Global smartphone shipments fell by about 10%, and the annual decline may be even greater. The golden age of smartphones is over, and the surging wave of 5G has failed to save the shrinking smartphone market. Behind the great ebb tide, the smartphone industry has to face a downward slope after reaching its peak, in addition to the newly listed Apple 14, it still has a strong sense of existence after the Jobs era.
Apple 14
In 2022, China's smart phone sales may fall below 300 million, returning to the level of 10 years ago. According to relevant data from January to April this year, domestic mobile phone shipments were 87.425 million units, down 30.3% year-on-year. China's mainstream Android mobile phone manufacturers have significantly "cut orders" this year, and have cut orders for about 270 million mobile phones, and mobile phone sales may further decrease in the future.
Smartphone technology innovation is weak
The technological innovation of smart phones is mainly reflected in five aspects: camera photography, screen refresh rate, battery life, performance, and fuselage design. The innovation in the past two years has basically revolved around the design of the fuselage, such as the emergence of folding screen mobile phones. However, the market feedback of folding screen mobile phones is not optimistic. After more than ten years of technological development of smart phones, the overall update speed of smart phones has slowed down, and the performance parameters of the models launched by mainstream mobile phone manufacturers have been very close, in addition to following the apple appearance, it is difficult to have any differentiation. Even the Whampoa Military Academy, which has a domestic mobile phone, and Meizu, which has a good reputation, have recently been decently acquired by Geely, which represents the end of the golden age of mobile phones for many Meizu fans.
What will happen at the end of the universe for smartphones?
From wired phones to mobile phones, from functional machines to smart phones, the change of new and old species is an inescapable fate. The birth of smart phones has "eliminated" electronic products such as telephones, cameras, PSPs, Mp4s, and televisions, and has become a mobile terminal that integrates many functions. According to this trend, the smartphone of the future may become a more powerful super smartphone. By 2030, smartphones could replace more than a dozen wearable devices all over the body.
Another view is that smartphones will eventually disappear and be replaced by new species, including technology giants such as Meta founder Zuckerberg, Sony Group CEO Kazuo Hirai, and Microsoft founder Bill Gates. At that time, the function of the smartphone to verify the user's identity and receive information can be achieved through the face, fingerprint and voice. Information display and interaction can be presented on objects such as walls or glass projected by sensors of new devices. And it is directly presented in front of the eyes through lighter VR/AR and other devices.
According to news, the total investment in global AR/VR in 2021 is close to $14.67 billion, and is expected to increase to $74.73 billion in 2026, with a five-year compound growth rate (CAGR) of 38.5%. Among them, the five-year CAGR of the Chinese market is expected to reach 43.8%, ranking first in the world.
With the development of 5G technology, the industry chain ecology continues to improve, the technical level of low latency, headset vertigo and other issues have also been greatly improved, good VR content has become a more concerned problem in the VR industry, the future will also involve virtual space, virtual digital people, virtual currency and virtual cloud computing and other related meta-universe service areas, the future meta-universe still has a long way to go.
Of course, smart phones will not be eliminated for the time being within ten years, 618 friends who want to buy a machine can still be assured and bold to buy it, after all, chopping hands is the happiest thing in life, you old iron you say right?
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