At least this year, the decline in mobile phones has been inevitable. In the latest release of global mobile phone shipments in the third quarter, the decline in the first two quarters continued. Compared with the same period in the third quarter of last year, the year-on-year decline of 11% in the third quarter of this year, with a total shipment volume of 289 million units. We originally thought that the first two quarters were already miserable enough, but in the third quarter, fell by 0.9% month-on-month compared with the second quarter, which is somewhat surprising.
In the past, since the third quarter was often launched in Apple , Samsung and Huawei new phones, it usually drives the market's sales, and manufacturers will also increase the production capacity of . Therefore, in the third quarter, the shipment volume is often higher than in the second quarter. But even though Apple iPhone 15 appears this year, the global decline in smartphones continues. Now we can only look forward to some changes in the fourth quarter. After all, Double Eleven and Double Twelve plus the global Black Friday discount season may bring some vitality to the mobile phone market.
Samsung continued to rank as the world's leader in the third quarter, with a market share of up to 22.2%, and shipments reached 64.2 million units, a slight increase from the second quarter. However, starting from the second quarter, Samsung deliberately reduced its production capacity due to the problem of destocking , which was lower than in the third quarter in terms of shipments. However, as the world's leader in mobile phones, Samsung still has to face relatively large inventory problems, so it may continue to reduce production capacity in the fourth quarter, and shipments may be lower than in the third quarter.
Although Apple has few mobile phone models, it has been firmly in the top two in the world. In this quarter, Apple shipped 50.8 million units, with a market share of 17.6%. Because Apple was released in the third quarter, it has a large shipment volume. It is a bit unoptimistic now in the fourth quarter, because the suspension of Foxconn in China was reported to have caused Apple a loss of 20 million units of production capacity, which is a big blow to Apple. The manufacturers behind
are Xiaomi , OPPO and vivo. This is no longer a strange thing. Every time in the top five in the world, the three manufacturers in my country are behind Samsung and Apple. In terms of market share, the three manufacturers are 13.1%, 11.6%, and 8.5%. However, Xiaomi's production in the third quarter was similar to that in the second quarter, while OPPO and vivo both fell month-on-month. However, in the fourth quarter, there may be some changes in the market share, because the domestic share of Honor continues to increase, which will help Honor significantly increase its position among global mobile phone manufacturers, and may threaten the previous manufacturers.
In general, mobile phone shipments and production capacity in the first three quarters of this year were all falling, which is of course related to the global climate. However, the survey agency expects mobile phones to recover slightly in the fourth quarter. After all, the discount season in the fourth quarter is a good time for users to buy mobile phones. Manufacturers will try to reduce inventory as much as possible at this time, so shipments will increase. Currently, the production is expected to increase by 9.3% year-on-year to 316 million units. However, it is inevitable that mobile phones will be sluggish throughout the year, and it will not be possible to recover some vitality until the second quarter of next year as soon as possible.
