Jibbon Consulting pointed out that the global smart phone production growth momentum in 2017 mainly comes from the Chinese telecom operators '4G subsidy policy and the Chinese brands' active advocacy of emerging market blessing. However, from the perspective of the development of different regions in 2018, China Although the brand maintains relatively strong momentum, as the smartphone market has entered a period of high growth, the lack of innovation is not expected to see more than double-digit growth momentum in 2018. In contrast, Under the support of the Apple iPhone X and its next generation of flagship models, the brand segment will have the opportunity to sweep away the sluggishness of 2015 starting in 2018 with a slight increase of 3%.
Samsung growth test, a new generation of iPhone optimized specifications to enhance market share
In terms of individual brands, Samsung made up for the low-end J (Junior) series in 2017, making up for the defeat in China. The total smart phone production totaled 320 million with an annual growth rate of 3%. Due to long-term global market penetration of Samsung smartphones, it is estimated that the total number of smartphones in 2018 will still stand the first in the world. However, due to the fierce market competition and high-end rivals Apple and Android camp, there are many brands in China, Which put Samsung under tremendous pressure and showed a slight decline of 3% in production volume compared with 2017.
In 2017, Apple's iPhone X was a full-fledged topic, but the yield of limited innovative technologies was not easy to increase. The total number of production was only 3% higher than in 2016. However, from the supply chain's message, the new generation of iPhone 2018, Specifications such as Face ID, the proportion of the screen continued to optimize, but also consider increasing the proportion of AMOLED models to improve memory capacity specifications.In addition, in order to meet the needs of all sectors of the market, Apple will launch the second quarter of the second generation SE Series hit the mid-market, it is estimated that by 2018 iPhone production will continue to expand the number of annual growth rate of 7.5%.
The domestic market tends to be saturated, China's brand growth depends on the expansion of the export market
Jibang Consulting pointed out that in the past few years, Chinese brands have achieved one-sided dominance over the strong domestic demand market. However, as China's existing smart phone market has gradually become saturated, both established brands and new-founded brands invariably began to shift their businesses overseas Emerging markets and overseas telecom operators in order to maintain the city's share of the market, of which millet in 2017 smart phone production volume up 76% annual growth rate, in addition to increasing sales channels through the physical store, the expansion in overseas markets is even more contributed , Such as India, Indonesia and other emerging markets; the Group's audio-visual holdings of various brands in emerging countries, the combined performance is also very brisk estimated 2018 millet and acoustic Holdings Group will continue this trend, continue to expand overseas markets, millet production Market share is even more expected in 2018 tied OPPO, vivo performance.
In 2017, the performance of OPPO and vivo is still impressive. The total output of smartphones increased by 17.8% and 19.5% over 2016 respectively. However, due to the large domestic sales of both marketing strategies and the continued adoption of high-standard configurations Compress profit margins and increase the difficulty of maintaining a high degree of growth. It is estimated that the total output of 2018 will be revised down by 10% from 2017.
Full-screen mobile phone, dual-lens into the 2018 mainstream mobile phone specifications
In 2018, the development of smartphones will continue to enhance the user experience, including 18: 9 full screen, dual lens, front lens with wide-angle lens, AI AI, etc. In terms of biometrics, the current technology In addition to the iPhone Face ID (Face Recognition), the remaining major smart phones will maintain the traditional capacitive fingerprint identification in the first half of 2018, and it is estimated that the mobile phones equipped with the fingerprint recognition or 3D Sensing on the screen are expected The second half of 2018 was more capable of mass production.