The global mobile phone market's shipment volume in 2022 was 1.21 billion units, a year-on-year decrease of 11.3%, and the shipment volume reached a 10-year low.
According to IDC data, the market share ranks in the top five, with Samsung shipping 260 million units (21.6%), Apple 226 million units (18.8%), Xiaomi 153 million units (12.7%), OPPO 103 million units (8.6%), and vivo 99 million units (8.2%).
Summary:
Multiple factors lead to issues such as insufficient consumer confidence. Faced with a sluggish market, major manufacturers have chosen a stable and conservative operating strategy. While continuing to focus on the high-end market and creating flagship products, mid range and mainstream products will do their best to clear inventory through promotions and discounts, and then use low-end models to ensure overall shipment volume.
forecast:
In 2023, the smartphone market will experience flat or slight growth, and it is expected to improve in Q2, but the situation is still relatively severe. Although inflationary pressures will gradually be alleviated, the impact of multiple factors such as interest rate hikes, slowing economic growth, and increasingly difficult labor markets will constrain the market's development potential and may delay a complete recovery until the end of the year. The global mobile phone shipment volume is expected to be 1.327 billion units in 2023, with a growth rate of 5.2%.
Global Automotive Market
In 2022, the total global sales of new cars reached 80.6 million, a year-on-year decrease of about 1%.
The total sales of electric vehicles were about 7.8 million units, a year-on-year increase of 68%,
The proportion reached 10% for the first time, up from 8.3% in 2021.
China continues to remain the world's largest car sales country with a record of 26.86 million vehicles, a year-on-year increase of 2%. Accounts for half of global new car sales.
According to data from the China Passenger Car Association, the retail sales of passenger cars in China reached 20.54 million units, a year-on-year increase of 1.9%. Among them, the preferential policy for car purchase tax was launched, with a year-on-year increase of 1.452 million vehicles in the second half of the year, making a significant contribution to the policy increment.
Summary:
In 2022, the scale of China's new energy vehicle market is leading globally, and the development momentum of new energy vehicles is very strong; Effective breakthroughs have been made in key technologies, especially in areas such as LiDAR, artificial intelligence chips, and intelligent cabins, reaching international advanced levels. Throughout 2022, domestic retail sales of new energy passenger vehicles reached 5.674 million units, a year-on-year increase of 90%. The penetration rate continued to increase, reaching 27.6%, a year-on-year increase of 12%.
forecast:
China's new energy vehicles have entered a period of comprehensive market expansion, and with the joint efforts of the government and enterprises, they have maintained a rapid growth trend. It is expected that the annual growth rate will be around 5%; The sales of new energy vehicles are expected to exceed 9 million units, with a penetration rate increase of 12.6 percentage points to 27.6%.