China Mobile will stop selling the new iPhone 15? Note that this is a fake message [attach competitive analysis of smartphone industry]

Source: Photographic Network

"China Mobile will stop selling the new version of iPhone15", "the national team has taken the initiative, and China Mobile will stop selling the new version of iPhone15"... Recently, it has been widely reported that China Mobile will stop selling iPhones on several social platforms, and Apple may not continue to sell iPhone15 under contract.

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On September 7, China Mobile Group refutes rumors online, and the above information is false , for the iPhone 15 that Apple may soon release, China Mobile will continue to cooperate in sales.

As one of the largest mobile communication operators in China, China Mobile has a large user group and extensive market coverage. It plays an important role in the smartphone market. China Mobile's actions in the smartphone market not only reflect the needs of users, but also reflect its keen insight and adaptability to market competition. This plays an important role in guiding the pattern and trend of smartphone competition.

Apple's average sales price ranks first among the five brands

According to Counterpoint statistics, the global mobile phone market revenue in the third quarter of 2022 will be about $100 billion, of which the revenue scale of Apple brand will account for 42%; Combined with the third quarter sales of TOP5 brand released by Counterpoint, the average sales price of each brand product is calculated. In the third quarter of 2022, the average sales price of Apple brand will reach 861 US dollars per set, while the average sales price of VIVO brand will only be 192 US dollars per set. Apple brand premium is high.

Apple vs Huawei Sales Channel Layout

Apple's offline sales channels are divided into three categories: independent distributors, large-scale retailers and general retailers. The three categories of sales channels ensure that Apple products are distributed throughout the country, while Huawei's offline sales mainly rely on its own offline stores, In offline sales channels, Apple is a little better. On the level of online sales channels, Apple only needs to focus on cooperation with businesses in the platform to layout its own Apple products, but the official flagship store is only set up by JD. Huawei's online layout follows the principle of "multi-point flowering". It has set up flagship stores on all platforms and its own online shopping mall outside the official website In terms of online channel layout, Huawei is slightly better.

Five brands become important players in the global smartphone market

After years of competition, the global smartphone market is mature and highly concentrated. At present, major players in the global market include Apple, Samsung, Xiaomi, OPPO and VIVO. In the third quarter of 2022, the market share of TOP 5 enterprises will reach 80%.

CITIC Research News In the research paper, he said that he would be optimistic about the bottom recovery of the smartphone industry. On the one hand, Android brand is gradually ushering in the release of flagship models in autumn. On the other hand, demand is expected to gradually recover driven by new products.

Ping An Securities According to the research report, the current smart phone industry chain is actively promoting inventory reduction, and the consumption level of the demand side is also gradually recovering. The overall smart phone industry will show a weak recovery trend in 2023. Considering the increase of 5G penetration rate and the arrival of mobile phone consumption peak season in the second half of the year, the prosperity of the smartphone industry is expected to usher in marginal improvement.

Prospective Economist APP Information Group

For more research and analysis of this industry, please refer to the Analysis Report on Market Demand Forecast and Investment Strategic Planning of China's Smartphone Industry issued by the Prospective Industry Research Institute

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