January 2024 News: According to the latest data released by market research agency Canalys, China's smartphone shipments will reach 27.3 billion units, down 5% y/y. Among them, the overall shipment in the fourth quarter was 73.9 million units, and the decline narrowed to 1%, showing a positive trend.
The industry landscape has undergone considerable changes. HuaweiAlthough it is still classified as "other", the annual shipment volume increased by 48% year-on-year, and the market share reached 12%, an increase of 4 percentage points year-on-year. Thanks to the strong sales of the Mate 60 series, 10.4 million units were shipped in the fourth quarter, an increase of 47% year-on-year, and it returned to the top five in the Chinese market after 10 quarters, ranking fourth.
A blogger broke the news that since the launch of sales at the end of August last year, the Mate 60 series has surpassed all Mate series in sales in just 4 months. However, a source close to Huawei said that the sales of the Mate60 series did not actually exceed that of the Mate40 (total sales of about 32.3 million units), mainly because there were not so many chips. Recently, the production capacity has come up, and most of the models are in stock.
Not only is the model returning, but the Kirin chip is also back, the Mate series has brought the domestic self-developed high-end core Kirin 9000S, and the new mid-range chips Kirin 9000SL and Kirin 8000 have been used in the Nova series. It is foreseeable that Huawei, which has "crossed the 10,000 mountains", will launch a number of blockbuster models this year, including the P70 series and the new small folding screen machine positioned for youth and image. It is also reported that Huawei will launch a new sub-brand "Xingyao", priced at 2-3K positioning mid-range machines, focusing on cost performance, in order to fill the original glory position.
XiaomiIn fifth place, shipments fell 8% year-on-year to 35.6 million units, and the market share remained at 13%. On October 26 last year, the Xiaomi 14 series was officially released, all equipped with the latest Snapdragon 8Gen3 processor, as well as a new generation of Leica Summilux lens, and specially created a 50MP image sensor called "Light Hunter 900" for this lens. The Xiaomi 14 is equipped with 636-inch OLED flexible straight screen, the main small screen straight screen flagship, Xiaomi 14Pro is a large screen quad curved flagship, equipped with 673-inch AMOLED fully isodeep curved flexible screen.
During the Double 11 period, the Xiaomi 14 series won the first place in domestic mobile phone sales and sales on multiple platforms for Xiaomi, and the first 5 minutes of sales were 6 times that of the previous generation. In an interview with CCTV, Lei Jun said, "I believe that 14 will definitely sell better than 13, but I didn't expect it to be so much better." But he thinks it's a natural consequence.
vivoOPPO (including OnePlus).GloryRanked 2-4, the annual shipments were 44.5 million units, 43.9 million units, and 43.6 million units, respectively, a year-on-year decrease of %; The market share both decreased by 2 percentage points year-on-year to 16%.
Vivo, the first domestic mobile phone, currently focuses on four series, namely high-end models X series (including folding screens), low-end models S series, Y series, and iQOO, a sub-brand that focuses on games and e-sports. In November last year, the self-developed large model matrix "Blue Heart Large Model" and the self-developed operating system OriginOS4 were released.
In the field of technology, OPPO also has a deep accumulation. The company has deployed patents in more than 40 countries and regions, and as of the end of last year, the number of global patent applications exceeded 980,000 pieces, and the number of global authorizations exceeds 540,000 pieces. Among them, the number of invention patent applications exceeded 890,000 pieces, accounting for more than ninety percent.
Honor is not to be outdone, from the Magic5 series equipped with black technologies such as "Qinghai Lake Battery" and self-developed RF enhancement chip C1 at the beginning of last year, to popular products such as X series, 100 series, and PLAY series, and then to folding screen mobile phones such as Magic V2, V Purse, and Magic VS2, through in-depth insight into consumer needs, we continue to make innovative breakthroughs.
ApplesFor the first time, it won the first place in the annual shipment of the Chinese market, with shipments increasing by 1% to 51.8 million units, and its market share further increased to 19%. Among them, 17.5 million units were shipped in the fourth quarter, a year-on-year increase of 6%, also ranking first.
However, at the beginning of this year, the outside world has frequently sung about declines. Ming-Chi Kuo, a well-known analyst, said that Apple's weekly shipments in China have fallen by 30-40% year-on-year in recent weeks, and this trend will continue. It is mainly attributed to the return of Huawei, including the huge impact of the folding screen.
In recent years, the iPhone has been questioned quite a bit due to "nothing more attractive features or upgrades". iOS 18 is said to introduce generative AI technology that will significantly improve the capabilities of Siri and Messages apps in Q&A and sentence completion.
It is worth noting that the vivo X100 series and Xiaomi 14 series released last year already have the ability to efficiently run generative AI functions on the device side. Since the beginning of this year, Samsung has released the Galaxy S24 series of smartphones equipped with Samsung's large model, and OPPO has launched the world's first mobile phone with a 7 billion parameter large language model applied on the device Find X7 series. "End-side AI large-scale model mobile phones" will become a hot spot in the mobile phone market in 2024.