The mobile phone industry has been impacted by the outbreak. On March 10, the domestic mobile phone market data released by the China Academy of communications and communications for February showed that domestic mobile phone shipments fell sharply by 56% in February, and some mobile phone manufacturers also lowered their shipping expectations for this year. There are two main reasons for this result, one is the decline in consumer demand, and the other is that production capacity has not been restored. It is worth noting that the proportion of 5g mobile phones in the overall sales volume has increased significantly, which is expected to become the life-saving straw of the whole industry, and mobile phone enterprises have launched a number of 5g mobile phones in recent month.
Shipment volume dropped sharply in February
According to the data released by the China Academy of communications and communications, the total number of domestic mobile phones shipped in February was 6.384 million, a decrease of 56% over the same period of last year, of which 6.341 million were smart phones, representing a year-on-year decrease of 54.7%, accounting for 99.3% of the total mobile phone shipments in the same period; 43000 2G mobile phones, 3.96 million 4G mobile phones and 2.38 million 5g mobile phones were shipped; The number of domestic brand mobile phones was 5.858 million, a year-on-year decrease of 55.3%, accounting for 91.8% of the total number of mobile phones in the same period; there were 10 new models on the market, with a year-on-year decrease of 70.6%, accounting for 62.5% of the number of new mobile phones on the market in the same period.
However, according to the data released in January by China Academy of communications and communications, the total volume of domestic mobile phone sales was 208.13 million, a year-on-year decrease of 38.9%, including 346000 2G mobile phones, 15.03 million 4G mobile phones and 5.465 million 5g mobile phones. The month on month sales of mobile phones continued to decline significantly.
Mobile phone brands are having a hard time. Of the more than 6 million units shipped, about 5.84 million were Android phones, and the remaining 490000 were iPhones, a 60% drop from Apple’s sales in the same period last year.
At the same time, Apple’s sales in China have been significantly impacted. As the largest source of Apple’s hardware revenue outside the United States, it may be precisely because of the sharp drop in sales data in February in the Chinese market that Apple CEO cook recently warned investors that the new quarter’s financial report would be difficult to meet expectations.
Huawei directly lowered its forecast for this year’s shipment. According to reports, Huawei expects its annual smartphone shipments to drop by about 20% this year, the first time Huawei’s mobile phone shipments have fallen in nearly a decade. Huawei will sell more than 240 million mobile phones in 2019. If it drops by about 20% in 2020, it is estimated that Huawei will only sell 190-200 million mobile phones this year.
Capacity demand falls
The outbreak of the epidemic, on the one hand, the terminal demand was impacted, on the other hand, the supply chain production was frustrated.
Ms. Bai, a consumer, told the Beijing Business Daily that “we were going to change a mobile phone during the new year’s preferential activities. However, due to the epidemic situation this year, the time for returning to work has been delayed, and it is not necessary to change a new mobile phone when staying at home. It is better to wait for the epidemic to pass and the old mobile phone will still work.”. Another Mr. Chen, who is engaged in the catering industry, said that the industry has been greatly impacted. In recent months, the income has been greatly reduced. If the mobile phone can be used, it will not be changed. If it can be saved, it will be saved.
In addition, according to the upstream supply chain news, Apple has postponed the order of new iPhone parts from the first quarter to the second quarter. The main reason for the delay is that the capacity of the OEM cannot be restored to the maximum, so as to ensure normal order delivery. The new iPhone may still be on the market in March, but the supply may be very limited, and the production capacity will not climb until April. It is reported that Foxconn’s return to work is not ideal, and its factory capacity in Zhengzhou has only recovered by 50%, which has led to a dilemma in iPhone production.
It is also reported that Huawei has started the second wave of smart phone orders, with the specific target of cutting orders extended from 4G models at the beginning of the year to 5g mobile phones, so as to digest Huawei’s inventory of up to 45 million units. Huawei is the world’s second largest smartphone factory, after Samsung. The market is worried that the second quarter was originally the off-season of the mobile phone industry, and Huawei and other large non Apple factories should be relied on to support the market. If Huawei cuts down the order again, the relevant supply chain will be more difficult.
Oppo also said frankly in an interview recently, “the epidemic has affected the whole industry. After the outbreak, many regional commercial entities were in a state of stagnation, offline stores were closed, and the resumption of our engineers, production staff and management personnel were also affected. Our upstream suppliers also encountered the same problems, so the front-line production side also showed obvious I have to be nervous. Now about 80% of our factory has been back to work. The employees who can’t come back are also working remotely. The efficiency has been affected, but the work is being carried out. “.
5g mobile phone busy rescue
It is worth noting that in the sales data of the mobile phone market in February, the proportion of 5g mobile phones has sprung up and kept rising. Compared with the data, it can be found that in February this year, the shipment of 5g mobile phones was 2.38 million, accounting for 37.28% of the market; in January, the shipment of 5g mobile phones was 5.465 million, accounting for 26.26% of the market. Huawei has more than 10 million 5g mobile phones by 2020.
In other words, 5g has become the key antidote to activate the development of mobile phone industry. According to consumer feedback, the vast majority of people said that if they need to change their mobile phones, they will definitely change to 5g mobile phones.
Since February, Xiaomi, vivo, oppo, Huawei, Samsung and black shark have released new 5g mobile phones, such as Xiaomi 10 series, iqoo3, oppo find X2, Huawei mate XS, Samsung Galaxy S20 series and Tencent Black Shark game mobile phone 3.
However, among the mainstream manufacturers, apple is the only one that doesn’t have a 5g phone yet. A reporter from Beijing business daily contacted apple on the release time of the first 5g mobile phone. As of press release, the other party did not reply.
The industry is still full of confidence in 5g mobile phones, although in such a special period, the trend of 5g technology will not be reversed. Ma Jihua, a telecom analyst, stressed that the sales of 5g mobile phones would not be greatly affected in the whole year, and would rise rapidly after the end of the epidemic.
“In recent years, the overall sales growth of mobile phones has stagnated, and the industry concentration is getting higher and higher. Fortunately, 5g mobile phones have just started. Because of the high price, the market popularity is still limited. The real sales boom of 5g mobile phones will be at least until the second half of the year, that is, 5g mobile phones with less than 2000 yuan will be listed, and the sales of 5g mobile phones will grow rapidly.” Industry observer Hong Shibin said.
As for the industry trend, Lei Jun, chairman of Xiaomi group, analyzes that this year is the year of 5g technology popularization, and Xiaomi will play a vanguard role in the 5g trend. He revealed that Xiaomi has deployed about 10 5g mobile phones this year.