2023 is coming to an end, and the competitive landscape of the mobile phone market is also undergoing a major reshuffle. Recently, the insider of the smart chip case released the latest BCI data, showing surprising results. Huawei has successfully counterattacked to become the biggest dark horse in the domestic mobile phone market, while Xiaomi is firmly in fifth place, and new competitors have also emerged. Next, we will take a closer look at this dynamic market.
According to BCI data, the brand with the highest number of smartphone activations in China in 2023 is Apple, which occupies 17% of the market share and successfully tops the list. This is a surprising result, as Apple was ranked second in last year's rankings, and it is rare for it to surpass both the blue and black factories. Blue Factory's market share slipped to 16 percent from 19 percent last year6%, and the ranking also dropped from first to second. The market share of black factories has declined even more significantly, from 1728% fell to 159%。However, Apple has smoothly coped with market changes and maintained a relatively stable market share. The results are impressive.
For blue and black factories, there may be more than one reason for the decline. Both the two sub-brands of the Blue Factory, Vivo and IQOO, have experienced a reduction in market share, with Vivo going from 1481% to 128%, iQOO from 417% to 38%。The performance of the black factory is relatively stable, although the market share has also declined, but fortunately OnePlus mobile phones have risen in the market, and the market share has increased from 074% grew rapidly to 2%. In general, both blue and black factories have to face an increasingly competitive market environment.
As a sub-brand of Huawei, Honor has always performed well in the domestic mobile phone market. However, in the 2023 ranking, Honor fell to fourth place, with a market share of 153%。Although the decline is not large, this result is undoubtedly a blow to Glory. In contrast, Huawei's market share has increased significantly in the case of returning to Kirin chips, and it has successfully returned to the top three. Its market share has grown from 76% skyrocketed to 12%, becoming a new dark horse. It is foreseeable that with the further improvement of Huawei's Kirin chip production capacity, Huawei is more likely to break into the top three again in 2024.
Although Xiaomi is still known as the top five in this year's ranking, it is one of the only two brands that has achieved year-on-year growth compared to other manufacturers. Xiaomi's market share reached 147%, compared to 13This is a significant increase of 38%. In the fourth quarter, Xiaomi started with 15The 7% market share ranks second, behind Apple's 202%。Such a result is embarrassing, Xiaomi has successfully coped with the challenges of the market and proved its strength and competitiveness.
With the exception of the top five brands, all brands have seen a decline in market share. The market share of realme phones has increased by 241% fell to 18%, which is really in stark contrast to OnePlus. Huawei, ranked sixth, managed to return to the top three with a market share of 15%, behind Xiaomi and Apple. The market share of Smart Phone is 23%, firmly in seventh place. In addition, the market share of other small manufacturers increased from 6 last year12% to 43%, which is inevitably worrying.
The reshuffle of the domestic mobile phone market in 2023 is a foregone conclusion. With the return of Kirin chips and strong market performance, Huawei has successfully counterattacked and become a dark horse, and is expected to return to the top three in 2024. Xiaomi is firmly in fifth place, achieving year-on-year growth. Although the market share of blue factories and black factories has declined, they are still competitors to be reckoned with. Other small brands are facing increasingly fierce market competition and need to work harder to make breakthroughs.
I have some personal thoughts on the changes in the domestic mobile phone market. First of all, with the return of Huawei and the improvement of its strength, its competitiveness in the market will be further enhanced. Secondly, Xiaomi, as a representative of domestic brands, has been able to maintain growth in the fierce competition, and has also fully demonstrated its technological and innovative strength. However, other small brands are facing increasingly difficult challenges and need to increase R&D and market expansion efforts to cope with the competitive pressure of the market.