Huawei‘s smartphone shipments in 2018 exceeded 100 million in advance in July, two months ahead of September 2017. The main growth momentum includes an increase in the number of iPhone users from Apple and the expansion of Huawei. The market is well-established, and the annual sales of mobile phones will challenge 200 million. As the momentum of Huawei’s smartphone market continues to increase, orders from supply chain operators such as Da Liguang, Yujingguang, and TSMC have followed suit and stabilized supply chain confidence in the second half of the year.
Yu Chengdong, CEO of Huawei’s consumer business, pointed out that as of 2018, Huawei’s global shipments of smartphones have exceeded 100 million, and the annual mobile phone sales will challenge 200 million important levels. Supply chain operators expect that Huawei will have the opportunity to leap into the world‘s second-largest smartphone factory. The threat of mobile phones, Apple and Samsung Electronics" target="_blank">Electronics (SAMSUNG ELECTRONICS) has increased dramatically as Huawei’s mobile phone shipments catch up.
Supply chain operators said that as the domestic mobile phone market began to show signs of slowing down, the leading brands of mobile phone brands such as Huawei, Xiaomi, Vivo and Oppo have accelerated their reach to overseas markets in order to develop new growth fertile soil and growth momentum. Bobo‘s fierce channel propaganda and specification warfare. In 2018, Huawei, Xiaomi, Vivo, and Oppo made great gains in the overseas mobile phone market.
Supply chain operators believe that mobile phone brand customers usually re-evaluate the annual mobile phone shipment target in the third quarter of each year, and adjust supplier orders. Due to the recent good market sentiment, both mobile phone brand customer orders can be more stable. Among them, Huawei, the indicator player of the non-Ping mobile phone camp, has appeared on the scale of the revised order, which has greatly increased the confidence of relevant supply chain operators.
The industry expects that the industry’s traditional peak season effect in the third quarter is expected to be fermented, especially for mobile phone brands such as Huawei, Xiaomi, Vivo and Oppo. With the advantage of home market in the domestic market and a strong purchasing economy, it is expected to be in the global mobile phone market. Kill a bloody road. Among them, although Huawei is unfavorable in the US market, it is still actively sprinting its mobile phone sales volume, launching more affordable models, and launching firepower to attack India and other overseas markets, causing crowding out effects for second- and third-tier mobile phone operators.
The strength of the global mobile phone market is becoming more and more distinct, showing the trend of stronger and weaker. The global market share of mobile phones is gradually concentrated in the leading group, making it more and more difficult for second- and third-line mobile phone brands to turn over. From the product side, the new machine launched by the second and third-line mobile phone manufacturers is difficult to compete with the leading group in hardware specifications, innovation and cost, which is not conducive to market expansion.
Therefore, whether the supply chain industry can follow the mobile phone brand customers and catch up with the leading group of shipments will be a follow-up operation. Looking forward to the market prospects in the third quarter, Da Liguang CEO Lin En said that the current production capacity is full, and the mobile phone brand customers are in line with expectations. From the grasp of the order visibility, the trend will be on a monthly basis from June to August. As for the current stage in September, I still can’t see it.