When was the last time you changed your phone? According to survey data, the average replacement cycle of users is 31 months, which is almost two and a half years. The reasons are naturally diverse, such as increasingly expensive prices, squeezed toothpaste innovations, product homogenization...
This has also led to a decline in mobile phone sales year by year. According to CINNOResearch data, in the first quarter of 2022, China's smartphone sales fell 14.4% year-on-year to 73.49 million units. Among them, the sales volume in March was about 20.04 million units, a decline of 24.7%, down 14.6% from February. Without additional positive stimulus, annual sales could fall below the 300 million mark.
Huawei
It's long off the list, but they haven't given up. On April 28, following MateX, MateXs, MateX2, and P50Pocket, another folding screen flagship mobile phone, MateXs2, was unveiled, and for the first time, the price was lowered to less than 10,000 yuan.
According to Yu Chengdong, CEO of Huawei Terminal, the product solves three major pain points of folding large-screen mobile phones: thickness, creases, and fear of falling. The MateXs2 body is made of ultra-light fiberglass, which is currently the industry's lightest folding large-screen mobile phone (255g), and the first double rotor wing hinge. However, due to well-known reasons, 5G functions are not supported, and it is equipped with a 4G version of the Qualcomm Snapdragon 888.
Yu Chengdong also revealed that production capacity has basically recovered, and it will be more convenient for consumers to buy Huawei mobile phones this year. Whether we can regain the lost market share and continue our competitive advantage in the high-end market, we will wait and see.
millet
Ranked fifth, with sales down 22.8% year-on-year to 10.8 million units. At the beginning of this year, Xiaomi officially set up a high-end strategy working group, officially benchmarked Apple, and put forward the goal of "winning the first place in the market share of domestic high-end mobile phones within three years". Despite its ambitions, the results were not ideal, and the folding screen mobile phone MIXFOLD relied on frequent price cuts to increase sales. The "stacking" innovation is particularly criticized, and the product quality is difficult to say satisfactory, such as the xiaomi mi 11 has a black screen, the motherboard is damaged and other failures.
Ranked fourth
apple
Sales of 12 million units, down 35% sequentially. The iPhone 13 series has decreased from the initial popularity of the release, but still firmly occupies the top three of the single product sales list, of which the iPhone 13 single-quarter sales of up to 5.58 million units, in a far leading position.
In the second fiscal quarter of fiscal 2022 (that is, the first quarter of 2022), Apple achieved revenue of $97.278 billion and net profit of $25.010 billion, an increase of 9% and 6% respectively year-on-year. Among them, the revenue of Greater China was US$18.343 billion (about 120 billion yuan), an increase of 3.5% year-on-year.
Vivo
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iQOO is not included
）
Ranked third, with sales of 12.3 million units, an increase of 12.2% month-on-month and a decrease of 29.9% year-on-year. On April 11, the first folding phone XFold was officially released, becoming the last player of China's mainstream mobile phone manufacturers to enter the folding machine.
glory
Became the biggest winner, with sales up 20.9% month-on-month and 176% year-on-year to 12.6 million units; its 3 models (Honor 60, Honor X30 and Honor Play 30Plus) entered the top ten single product sales in the first quarter, making it the largest number of domestic brands on the list. In March, it also became the monthly sales champion of mobile phones with 3.5 million units. CEO Zhao Ming said that this year, while the Chinese market continues to develop rapidly, the overseas market is a comprehensive start-up period, and the first round of comprehensive refresh and release was completed in June.
OPPO
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Does not
Realme
）
Staying in first place, it grew 9.4% month-on-month and fell 37.6% year-on-year, and the gap with the rapidly rising glory has been very small. The FindX5Pro, unveiled in February this year, is equipped with OPPO's self-developed NPU chip "Mariana MariSiliconX" for the first time. Liu Zuohu, Chief Product Officer, said: "The only way to truly make valuable innovation is self-research. ”
Write at the end
After Huawei lost power, the lost high-end market was almost all swallowed by Apple. Domestic Android mobile phone manufacturers want to attract and retain high-end mobile phone users, must increase investment in differentiated hardware and user experience, and it is reasonable to launch folding screen mobile phones. However, in the case of the product testing stage and the limited supply of production capacity, there are still some difficulties before the real outbreak.