Source: Photo.com
On April 24, the iPhone 15 series has been reduced in price several times in a row since 2024. For example, the price of the iPhone 15 standard version 128GB on the e-commerce platform has dropped to 4499 yuan, compared with 5999 yuan at the time of release, a decrease of more than 25%. In this regard, many consumers regret that they bought too early.
The latest iPhone shipment report shows that Apple's sales in the Chinese market are down 19%, which is the worst performance since the pandemic around 2020.
Against the backdrop of slowing overall smartphone growth, price cuts have become a regular promotional tool, and Apple is no exception. In addition, Apple's demand for replacement phones has also weakened, and the popularity of the iPhone in China has declined significantly.
At the same time, Huawei's mobile phone market share has grown rapidly, with a year-on-year increase of 69.7%, and the overall share has reached 15.5%, which is about to surpass Apple's 15.7%.
Mobile phone shipments increased by 6.5% year-on-year
According to data from the Ministry of Industry and Information Technology, China's mobile phone shipments will resume growth in 2023, reaching 289 million units, a year-on-year increase of 6.5%. Among them, 5G mobile phone shipments were 240 million units, a year-on-year increase of 11.9%, accounting for 82.8% of mobile phone shipments in the same period.
Apple is the No. 1 in terms of shipments
IDC statistics show that the top five smartphone manufacturers in China's smartphone market shipments in 2023 are Apple, Honor, OPPO, vivo and Xiaomi, with market shares of 17.3%, 17.1%, 16.7%, 16.5% and 13.2% respectively.
The overall price performance of mobile phone products was stable
According to the statistics of the Zhongguancun Electronic Products Trade Chamber of Commerce, from 2020 to 2023, China's smartphone price index will run relatively smoothly as a whole. The index was 65 in December 2020 and then declined slightly, and the price expenditure has remained at the level of 64.7 since 2022, and the overall price performance is relatively stable.
The emerging track of "smart phone + satellite communication" has been paved
From the perspective of the development prospects of satellite communications, the emerging track of "smart phone + satellite communication" has become a hot topic. The mobile phone is directly connected to the satellite by means of an ordinary smart phone terminal, without going through any signal or data relay equipment, to directly realize the signal transmission and reception function between the mobile phone and the satellite. According to Ericsson's report, the number of smartphone users in the world exceeded 6 billion in 2022, while the number of people without access to the Internet in the world is close to 2 billion, and more than 80% of the world's land area and 95% of the world's marine area are not covered by communication networks. Satellite Internet is an ideal solution for building global, all-weather, all-weather mobile network coverage, and can also reduce the construction cost of ground base stations in sparsely populated and remote areas. In addition, the direct connection of mobile phones is also the basis for satellite communications to expand the application of mass market. ASTSpaceMobile, Lynk, Omnispace, SpaceX and other companies in the United States are all deploying mobile phone direct connection technology, and mobile phone direct connection to satellite has become the focus of competition in the field of satellite Internet.
Looking forward to the future development of smart phones, Zhongtai Securities said in the research report that the current mobile phone satellite communication is still in the early stage of development, mainly focusing on the construction of infrastructure in the space segment and the ground segment, and the construction of ground stations in upstream satellite manufacturing, satellite launch and ground equipment will be the first to benefit. From the perspective of industrial value distribution, the proportion of the middle and downstream is higher, and as the technology and infrastructure tend to improve, the application-related links will usher in a stage of rapid development.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Market Demand Forecast and Investment Strategic Planning Analysis Report of China's Smartphone Industry" by Qianzhan Industry Research Institute
At the same time, the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research reports, industrial planning, park planning, industrial investment, industrial mapping, smart investment promotion system, industry status certificate, IPO consulting/fundraising and investment feasibility study, and specialized and special new small giant declaration. To quote the content of this article in any public information disclosure such as prospectus and annual report, formal authorization from Qianzhan Industry Research Institute is required.
More in-depth industry analysis is available in the [Prospective Economist APP], and you can also communicate and interact with 500+ economists/senior industry researchers. More enterprise data, enterprise information, and enterprise development are all in the [Qichamao APP], the most cost-effective and most comprehensive enterprise query platform.