Main listed companies in the smart phone industry: At present, the listed companies in the domestic smart phone industry mainly include Xiaomi Group (0 18 10. HK)。
Core data of this paper: global and China smartphone shipments, global and China smartphone TOP5 brand shipments, global smartphone shipments of different brands, and global smartphone shipments of different prices.
Smartphone shipments have been declining year after year.
Smart phones have now become an indispensable device in most people's lives. In 2020, global smartphones entered the 5G era, and major manufacturers launched their own 5G mobile phone products. I thought the arrival of 5G mobile phones would set off a new wave of replacement. However, in 2020, due to the epidemic situation, Sino-US trade friction and other factors, global smartphones will not rise but fall.
Looking back at the global and China smartphone shipment data in recent years, we can see that the whole market has expanded rapidly since the emergence of smartphones. In 20 12, the global smartphone shipments were 725 million units, 2014438+0 million units, and the shipments doubled.
In the following years, the smartphone market was relatively saturated and smartphone shipments declined. In 2020, global smartphone shipments will be 65.438+29.2 million units. The changes in smartphone shipments in China are similar to those in the world. In 2020, China shipped 326 million smartphones, down 1 1.65% compared with 20 19.
Market concentration is constantly improving.
From the perspective of industry concentration, the concentration of smart phone industry is increasing. From 20 15 to 2020, the total proportion of global smartphone TOP5 brand shipments to the total global smartphone shipments will increase from 5 1.5% to 70.2%. This ratio is even more obvious in China. In 20 15, the market share of TOP5 brand in China smart phone market was 59.7%, and by 2020, this proportion has reached 96.5%. It can be seen that the smart phone market has gradually matured and the market order has gradually been determined.
Specific to each brand, the brands and rankings of global smartphone shipments have not changed from 2065438+09 to 2020, and the rankings are Samsung, Apple, Huawei, Xiaomi and vivo. However, due to the chip incident, Huawei's global share declined, and the vacated market share, high-end products were mainly absorbed by Apple, and low-end products were mainly divided by Xiaomi and vivo.
At present, although Huawei is trying to bypass the relevant restrictions in the United States, the chip problem cannot be solved in the short term, and Huawei's mobile phone market share will inevitably decline further.
(The inner ring is 20 19 and the outer ring is 2020)
Products tend to be high-end
Although affected by the epidemic in 2020, smartphone shipments showed a further downward trend, it can be seen from the proportion of smartphone shipments at different price points that the proportion of smartphone shipments with prices higher than $300 has increased. This shows that manufacturers believe that with the development of economic level, people's consumption level will increase and their willingness to consume smart phones will increase. High-end smart phones will still be the development trend.
(The inner ring is 20 19 and the outer ring is 2020)
In recent years, the smart phone market has gradually matured, and the market supply and demand tend to be stable. In addition, due to the epidemic in 2020, smartphone shipments have declined. It is expected that in the future, with the recovery of the epidemic and the replacement tide brought by 5G mobile phones, the consumption and shipment of smart phones will pick up. It is predicted that in 20021year, the global and China smartphone shipments will pick up, and China's economy will recover from the epidemic more quickly. Therefore, it is expected that global smartphone shipments will recover in 20021year.
Subsequently, with the maturity of 5G technology and the improvement of supporting facilities, it is estimated that smartphone shipments will peak again around 2024, with global shipments reaching about 654.38+05 billion units and China shipments reaching 450 million units. Then it will start to fall back.
—— For the above data, please refer to the Analysis Report on Business Model and Investment Strategy Planning of Smart Phone Industry in China by Forward-looking Industry Research Institute.