Before the semi-annual report card of the smartphone was released, Huawei's consumer business BGCEO Yu Chengdong couldn't help but make a 'spoiler'.
As of July 18, Huawei's mobile phone shipments have exceeded 100 million units this year, nearly two months earlier than last year. 'In a recent public event, Yu Chengdong said. This means that Huawei is getting more and more. Close to the position of his old rival Apple, and a high probability of completing the shipment target of 200 million units at the beginning of the year. Public information shows that Apple's mobile phone sales in 2017 were 215 million units, ranking second in the world; Huawei's global sales volume was 153 million units. , ranked third in the world.
The reporter noted that in the first half of last year, Huawei shipped 71.10 million smartphones. According to Yu Chengdong’s statement on 'over 100 million, in the first half of 2018, the shipments of Huawei smartphones will increase by 30%. Compared with 21% in the same period of last year. However, for specific growth data, Huawei insiders said that they have not yet announced it.
'After the arrival of the user's replacement cycle and the popularity of full-screen products, the overall market has stabilized and the replacement cycle has restarted. It is expected that the overall market will start a new round of recovery from the second half of the year. The First Financial Reporter said that after the reshuffle of mobile phone manufacturers in the post-intelligent era, the leading edge of Huawei, OPPO, and vivo is still expanding, and the market is evolving in a three-point world.
As can be seen from the data report provided by Nuowei Consulting, plus the sales of Xiaomi, 'China's top four' has already eaten 70% of the domestic smartphone market.
'Where can I go, there are not many places to choose.' In the internal training of a domestic mobile phone top four, a researcher and a new colleague who had been at Huawei said that he hopes to be new. There is a new breakthrough in the place. 'In Huawei, it is difficult to be found in people, and it may be different to think about it.
Among other star mobile phone manufacturers, many of them came from Meizu, and Jin Li and even the former employees of international mobile phone brands joined the 'interview army', hoping to continue their 'business' in the new enterprise. 'During a long time, still Can't leave this industry. ' A former Meizu who just finished the interview told reporters.
In fact, with the intensification of competition, the Chinese mobile phone market has experienced a 'structural' adjustment in the past two years, the downward extrusion of the head brand, and the reshuffle of the small and medium-sized brands to make the 'inverted triangle' to the 'T-shaped'. The differentiation of the pattern has become more and more rapid, and the flow of talents is also tilting toward the Huami OV.
In the first half of this year, the competition among head enterprises began to heat up, and a new four-corner relationship evolved in the T-shaped structure.
According to a mobile phone report provided by Nuowei Consulting, the share of Huawei's retail sales in May, Huawei, OPPO, vivo and Xiaomi increased to 70.6%, of which Huawei reached 25.2%, OPPO and vivo were 17.7% and 16.6% respectively. The shares ranked second and third, and Xiaomi’s domestic retail share was 11.1%.
'There were 153 million units released last year, 100 million units in September, and this year is July 18th. It is indeed a lot earlier, which surprised us. 'He Gang, president of Huawei's terminal mobile phone product line, accepted the reporter after the nova3 conference. In the interview, I said, 'We saw the actual market situation in the first half of the year. In the Chinese market, although the overall market share has declined slightly, there are many high-end users from Apple.
He said that the development of overseas markets is a key factor for Huawei's (first half) improvement. 'Many countries have growth rates greater than 50%, and some countries are close to 100% growth rates.' He Gang said.
'Huawei's share is close to the peak of Samsung, facing the strong pursuit of the future, the future challenges are not small.' The above-mentioned Nobel consultants told reporters that the market of more than 2,500 yuan is slowly passing the rational period (high Cost-effective Red Sea competition period), the market below 2,500 yuan will be concentrated to 1500 to 1999 yuan new thousand yuan file, brand influence will become the key to breaking the bloody sea.
After nearly a year and a half of the market downturn, the domestic smartphone market has shown signs of bottoming out.
On the one hand, the offline market is affected by the expansion of the major brand entity channels and the change of the replacement cycle. On the other hand, the cyclical changes in the online market are still obvious, but with the diversification of products, the overall development trend is good. The person in charge believes that due to the comprehensive performance of the smart phone in the user's hand, and the lack of change in the market in 2017, the user's willingness to change the machine will decrease, but the user's replacement will only need to remain within one and a half to two years, so 2018 is expected. Beginning in the second half of the year, users will start a new round of replacement needs.