Ming-Chi Kuo released a briefing on the mobile phone market during the Spring Festival: iPhone price reduction promotions cannot conceal the decline, and foldable mobile phones may have 'no successor' due to low profits.

According to news on February 16, Tianfeng Securities analyst Ming-Chi Kuo released a market research briefing today, briefly reviewing important updates in the mobile phone industry from January to the Spring Festival (mid-February) this year.

Ming-Chi Kuo pointed out that during this period, on the one hand, the demand for Android models priced at 3,000-4,000 yuan has recovered steadily, and on the other hand, the shipment base in the first quarter of 2023 is low. Therefore, domestic Android phone shipments have The volume of goods increased steadily year-on-year.

Apple iPhone

Apple iPhone shipments in the domestic market continue to decline year-on-year, and the price cuts at the beginning of the year have made a limited contribution to boosting shipments.

Samsung

Samsung has lowered its 2023 folding screen After the mobile phone shipment target was reduced from 15 million to 10 million, the shipment target for 2024 was set at 12 million units, which is relatively conservative. Samsung Galaxy S24 series phones benefit from generative AI, and shipments are estimated to increase by 5-10%. S24 already has the basic concepts of future AI mobile phone design, including integrating cloud and local LLM, using GenAI to enhance existing application experience (functions and interfaces) and providing key applications (real-time translation).

folding mobile phone

The growth rate of China’s folding screen mobile phone market has slowed down. One of the reasons for this is that mobile phone manufacturers other than Huawei believe that the sales profits of top-down folding mobile phones are lower, which reduces subsequent launches. Interest in new models. Both OPPO and vivo have shelved plans to release new foldable phones in 2024.

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