Market research agency Canalys released data on global smartphone shipments in the third quarter of this year. The data shows that Huawei’s shipments have fallen sharply, while Xiaomi’s shipments have grown rapidly, and Xiaomi will once again return to the top three in the world. It is expected in the fourth quarter of this year. The two parties will compete for the third place in the global smartphone market.
The gap in shipments between Huawei and Xiaomi has shortened significantly
According to this data from Canalys, Huawei and Xiaomi shipped 51.7 million and 47.1 million mobile phones in the third quarter, respectively. The difference in shipments between the two parties was only 4.6 million or 8.9%, compared with Xiaomi in the third quarter of 2019. The shipment volume is less than half of Huawei's.
The result of this is that the measures taken by the US and China this year have had a significant impact on Huawei, causing Huawei to face a shortage of chip supply. As a result, the shipment of Huawei mobile phones has fallen sharply by 23% year-on-year; Xiaomi took the opportunity to fill Huawei’s vacancy. Shipments soared 45% year-on-year, and Xiaomi was also the mobile phone company with the fastest year-on-year growth in the third quarter.
The year-on-year increase in the shipment volume of Xiaomi mobile phones has pushed it into the top three in the global smartphone market. This is after it won the top three in the third quarter of 2017, and returned to the top three after a lapse of three years. The results are related to Apple's poor performance.
Apple’s iPhone 11 has been the world’s best-selling smartphone since its launch in September last year. The iPhone 11 has also continued to sell well in the Chinese market. However, due to the impact of the epidemic, the income of consumers in the European and American markets has declined, and consumers in these markets have turned to choose More affordable Android phones should be responsible for the 1% year-on-year decline in Apple’s shipments this quarter.
As the gap between Xiaomi's mobile phone shipments and Huawei's mobile phones has been greatly reduced, the two parties will compete fiercely for the third place in the global smartphone market in the fourth quarter.
The two sides will compete for third place in the world in the fourth quarter
It can be seen from the situation in previous years that the fourth quarter of each year is the peak of Apple’s mobile phone shipments. In the fourth quarter of 2019, due to the hot sales of iPhone11, Apple’s shipments achieved a year-on-year increase of 9% and won the world No. 1 in the smartphone market. The hot selling of iPhone 11 lies in its relatively affordable pricing. iPhone 11 is 1,000 yuan cheaper than the previous generation iPhone XR.
Although this year’s iPhone 12 has no further price cuts, the starting price is the same as that of the iPhone 11. However, the iPhone 12 is Apple’s first 5G-enabled mobile phone. Therefore, it is generally believed that the iPhone will usher in an upsurge of replacement. In fact, the first batch of the iPhone 12 has been sold out in the past few minutes As a result, this year Apple is expected to once again win the first place in the global smart phone market. The second place is expected to be Samsung, so Xiaomi and Huawei will compete for the third place.
The situation is quite unfavorable for Huawei. Huawei's two largest market shares are the domestic market and the European market. Starting from the third quarter of last year, Huawei began to shift its focus back to the domestic market. Its shipments in the domestic market continued to grow. As a result, it once maintained the overall shipment volume. However, recent data released by the market research agency CINNO showed In the quarter, its market share in the domestic market plummeted by 7 percentage points year-on-year; in the European market, it has continued to decline since the third quarter of last year, and it fell again by 25% in the third quarter of this year. According to this momentum, its shipments will inevitably fall again in the fourth quarter.
Xiaomi's situation is much better. In the past two years, its domestic market shipments have continued to decline, mainly relying on overseas markets to maintain growth. The third quarter data shows that Xiaomi's mobile phone shipments in the European market have increased by 88% year-on-year , It is filling the vacancy left by Huawei mobile phones in the European market.
What is worthy of Xiaomi’s surprise is that it finally ushered in a sharp rebound in the domestic market. CINNO’s data shows that in the third quarter, its domestic market shipments increased by more than 20% year-on-year, and its market share soared by more than 50% (market share) The growth rate was significantly higher than the growth rate of shipments due to the decline in mobile phone shipments in the domestic market during the same period). It is precisely because of the growth in both the domestic and overseas markets that its overall shipments have achieved substantial growth.
In the fourth quarter, Huawei's mobile phones will continue to face the impact of chip supply shortages. Recently, it has released only 8.8 million Kirin 9000 chips for the high-end mobile phone mate40, which is less than half of previous years. It is expected that its shipments will continue to decline in the fourth quarter; As Xiaomi mobile phones are expected to maintain growth in both domestic and foreign markets, it will be a high probability event that the shipment volume of Xiaomi mobile phones in the fourth quarter surpassed Huawei to take the third place in the global smart phone market.
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