The latest domestic research report: China's mobile phone market has seen a rare shrink in the first half of the year

Electronic enthusiasts eight o'clock in the morning: In the second quarter of the past, mobile phone maker Xiaomi's sales surged, but according to the latest report of a market-adjusted company, the Chinese mobile phone industry reported two unfavorable news in the first half of the year. The mobile phone market has seen a rare shrinkage year-on-year.

According to the report of Sigmaintell ConsulTIng, a technology market research company quoted by the Taiwan Electronic Times website, in the first half of the year, the total shipment volume of the Chinese smartphone market was 230 million units, a year-on-year contraction of 1.4%.

In the past few years, China's smart phone market has gradually saturated, and the growth rate has begun to decline gradually, but in general it can still grow slightly, and the year-on-year contraction is rare, which means that the market situation faced by mobile phone manufacturers is even more severe.

The report pointed out that in the first half of the year, Chinese mobile phone manufacturers delivered a total of 290 million smartphones in overseas markets, a sharp drop of 6.2% year-on-year.

The competition of Chinese mobile phone manufacturers is more intense, and the market is showing a trend of concentration. According to the report, the four major manufacturers of Huawei, OPPO, vivo and Xiaomi still performed strongly in the overseas market in the first half of the year, mainly due to the launch of new mobile phones with stronger configuration, and the integration of overseas sales channels to promote sales. increase.

This year, Apple's mobile phone will use OLED screens (specifically AMOLED screens) for the first time in the history of the company. This kind of screen quality is better and more power-saving. Chinese manufacturers have already adopted this screen a few years ago. However, the above report pointed out that in the first half of the year, China's smartphone shipments using AMOLED screens fell 13.8% to 37.4 million units.

Some media have already pointed out that Apple has already ordered hundreds of millions of AMOLED screens with Samsung Display, so the global supply of AMOLED screens is tight, and Samsung needs to meet the needs of its own smartphones and Apple customers, so it is difficult to meet China. Other customers, including manufacturers, are required, so the sale of AMOLED screen mobile phones is expected to fall.

Under the demonstration effect of Apple, more and more mobile phone manufacturers will use AMOLED screens. Starting next year, LG Display, Japan Display, Sharp and other companies will gradually mass produce OLED screens, and the tight supply situation will be alleviated.

In addition to Japanese and Korean manufacturers, China Display Panel's OLED production capacity and technology level are gradually increasing. Previously, Apple contacted China's BOE to seek OLED screen supply. It is expected that domestic panel makers will be able to gradually meet the OLED screen demand of domestic mobile phones.

In the first half of the year, Xiaomi became the dark horse in China's mobile phone market. Statistics show that the global shipments of Xiaomi (mainly in the Chinese market) soared by 60% in the second quarter, indicating that Xiaomi is bidding farewell to last year's decline.

The shrinking of the overall market, coupled with the rapid growth of first-tier manufacturers such as Xiaomi, OPPO and Huawei, has once again proved the wave of centralization in China's mobile phone market. Some well-known and low-selling manufacturers are gradually withdrawing from the market. It will only be time sooner or later. problem.

Just recently, the domestic media reported that LeTV's mobile phone business has already cut most of its employees, and this business is basically in name only. It is reported that LeTV's mobile phone repair service in the country has also had problems.

LeTV Group, the old mobile phone manufacturer that has a controlling stake in LeTV, has also successively sent negative news such as a collapse in valuations and bank dunning. It is reported that other companies have taken a fancy to the land assets of Coolpad and are preparing to transform their acquisitions into business.

Gree, a domestic air conditioner manufacturer, has also entered the mobile phone market, but third-party data shows that Gree mobile phone sales are relatively mediocre. On the contrary, Dong Mingzhu’s unusual remarks about the mobile phone business have repeatedly triggered media debate.

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