The global mobile phone shipment data in the first quarter shows that Apple only fell by 2%, and the shipments of other Android mobile phone brands have fallen by double digits. In the face of Apple’s strength, Chinese mobile phone brands have finally conceded defeat, and have recently cut prices and sold them. The mobile phone has played a little bit of tricks, and most of the price cuts are mobile phones equipped with Snapdragon 8+ chips.
From e-commerce channels, we can see that three of the new top four domestic mobile phone brands have mobile phones with a price reduction of 1,000 yuan, mainly mobile phones equipped with the Snapdragon 8+ chip, and some domestic flagship mobile phones equipped with this chip have dropped to more than 2,000 yuan. , showing that domestic mobile phones finally couldn't help but sell in order to sell their inventory.
The inventory problem of domestic mobile phones actually appeared last year. At that time, some analysts pointed out that the inventory of domestic mobile phones may be as high as nearly 100 million units. The reason is that the mobile phone shipments in the Chinese market continued to decline. In 2022, the mobile phone shipments in the Chinese market will also fall below the level of 300 million units for the first time.
On the other hand, the price of domestic mobile phones is too high. The price of the flagship mobile phone is 6,999 yuan, which is 1,000 yuan higher than that of the iPhone. However, the technology of domestic mobile phones is two years behind Apple. Apple's A-series chips are two years behind. Under such circumstances, consumers will of course give priority to buying iPhones. As a result, the share of domestic mobile phones in the high-end mobile phone market has dropped to 20%, while Apple's share in the domestic high-end mobile phone market has approached 80%.
Low-end mobile phones are the basic market for domestic mobile phones. However, domestic mobile phones despise the low-end market. Therefore, the price of low-end mobile phones launched by domestic mobile phones is too high and the configuration is low. Naturally, consumers will not buy it. The sales of domestic mobile phones in China have naturally continued to decline, and they are no longer as brilliant as they were in the past.
The impact on domestic mobile phones in 2022 will be even greater. In 2021, the number one sales of domestic mobile phones will approach 200 million units. Originally, it was expected to become the second domestic mobile phone brand to break through 200 million sales. However, it fell to 150 million units, and the sales of other domestic mobile phone brands are also declining.
In the first quarter of this year, the sales of domestic mobile phones have further declined. Now that domestic mobile phones have recognized the reality, they have begun to cut prices and clear the goods, and the price has been reduced by a thousand yuan. However, these cleared goods are old mobile phones, not new mobile phones. Domestic mobile phones are cleared. The Snapdragon 8+ mobile phone is also related to Qualcomm's strategy.
Qualcomm's new Snapdragon 7gen2 uses part of the Snapdragon 8+ technology, and its performance is only slightly weaker than that of the Snapdragon 8+. However, the mobile phone equipped with the Snapdragon 8G2 fell below 2,000 yuan, which also made the Snapdragon 8+ mobile phone lose. Competitiveness, it can be said that Qualcomm's approach allows domestic mobile phones to fight themselves, and the price reduction is also reasonable.
It’s just that domestic mobile phones only cut the price of Snapdragon 8+ mobile phones, and have little influence on the market. This also caused the May Day promotion to not bring much effect. The market is quite quiet. It seems that domestic mobile phones have cut prices by 1,000 yuan this time. The expected effect has not been achieved. I am afraid that the next step will be to see if the 618 promotion will reduce the price of the new mobile phone.
The 618 promotion should be quite interesting. Apple cut the price of iPhone 13 by 1,000 yuan last year. This year’s sales of iPhone 14 are not good. Whether Apple will also cut the price of iPhone 14 by 1,000 yuan in the 618 promotion is worth watching. If iPhone 14 Massive price cuts will force domestic mobile phone brands to cut prices for the latest Snapdragon 8G2 mobile phones, and it may be a good time to buy mobile phones at that time.