Global smartphone shipments continue to decline, the overall market is weak.

Global smartphone shipments continue to decline, the overall market is weak.

Global smartphone shipments continue to decline

China Securities newspaper

Visual Chinese pictures

Reporter Yang Jie intern reporter Zhang Xingwang

The number of smartphone shipments published by a number of research institutions showed that the total volume of global smartphone shipments fell for three consecutive quarters, with 342 million global smartphone shipments in the second quarter of 2018, down by 1.8% from a year earlier. According to the top 10 smartphone brands shipping list, Huawei surpassed Apple for the first time to become the second largest smartphone brand in the world.

The overall market is weak

According to IDC statistics, the total number of smart phone shipments in the two quarter dropped by 1.8% year-on-year. The growth of market demand in China, Europe and America is weak. According to Counterpoint, smartphone shipments in China fell by 7% in the second quarter, more than the global average. Since the third quarter of 2017, China's smart phone shipments have declined for the four consecutive quarter.

Group Intelligence Advisory pointed out that this is mainly due to the weak economic environment, operators subsidies weakened, high ownership and mobile phone prices rise and other factors. The turnover of domestic consumers has been extended to about 31 months.

The market concentration has been improved obviously. The data showed that in the two quarter, the top ten smartphone brands accounted for 79% of the global smartphone market, and the other more than 600 smartphones were killed in the remaining 21% market space.

It is worth noting that there are still new players entering the top ten list of smart phone brands. Finland company HMD, founded in December 2016, is the exclusive brand authorizing party for NOKIA. It is ranked ninth in the list of 4 million 500 thousand shipments in the two quarter of a year-on-year growth rate of 782%.

HUAWEI shipments surpass apple

In the second quarter, HUAWEI, with 54 million 200 thousand shipments and 41% year-on-year growth, overtook apple in one move, becoming the world's second largest smartphone shipping brand second only to Samsung. Canalys analysts say this is the first time in seven years that Samsung and Apple have topped the global smartphone list.

Samsung continues to lead the big mobile phone brands. In the second quarter, Samsung mobile shipped 70 million 800 thousand units worldwide, a sharp decrease of 11% over the same period. In the second quarter of this year, Samsung posted revenue of 58.48 trillion won ($52.3 billion), down 4.13% from a year earlier, ending six consecutive quarters of gains. Mainly in smart phone and display business revenue fell year on year.

Apple shipped 41 million 300 thousand units in the two quarter, a slight increase of 1% over the same period last year. In the third quarter of 2018 (that is, the second natural quarter of 2018), iPhone sales increased slightly, contributing 58% of Apple's revenue to $29 billion 906 million, up 20% from $24 billion 846 million in the same period last year.

In the Chinese market, Counterpoint data showed that HUAWEI's smartphone shipments in the Chinese market increased by 22% year on year in the two quarter of 2018, ranking first in 26% of China's market share. OPPO's smartphone shipments were down 9% year on year, vivo dropped 1%, millet dropped 10%, and apple was flat with the same period last year, dividing China's market share of two or three and four or five.

On the global market, millet mobile phone shipments grew sharply last year. In the two quarter, the shipment of millet mobile phone reached 33 million, an increase of 43% over the same period last year. OPPO and vivo shipped 29 million 600 thousand and 26 million units respectively. In the two quarter, China's four largest brands (HUAWEI, millet, OPPO, vivo) shipped 143 million smartphones, exceeding the total of 113 million shipments of apple and Samsung's two major brands.

Supply chain company performance is better

Although the global smartphone market is in a downturn, the continuous innovation of smartphones still drives some industry chain companies to perform better. "The overall lack of innovation, innovation is mainly reflected in the appearance. For example, the use of mobile 3D glass, ceramics and dual cameras brings appearance changes. Sun Yanbiao, Dean of the first mobile phone industry research institute, told China Securities News that companies such as Lansi Technology, Sanhuan Group, Qiu Ti Technology and Ophibious Technology will benefit.

In the first half of this year, Lance Technologies expects net profit of 435-498 million yuan, up 40-60% year-on-year. For the reasons for the growth of performance, blue technology said that in the first half of the year, HUAWEI, OPPO, vivo, millet and other major domestic brands issued and produced a number of high-end new models. Among them, a number of mobile phones used front and rear cover double-sided glass, 3D curved glass design, the company's products put forward a large demand. During the reporting period, the company conducted trial and development of new technology, new materials, new technology and new equipment with various big brand customers, prepared for the production of the peak season in the second half of the year, and invested a lot of R & D costs. At the same time, the company received a large amount of R & D revenue paid by customers. The impact of non recurring gains and losses on current net profit is about 859 million 145 thousand and 700 yuan.

Ceramic appearance products are concerned by the major smart phone terminal brands. Tricyclic group is mainly engaged in R & D, production and sales of electronic ceramic components and new materials. The company's mobile phone ceramic appearance has been applied to a variety of mobile phone brand flagship models, and has gained a high market evaluation. Sanhuan Group said that under the guidance of consumer upgrade, smartphone terminal differentiation competition is becoming increasingly fierce, appearance and material innovation has become a new upgrade point.

In terms of performance, Sanhuan Group expects net profit attributable to shareholders of listed companies to be 537-580 million yuan in the first half of the year, up 25-35% from the same period last year. The appearance of mobile phone ceramics has played a stimulating role in improving the performance of Sanhuan group.

In terms of smartphone panels, global smartphone panels shipped 930 million units in the first half of the year, down 1.7% from a year earlier, according to Groups Intelligence Consulting. However, AMOLED panel with its display performance and in the field of full screen and profiled screen leading edge, has gradually become the mainstream configuration of flagship mobile phone brands. According to CINNO's data, China's largest supplier of AMOLED panels is visa, which shipped 3 million 800 thousand units in the first half of 2018. The company expects to achieve net profit of 15 million to 25 million yuan to shareholders of Listed Companies in the first half of this year, an increase of 115.32% to 125.54% over the same period last year.

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