Songguo Finance learned that on April 6, the transfer group released the "2022 first quarter mobile phone market report" (hereinafter referred to as the Q1 transfer group mobile phone market), detailing the trend of the domestic smart phone market in the quarter. The content shows that in the domestic smartphone market in the first quarter, the domestic mobile phone camp is 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.
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".
Xiaomi OV and Glory and other brands in the second-hand mobile phone market transaction volume have risen, of which Xiaomi once again won the second-hand domestic mobile phone sales crown brand, the transaction volume accounted for 15.5%; vivo and Huawei ranked second and third with 13.01% and 12.54% of the transaction proportion respectively. Although Apple's iPhone continues to hold the first place 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.
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. 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.
Unlike Apple's iPhone, the domestic mobile phone camp is collectively "up". In the quarter, the second-hand domestic mobile phone transaction volume Top10 models are mainly 4G mobile phones, of which the divine machine OPPO A5 won the championship again; Xiaomi occupied 6 seats, and 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 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 99 Xinhua for 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%.
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.
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.
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 104% as of late March. With the debut of vivo X Fold in April, major brands will also launch new products, and the battle for folding screen mobile phones in 2022 will also become 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.