idc 2q19 shipments

調查機構IDC表示，全球第二季智能手機出貨量為3.33億部，按年跌2.3%。其中三星手機出貨量為7,550萬部，按年升5.5%，位列全球首位。華為以5,870萬部排第二，按年升8.3%。蘋果以3,380萬部排第三，按年跌18.2%。小米(01810.HK)及OPPO分別以3,230萬部及2,950萬部位列第四及第五，按年分別減少0.2%及增長0.3%。

IDC指，全球很多市場的智能手機銷售面對挑戰，尤其中美市場出現最大的按季跌幅。但中國上半年銷售跌幅較去年下半年緩和，顯示正出現復甦。除中日以外的亞太區銷售持續強勁，銷售按年升3%，受惠印度及東南亞不少國家增長。

Xiaomi gained 0.2 points (to 9.7%), Oppo grew 0.3 points (to 8.9%), and Vivo was sixth, though IDC didn’t provide figures for the company. Xiaomi is incredibly close to passing Apple, but only in this quarter. Companies outside of the top five together lost 1.9 points.

Consumers are no longer as obsessed with upgrading to the latest and greatest smartphone. But when they do, or when first-time buyers join, they’re increasingly considering a Chinese company over Samsung or Apple.

Samsung, Huawei, and Apple — each vendor lost a bit of share from last quarter, and when you look down the list the next three — Xiaomi, OPPO, and vivo — all gained.  

31 Jul 2019

Smartphone Shipments Decline 2.3% in the Second Quarter on Continued Challenges Across Most Major Regions, According to IDC

In 2Q19, the top 5 vendors accounted for 69% of the total market volume, and the top 10 vendors accounted for 87%. This trend is making the vendor playing field for smartphones look more and more like the PC market. With 5G beginning to unfold in many markets around the world, the challenges are sure to increase for any vendors without strong consumer mindshare.

Although the overall market remains in decline, the performance in the second quarter indicates that demand is starting to pick up as the market begins to stabilize again. A key driver in the second quarter was the availability of vastly improved mid-tier devices that offer premium designs and features while significantly undercutting the ultra-high-end in price.  

Samsung maintained the top position in the market for 2Q19 and returned to annual growth of 5.5% with a total of 75.5 million smartphones shipped. As noted in its recent earnings call, the company struggled to sell flagship devices as many consumers are holding onto devices longer than ever and opting for a less expensive replacement option. The pending announcement of the next Galaxy Note device likely held off some of those that are loyal to the brand. Meanwhile, Samsung's A-series devices did well in the quarter, particularly the A50 and A70.

Huawei saw its shipment volumes decline 0.6% when compared to 1Q19, which could be regarded as better than expected given U.S.-China trade tensions. Shipment volumes in China hit an all-time high and accounted for 62% of Huawei's 2Q19 total with 36.4 million units. The China success during the quarter was in part due to actions taken following the U.S trade ban as Huawei relocated significant human resources back to China with a focus on distribution channel management in the Chinese lower-tier cities. The P30 and P30 Pro, which launched in mid-April, also had a relatively good reception as its predecessor, P20 series, had created a positive ripple effect.

Apple shipped 33.8 million new iPhones during 2Q19, which was down significantly from the same quarter a year ago. However, when factoring in the success of the iPhone upgrade program as well as Apple's ability to sell more refurbished iPhones through its channels, the argument can easily be made that its position in the market is still dominant. Regardless of slightly lower market share and device selling prices, as pointed out in yesterday’s earnings call, the iPhone installed base continues to grow. So irrespective of the hardware – as a new iPhone, an older model, or a refurbished product – the expansion of iOS users is what appears to matter most going forward.

Xiaomi experienced a small year-over-year decline during the quarter with a total of 32.3 million smartphones shipped. Xiaomi is still facing challenges in returning to positive year-over-year growth in China in part due to increased competition from Huawei. In India, the success story for Xiaomi continues as it has been able to maintain its momentum due to its focus on both offline and online channels. It continues to expand its offline network and aims to have 10,000 retail stores by the end of 2019.

OPPO performed well in China and India, which together accounted for nearly three-quarters of its shipments in 2Q19. India remains an important market for OPPO in the Asia/Pacific region, especially as Huawei ramps up its efforts in China. In India, the focus on strengthening its channel partnership by offering very attractive margins has been one of the major drivers for OPPO's local growth. In China, OPPO launched its Reno series in the quarter, but Huawei's new P series impacted its sales performance. Nevertheless, its low-end model the A9, and online-exclusive model, K3, did help to support its overall performance, especially during the “618” online shopping festival.

Indian Market

China's BBK Group that includes smartphone brands OPPO, vivo, Realme and OnePlus became the leading smartphone manufacturer in India for the first-time ever, capturing a combined share of 30%,

Xiaomi grabbed the top spot in the second quarter (Q2) of 2019 with a 28% share as smartphone shipments in India grew to 37 million units, setting a second-quarter shipment record. Samsung's shipments declined by 7% YoY, but, it has shown 30% growth QoQ driven by refreshed A series and M series.

01/08/2019

01/08/2019

01/08/2019

31/07/2019

31/07/2019