Although the weather has been really cold recently, it cannot compete with the hot mobile phone market.
Before, Xiaomi bombarded Yu Chengdong, and later, Xiaomi and OnePlus were madly fighting each other.
Picture source @鲁伟冰
Although it is uncharacteristic of the brand boss to rip off the X, it also proves that the mobile phone market is really picking up.
seems to have returned to the golden age of being full of anger and never giving in to each other.
According to the latest data from market research agency BCI, the number of new phone activations in the domestic mobile phone market in November 2023 (W44-W48) was 28.71 million units, a year-on-year increase of 12.7%.
Image source *BCI
Compared with the past situations where shipments reached record lows and production was reduced, the market is indeed moving in a good direction.
In terms of specific brand sales, Apple activated 6.044 million units in November, ranking first with a 21.1% share;
Xiaomi activated 5.243 million units, a year-on-year increase of 44.1%, ranking second with a share of 18.3%, ranking first among domestic brands;
Honor and Huawei ranked third and fourth with activations of 4.031 million units and 4.014 million units respectively;
It is worth mentioning that Huawei has the fastest year-on-year growth rate, reaching 75.6%;
In the market above 4,000 yuan, Apple ranks first , with a share of 50.8%, but a year-on-year decline of 21.2%;
Huawei and Xiaomi ranked second and third, with Xiaomi growing by 11.8% year-on-year, ranking first in growth rate.
Overall, Apple still beats all domestic brands and ranks first.
However, the overall share is no longer what it used to be, especially in the high-end 4K+ market, where the share is gradually being eroded by domestic mobile phones.
BCI According to the latest weekly statistics, W49 (12.4 - 12.10), Xiaomi ranks first in the activation share of the domestic mobile phone market for two consecutive weeks.
Picture source @琍琶 _PMGHB
After excluding the share of Huawei Smart Selection, Huawei ranked third with a share of 15.8%, almost the same as Apple.
It can be seen that the rise of domestic mobile phones does not mean that one family is the only one.
The return of Huawei, which is far ahead, has little impact on Xiaomi. Their user groups do not overlap. No matter how fierce the quarrel is on the Internet, the reality is still that the water in the river does not interfere with the well.
is enough to prove that the domestic market actually has enough space to accommodate more excellent brands, and there is no need to fight to the death.
Needless to say, the popularity of the Xiaomi Mi 14 series has maintained a good reputation and high sales since its launch.
The new Thermal OS, the first Snapdragon 8 Gen3, and the small-screen flagship positioning all make Xiaomi's overall performance very balanced, with no obvious shortcomings.
For detailed information about ThePaper OS, you can check out a graphic article we wrote a few days ago (ThePaper VS Hongmeng, after testing, you can clearly see the gap!)
Thanks to the success of the product, Xiaomi has ranked first in the country in terms of share for many weeks. , in addition, the ASP (average selling price of mobile phones) has also got rid of the low unit price that was criticized in the past, and increased to an average price of 3,217 yuan.
3000-6000 yuan, which has become the most competitive price range of Xiaomi mobile phones. All this is enough to prove that Xiaomi has established a firm foothold in the domestic high-end market.
Not to mention, most of Xiaomi's sales have always been overseas. In 2024, when the domestic market is completed, high-end products are rising steadily, and overseas markets are soaring, Xiaomi will be a very scary existence.
As for Huawei, although the Mate 60 series is still not available for sale.
However, with the Kirin chip re-activated and the deeply optimized Harmony OS system, Huawei’s actual machine experience is not inferior to that of Android flagships with higher performance.
has an advantage over Xiaomi in that Huawei's market perception is higher than Xiaomi's. Huawei's main price range is 6,000 yuan +. At this price, no domestic brand except Apple can catch up.
Picture source @ Smart Chip Insider
Huawei and Apple together account for 93% of this price range. It can be said that as long as Huawei's research and development can continue, new products and production capacity will steadily keep up.
Then Huawei will still be the unshakable overlord among domestic high-end mobile phones.
Finally, it’s Apple’s side, although the iPhone 15 series can still survive through the price-for-volume strategy.
However, judging from the product strength and user reputation after release, Apple no longer has the strength to far surpass its friends and lead the industry.
At least in the domestic high-end market, there has been a trend of falling behind, and judging from Apple's current R&D strategy, there is a high probability that there will be no breakthrough products in the iterations in the next few years.
Picture source @Boss Network
To a certain extent, this is also a good thing. The rise of domestic mobile phones has forced Apple to come up with new products with stronger technology and more sincerity, thus forming a virtuous circle for the entire industry.
As for domestic mobile phones, although marketing is important, we also hope to focus more on product research and development. Even if quarrels can help increase sales, such low-level and unseemly confrontations are really too cheap. .
For a good mobile phone, in addition to its strong performance, tonality is also very important. Remember, talking can never buy loyal users...
Reference:
Boss Network
Lu Weibing
Piaomiao_PMGHB
Smart Chip Case Insider
