Apple competes in the global market, surpassing Samsung for the first time to become the annual mobile phone shipment champion in 2023

Financial News Agency, January 16 (Editor Zhao Hao) The latest report released by market research organization Canalys shows that Apple’s mobile phone shipments will significantly lead Samsung in the fourth quarter of 2023, making Apple the first annual shipment last year. The mobile phone manufacturer with the highest shipment volume.

Canalys wrote in a report on Tuesday (January 16) that global smartphone shipments increased by 8% year-on-year to 320 million units in the fourth quarter of 2023, ending seven consecutive quarters of year-on-year declines. trend, and it is also the largest single-quarter shipment volume in the past two years.

Among them, thanks to the release of the iPhone 15 series, Apple’s Q4 shipment share reached 24%, and Samsung ranked second with 17%.

Since Apple usually releases new iPhones at the end of the third quarter of each year, its Q4 performance is often very strong, and its Q4 shipment share in 2022 will also reach 25%.

Samsung’s shipments in Q1, Q2 and Q3 in 2023 are all stronger than Apple’s, but Q4 lags too far behind Apple, which ultimately results in full-year shipments in 2023 being slightly lower than Apple’s.

This is also the first time since Canalys has tracked data that Apple has surpassed Samsung to become the manufacturer with the highest annual shipments. After rounding, the market share of both companies is 20%.

Canalys research manager Amber Liu wrote that Apple has shown strong resilience in the past two years due to continued and stable demand in the high-end mobile phone market. Liu added that the iPhone 15 series expands consumer positioning and covers a wider group of people, pointing out the future direction for the company's product portfolio strategy.

Last week, well-known Fruit Chain analyst Ming-Chi Kuo posted on social platforms that the inventory replenishment of major Android phone brands starting in Q3 last year is expected to end in January 2024.

Judging from changes in shipment estimates and order visibility, the improvement in demand for Android phones may be lower than market expectations.

But Liu also pointed out that Apple must seek new market growth points and new ecosystem advantages in the new year.

Because behind Apple and Samsung, there are a number of rapidly expanding Chinese companies, including Xiaomi, OPPO and Transsion. Last year, the market shares of the three companies were 13%, 9% and 8% respectively.

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