A few days ago, Ren Zhengfei's sentence "I want to spread the coldness to everyone" became popular. According to Ren Zhengfei, the global economy will continue to decline in the next 10 years, and global consumption power will decline. Therefore, Huawei must also take "survival"

A few days ago, Ren Zhengfei 's sentence "I want to spread the coldness to everyone" became popular.

According to Ren Zhengfei, the global economy will continue to decline in the next 10 years, and global consumption power will decline. Therefore, Huawei must also take "survival" as its primary agenda...

To be honest, no matter whether you feel it or not " It's freezing cold." Anyway, domestic mobile phones must have felt it.

According to agency data, from January to June 2022, domestic smartphone sales totaled 136 million units, a year-on-year decrease of 21.7%. Among them, the sales of domestic mobile phones fell by 25%, and the decline of domestic mobile phones was obviously more serious.

In fact, looking at the global sales in the first and second quarters, you can also see that the three major domestic mobile phone brands, Xiaomi and OV, have been declining in the past two quarters.

Take Xiaomi as an example. In the first quarter, it fell 20% year-on-year, and in the second quarter, it fell 21% year-on-year. In the first half of the year, it sold 25 million fewer mobile phones than the same period last year, and its profits fell 60%.

OPPO and VIVO also experienced the same decline in the two quarters as Xiaomi, exceeding 20%. They also sold more than 20 million fewer mobile phones year-on-year.

Not only is it difficult to sell domestic Android phones, but the entire Android supply chain is also having a hard time. Data shows that in the first quarter of 2022, the overall net profit attributable to the parent company of Android industry chain companies was -330 million yuan, a year-on-year decrease of 144.2%.

However, while domestic mobile phones are "cold", we find that , apple, , and even Apple's supply chain are not affected too much and are full of life.

First of all, let’s look at Apple’s sales. In the first and second quarters of 2022, Apple’s sales are growing, with an increase of 8% in the first quarter and a 12.9% increase in the second quarter. In total, more than 10 million more mobile phones were sold in the first half of the year than in the same period last year. .

Secondly, looking at Apple’s revenue, revenue in the first quarter was US$1.1239 billion, a year-on-year increase of 11%, a record high. Profit reached US$34.6 billion, a year-on-year increase of 20.4%. In the second quarter, ’s revenue was US$82.96 billion, a year-on-year increase of 1.9%; its profit was US$19.44 billion, a year-on-year decrease of 10.6%. Both cumulative revenue and profits were growing.

It is obvious that whether it is mobile phone sales or revenue, Apple has no chill and is still full of vitality.

Even from the perspective of Apple’s supply chain, there is no chill. Data shows that in the first half of the year, the overall net profit attributable to the parent companies of the entire Apple industry chain was approximately 14 billion yuan, a year-on-year decrease of about 2.5%.

What does this mean? It shows that what is causing the cold weather is actually just domestically produced phones, not the entire smartphone industry. Apple is still doing well. This is worth pondering!