Puna: Silicon Valley Analysis Lion
Ma ka lā 30 ʻApelila, e like me ka hōʻike hou loa mai ka noiʻi counterpoint, kahi hui noiʻi mākeke, hāʻule ka kūʻai ʻana o ke kelepona ʻo Kina i 22% i ka hapaha mua, kahi hāʻule ʻole.ʻO ka laha ʻana o ka maʻi ahulau New Crown i koi aku ai i ka ʻāpala, ka millet a me nā mea hoʻohana ʻē aʻe e pani i nā hale kūʻai, a ua hoʻokau i nā bottlenecks a puni ka ʻāina.
Hōʻike ka hōʻike ʻo Huawei wale nō ka mea hana kelepona i loaʻa i ka ulu kūʻai ʻana i ka hapaha mua, piʻi 6% a 28,7 miliona mau ʻāpana, ʻoi aku ma mua o ka hui pū ʻana o ka lua a me ke kolu vivo a me OPPO (he emi ʻana o 27%, a hoʻokahi hāʻule kekahi. e 30%), ʻoiai ke kūʻai aku nei ʻo Xiaomi i ka 35%, ʻo ka lalo o nā ʻelima kiʻekiʻe.
Manaʻo ʻo Counterpoint i kēlāAppleUa hāʻule ke kūʻai aku o iPhone ma kahi o 1% ma hope o ka nānā ʻana i ke kūʻai aku a me ka neʻe ʻana;ʻoi aku ka kokoke o ka ʻikepili i nā mea kūʻai maoli ma mua o ka hoʻouna ʻana a i ʻole ka hana ʻana.
Ua kiʻekiʻe ka mākeke o Huawei ma Kina
Ma ke ano o ka mahele makeke,Huawei(me ka Glory) kelepona hele i hiki i ka hou kiʻekiʻe i loko o Kina ka māhele kuai, e piʻi ana i ka aneane 40% (ʻoiaʻiʻo 39%), he piʻi o 10% mai ka manawa like i ka makahiki i hala (he 2% hoʻonui mai ka hapaha ʻehā o makahiki i hala) ), Oiai na mahele makeke pili ovivoaOPPOʻO 18% a me 17% kēlā me kēia, ua emi nā mea ʻelua ma 2% i hoʻohālikelike ʻia me ka manawa like o ka makahiki i hala.
AppleaXiaomiʻO ka ʻehā a me ka ʻelima, ʻo ia hoʻi, he 10% ka māhele mākeke, a ʻo ka mea ʻē aʻe he 9%, a mai ke ʻano o ka mākeke Kina o kēia manawa,Huawei + vivo + OPPO + Apple + Xiaomi, ʻO nā mea hana nui ʻelima no 93%, ua hoʻoikaika hou ʻia ke kūlana monopoly, kahi mea paʻakikī i nā mea hana e like meMeizuaSamsunge hoouka kaua hou.
Ua haʻi ʻo Counterpoint analyst ʻo Ethan Qi i ka hoʻokūkū hoʻokūkū o nā mea hana kelepona i ka wā o ke ahulau:AppleaHuaweiUa hoʻonui ka hui i kā lākou māhele mākeke.HuaweiUa hoʻonui ʻia ke kūʻai aku ʻana o ka atamai ma 6% makahiki-ma-makahiki, aiPhonehāʻule nā kūʻai aku ma ka 1% wale nō, ʻoi aku ka nui o ka mākeke holoʻokoʻa i ka hapaha mua o 2020.
Hoʻopaʻa paʻa ʻo iPhone 11 i ka wahi kiʻekiʻe ma ka papa inoa o nā hiʻohiʻona kūʻai maikaʻi loa
Hoʻouna pū ʻia ka hōʻike a Counterpoint i nā hiʻohiʻona wela, e like me kaiPhone 11ʻo ia ka mea kūʻai maikaʻi loa i nā kumu hoʻohālike akamai i ka hapaha mua, a aia ma ka papa inoa o nā kumu kūʻai maikaʻi loa o Kina no ʻehiku mau mahina.ʻOiai ka pani ʻana oApplehale kūʻai ma Kina i Pepeluali, hiki i nā mea kūʻai ke kūʻai aku i nā iPhones ma ka pūnaewele.AHuaweiuhi i ka pae komo a hiki i nā māhele mākeke kiʻekiʻe.keia hapaha,Huawei Mate 305G, Mate30 Pro5G, Huawei Nova6 5G a meHANOHANOʻO 9X nā kumu kūʻai maikaʻi loa.
Ke kaulana o kaiPhone 11pili i kona kumukūʻai pili (ʻoi aku ka liʻiliʻi o hoʻokahi tausani yuan ma mua o kaiPhone XRi ka hoʻomaka ʻana o ka hoʻokuʻu ʻana), a me nā ʻoki kumukūʻai ma hope.I mea e hoʻoulu ai i ka mākeke, nā ala pūnaewele oAppleua hoʻomaka nā huahana e ʻoki i nā kumukūʻai.Hoʻohālikelike ʻia me ke kumukūʻai oApple'o ka punaewele oihana, kaiPhone 11ʻO nā moʻolelo ma nā paepae e like me Jingdong, Taobao, a me Suning he ʻokoʻa nā ana hoʻemi kumu kūʻai, a ʻo ke kiʻekiʻe kiʻekiʻe o ka hoʻemi ʻana ua hiki i 1600 yuan.
Ke kokoke mai nei nā kelepona paʻalima 5G i ka mākeke Kina
Ua hōʻike nā mea loiloi Counterpoint i loko o 6 mau mahina ma hope o ka hoʻolaha ʻana o 5G ma Kina, ua ʻoi aku ka nui o ke komo ʻana o ke kūʻai aku ʻana o 5G kelepona ma mua o 15% i ka hapaha mua o 2020.Huaweiua hāʻawi aku ma mua o ka hapalua o ka huina kūʻai o nā kelepona paʻalima 5G i ka hapaha mua, a ukali ʻia evivo, OPPOaXiaomi.
I ka hapaha mua o 2020, ua hoʻolaha nā mea kūʻai he nui i nā kelepona paʻalima 5G me nā kumukūʻai ma lalo o $ 400, e like me Vivo Z6 5G, Xiaomi K30 5G, realme X50 5G a me ZTE AXON 11 5G.Manaʻo ʻia ma ka hopena o 2020, ʻoi aku ka nui o nā kelepona 5G ma mua o 40% o ka nui o ke kūʻai aku ʻana o nā kelepona ma Kina.
Ma mua o kēia, ua hōʻike ʻia kahi hōʻike hou mai Strategy Analytics, kahi hui noiʻi mākeke, ua piʻi ka hoʻouna ʻana o nā kelepona 5G honua i 24.1 miliona mau ʻāpana i ka hapaha mua o 2020, a ʻoi aku ka kiʻekiʻe o ka noi ma ka mākeke Kina ma mua o ka mea i manaʻo ʻia.I ka helu ʻana o nā hoʻouna kelepona kelepona ʻo 5G i ka hapaha mua o kēia makahiki,Samsung, Huawei(me ka hanohano) avivoi koho ʻia i nā ʻekolu kiʻekiʻe, e pili ana i nā moku kūʻai o 8.3 miliona mau ʻāpana, 8 miliona mau ʻāpana a me 2.9 miliona mau ʻāpana i kēlā me kēia, kikoʻī i nā kelepona kelepona 5G honua Ma ke ʻano o ka māhele mākeke,SamsungʻO ia ka mea mua, helu no 34.4%, ʻoiai nā mea hana nui ʻehāHuawei(meHanohano), vivo, XiaomiaOPPOhelu no 33.2%, 12%, 10.4% a me 5%..
I kēia manawa, manaʻo nui ka poʻe loiloi ʻoihana ʻoiai ke hoʻomau nei ka ʻoihana hoʻokele waiwai o Kina, ke manaʻo ʻia nei e ulu nui nā moku 5G i kēia mākeke e 2020.
Ka manawa hoʻouna: Mei-15-2020