Recently, the Institute of information technology released the analysis report on the operation of the domestic mobile phone market in December 2020, and the annual "report card" of the domestic mobile phone market was released simultaneously. On the whole, in 2020, the domestic mobile phone market still presents a situation of "double decline", and the decline is expanding: the mobile phone shipment volume has dropped by 20.8%, and the new mobile phone models on the market have dropped by 19.4% year on year.
"Double drop" in shipment and new models for four consecutive years
Since 2016, the domestic mobile phone market has fallen into a situation of "double decline" in the number of shipments and new models on the market, which has been the case for four consecutive years.
In 2016, the domestic mobile phone market shipment volume was 560 million, reaching the peak. Since then, it has continued to decline, with a decrease of 12.3% in 2017, 15.6% in 2018 and 6.2% in 2019. In 2020, the decline has not narrowed but intensified, with a year-on-year decrease of 20.8%.
If we compare the shipment volume in 2020 with that in 2016, the decrease rate will be as high as 45%, which is almost "cut by the waist".
In terms of new models on the market, they have been "falling endlessly" since 2014. In 2014, 2081 new models will be launched, while only 462 will be launched in 2020, a significant decrease of nearly 80%.
The global smart phone market is the same. According to the report released by trendforce, the global smart phone market will be impacted by public health events in 2020, with annual production of only 1.25 billion units, a year-on-year decrease of 11%, which is the largest decline over the years.
5g mobile phone has occupied half of the market
According to the data released by Xintong Institute: from January to December 2020, the total shipment volume of domestic mobile phone market is 308 million units, a year-on-year decrease of 20.8%; the total number of new models on the market is 462, a year-on-year decrease of 19.4%.
Tuyuan / China Academy of information technology
In terms of segmentation, the proportion of 5g mobile phones is increasing. In December 2020, the domestic market 5g mobile phone shipment accounted for 68.4%, a new high. Based on the data of the whole year, in 2020, the cumulative shipment volume of 5g mobile phones in the domestic market was 163 million, and the total number of new models on the market was 218, accounting for 52.9% and 47.2% respectively.
According to the DIGITIMES report, although the global smartphone shipment is on the decline in general, the 5g mobile phone shipment is growing significantly. In 2020, the 5g mobile phone shipment will reach 280 million to 300 million units, which is more than ten times higher than the 20 million units in 2019.
From another point of view, in the domestic mobile phone market, domestic brands continue to consolidate their dominant position and play an absolute leading role. In 2020, the proportion of domestic brand mobile phone shipment in the overall shipment volume will reach 87.5%, which will continue to increase compared with 87.4% in 2019. In terms of new models on the market, the proportion of domestic brands has also increased from 85.7% in 2019 to 89.4% in 2020.
Market recovery is imminent
The weak state of the global and even China's smartphone market is likely to change in 2021.
Tuyuan / trendforce
According to the semiconductor research office of trendforce, the production of smart phones will reach 1.36 billion in 2021, up 9% year on year. The agency also predicts that the global production of 5g smart phones will total about 500 million in 2021, and the penetration rate will rapidly increase to 37%.
In addition, open source securities, China CITIC construction investment, etc. have also issued reports that the smartphone market will resume growth in 2021.