There is no long-lasting industry, especially in today's volatile market environment. At present, China's domestic smart phone market is experiencing its own 'cold winter'.
In the current market, the number of smart phone phones tends to be saturated, and the ceiling of the expansion ceiling appears. This 'cold winter' not only affects the mobile phone manufacturers themselves, but also goes upstream to the supplier-level of the smart phone industry chain.
The 'cold winter' caused by the decline in sales of smart phones will cause irreparable damage and loss to mobile phone manufacturers and suppliers in a short period of time; in the past few years, especially in 2011-2014, the domestic mobile phone market is experiencing continuous explosive growth. In the stage, and quickly grow into the market with the largest sales of smart phones worldwide. However, since the beginning of last year, China's domestic mobile phone market has gradually been in a 'collapsed' state, and sales have been falling.
According to the monitoring report released by China's Ministry of Industry and Information Technology in November last year, from January to October 2014, smart phone shipments reached 312 million, a year-on-year decline of 10.4%. Among them, the domestic brand mobile phone shipments totaled 286 million, a year-on-year decline of 25.4%.
Professional research firm Gartner also said that smart phone sales have hit the slowest growth rate since 2013. In particular, the sales volume of local smart phones in China showed a downward trend for the first time, and fell by 4% in the second quarter of 2015.
Anshul Gupta further pointed out that “China is the country with the largest sales volume of smart phones. In the second quarter of 2015, it accounted for 30% of the total sales of smart phones in the world. This poor performance also affected the overall performance of the mobile phone market in the second quarter. China The market is becoming saturated, and the local mobile phone market can basically be driven by the replacement needs of a few first-time buyers."
It can be seen that the explosive growth has been a past for the domestic smart phone market, and a stable supply and demand relationship will become the main theme of the future market. From the explosive growth to the smooth transition phase, the decline in sales will be an inevitable problem.
In the past, the outbreak of the domestic smart phone market has made the domestic mobile phone brand a hundred people, and quickly became the backbone of smart phone sales. In addition, Apple and Samsung continue to increase their attention and investment in the domestic mobile phone market, which has profoundly affected the shift of the supply chain to the domestic market. With the sluggish domestic mobile phone market, both domestic mobile phone brands and international mobile phone brands have suffered a certain amount of trauma. But if the injury is more serious, it is the supplier.
In order to cope with the continuous explosive growth of the domestic mobile phone market, suppliers are ready in advance. Today's sales are slowing down or even falling, leaving the suppliers' early preparations to be ruined.
Citibank’s report pointed out that TSMC estimates that the inventory of the mobile phone supply chain at this stage will not be available until the fourth quarter of this year. MediaTek originally expected that there will be a ratio of four to six in revenue and shipments in the first half of this year. This target is likely to follow the trend, and there may be pressure to lower the target throughout the year.
Even for a mobile phone foundry that looks like a unit with a weak profit, it is definitely a giant, and it also faces such a problem. Hon Hai recently announced revenue data for the second quarter of 2015, an increase of 27% year-on-year. Compared with the 56% in the first quarter and the 33% increase in the fourth quarter of 2014, there was a significant decline.
Analysts pointed out that Hon Hai's revenue growth has dropped significantly, which is directly related to the saturation of China's mobile phone market and the decline in iPhone6 ​​shipments.
The Samsung supplier's Jinsheng Precision also encountered Waterloo in the first half of this year, with an estimated loss of 168 million to 170 million yuan, and net profit fell by more than 800% year-on-year. According to the analysis of the board of directors, due to the influence of the traditional off-season in the second quarter, the growth rate of mobile phone shipments has slowed down overall. 'The main business customers of Samsung plastic precision structural parts have experienced a significant decline in operating revenue', Samsung customers Note series, A series of metal precision structural parts are on Half-year sales did not meet expectations, affecting the sales of the company's metal (CN C) precision structural parts and current operating income.
In addition, Touch Panel supplier Nisshin Display and antenna and camera module supplier Partron, operating profit fell 62% and 51% respectively. Compared with mobile phone manufacturers, they can adjust their own shipments at any time and flexibly set production quantities. Suppliers are not so lucky. Although it is in the upper reaches of the industrial chain, to a certain extent, it is only the 'accessory' of the mobile phone manufacturers, and the latter completely covers the throat. In the case of high stocks, you can only recognize yourself.
In the current market, the number of smart phone phones tends to be saturated, and the ceiling of the expansion ceiling appears. This 'cold winter' not only affects the mobile phone manufacturers themselves, but also goes upstream to the supplier-level of the smart phone industry chain.
The 'cold winter' caused by the decline in sales of smart phones will cause irreparable damage and loss to mobile phone manufacturers and suppliers in a short period of time; in the past few years, especially in 2011-2014, the domestic mobile phone market is experiencing continuous explosive growth. In the stage, and quickly grow into the market with the largest sales of smart phones worldwide. However, since the beginning of last year, China's domestic mobile phone market has gradually been in a 'collapsed' state, and sales have been falling.
According to the monitoring report released by China's Ministry of Industry and Information Technology in November last year, from January to October 2014, smart phone shipments reached 312 million, a year-on-year decline of 10.4%. Among them, the domestic brand mobile phone shipments totaled 286 million, a year-on-year decline of 25.4%.
Professional research firm Gartner also said that smart phone sales have hit the slowest growth rate since 2013. In particular, the sales volume of local smart phones in China showed a downward trend for the first time, and fell by 4% in the second quarter of 2015.
Anshul Gupta further pointed out that “China is the country with the largest sales volume of smart phones. In the second quarter of 2015, it accounted for 30% of the total sales of smart phones in the world. This poor performance also affected the overall performance of the mobile phone market in the second quarter. China The market is becoming saturated, and the local mobile phone market can basically be driven by the replacement needs of a few first-time buyers."
It can be seen that the explosive growth has been a past for the domestic smart phone market, and a stable supply and demand relationship will become the main theme of the future market. From the explosive growth to the smooth transition phase, the decline in sales will be an inevitable problem.
In the past, the outbreak of the domestic smart phone market has made the domestic mobile phone brand a hundred people, and quickly became the backbone of smart phone sales. In addition, Apple and Samsung continue to increase their attention and investment in the domestic mobile phone market, which has profoundly affected the shift of the supply chain to the domestic market. With the sluggish domestic mobile phone market, both domestic mobile phone brands and international mobile phone brands have suffered a certain amount of trauma. But if the injury is more serious, it is the supplier.
In order to cope with the continuous explosive growth of the domestic mobile phone market, suppliers are ready in advance. Today's sales are slowing down or even falling, leaving the suppliers' early preparations to be ruined.
Citibank’s report pointed out that TSMC estimates that the inventory of the mobile phone supply chain at this stage will not be available until the fourth quarter of this year. MediaTek originally expected that there will be a ratio of four to six in revenue and shipments in the first half of this year. This target is likely to follow the trend, and there may be pressure to lower the target throughout the year.
Even for a mobile phone foundry that looks like a unit with a weak profit, it is definitely a giant, and it also faces such a problem. Hon Hai recently announced revenue data for the second quarter of 2015, an increase of 27% year-on-year. Compared with the 56% in the first quarter and the 33% increase in the fourth quarter of 2014, there was a significant decline.
Analysts pointed out that Hon Hai's revenue growth has dropped significantly, which is directly related to the saturation of China's mobile phone market and the decline in iPhone6 ​​shipments.
The Samsung supplier's Jinsheng Precision also encountered Waterloo in the first half of this year, with an estimated loss of 168 million to 170 million yuan, and net profit fell by more than 800% year-on-year. According to the analysis of the board of directors, due to the influence of the traditional off-season in the second quarter, the growth rate of mobile phone shipments has slowed down overall. 'The main business customers of Samsung plastic precision structural parts have experienced a significant decline in operating revenue', Samsung customers Note series, A series of metal precision structural parts are on Half-year sales did not meet expectations, affecting the sales of the company's metal (CN C) precision structural parts and current operating income.
In addition, Touch Panel supplier Nisshin Display and antenna and camera module supplier Partron, operating profit fell 62% and 51% respectively. Compared with mobile phone manufacturers, they can adjust their own shipments at any time and flexibly set production quantities. Suppliers are not so lucky. Although it is in the upper reaches of the industrial chain, to a certain extent, it is only the 'accessory' of the mobile phone manufacturers, and the latter completely covers the throat. In the case of high stocks, you can only recognize yourself.
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