中國市場:

In Q3 2023, smartphone sales in China declined 3% YoY in a sign the market could be closer to bottoming out.

2023年第三季度,中國智能手機銷量同比下降3%,這表明市場可能正接近觸底。

Huawei was the big winner, growing 37% YoY on the back of the newly launched Mate 60 series, which is powered by its SoC Kirin 9000S. Major OEMs’ performance varied significantly YoY, which resulted in market ranking changes. HONOR took the top spot as vivo and OPPO lost significant ground. Apple lost share

華為是大贏家,同比增長37%,得益于新發布的Mate 60系列,這款手機搭載自家芯片麒麟9000S。除華為外,主要手機廠商的表現與去年同期相比差異顯著,導致了市場份額排名的變化。榮耀奪得第一名,而vivo和OPPO大幅喪失份額。蘋果的市場份額有所下滑。

During Q3 2023, the performance of most leading OEMs except Huawei was lackluster. On the back of the Kirin SoC’s return, Huawei launched the Mate 60 Pro suddenly at the end of August. It has made a huge splash in the market, contributing big to Huawei’s smartphone sales growth of 37% YoY in Q3 2023. Huawei is striving to ramp up production to catch up with the demand.

在2023年第三季度,除華為外,大多數主要手機廠商的表現不佳。憑借麒麟芯片的回歸,華為在8月底突然發布了Mate 60 Pro,在市場上引起了巨大反響,大大推動了華為在2023年第三季度智能手機銷量同比增長37%。華為正努力增加產量以滿足市場需求。

HONOR led the market with an 18.3% share largely driven by the newly launched HONOR X50 and HONOR 90. xiaomi increased YoY on the back of strong sales of the Redmi K and Note series driven by competitive promotional prices.

榮耀以18.3%的市場份額領跑中國市場,主要得益于新近推出的榮耀X50和榮耀90。小米憑借紅米K系列和Note系列的強勁銷售,同筆實現了增長,這主要是由于其具有競爭力的促銷價格。

OPPO, vivo and Apple all experienced double-digit decreases in sales. Lam said, “iPhone sales declined as some demand for older models was fulfilled in Q1 and Q2 2023 due to earlier-than-expected price cuts by channels. This was compounded by initial supply constraints faced by the iPhone 15 series, which resulted in lower sales compared to the iPhone 14 series for the launch period. However, traditional offline dominators OPPO and vivo were impacted by weaker spending in Tier 2 and lower cities, as well as being slightly less aggressive in promotions than HONOR and xiaomi.”

OPPO、vivo和蘋果的銷售都出現了兩位數的下滑?!坝捎谇捞崆敖祪r,一些對舊款iPhone的需求在2023年第一季度和第二季度得到了滿足,再加上iPhone 15系列初期面臨供應限制,導致其發布期間的銷量低于iPhone 14系列。傳統線下市場霸主OPPO和vivo受到二線及以下城市消費能力減弱的影響,以及他們在促銷活動上相較榮耀和小米稍顯保守?!?/b>

During the quarter, sales of foldable smartphone models continued to grow. The OPPO Find N2 Flip remained the top-selling clamshell-type foldable, while the HONOR Magic V2 ranked first among book-type models.

本季度,折疊屏智能手機銷量持續增長。OPPO Find N2 Flip仍然是最暢銷的翻蓋式折疊手機,而榮耀Magic V2是向內折疊手機的第一名。
全球市場:

Global smartphone sell-through volumes fell 8% YoY in Q3 2023, the ninth consecutive quarter to record a decline, but grew 2% QoQ, according to the latest research from Counterpoint’s Market Pulse service. Volumes declined YoY largely due to slower than expected recovery in consumer demand.

2023年第三季度全球智能手機出貨量同比下降8%,這是連續第九個季度下降,但環比增長2%。銷量同比下降主要是由于消費者需求恢復速度慢于預期。

Samsung continued to lead the global market, capturing a fifth of the total sales in Q3. Apple came in second with a 16% market share despite the limited availability of iPhone 15 series, which has been received well so far.

三星繼續領跑全球市場,在第三季度占銷量的五分之一。蘋果以16%的市場份額位居第二,盡管iPhone 15系列供應有限,但至今反響良好。
原創翻譯:龍騰網 http://www.ribblestockfxtrade.com 轉載請注明出處


xiaomi, OPPO and vivo rounded off the top five, with the three recording YoY declines. In Q3, all these brands worked towards strengthening their positions in key markets like China and India, while continuing to slow down expansionary efforts in overseas markets.

小米、OPPO和vivo緊隨其后,三家企業均出現同比下滑。在第三季度,這些品牌都在努力鞏固它們在中國和印度等關鍵市場的地位,同時繼續放緩在海外市場的擴張步伐。

HONOR, Huawei and Transsion Group gained share and were among the only brands to record YoY growth in Q3. Huawei grew driven by the launch of the Mate 60 series in China, while HONOR’s growth was led by strong overseas performance. Transsion brands continued to expand while also benefiting from the recovery in the Middle East and Africa (MEA) market.

榮耀、華為和傳音是少數幾家在第三季度實現同比增長并獲得更多市場份額的品牌。華為的增長得益于Mate 60系列在中國的發布,而榮耀的增長則主要由其海外表現強勁所驅動。傳音品牌持續擴張,并從中東和非洲市場的復蘇中受益。