The number of new devices increased significantly in October, and the sales of new machines from Apple were bursting. The Huawei Mate30 series was selling well. The market share of Huawei and Apple is close to 55%, and the two strong competitions are getting stronger and stronger!
Editor’s note: This article is from WeChat public account “Daily teach” ( ID: rih_data), author Guojin Innovation Data.
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Industry News
The number of new devices increased significantly in October: a number of new heavy-duty new-machine sales broke out this month. In October, the number of domestic new mobile phones increased by 30.56 million units, up 9% from the previous month and down 25% year-on-year.
Apple’s new machine sales burst, Huawei Mate30 series hot sales: With the hot sale of the iPhone 11 series, this month’s incremental share of Apple’s mobile phone quickly increased to 18%, surpassing OPPO and vivo in one fell swoop, ranked second. The Mate 30 series ushered in the first full sales month, with a total of more than 2 million new devices added. The incremental share of Huawei & Glory rose to 36%, maintaining a leading edge. This month, Huawei and Apple’s market share totaled nearly 55%, and the two strong competitions, the stronger the battle.
Oppo and Xiaomi’s sales growth was flat, and their share declined slightly. The incremental share of Xiaomi was less than 10%. The increase in vivo was down from the previous month, and the share fell significantly. The total market share of the top five mobile phone manufacturers has reached 98%, and the incremental share of other brands has been shrinking, currently only 1.2%.
Focus on 5G smart terminal industry chain: In the past two months, several 5G mobile phones have been listed. Huawei, vivo, Xiaomi and ZTE have launched 5G mobile phones, and OPPO has not yet launched 5G mobile phones. According to the monitoring data of Guojin Securities Research and Innovation Data Center, as of October, the cumulative number of newly added devices of 5G mobile phones exceeded 700,000 units, of which the iQOO Pro of vivo has the highest cumulative sales volume, close to 240,000 units. With the launch of several 5G mobile phones, the 5G smart terminal industry chain has