Since the strong comeback of the Huawei Mate 60 series last year, the entire Chinese smartphone market pattern has changed, and even affected the changes in the global smartphone market.
On April 25, the International Data Corporation (IDC) released its China mobile phone market tracking report for the first quarter of 2024.
Thereinto.
Honor won the first place with a market share of 17.1%, a year-on-year increase of 13.2%;
Huawei ranked second with a market share of 17.0%, up 110% year-on-year.
OPPO ranked third with a market share of 15.7%, a year-on-year increase of -15.5%;
Apple ranked fourth with a market share of 15.6%, a year-on-year increase of -6.6%;
Vivo ranked fifth with a market share of 14.6%, up -10.7% year-on-year.
Just before the list came out, Bloomberg published a report on April 23.
According to the report, the latest data from market research agency Counterpoint Research shows that Apple's iPhone sales in China fell 19% in the first quarter, falling to third place in the highly competitive Chinese market.
In fact, according to IDC's data report, Apple's situation in the Chinese market may be even worse.
This is the worst quarterly performance of Apple's iPhone in China since 2020.
CNBC also reported last month that the decline in sales was partly due to Apple's "unusually high" shipments in early 2023, but also due to increased competition from local brands such as Huawei.
From IDC's report, it is not difficult to find that this competitive pressure mainly comes from Huawei.
This inference can be verified by comparing several sets of data.
In the first quarter of 2023 China's smartphone market share announced by IDC, Apple's market accounted for 17.6%, a year-on-year increase of -7.0%.
In the second quarter of 2023 China's smartphone market share announced by IDC, Apple's market accounted for 15.3%, an increase of 6.1% year-on-year.
Affected by Huawei's new products such as the P60 series and MateX3, Huawei's market share began to change greatly, with Huawei's year-on-year growth rate of 76.1%.
In the third quarter of 2023 China's smartphone market share announced by IDC, Apple's market share was 16.0%, a year-on-year increase of -4.0%.
The influence of the P60 series and Mate X3 weakened, and the Mate 60 series, which was launched at the end of August, did not make efforts in the third quarter.
In the fourth quarter of 2023 China's smartphone market share announced by IDC, Apple won 20% of the market share with the iPhone 15, but the year-on-year increase was -2.1%.
Huawei, which returned to the top five, increased by 36.2% year-on-year.
After reading the data for the four quarters of 2023, you will find a problem, except for Huawei, almost all manufacturers will have negative growth in each quarter.
Yes, it is every maker.
This time, Huawei is back strongly, affecting all manufacturers.
However, Xiaomi has handed in a satisfactory answer in the first quarter of 2024.
Judging from the global smartphone shipments released by IDC, Xiaomi's performance in the first quarter of 2024 is not bad.
Samsung shipped 60.1 million units in the first quarter, with a market share of 20.8%, ranking first;
Apple, on the other hand, saw a 9.6% drop in shipments, which is a very poor performance in the context of the overall growth of the global smartphone market.
Xiaomi ranked third in the world, with shipments of 40.8 million units, a market share of 14.1%, and a 33.8% increase in shipments.
Although it did not enter the top five in the domestic market, Xiaomi's performance in the international market is still remarkable.
For example, in the first quarter of the Indian smartphone market, Xiaomi ranked second with 6.4 million units, an increase of 29%.
In March, Lu Weibing, president of Xiaomi, said in a Weibo post that Xiaomi's market share in France was about 20%.
In addition to Xiaomi, another Chinese mobile phone brand, Transsion, has performed even better in the international market, with a staggering 84.9% growth in shipments and a 14.1% market share in the first quarter.
Whether it is the global market or the Chinese market, Apple is facing a comprehensive "encirclement" of Chinese brands.
In addition, the Huawei Pura 70 series released this month has also attracted the attention of the American media.
The U.S. media said that the breakthrough made by the Mate 60 series of mobile phones has helped Huawei weaken Apple's dominance in China's high-end market, and the Pura 70 series will continue the recovery momentum of Huawei mobile phones.
Since its launch in August last year, the Mate 60 series has been highly sought after, partly leading to a sharp decline in Apple's iPhone sales in China and helping Huawei outperform its domestic rivals.
The US media also said that it (the Pura 70 series) provides a new option for domestic users in China, which may put more pressure on iPhone sales, which will not be upgraded until September this year.
Although the US media did not hesitate to "praise" Huawei, they still forgot one thing.
In September, it was not only Apple's iPhone that was upgraded, but also Huawei's Mate series.
According to online exposure, the Mate70 series is expected to be adjusted again on the chip, although it cannot prove its authenticity, but the arrival of Mate 60 and Pura 70 has proven Huawei's ability on the chip.
There is also a pure-blooded HarmonyOS system.
The recovery of smartphones has allowed Huawei's consumer business to be rebuilt, and more importantly, the engine that drove revenue growth has returned.
Huawei, which "makes money", can do even more.
iterate over the chip;
upgrade the dry;
Upgrade to GPU;
Develop EDA;
Empower new energy;
It is also necessary to engage in a comprehensive mobile Hongmeng, PC Hongmeng......
Of course, there must be a few people who don't like to "make money" Huawei, and it doesn't matter.
Importantly......
The United States does not like it either, not from the very beginning.
Part of the pictures, information sources: IDC consulting public account, Phoenix Network Technology article "U.S. media evaluation of Huawei Pura's new mobile phone: Apple is under more pressure to continue the recovery momentum", screenshot of the party's Weibo.
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