Market research agency Strategy Analytics predicts that 5G mobile phone shipments in the fourth quarter of this year will exceed 4G mobile phones. This year and next year, Apple is the leader of the 5G mobile phone market. This means that Chinese mobile phone companies have already promoted 5G mobile phones in 2019, but eventually The biggest winner in the 5G mobile phone market is Apple.
In the 3G era and 4G era, Chinese mobile phone companies happened to be in a stage where the global mobile phone market was shifting from feature phones to smart phones. As a result, Chinese mobile phone companies rose rapidly, and the share of Chinese mobile phones in the global mobile phone market was steadily increasing.
However, after several years of development, the global mobile phone market has gradually reached its ceiling. In 2018, mobile phone shipments in the global market have even declined (IDC data shows that global mobile phone shipments this year fell by 4.1% year-on-year). They all hope that 5G can stimulate mobile phones to trigger a wave of replacement, and get rid of the dilemma of stagnation at that time.
For Chinese mobile phones, they also hope to break through in the high-end mobile phone market by supporting 5G technology as early as possible. So after China’s commercial 5G in 2019, Chinese mobile phone companies have released 5G mobile phones. The price of 5G mobile phones was as high as 5,000 yuan or more, and Apple did not support 5G until the iPhone 12 released in September 2020. This provides an opportunity for Chinese mobile phone companies. .
However, the reality has disappointed Chinese mobile phone companies. 5G technology has failed to activate the mobile phone market. Mobile phone sales in the global market will continue to decline in 2019 and 2020. Not only that, but the Chinese mobile phone’s plan in the high-end mobile phone market has also failed to materialize.
On the contrary, since Apple entered the 5G mobile phone market in 2020, it has repeatedly dealt heavy blows to Chinese mobile phones. The iPhone 12 released by Apple in 2020 is the first iPhone that supports 5G. The iPhone 12 has been widely welcomed by consumers since its launch. In the first quarter of this year, the sales of the iPhone in the Chinese market soared by 94% year-on-year. Huawei’s consumer business CEO Yu Chengdong lamented this. The high-end mobile phone market that Huawei mobile phones gave up was all taken by Apple.
The technology upgrade of the iPhone 13 released by Apple this year is extremely limited. Even the performance improvement of the A15 processor, which has always been Apple’s advantage, is only 7%. It is ridiculed as the smallest A series processor in history. The high-end mobile phone market puts a stop to Apple.
However, the reality of the market has disappointed Chinese mobile phone companies. The number of iPhone 12’s initial release in the Chinese market is as high as 5 million, surpassing last year’s iPhone12. In the subsequent Golden Week, some Apple offline retail stores in China appeared to line up to buy iPhone13. This is the first time that this phenomenon has appeared again after a few years. It can be seen that the iPhone 13 is extremely popular with Chinese consumers. Then the data given by the market research agency shows that Apple won the first place in the Chinese mobile phone market in October. This is the first time that Apple has 6 Regain this position after years.
Now Strategy Analytics predicts that Apple will rank first in the 5G mobile phone market this year and next year. This is undoubtedly a big blow to Chinese mobile phones. Chinese mobile phones were the first to promote 5G technology, but they did not expect to make clothes for Apple.
There are many reasons why Chinese mobile phone companies lose in the 5G mobile phone market. They are not as competitive as Apple in the high-end market. In order to reduce costs, they have to sell lower-cost 4G mobile phones in overseas markets. In addition, the Chinese mobile phone leader Huawei’s The encounter led to the current result, allowing Apple to dominate the 5G mobile phone market.