Smartphone market recovery: new phones drive shipments to rebound

News on October 24, after a two-and-a-half-year adjustment period in the smartphone market, China’s smartphone industry chain has recently seen signs of recovery, thanks to Huawei Mate60 and Apple iPhone 15 and other new machine promotion.

According to the editor’s understanding, according to BCI weekly data, as of the 40th week of this year (October 8), China’s smartphone shipments have dropped by 3% year-to-date, and compared with the first half of the year This decline has slowed down. Since the 32nd week of this year (August 13), the year-on-year growth rate of China's Android phone shipments has gradually become positive. As of the 40th week, it has shown positive growth for eight consecutive weeks, and the gap is gradually narrowing. Recently, TSMC's performance report pointed out that the mobile phone and personal computer markets are showing early signs of recovery, and the addition of new artificial intelligence functions is expected to increase the semiconductor usage per mobile phone by 5% next year. In addition, Largan has also observed an increase in single-unit demand for Apple's high-end products, so they guided sales revenue to increase month by month in October and November. The market is optimistic about the phased recovery of the smartphone and personal computer markets, and it is recommended to pay attention to the Android mobile phone industry chain and the traditional Apple industry chain.

Some institutions believe that the popularity of the high-end smartphone market is closely related to the strong return of Huawei and Apple. In the past few years, the high-end smartphone market has been relatively stable and resilient. The main reason is that high-end smartphones are clearly positioned among consumer groups with high purchasing power and leading technology pursuits. These consumers are unaffected by economic conditions and are more willing to pay higher prices for high performance and unique designs.

The high-end smartphone market is mainly dominated by a few companies. The market shares of these companies are relatively stable and the competition pattern is also relatively stable. Currently, Apple’s share of China’s high-end market reaches 67%, while Huawei ranks second with a market share of 15.6%. As competition between the two major brands Huawei and Apple intensifies, the high-end smartphone market is expected to see a good recovery in sales.

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