Analysts gave a report on the domestic mobile phone market worth more than US$600 in the second quarter. The report pointed out that Apple's market share has declined significantly, while the market share of domestic mobile phone brands has achieved a significant increase. Surprisingly, it has successfully taken away Apple. The previous domestic mobile phone brand still holds the largest market share.
According to data from an analysis agency, Apple's market share in China's high-end mobile phone market fell to 67% in the second quarter of this year, down 10 percentage points from 77% in the same period last year, showing that domestic mobile phone brands have finally achieved counterattack results, and What is surprising is that it is still the domestic mobile phone brands that had the advantage before that have successfully counterattacked.
Huawei ranked second in the domestic high-end mobile phone market in the second quarter of this year, with a market share of 15.6%. The market shares of other domestic mobile phone brands are in single digits, or even less than 5%, showing that these domestic mobile phone brands It is indeed difficult for mobile phone brands to compete with Apple in the high-end mobile phone market.
In the past two years, due to well-known reasons, the shipments of this domestic mobile phone brand have plummeted, with the highest drop reaching more than 80%. In the past few years, it has been accumulating strength, hoping to solve the chip production problem and return to the mobile phone market. A large number of mobile phones began to be launched in the second quarter of this year, but the chips used in the mobile phones at that time were still Qualcomm's 4G chips. Even so, it still achieved a strong rebound, with shipments in the domestic market soaring by 70% in the second quarter.
Recently, it officially released a new 5G mobile phone. Although the performance is not ideal, because it uses the domestic 7-nanometer process, which is the most advanced domestic process, thanks to the support of the Chinese people for domestic technology, this mobile phone has been popular since its launch. It is so popular that it is said to be quickly sold out every time it is released. It can be expected that its share of the domestic high-end mobile phone market will continue to rise in the third quarter.
This domestic mobile phone brand has attracted so much attention because it does represent the highest level of domestic chips. The 9000 chip it developed previously was ahead of Qualcomm in some technologies, which made domestic consumers admire it and its reputation has skyrocketed. , once held nearly half of the market share in the domestic mobile phone market, and evenly divided the world with Apple in the high-end mobile phone market.
It’s no wonder that after it released a 5G mobile phone, domestic consumers were so enthusiastic about it. Although Apple didn’t say it, it was actually quite nervous. After all, the Chinese market is now the largest market for iPhone. If it takes market share away from Apple, Apple's shipments are likely to fall.
iPhone shipments fell below 200 million units in 2019. This is of course due to Apple’s continuous price increases and lack of innovation. On the other hand, it is also inseparable from the fierce offensive of this domestic mobile phone brand. It can be expected that Apple will continue to increase sales this year. Shipments in the Chinese market will definitely be affected, but how big the impact will be remains to be seen.
Of course, the impact of the release of this phone is probably limited to the domestic market, and the impact on Apple in overseas markets should be minimal, because in overseas markets, if a phone is not equipped with Google and many APPs from European and American markets, it is basically difficult for this phone to be used in the market. Markets outside China are making a difference.
In general, its return to the 5G mobile phone market does have an impact on Apple, and the impact will be considerable. It will once again prove that only it has enough strength to compete with Apple. However, its pressure on Apple is ultimately limited to the domestic market. It may not be realistic to suppress Apple globally as before 2019.
Will domestic consumers treat Apple the same way they treat Samsung? This is worth considering. After all, Apple is not Samsung. There are big differences between the two companies. This is not just the influence of market factors.