In the second quarter, the smartphone market dropped sharply?Why don't everyone buy a mobile phone suddenly?

Recently, the mobile phone market can be described as changing. When we were still talking about flagship machines and various high -quality mobile phones before, many mobile phone giants appeared to cut orders. Apple opened rare mobile phone discounts, and even mobile phones even had mobile phones. Many people are asking what is going on at the decline of market monitoring agencies in warning mobile phone sales? Why don't you buy a mobile phone suddenly?

In the first and second quarters, the smartphone market declined sharply?

According to Donews, Canalys reports that the sales of smartphones in the second quarter have declined. Global shipments fell to 287 million units. Samsung is still in a leading position, and Apple regains the second place from Xiaomi, and the Chinese company is working hard to meet the demand for decreased. Canalys also reported the decline in the smartphone market in the second quarter, saying that shipments had decreased by 9%.

Samsung and Apple may record slightly on the basis of the year, but it is the poor performance of Chinese mobile phone companies that drag the entire market into the dilemma of recession. Many incidents that occurred this quarter comprehensively disrupted the manufacturing and supply of the smartphone market, and on the one hand, it also hurt local brands that have a strong influence in China.

Analysts predict that with the reduction of component orders and the concerns of suppliers' concerns about the excess supply, the shortage of supply chain will no longer be the urgent issue of the industry.

However, this situation has put forward higher requirements for enterprises, which requires them to adapt and formulate corresponding plans, including measures such as additional fund reserves, and strive to launch competitive products in the second half of the year.

China's problems should not be underestimated. According to the 21st Century Business Herald, the latest data from the Counterpoint Market Pulse (monthly report on mobile phone sales) shows that China's smartphone sales in the second quarter of 2022 decreased by 14.2%year -on -year, and the last sales volume was lower than that of The value of this quarter appeared in the fourth quarter of 2012. From the perspective of ranking, the domestic market is still the head manufacturer in turns to win the championship, and the market share is flat. Counterpoint data shows that in the domestic market in the second quarter of 2022, Vivo ranked first with a share of 19.8%, followed by Honor (18.3%) and OPPO (17.9%), and Apple ranked fourth with a share of 15.5%.

The front -line mobile phone manufacturers are deeply touched. Honor Terminal CEO Zhao Ming talked in an interview with the 21st Century Business Herald and other media interviews: "We also see a lot of partners and friends in this process. Honor is also thrilling. At the beginning of this year and at the end of last year, many areas are in the stage of shortage and chasing goods. Suddenly after the Spring Festival, the demand of the entire market has declined. The response time may be only one or two months. It is difficult to reverse, because at the end of last year, many of the markets were bullish about the market this year. At this time, there were a lot of supply chain inventory. "

Wang Jiping, vice president of IDC China Research, said to the 21st Century Business Herald reporter: "This year, for mobile phone manufacturers, how to spend winter and how to survive is an important issue. IDC is expected to grow up next year."

Second, why don't you buy a mobile phone suddenly?

To be honest, the current news of the suddenly downturn in the mobile phone market has not actually appeared now. From our always follow -up research, we will find that we have gradually followed the situation of the downturn in the mobile phone market since April this year, but This downturn is more than expected. What should we think of the current problem of the mobile phone market?

First of all, the problem in the mobile phone market is inseparable from the current macro environment. At present, the reason why the mobile phone market appears to have suddenly declined, which is actually inseparable from the entire macroeconomic environment. For the entire market, the downward pressure on the economy this year may be an important reason for the unsatisfactory sales of the entire mobile phone market.

From the perspective of the European and American markets, since last year, the European and American markets have suffered from serious inflation pressure affected by the epidemic. Various companies have adopted the method of salary reduction to cope with the market fluctuations. After entering this year, it is represented by the Federal Reserve. The central banks of various countries have begun to use the policy of interest rate hikes. The Federal Reserve has raised interest rates from many rounds. The European Central Bank has gradually no longer implemented a negative interest rate policy, which further exacerbates the economic pessimistic expectations of the entire market. Beginning is becoming more conservative, which has driven the vitality of the market to begin to decline.

From the perspective of the Chinese market, although the overall situation of China's economy is relatively obvious, in the context of economic globalization, in the face of the rise of global supply chain prices and potential decline in global economic demand, In particular, in the case of many Chinese stock companies' stock prices fell sharply, in fact, various companies have begun to live hard days, and various layoffs and salary reductions have also begun to increase. Although the impact of most people's life is not too great, the expected impact of the overall market has gradually increased.

Under the influence of the internal and external economic situation, the most impact is the market expectations. It is not that everyone has no money in their hands, but when the uncertainty in the future starts to increase, everyone’s motivation to spend money has begun to decline. This may be possible. It is the macro external source of the current mobile phone market.

Secondly, the periodicity of the mobile phone market began to appear, and the era of the mobile phone market may occur. According to the "cycle, empowerment, leap -leap -rise -China's science and technology consumer electronics industry is entering a new round of accelerated fission" released by GFK. By summarizing the development of China's electronics industry in the past 20-30 years, the consumer electronics industry has basically shown 10 years for 10 years. One -cycle technology iterative. The new round of cycles start, the hardware industry will grow rapidly for 5 to 7 years, and then with the slowdown of technological innovation, entering the platform period of 3 to 5 years. Previously, due to the impact of 3G, 4G, and 5G in China, many people did not actually see too many cyclical effects, but with the gradual improvement of 5G, the periodic of the market began to increase, everyone may wish to think about it carefully. Think, probably how long hasn't seen the mobile phone market updated in front of people. Although this update seems to be Jobs when it is alive, the domestic mobile phone giants such as Huawei and Xiaomi have gradually taken over Apple's relay stick. , Continue to update the mobile phone market.

However, now the entire mobile phone market seems to have begun to enter an era of great easing or even some "mediocre". The innovation of the overall mobile phone market has gradually weakened. The reason for this period is not outstanding, which also directly led many people to start wrong judging the situation of the mobile phone market.

Third, how to break consumer demand is the most critical. For the current entire market, the biggest problem is that consumers are unwilling to buy mobile phones on a large scale. This is that the consumption expectations we have said before are not good. Unwilling to buy a mobile phone. On the other hand, it is accompanied by market changes. The current price of high -end flagship machines is getting higher and higher. In the past three or four thousand, you can buy a good flagship machine. The flagship machine now has gradually surpassed the tens of thousands of thousands. Consumption limit for most consumers.

Under such circumstances, consumer consumer demand is actually their own depression, because it is not clear, the future uncertainty is large, and the active reduction of consumption needs; on the other hand Because the current mobile phone price is a bit scary. Previously, because most people still had a certain demand for changing machines, but the needs of the machine change began to be gradually met with the needs of the machine change. Unless it was necessary to change the mobile phone, the impulse of most people's changing machines began to be dismissed by high prices.

Therefore, for the current entire market, if you want to do something in the platform period, you may really need to consider it. The high -end logic that all mobile phone manufacturers have rushed before are not established, and high -end is indeed a direction, but it is indeed a direction, but it is indeed a direction, but When consumers are unwilling to pay for high -end mobile phones, is it a good choice to blindly high -end?

For consumers all over the world, the "Law of Zhenxiang" will always play a role. It may be really cheap and cheap products. It is the best way to spend the market cycle law. Intersection

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