Ming-Chi Kuo releases a briefing on the mobile phone market during the Spring Festival: iPhone price reduction promotions cannot hide the decline

Original title: Ming-Chi Kuo released a briefing on the mobile phone market during the Spring Festival: iPhone price reduction promotions cannot hide the decline, and foldable phones fear "no successor" due to low profits. IT House reported on February 16 that Tianfeng Securities analyst Ming-Chi Kuo today Published a market research briefing, briefly reviewing important updates in the mobile phone industry from January to the Spring Festival (mid-February) this year.

domestic smartphone market

1. Android model#🎜🎜 #

   3000-4000 yuan price demand has recovered steadily
   • The base of shipments in the first quarter of 2023 is low
   • shipping Volume has grown steadily year-on-year

2. Apple iPhone

   Domestic market shipments Volume continues to decline year-on-year
   • The price cuts at the beginning of the year have limited contribution to boosting shipments

   • The left is iPhone 15 Pro Max, the right is iPhone 15 Pro Samsung# 🎜🎜#After Samsung lowered its shipment target for foldable screen mobile phones in 2023 (from 15 million to 10 million), it set a shipment target of 12 million units in 2024, which is relatively conservative.

     Samsung Galaxy S24 series phones benefit from generative AI, and shipments are estimated to increase by 5-10%. S24 already has the basic concepts of future AI mobile phone design, including integrating cloud and local LLM, using GenAI to enhance existing application experience (functions and interfaces) and providing key applications (real-time translation).
     
     folding mobile phone
     The growth rate of China’s folding screen mobile phone market has slowed down. One of the reasons for this is that mobile phone manufacturers other than Huawei believe that the sales of top-down folding mobile phones are profitable It is lower, which reduces the interest in launching new models in the future. Both OPPO and vivo have shelved plans to release new foldable phones in 2024.
     

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