As the impact of the epidemic gradually subsided, market demand began to release after the product rhythm returned to the right track. The market is expected to rebound in the second quarter and the second half of the year. For the full year of 2020, it is estimated that the domestic mobile phone market will decline by about 4% year-on-year.
Editor’s note: This article comes from Tencent Technology .
February 24th, the report given by the China Academy of Information and Communication Technology today shows that the total domestic mobile phone market shipments in January 2020 were 20.813 million units, a year-on-year decrease of 38.9%, including 346,000 2G mobile phones and 15.003 million 4G mobile phones 54.6 million 5G mobile phones.
The report shows that in January 2020, the domestic brand mobile phone shipments were 18.319 million units, a year-on-year decrease of 42.9%, accounting for 88.0% of the mobile phone shipments in the same period; 33 new models were listed, an increase of 6.5% year-on-year, accounting for the same period 97.1% of the number of new mobile phone models on the market.
The number of smartphone shipments last month was 20.366 million, a decrease of 36.6% year-on-year, and accounted for 97.8% of mobile phone shipments over the same period, of which Android phones accounted for 88.7% of smartphones.
In addition, in January 2020, 26 new models of smartphones were launched, an increase of 18.2% year-on-year, accounting for 76.5% of the number of new models of smartphones listed in the same period, and both support Android operating system.
The epidemic impact will reduce the offline sales of the Chinese smartphone market by up to 50%
Reports given by market research institutions Canalys, IDC, and Counterpoint have previously shown that in the first quarter of this year, the Chinese mobile phone market will face a sharp decline of about 40% year-on-year (the highest drop will reach 50%). In March, if the epidemic situation is under stable control, the overall market will gradually enter a recovery period, but it will still be difficult to recover to the same level last year.
As the impact of the epidemic gradually subsided, market demand began to release after the product rhythm returned to normal. The market is expected to rebound in the second quarter and the second half of the year. In 2020, the domestic mobile phone market is expected to decline by about 4% year-on-year . However, judging from these reports, the industry’s outlook for the mobile phone market in the first half of 2020 tends to be conservative, because the impact of the epidemic does not know when it will end.
The share of online channels will further increase under the epidemic. In the short term, consumers with demand for buying machines will have to choose online channels to purchase machines, and the proportion of online channels will increase significantly in the first quarter of 2020 and in the first half of the year. However, in terms of the actual sales ratio of the Chinese mobile phone market, offline sales of manufacturers such as Huawei, OPPO, vivo, and Apple can account for more than 80% of the overall, so this is why the epidemic will seriously affect the Chinese mobile phone market.
IPhone shipments in China have grown significantly
If calculated according to the data of the China Academy of Information and Communication Technology, then in January 2020, the iPhone shipments in the Chinese market will be 2.3 million (iOS 11.3%). Comparing the data, we can see that the iPhone shipments have increased significantly, with an increase of 37%.
In December 2019, smartphone shipments were 28.931 million, a decrease of 13.7% year-on-year, accounting for 95.0% of mobile phone shipments over the same period, of which Android phones accounted for 89.0% of smartphones. Therefore, after comprehensive calculation, 2019 Shipment in December is expected to be around 1.45 million units.
For the increase in iPhone shipments, in fact, Cook already stated in his financial report that Apple ’s iPhone sales in China in the first fiscal quarter of 2020 achieved double-digit growth, and Apple ’s best-selling mobile phone in the region Three of the top four are occupied.