The smart phone market in 2022 is a little difficult. Nikkei Asia recently reported that the orders of Xiaomi, oppo and vivo of Android decreased by 20% in this quarter or next quarter to digest the current inventory in retail channels. The global smartphone sales data released by various institutions in the first quarter of this year has reflected the overall weakness of the market. China's smartphone market lags behind the overall global market.
According to canalys, a market research firm, in the first quarter of 2022, global smartphone shipments reached 311.2 million units, a year-on-year decrease of 11%. In the first quarter, the smart phone market in Chinese Mainland continued to lag behind the global market, with only 75.6 million units shipped, down 18% year-on-year and 13% month on month.
According to the first quarter report released by Xiaomi on May 19, the smartphone business revenue in the first quarter of 2022 was 45.8 billion yuan, a month on month decrease of 9.3%, and the global smartphone market shipment was 38.5 million units, a month on month decrease of 12.7%. Xiaomi said that the supply of core parts continued to be short, resulting from the repeated COVID-19 and the global macroeconomic environment.
Nicole Peng, vice president of canalys mobile business, once said that the global smartphone market was dragged down by the unstable business environment in the first quarter, including the seasonal factors that the epidemic is still spreading all over the world and the downturn. In addition, under the threat of the conflict between Russia and Ukraine, the instability of multi factory production and inflation, manufacturers are facing great uncertainty and must be prepared to deal with risks quickly.
Zhao Haijun, CEO of SMIC international, also said recently that due to factors such as the conflict between Russia and Ukraine, global smartphone shipments will fall by 200 million this year, mainly from Chinese manufacturers.
Nikkei Asia quoted sources as saying that vivo even warned some suppliers that they would not update the key component specifications of some mid-range smartphone models this year, citing efforts to reduce costs amid inflation concerns and shrinking demand.
However, Samsung Electronics originally accounted for a relatively small proportion of sales in the Chinese market and had little impact on its overall global market. It is reported that Samsung Electronics still maintains its annual mobile phone shipment target of 270 million units, a slight increase over last year.
In addition, glory has not revised the target of 70-80 million mobile phones this year. Glory is recovering the domestic market and actively expanding overseas this year.
However, just when Android significantly revised its annual target, there was [Apple] in the supply chain( https://apple.pvxt.net/c/1251234/435400/7639?u=https%3A%2F%2Fwww.apple.com%2Fcn%2Fmusic%2F ) Add order message. Taiwan Economic Daily reported that Apple added 10 million [iPhones] in the second quarter( https://apple.pvxt.net/c/1251234/435400/7639?u=https%3A%2F%2Fwww.apple.com%2Fcn%2Fiphone%2F ) For the orders of 13 pro, Hon Hai, the main agent factory, is also recruiting in a small range to deal with the new orders.
Canalys analyst Liu Yixuan told surging news reporters that there are often rumors of cutting orders and adding orders. On the one hand, it may be that the previous production demand was wet or relatively conservative; It may also be caused by the decline on the demand side. "At present, the global economic downturn, repeated epidemics and geographical conflicts are unfavorable factors for the mobile phone industry and even the whole consumer goods industry. However, these factors are temporary challenges. With the adjustment of the economic environment, the easing of low-end chip supply and the manufacturer's high-end strategy, the global mobile phone market may improve and rebound."
As for the competitiveness difference between apple and Android manufacturers, Liu Yixuan said that under the unstable economic environment, the anti risk ability of high-end mobile phone consumers is stronger than that of the mass market, and Apple's target users will be less affected in the turbulent economic environment.