, according to TrendForce's Semiconductor Research Office under , the global smartphone market in 2020 will be impacted by the epidemic. The total annual production volume is only 1.25 billion units, a year-on-year decrease of 11%, the largest decline in history.
The top six brands in the world are ranked in order of Samsung, Apple, Huawei, Xiaomi, OPPO and Vivo. Compared with 2019, the biggest difference occurs in Huawei’s market share. The change.
TrendForce TrendForce further pointed out that from the beginning of 2021, Honor will be officially split from Huawei.
Observed from two directions, the establishment of New Glory has allowed the continuation of the Glory brand that has been operating for many years. However, it remains to be seen whether consumers will still pay after Huawei’s aura fades. On the other hand, if the subsequent Huawei ban is lifted, it will compete with the new glory, and it will be difficult for Huawei to return to its old market share.
Looking forward to 2021, the global smartphone industry is expected to recover with the increasingly stable lifestyle. Through periodic replacement demand and the support of emerging markets, it is estimated that the total annual production will grow to 13.6 100 million sticks, an annual growth of 9%.
From the perspective of brand rankings, Huawei’s annual production performance was affected by the ban and the new glory split event, and the ranking dropped to seventh. TrendForce Consulting estimates based on the current situation that the top six seats in the world in 2021 will be Samsung and Apple. , Xiaomi, OPPO, Vivo and Transsion, the above six will cover nearly 80% of the global market. However, the uncertainty of the epidemic and the international situation, coupled with the shortage of foundry production capacity, the future direction of the industry is still variable.
The penetration rate of 5G mobile phones will rise to 37% in 2021, and production performance is still limited by the shortage of foundry capacity.
In 2020, driven by the Chinese government’s active promotion of 5G business transfer, the total annual 5G smartphone production will reach approximately 240 million Branch with a penetration rate of 19%. Among them, Chinese brands account for about 60% of the market.
The market will continue to focus on the topic of 5G in 2021. As countries continue to resume 5G construction, mobile processor manufacturers have also launched low- and medium-end 5G chips. It is estimated that the total global 5G smartphone production is about 500 million, and the penetration rate will increase rapidly To 37%. It is worth noting that, based on the optimistic assumption that the epidemic is expected to be alleviated, the shipments of various terminal products, including servers, smartphones, and laptops, will grow in 2021 compared to 2020. Take smart phones as an example, such as PMIC, CIS, etc., in response to product demand, the use of single machines has increased exponentially; and recently, the foundry manufacturer SMIC has been included in the physical control list, which will cause the current crystal Circular foundry production capacity is even more in short supply. TrendForce TrendForce said that whether mobile phone brand manufacturers have high expectations for 2021, or enlarge production targets to capture more semiconductor supply resources, it may lead to repeated orders for some components.
Once the actual sales are not as good as expected or the bottleneck is not resolved, leading to a widening of the inventory gap between long and short materials, etc., it may cause brand factories to carry out component inventory adjustments between the second quarter and the third quarter of 2021. At that time, semiconductor materials will increase. Cargo momentum will subsequently weaken. Even so, TrendForce forecasts that the overall foundry capacity utilization rate will still be above 90%.
Manuscript source: TrendForce Jibang
Picture source: Photo Credit Network
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