The future pattern is both cruel and complementary.

Editor’s note: This article is from WeChat public account “bullet finance” (ID: wwwhygc ), author: Yang Bocheng.

Hua Mi OV Danger and Opportunity This is a market where both danger and opportunity coexist.

A few days ago, market research firm IDC released the latest smartphone shipment report. In the second quarter, global smartphone shipments decreased by 2.3% year-on-year, with total shipments of 333.2 million units, up 6.5% from the previous quarter.

Although there is a clear downward trend from the data, it is still the best quarterly performance of the industry in a year.

This decline has begun to appear since the end of 2018.

According to the StrategyAnalytics report, in Q18 2018, China’s smartphone shipments fell 11% year-on-year to 108 million units. Among them, Huawei shipped 300,000 units, followed by OPPO with 224,000 units, and the third with 2,200,000 units of vivo, while Apple and Xiaomi shipped a total of 209,000 smartphones in the fourth quarter (only 100,000 for millet). ), less than the top three.

Hua Mi OV risk and opportunity coexist

Counterpoint has predicted this: global smartphone sales will decline for the first time in 2018, and will continue to decline in 2019.

The mobile phone industry is coming. With the stagnation of Apple’s innovation benchmark, the entire domestic smart phone industry has reached a stalemate, and each manufacturer has begun to try its own style of play, opening the era of “each is the standard.”

Where is the future direction? No one has a standard answer.

Domestic mobile phone sales are gradually slowing

The first thing that feels this change is the dealers.

“In addition to Huawei, the sales of other brands of mobile phones are not optimistic.” Beijing dealer Hu Mingyu was surprised. His shop is not large, and the supply is mainly from China.