1. Canalys data
According to Canalys data, the shipments of the domestic mobile phone market in the first quarter of 2024 will be the same as in the first quarter of last year, and Huawei will directly reach the top with 11.7 million quarterly shipments!
This is the first time since the fourth round of sanctions in 2020 that Huawei has regained the first place in the quarter, which can be described as another major good news after the major news of the "return of Kirin", and it is also a powerful counterattack in the process of resisting the power of sanctions!
So why is Huawei's mobile phone sales so fierce? Canalys gave an explanation, not only the hot sales of the Nova12 series, but also the sales assistance brought by the alleviation of the production capacity problem of the Mate60 series!
In addition to Apple's fall to fifth, it is worth noting that Xiaomi fell directly out of the fifth and was classified in the "other" column. Here's a review of what Xiaomi and Redmi both released in the first quarter, which led to such a sluggish shipment.
The closest is the Xiaomi Civi4 Pro, which was released on March 26, and it is not surprising that the sales of this model will not be good, because the sales of the previous Civi series are very average, so even if Leica is released this time, it will not help.
Then there is the Xiaomi 14 Ultra that went on sale in February, after the release of this Xiaomi super-large cup flagship, all kinds of "Xiaomi high-end has become" remarks are endless! As a result, the sales are not surprising or very average - a lot of things just listen to the actual situation.
2. IDC data
In terms of shipments, IDC and Canalys are slightly different, but the general difference is still not much, and in the end, the results of Xiaomi are quite consistent - that is, there is no doubt about the "other" column.
Among them, only Glory has a large change in data, and the data of other brands is very different from that of Canalys, so Glory will go to the first place here. Let's take a look at what kind of bull machine Honor released in the first quarter to have such results.
First of all, there are a total of four models in the Magic6 series released in two batches, and then there is the X50 GT, which is very strong, these five can be said to be the most representative models of Honor in the top flagship, flagship, and cost performance, and the shipment volume is naturally very high.
IDC also gave the domestic folding screen mobile phone market ranking in the first quarter of 2024, from which it can be seen that Huawei still firmly occupies the top position.
Huawei only released a stylish small foldable Pocket 2 in the first quarter, so its importance to sales is self-evident, coupled with the continued hot sales of the blockbuster model Mate X5, which has helped Huawei once again consolidate its position in the folding screen market.
An interesting information can also be seen from the figure, that is, Xiaomi's folding screen market share is still sluggish - surprisingly consistent with the domestic folding screen market share in 2023!
As shown in the figure above, in the domestic folding screen market share for the whole year of 2023, Xiaomi is also ranked sixth, and its situation is only slightly better than Lenovo's Motorola Blade Small Fold.
In other words, even though MIX Fold has been updated to the third generation, its comprehensive product strength is still not competitive compared with many domestic folding screen masters.
Combined with the excellent first sales results of the vivo X Fold3 series in March this year, Xiaomi's folding screen road is still bumpy throughout this year, and it is difficult for users to pay for it without differentiated core competitiveness.
3，Counterpoint 数据
The data of this authoritative organization is based on sales rather than shipments, and vivo includes the results of iQOO brand sales, so there is a significant difference between the data of the top two in the ranking.
It can be seen that after including iQOO's sales, the year-on-year decline in sales of the blue factory has been significantly improved compared with the previous two, which means that iQOO's performance in the first quarter of this year is very good.
Of course, the most consistent statistical results of the three authoritative statistical agencies are that Xiaomi is ranked sixth outside the top five, and according to the previous results, it is ranked in the "other" column.
Summary:
If the domestic market share in the first half of 2024 comes out in the second half of 2024, Huawei will definitely still be the mobile phone manufacturer with the largest year-on-year increase, because the second quarter is the first sales period of the newly released Pura70 series, and its hot sales are needless to say.
And Xiaomi just launched in the second quarter of the Redmi Turbo3, the first sales did not exceed the previous generation, so the sales situation is not ideal; and according to the rhythm of previous years, it is in the second quarter, there is no star model to release, so the situation in the first half of the year Xiaomi is worried.
Of course, it can be seen from the statistics of the above three authoritative institutions that Huawei's return to the king posture can be said to have no impact on Xiaomi at all - after all, it is the high-end market models that are working hard, so Apple is the most injured among them!
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