2022 is a failure year for all Android mobile phone manufacturers, because none of our Android flagship phones left a deep impression on us this year. Except for the Mate 50 of Huawei in the second half of the year, other mobile phones with exaggerated materials such as Xiaomi 12S Ultra are actually very poor in sales. Not to mention the flagship mobile phones of manufacturers such as vivo, OPPO, and OnePlus. The reason for this situation in
is also very simple. On the one hand, the overall environment this year is indeed not good, which makes users lack interest in Android flagship phones; on the other hand, the prices of Android mobile phone manufacturers continue to increase, but the functions have not changed much. In the first half of the year, a large number of flagship mobile phone images have even regressed, which really makes users afraid to start buying. And to be honest in the past two years, Android phones have indeed felt a bit overperformance. Most of the time, the Snapdragon 865 in the past few years now has the same experience in most applications.
Of course, we say that this year's Android flagship phones performed poorly, and it was somewhat untimely. Since the first half of the year, manufacturers have been cutting orders continuously to see the trend this year. At one time, Xiaomi's digital flagship series, represented by volume, could not be sold. Xiaomi also admitted that this year's main task is to clear inventory. So many times, even if people are willing to buy a mobile phone, they are more willing to wait for manufacturers to lower prices and promote promotions instead of blindly pursuing new products.
In fact, new Android flagship phones of various brands have begun to be preheated, and with the release of Snapdragon 8 Gen2, it will definitely be announced gradually. vivo's X90 series has been released, and soon flagship phones such as Motorcycle, OPPO, Xiaomi, , Nubia , etc. are expected to be unveiled soon. But what is surprising is that, except for the media reports on the same day, well-known media almost lost interest the next day, except for self-media. This is actually a relatively rare situation.
According to past practice, the new mobile phone releases are still very expensive for manufacturers to promote and distribute, and they often have to be placed in the media to bombard users, but this time, there is basically no popularity except on the day of the release. This can only show two situations. If the manufacturer's investment is not reduced, the media will naturally not promote it without any trouble; or the media will think that mobile phones are no longer the focus of readers' attention now, and there is no need to be the focus. Of course, it may also be in both cases...
In fact, Android flagship phones have always been sold, except for Xiaomi and Huawei, but as the storefront of various brands, manufacturers should still vigorously promote it to drive the sales of other mobile phones under their own brand. If you take Xiaomi as an example, you will find that Xiaomi's user replacement rate is relatively high, and the brand users are relatively stable. However, Xiaomi's flagship mobile phone sales this year are a mess, which shows that the number of users who were willing to change their phones every year in the past has decreased significantly. Even Xiaomi is like this, so other manufacturers can imagine it. So we analyze it ourselves. Even if there are voices that the cold winter in the domestic mobile phone market has passed, from the perspective of manufacturers, the market performance of the new generation of Android flagship mobile phones is definitely not optimistic.
Judging from the pricing of vivo's X90 series, vivo has worked very hard to control the price downward. In recent years, the price of Android flagship phones has been rising continuously, and ultimately pushing high-end users toward Apple , which seems a bit ironic. But no matter how you control it, vivo is likely to use Snapdragon 8 Gen2's X90 Pro+, which still sells at 6,499 yuan. As for the highest-end flagship of Snapdragon 8 Gen2 in the future, we estimate that it may also be around 6,000 yuan.
Objectively speaking, in the current environment, consumption tends to be rational is the general trend, among which the domestic epidemic and economy are actually the main reasons, but the homogeneity of mobile phones is also a factor that cannot be ignored. In fact, except for , Apple iPhone , most brands are playing the computer-sea tactics and are looking forward to delivering more goods. In 2023, we estimate that the shipment volume of mobile phones should be higher than this year, but it is hard to say how much it can recover. At least, we think Apple is the only one in the flagship mobile phone part.We also think that it will take at least two or three years to replace a mobile phone before it will be more scientific. Maybe the manufacturer doesn’t think so, but that doesn’t make much sense!