Probably since the third quarter of last year.
Mobile phone manufacturers are making rapid progress in hardware, technology and system optimization.
For example, the Huawei Mate60 released in September last year.
就带着全新的麒麟9000S、4.999G和鸿蒙4.0突然开售。
Then the iPhone 15 series also met with us.
The A17 Pro of the future with a 3nm process, an epic upgraded USB-C port, and a periscope lens with a quadrismatic structure.
For Brother Guozi, it can be regarded as squeezing a large tube of toothpaste.
and then to the Xiaomi 14 series in October, the screen, image and battery have been fully upgraded.
The main operating system of "people, cars and home ecology" - Xiaomi Surging OS.
It is also the first time that it has been installed on a new aircraft.
Including the subsequent release of the vivo X100 series, iQOO 12 series, OnePlus 12 and realme GT5 Pro.
Their comprehensive product strength and pricing of software and hardware can be called very sincere.
Sufficient software and hardware improvements and new technologies have also stimulated consumers' desire to replace their phones.
Judging by the data given by IDC.
Since the third quarter of last year, our domestic smartphone shipments have been growing.
In the first quarter of 2024, it increased by 6.5% year-on-year.
This made Brother Ji very curious.
Since mobile phone manufacturers have used a new machine full of sincerity to hit the market for so long.
That was the first quarter of this year.
What is the specific shipment volume and market share of each company?
That's right, according to the statistics of the analytics agency Canalys -
"Smartphone shipment data for the first quarter of 2024"
Freshly baked today.
Let's take a look at how mobile phone manufacturers perform in this round of "quarterly exams".
First of all, Brother Ji didn't mean to be surprised.
But here's what happened.
Huawei, which we are familiar with, has experienced a low ebb for more than three years after 13 quarters.
Finally, through their own efforts, they successfully regained the first place in the domestic mobile phone market in terms of shipments.
Judging by the specific data.
Huawei shipped 11.7 million units in the first quarter of 2024, bringing its market share to 17%.
Just looking at it that way, it doesn't seem like anything special.
But if you look at the "annual growth rate", you will know what it means to be terrifying.
While competitors are still growing in single digits, Huawei's annual growth rate has reached 70%, which is about to double...
Huazi: Three years, do you know how I spent the past three years!
Ridicule is ridicule.
We can still see the reason for Huawei's "dragon king's return" from Huawei's new machine release rhythm.
First of all, the contribution of the Huawei Mate60 series is definitely great.
At the end of August last year, Huawei launched the Mate60 series pioneer program without warning.
Innovations such as the new Kirin chip, satellite two-way communication, and telephoto macro are all in one.
Not only offline stores, but also consumers who come to buy machines.
In the official mall and major self-operated online channels.
The Huawei Mate 60 series is also in short supply.
But even so.
In November last year, Huawei still became the fastest-growing mobile phone brand with the highest average price of flagships.
The number of new machines activated was 4.014 million units, a year-on-year increase of 75.6%.
But it's also as the friend said.
At that time, the sales growth of Huawei's mobile phones had not yet been fully reflected.
After all, the Mate60 series is so popular that the production is a bit unable to keep up.
Judging from the situation that Brother Ji touched.
The shortage of production was only alleviated in the first quarter of this year.
For example, in offline channels, there are already spot goods that are not at a premium at all.
On the online channel, mainstream e-commerce platforms can also directly place orders to buy.
With the production of the Mate60 series keeping up.
The growth in the first quarter of this year is reasonable.
As for the specific sales of the Huawei Mate60 series, there is no publicly available data on the market.
But judging from the sales range given by third-party sources.
As of March 1 this year, the total sales of Huawei's Mate 60 series and Mate X5 models exceeded 10 million units.
Considering the proportion of folding screen shipments, it is not as high as the straight board machine.
The final sales of the Mate60 series are estimated to be very scary...
Of course, just one model is not enough for Huazi to get back to the first place in the country.
Back then, Huawei also relied on Kirin chips to decentralize the mid-range and ate more than half of the market share of the domestic mid-to-high-end mobile phone market.
In the fourth quarter of last year, the launch of the nova12 series was undoubtedly a replica of the success of that year.
This isn't Brother Ji's nonsense.
The data analytics agency IDC writes it very clearly.
In the first quarter of this year, nova12 accounted for one-third of Huawei's quarterly shipments.
I know, I know.
Youyou've already come up with 100 sentences to complain about.
What nova12 series performance is average, and there is no particularly obvious longboard in the peripheral configuration, such evaluations.
But what is the core competitiveness of Huawei mobile phones?
That's right, it's the self-developed Kirin chip.
Although in terms of core performance figures, the Kirin 9000SL and 8000 equipped with the Huawei nova12 series are not as good as the Kirin 9000S.
But after all, it is the same ancestry, and there should be no less characteristics.
The Ultra version also has the same satellite communications, variable aperture and Kunlun glass as the Mate 60 series.
With a starting price of 4699 yuan.
I have to say that it can really make many consumers excited.
Recently, Canalys also announced the shipment of Huawei HiSilicon processors in the fourth quarter of 2023.
6.8 million pieces, an increase of more than 50 times over the same period in 2022.
This is enough to show that as long as Huawei can iterate Kirin chips normally, consumers are willing to support it.
Of course, the sharp increase in shipments and the return to the first place in domestic production are certainly very strong.
But I don't know if you have noticed.
Unconsciously, Huawei's new machine iteration and release rhythm have returned to normal.
In the past few years, Huawei's two flagship product lines, the P series and the Mate series, have basically slowed down the pace of iteration.
Even if it is updated, its actual experience can only be said.
Like the Mate50 series and P60 series, it is quite easy to heat up when used daily.
And when the time comes to this year, the situation is completely different.
Since the return of the Kirin chip, all product lines of Huawei mobile phones have ushered in the iteration of "core replacement".
On the straight flagship, there is the Mate60 series in the front and the Pura 70 series in the rear.
Not to mention the folding screen field, Huazi's market share is very high.
Now there is it again, with the large folding Mate X5 and Pocket 2 with the Kirin 9000S.
This iteration has also raised Huawei's folding screen market share to a new height.
The market share is 44.1%, which is almost half of the country.
There was a lot of crackling in front of me, and maybe the friends looked a little confused.
Brother Ji makes a simple metaphorical summary.
Huawei is like a big forward in a basketball team who can shoot three-pointers, dunk dunks, and have a strong defense.
However, he was stamped by the opponent in a certain game, resulting in a long recuperation in the middle and missing many important games.
Fortunately, after two or three years of training and recovery, the spicy man is back.
Admittedly, its shooting percentage and running speed have declined.
But when it's time to shoot, it can still score with new footwork and layup skills.
As for the following quarters, can it continue to maintain the first place?
Let's take a long-term view of the show.
The picture comes from the Internet