On January 28th, IDC released a report on global smartphone shipments in Q4 2020. Apple ranked first and Huawei fell to fifth.
Apple, shipments of 90.1 million units, market share of 23.4%, ranking first;
Samsung, shipments of 73.9 million units, market share of 19.1%, ranking second;
Xiaomi, shipments 43.3 million units, market share 11.2%, ranking third;
OPPO, shipments 43.3 million units, market share 8.8%, ranking fourth;
Huawei, shipments 32.3 million units, market share 8.4%, ranking fifth.
"Swearing while swearing", Apple 12 sales in China have increased
The release of the iPhone12 series once aroused the disgust of consumers around the world, because it made a decision:
no longer comes with charging And wired headset.
So there is the "Thirteen Fragrance" stem.
What follows is the "battery door", "signal door", and "green screen door". After a complaint.
According to Counterpoint data, Apple’s overall shipments in the fourth quarter of this year increased by 21% year-on-year, mainly due to the strong sales of iPhone12, especially in the Chinese and American markets, which are still in the eyes of consumers. Each generation of products has a lot of complaints, regardless of word of mouth, but sales are still high.
Ignored Samsung
For Samsung, many netizens still have blind spots.
We always feel that no one uses Samsung phones, but Samsung smart phones have been at the top of the list for many years.
Samsung since 2012,Sit on the top of the smartphone, and have come down three times. Once in the fourth quarter of 2019, it was snatched by Apple; In the second quarter of 2020, Huawei once pulled Samsung from the top position.
In the fourth quarter, affected by China and the US market, Apple's sales increased significantly, temporarily making Samsung the second child, this is the third time. has been ranked No. 1 in global mobile phone shipments for many years, with shipments of more than 300 million units for the 9th consecutive year. In 2020, its shipments fell to 300 million units for the first time.
Like Huawei, Samsung’s business is more than just smartphones.
Omdia released a set of TV sales data. Samsung Electronics is still the world’s largest TV seller in the third quarter of 2020, with a market share of approximately 33.1%, and 14.85 million TVs sold at an average price of 4,300 The sales volume is about 9.3 billion US dollars; Samsung's DRAM memory has a market share of about 45%, which is the world's first; NAND flash memory products have a market share of about 35%, the world's first; chip manufacturing level , The world's second, second only to TSMC, is the world's second manufacturer to enter 5nm; OLED screen, reached a monopoly accounted for more than 80% of the global share.
This Samsung is not a Samsung we dismiss.
Unisplendour, Hynix, Toshiba can make memory flash memory particles, TSMC foundry chips, BOE can make screens, HiSilicon design chips, ATL, Apple can produce flagship mobile phones.
Samsung Almighty.
The “frugal” Huawei
Huawei fell to the fifth place. The reason is simple. The production capacity is seriously insufficient due to the chip. Even some time ago, it was reported that Huawei was going to sell its mobile phone business, but the rumor was later rejected.
IDC said that part of Huawei’s share has been divided by Xiaomi and OPPO.The two increased by 32.0% and 10.7% respectively year-on-year. At present, Huawei mobile phones have been in short supply, and the stock of chips is limited.
But Huawei is still insisting. Insiders say:
Huawei’s strategy for the mobile phone business is basically to extend the life cycle of the mobile phone business indefinitely with limited chips. Huawei has not stopped the development of the P series and Mate series. P50, Follow-up models such as Mate 50 will be released.
At the same time, Huawei is also deploying in industries other than the mobile phone business: PC & tablet industry, HD industry, wearable & audio industry, and smart selection IOT industry.
On January 27th, Huawei officially released the appointment documents. Yu Chengdong, the current CEO of Consumer BG, plans to appoint Cloud & AI; BG President (and), Cloud & AI BG Executive Management Team Director, and to appoint . Cloud BU President (and), Cloud BU Executive Management Team Director. Yu Chengdong's new appointment also means that it is possible that Huawei will focus on cloud business in the short term.
Huawei has no stock to sell, the crisis has not passed. In 2021, Huawei's mobile phone market share is expected to decline, and other Android mobile phone manufacturers will share the pie.
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