machine market, the 5G mobile phone transaction volume in the second-hand market also declined slightly in the quarter, and the transaction volume of second-hand 4G mobile phones showed a more obvious increase.
In terms of brand proportion, although the overall pattern of the second-hand 5G mobile phone market in the first quarter of this year is still the "home" of Apple, Xiaomi and Huawei, Apple's iPhone occupies "half of the country": in the list of second-hand 5G mobile phone transaction volume Top10 models, the iPhone12 series dominates the top four, and the iPhone13 ranks fifth for the first time.
Judging from the retention rate of the main models in the second-hand market, the Q1 transfer group mobile phone market shows that the Huawei Mate 40 (5G) retention rate has been released for a year and a half, ranking first, and the value of up to 88.38% exceeds the entire iPhone13 series, which is still the best "wealth management product"; the four models of the iPhone13 series are close behind, and the iPhone13 Pro has become the smallest model in the whole series with a retention rate of 85.24%.
Market outlook: Manufacturers are still fighting high-end 5G
According to Canalys forecast, the Chinese market remains the world's largest consumer market for high-end mobile phones in 2022, and is expected to contribute about 30% of shipments of products over $500.
It is foreseeable that this year, the attention and layout of major manufacturers to China's high-end smartphone market will only increase, and the popularity of folding screen mobile phones will continue for a period of time.
Q1 transfer group mobile phone market shows that the retention rate of folding screen mobile phones in the second-hand market is generally not high, but the retention rate of Honor MagicV is still as high as 104% as of late March, which is the only premium folding screen mobile phone in the second-hand market; in addition, OPPO Find N new machine was called a cost-effective folding screen at the beginning of the release, and the current retention rate of 93.23% in the second-hand market also confirms its strength; with the debut of vivo X Fold in April, major brands will also launch new products The battle for folding screen mobile phones in 2022 will also be white-hot, and the price is expected to continue to decline.
Although the sales of 4G mobile phones increased in the first quarter, 5G is still the consumption trend of the domestic smartphone market as a whole. Q1 transfer group mobile phone market shows that iPhone11, iPhone X and iPhone Xs users have now entered the replacement cycle, the recycling of these mobile phones began to increase significantly, has exceeded the iPhone 6 and other "nail household" models for many consecutive quarters.
In this regard, the analysts of the data department of the transfer group said: On the one hand, after entering the 5G era, for consumers who have the demand for replacement machines, through the ai intelligent valuation and dynamic price adjustment system provided by the service circular economy platform such as transfer, the old machine can be sold at a higher price, the recycling is more worry-free, and the sale of the old can also save the cost of replacing the machine; on the other hand, the continuous improvement of the concept of environmental protection and thriftiness has also made more and more consumers who pay more attention to cost performance at present begin to accept and get used to buying and selling idle green consumption and lifestyle. Thus bringing more quality second-hand commodities to the market, including mobile phone 3C, promoting circulation to avoid waste of resources and helping low-carbon and sustainable social economy.