Of course, another data of Sinon statistics shows that the overall average price of the Chinese smart phone market in 2017 is 2200 yuan. The contribution of Apple iPhoneX is not small!
According to the statistics of foreign media GSMArena, the average price of smartphones in 2017 worldwide has increased from 314 euros (approximately 2451.8 yuan) to 408 euros (approximately 3185.7 yuan), with a 30% increase; users are also more likely to prefer large ones. Screen full screen, high-capacity battery, metal glass back shell design products. Obviously the smart phone's stock market began to exceed the incremental market.
Just Mary Mickel also released his own 2018 Internet Queen's Trends Report, which also showed that the average price of smart phones has risen since 2016.
Although the report of the Queen of the Internet was contaminated with too much private goods and promoted companies that they invested in, the data of the entire data report was very valuable.
At the same time, the growth rate of Internet users in 2017 dropped to 7%, which was lower than the 12% in 2016. This shows that these emerging markets in India have not been able to accept the importance of smart phones.
Why are there any backlogs in these two chips?
Unexpectedly, half of 2018, Meizu actually released a new machine equipped with 2016 listed chips - equipped with MediaTek MT6750 Charm Blue 6T.
In the past two years, Meizu has successively launched Charm Blue 3, Charm Blue 3S, Charm Blue U10, Charm Blue 5, Charm Blue 6, and other five models equipped with MT6750 chip products. With the current Charm Blue 6T, Meizu is to be ' Years of MediaTek's name was completely taken.
Although Charm Blue 6T conference, Meizu Lee Nan used 20 minutes of black video to replace the regular conference process, but fans still have a grudge against this antique chip.
Coincidentally, Nokia has just released three new models, including Nokia 3.1 and Nokia 5.1 are using MediaTek's old chips - MT6755N, MT6755S.
It seems that MediaTek MT675X series chip inventory is really a lot.
This situation not only exists in MediaTek, Qualcomm's Snapdragon 625 has also been done until 2016. Some time ago the hammer released the nuts 3, but also firmly use this antique chip, also be laughed at as help High pass stocks.
Late last year, Charm Blue Note 6, Red Rice 5 Plus is also relying on this chip to fight the world. Just millet 8 conference, Lei Jun also ridicule the 2017 millet is ancestral Xiaolong 625, and throughout 2017, millet launched Xiaolong 625 models are even more astounding.
This situation is not normal, because in the past, Qualcomm MediaTek’s obsolete chips had been cleaned up by non-influenced third-tier and third-tier manufacturers. Now that millet Meizu are dedicated to clearing their inventory, it is clear that there is no place for the cottage manufacturers to survive. The.
However, the cottage manufacturers have always been good players in the development of low-end incremental markets, which also shows that there is little room for growth in the entire smart phone market.
This also reflects the thrill of the smart phone market in the past two years.
In 2016 and 2017, because the Chinese smartphone market met the ceiling, these two years were regarded as the year of the global smart phone market. From the end of 2015, Qualcomm MediaTek began to drastically reduce inventory and cut new chip product line R&D. To circumvent the upcoming winter market.
However, a miracle emerged. In 2016, the offline market in China ushered in a large-scale wave of replacements. Focusing on the OPPO in the offline market, Vivo entered the top 3 in the market at a glance. The global smartphone market reached a peak of 1.47 billion units. It also incidentally rose by 4.7%.
With fewer new chip R&D and production, the market has risen against the market, so handset manufacturers can only use old, outdated chip solutions. This is completely different from the situation in 2015 when all mobile phone manufacturers chased new chip launches.
OV’s old friend, MediaTek, benefited from the long-term and stable relationship with OV, and learned in advance that the market changes had consumed dividends. At that time, Samsung was busy deploying the storage market, and the production capacity could not be deployed for a time, causing Qualcomm’s 625/650 to fail for a long time. Goods. And backed by TSMC's MediaTek, its P-series MT675X is just out of stock, laughing every day for money.
At that time, MT6750 was the best selling chip. MediaTek rushed to launch an upgraded version of P10, P15, P18, and P20. P20 originally wanted to use a ten-core 20nm technology to contain Qualcomm 625, thus continuing its market advantage into 2017.
However, from the beginning to the end, MediaTek has the best selling MT6750 with first-mover advantage. Although the P10 market feedback is also good, the delivery cycle of the MT6750 is shorter and has more advantages. The Meitong-like MediaTek hardcore has always been used. Are MT6750.
At the same time, the production capacity of the Qualcomm 625 in the later period also followed, and MediaTek's new P20 stability and cost performance problems, leading to the core of market competition focused on MediaTek MT6750, Qualcomm Xiaolong 625.
There was no corresponding chip upgrade replacement plan in the earlier period. Both companies only had enough horsepower to produce the two chips and allowed them to live for a year longer. However, in 2017, the smart phone market plunged in the fourth quarter, which left a backlog of stocks buried today. Under the pen.
Loss of new chips, MediaTek is not optimistic
Due to the choice to force on the 20nm, 10nm process, MediaTek encountered an unpredictable dilemma in the development and promotion of new chips.
First of all, the 20nm process was originally a generation with a lot of problems. MediaTek wanted to put its money on this technology and hoped to use less technology to continue its 2016 momentum in the low-end market.
Secondly, 10nm is the latest generation of process technology at the time, and many technologies are still imperfect. MediaTek also does not have as many optimization partners as Qualcomm, which has led to offensive X30 chips in offensive high-end markets.
In particular, the 4G+ subsidy program launched by China Mobile has directly increased the procurement standard to Cat.7. MediaTek's Cat.6 has no manufacturers willing to stand up and help optimize outdated new products.
In the end, MediaTek's core OPPO, Vivo customers turned to Qualcomm and adopted Qualcomm’s more mature 14nm chips. Qualcomm relied on the experience accumulated by Xiaolong 625/650 to quickly launch the more stunning mid-range of Xiaolong 660. The production capacity has formed the trend of high-medium and low-market consumption.
Earlier this year, Tencent We Test released a 2017 chip rankings, also showed that Qualcomm's Rolling-up suppression of MediaTek.
Qualcomm's 2017 financial report shows that Qualcomm's chip business revenue rose directly from 15.5 billion US dollars in 2016 to 16.6 billion US dollars in 2017.
What makes MediaTek more passive is that LeTV, which has been supporting its development of the high-end market, has encountered a serious financial crisis. MediaTek also chose to stop supplying stop-losses for the first time. Since then, the P20, P30, and X30 chips in the hands of MediaTek. Only Meizu's family polished.
Such as the X30 listing, is already the end of 2017, Meizu's dual-screen production Pro7 can only be in the background of all the people are full screen, harvested bursts of laughter.
Throughout 2017, MediaTek could only take the MT6750 and Qualcomm Snapdragon 625 for resistance, Meizu released 5 new models of 'Million MediaTek', and switched to Qualcomm Xiaolong 625.
In the fierce competition in the low-end market, the two also contributed a lot of backlog inventory.
This competitive situation has also completely changed the Chinese market's customary practice of high-end chips doing mid-range, mid-range chips doing low-end, without the latest CPUs, extinguishing the enthusiasm of users for replacement.
The absence of MediaTek makes mobile phone manufacturers have to create a concept of a 'gaming mobile phone' to compensate for the position of high-end chips in the hearts of users.
The end-users did not pay the bills, leading to a change in the Chinese market and ending in advance.
The Indian market is a big change, the stock market is not fun
According to the good forecast at the end of 2016: Throughout 2017, the market expects that the wave of replacements in China will continue for at least two quarters. The Indian smart phone market will form a relaying trend. Next, a full screen will be used to trigger a new round of trade. Machine tide.
China's demand for mid-range smartphones, coupled with India's strong demand for low-end smartphones, has become the focus of the market.
Even Huawei, who has cut down the low-end mobile phone business for many years, also made a personal statement: 'Ninety-tenths of the world are poor people. The low-end mobile phones of friends have a poor market. Do not despise them. Huawei also has to do low-end. Machine, our old product may be deposited as low-end machine.
Therefore, Qualcomm pressed Bao to 625/650, Xiaolong 660, but MediaTek only had MT6750. Subsequent MediaTek launches P20, P25, P30 have no competitive advantage.
The two companies are expected to rely on these chips first to hit the Chinese market first, and then later to the Indian market to play low-end. The planning route is very good, but the reality is cruel.
First, as mentioned earlier, it is the largest telecommunications operator in the Chinese market that has increased the procurement standard to Cat.7, while the MT6750 only supports Cat.6 baseband. This is also the core reason why all mobile phone manufacturers, including Meizu, have turned to Qualcomm.
So MediaTek fell, Qualcomm relayed the dividends of the Chinese market in 2017. Without MediaTek's competition, there are fewer new chip products available in the mobile phone market. Fortunately, there is no problem in the forecast of the replacement of the Chinese mobile phone market. The previous period continued the momentum of 2016. This is good.
Secondly, after finishing the Chinese market, the next Indian smart phone market lost its chain. Because of the poor experience of low-end smart phones, Indians began to shift to the 4G network-enabled smart phone Jio Phone. Q4 2017 , In India, which was originally marketed as the new engine in the smartphone market, sales did not rise and fell.
Then, due to the innate deficiencies in the overall screen design and user experience is not in place, these mobile phones also lost the 'new high-end chip with a high price and low price' habits of e-commerce users, and the time bomb of the antique chip exploded on time, so it failed. Caused the Chinese market continued replacement wave. Full screen can only be quickly decentralized to the low-end market, the main standby machine replacement tide.
The entire smartphone market fell by 0.5% to 1.46 billion units in 2017. The Chinese market declined by 4.9%, and fell by 15.7% in the fourth quarter.
The situation is very serious. Now mobile phone manufacturers want to use all the ways to stimulate the user's enthusiasm for the replacement.
The newly released Xiaomi 8 will carry similar 3D structured light face recognition technology as the iPhone X. After one year in ink, the Android mobile phone camp finally achieved a breakthrough in 3D structured light technology, which is expected to generate a little of the overall smart phone market. Good.
On the other hand, MediaTek is also working closely with Meizu, a partner who has only a few achievements, to develop the same product technology.
Regarding the user's most loved 'new chip', Qualcomm has already pushed Xiaolong 630, 636, 710. 630, 636. The two users can't meet the two-year suppression. The decentralization of 710 to the Qianyuan Machine Market can cause user enthusiasm. A start of Xiaomi 710, also gives the starting price of 1799. However, in the hearts of users who have been married for two years, the price is still high.
MediaTek's new P40 and P70 chips based on the 12nm process are also actively upgrading basebands to Cat.7 and Cat.12. It is expected that everybody liked the 100 yuan machine built by MediaTek's flagship chip will return to the market again.
If MediaTek can launch a cheap and cheap version of the Helio X30 in time, the price tag will be locked at about 1300. The market passion may be able to light up again.
Finally, adding a new AR, AI product platform, will also bring positive information to the entire smart phone market.
However, the low-end smart phone market has been chaotic. The mid-market is facing a bleak future. The high-end market is still gestating. Now we can only count on the emergence of a truly comprehensive screen, which will spur the 2019 smartphone market.
Low-end users seek stability and fluency, and mid-range users are still seeking new ones. This is the basic principle for opening up the Indian incremental market and maintaining the Chinese stock market.
The smart phone manufacturers are also helpless before the chip makers have taken a step.
