Japanese foreign investors said demand for smartphones in the Chinese mainland has cooled significantly in the past two weeks and shipments of mobile phone supply chains have dropped sharply, especially OPPO and Vivo, including older models and even the latest mainstream models, namely R11 and X20.
This is a negative message for the market because it represents the inability to drive demand at high prices even with the latest design features such as full-screen, dual-lens plus face recognition because the X20 cost ratio of the OPPO R11s and Vivo A year ago, the machine is about 200 yuan higher than the previous.
As a result, China's domestic shipments of smartphones by 10% and 16% respectively for 2017 and 2018 were cut by 5% and 8% respectively year-on-year. Foreign investors even predicted that smartphones will be shipped by OPPO and Vivo in 2018 For the first time may decline.
As Huawei, millet, Japanese foreign investors said that compared to the OPPO and Vivo, Huawei, millet these two brands are mainly supported by the overseas market sales.
Japanese foreign investors also said that for some third-tier brands in mainland China, there is also a rising risk of cash flow as they are squeezed by rising component prices and weak terminal demand.
In addition, some small companies are expected to be squeezed out of the market by 2018, mainly due to the limited growth of China's smartphone ASP. Since the second quarter of this year, the average selling price of Chinese branded smartphones has risen sharply in 2016 after a strong rebound Still growing.
However, the current mainstream models OPPO and Vivo fear of weak demand has been facing the market consumers are now reluctant to buy a new smart phone for hardware upgrades, especially in 3000 ~ 4,000 yuan use of ethnic groups, and replacement cycle Will be extended.
Japanese foreign investors said that compared with 2016, more and more mainland China end users are reluctant to purchase new smartphones in recent years, and if the consumption of technology products does have its limits, the upstream semiconductors will inevitably be affected.
According to the observation, the strategy of Chinese smartphone makers in 2018 is likely to need to maintain a relatively stable pricing strategy while also providing additional new features such as 3D sensing, ceramic / 3D glass appearance, etc. to stimulate some market buying desires.
Under such circumstances, Chinese smartphone vendors may lower the price of their old features by negotiating with component suppliers. As China's larger smartphone suppliers can rely on their larger scale and bargaining power , So component suppliers may face pressure, especially when the upper reaches of the semiconductor prices.