I believe that we have also seen the iteration speed of mobile phones, that is getting faster and faster, take the flagship, from the previous one-year iteration, into a half-year iteration, often is that the mobile phone has not warmed up, manufacturers have begun to warm up the next generation, not only that, the price of mobile phones has also increased significantly compared to before, of course, equipped with a stronger update of the technical cost also accounted for part of the factors.
Just yesterday, the China Academy of Information and Communications Technology released the april 2022 domestic mobile phone market operation analysis report, in April, the domestic market mobile phone shipments of 18.079 million units, down 34.2% year-on-year. Among them, the shipment of smart phones was 17.690 million units, down 34.4% year-on-year, accounting for 97.8%. 5G mobile phone shipments were 14.585 million units, down 31.9% year-on-year, accounting for 80.7%.
Judging from the above results, the sales volume of the entire mobile phone market can be said to be bleak, and there are still quite a few factors affecting the sales of mobile phones, such as the impact of the epidemic control in many places in China, the economic environment and so on.
These factors have also affected the upstream chip industry, such as MediaTek and Qualcomm, the former for low-end products, cutting orders by 30 to 35%, while the latter reduced the order for snapdragon 8 processors by about 10-15%.
It is reported that domestic mobile phone brand manufacturers Xiaomi, vivo, oppo have now informed their suppliers that orders will be reduced by 20% in the next few quarters. Among them, Xiaomi has been revised down from the original target of 200 million units to between 160 million units and 180 million units.
In fact, Chinese Android mobile phone manufacturers have cut off about 170 million smartphone orders in March this year, and cut 100 million mobile phones in April and May, a total of 270 million mobile phones, and will further reduce mobile phone orders in the future, which shows that the mobile phone market has indeed come to a weak period.
Here Xiaobian believes that although the recent mobile phones are seriously homogenized in configuration and experience, there are indeed many excellent products with strong cost performance, mainly due to the epidemic caused by everyone having no money in their pockets, if the wallet is bulging, who does not want to change a new mobile phone?