Mobile handset sales in mainland China dropped significantly in the second half of 2017, with some A-share handset supply chain companies failing to deliver as expected at the end of last year. According to information released by China's Ministry of Industry and Information Technology, the mainland's smartphone shipments last year Which was 461 million, a year-on-year decrease of 11.6%. Among them, 412,612,000 units were shipped in December, down 32.5% year-on-year. Wu Lei, vice president of OPPO, said that it has never seen the Chinese handset market in the past decade. Compared to the single message, as the world's largest mobile phone market, the sudden decline in sales in China news, exacerbated the market pessimism.
Some mobile phone brand executives said that due to increasingly fierce competition in the mobile phone market, the rapid concentration of market resources, China's mobile phone market structure from the original 'inverted triangle' evolved into a 'T' pattern, the head brand continues to expand product lines, high school low-cost comprehensive Shuffle; with the end of the 4G cell phone replacement tide, the replacement cycle extended to 22 months, corresponding to the global average replacement cycle of 19 months.
According to data released by the data agency in 2017 offline market sales report, major Chinese brand sales, Apple, Huawei shipments remained stable fluctuations in millet bottomed out, the majority of other shipments showed a downward trend in which OPPO In the last year, the volume of domestic sales dropped more spirally. In January, the sales volume of the two companies was 8.1 million and 7.1 million respectively. However, the sales volume of mobile phones dropped to 5.7 million and 5.2 million respectively in December, declining About 29% and 27%. Jin Li experienced capital chain issues, offline sales in December last year, down about 31% in January last year, Meizu down about 47% over the same period.
For the smart phone growth cycle is the turning point? Business and industry analysts are still optimistic view.Market Research Institute Counterpoint senior analyst Yan Zhanmeng said that this round of mobile phone market decline is mainly the Chinese market experienced rapid growth in 2016 Market capacity peaked naturally Back to the formation of the previous expected handset shipments in the Chinese market will start the second quarter of 2017 back down, the actual decline in the second half, basically in line with expectations.
A brokerage analyst said that in the first quarter of this year by the mobile phone supply chain Apple and the mainland made a single factor in the impact of single-chip mobile phone, coupled with the overall slowdown in the handset market and the tension in some companies negative emotional funds, triggered previously won Lifeng thick investors leave, concept stocks into the pessimistic moment as a whole, but this pessimism is expected to change in the second quarter, the second quarter of this year will be intensive release of new smart phones, with Apple in the second half reserves a lot of moves, The industry is expected to have an upward turning point in the second quarter.
And for the overall market trend in 2018, many listed companies also expressed optimism.Mobile phone ODM executives said the decline in handset sales late last year, there are structural factors, there will be a large number of new products in the fourth quarter of last year on sale, but due to supply Chain and other reasons, each new technology equipped with new models are postponed until the first half of 2018 release, so the first half of 2018 will be an anti-past normal, a large number of new product releases, is expected to make the first half of the mobile phone industry presents' off-season not In addition, Chinese mobile phone brands will aggressively enter the overseas market in 2018 and are also expected to boost the mobile phone industry chain.