Analysis of the current situation of mobile phone industry

General situation of global mobile phone market development

1. The development of global mobile phone industry: Now is the era of smart phones.

The concept of mobile phone appeared as early as 1930s, when Bell Laboratories, the largest communication company in America, began trial production. 1930, Bell Laboratories manufactured the first so-called mobile phone. But because of its large size, researchers can only put it on the shelf in the laboratory, and people will gradually forget it. 1973 in April, marty cooper, an engineer and technician of the famous American Motorola Company, invented the world's first civil mobile phone. After that, mobile phones have developed all the way to the present society. At this stage, the global mobile phone industry has entered the era of 4G smart phones, and many countries have begun to deploy 5G or even 6G mobile communication technologies.

2. Distribution of global mobile phone industry: the United States has shifted to the Asia-Pacific region.

Globally, the global mobile phone industry chain is mainly distributed in the United States, South Korea, Japan, China and other places. Among them, the United States takes brand and technology as the core, South Korea and Japan take core components and technology as the advantages, and China is the most perfect market in the global mobile phone industry chain. The first stage of the global mobile phone industry transfer path is from the United States, South Korea, Japan and other developed countries to China, mainly because the labor cost in China is relatively low and the labor supply in developed countries is sufficient; Second, the demand market in China is relatively large. Considering all aspects of production and sales, direct planning of production capacity in China can maximize profits. Third, the assembly and non-core parts will be transferred to other countries, and the local countries will concentrate manpower and funds on innovative research and development to promote the sustainable development of enterprises.

Analysis on the Supply Situation of Global Mobile Phone Industry

1, global smartphone supply analysis: 202 1 year-on-year growth in the second quarter 13.2%.

Smart phones are the mainstream products in the global mobile phone market at present, so the shipments of mobile phones counted by major institutions are mainly smart phones. According to the report on the global smartphone market in 2020 released by IDC, a world-renowned research institution, the total shipments were 65.438+29.2 million units, down 5.8% compared with the same period in 2065.438+09. The main reason is that the mobile phone shipments in China market, which accounts for more than a quarter of the global mobile phone market, are declining, and the market fatigue is worrying. By the end of the second quarter of 2002/kloc-0, global smartphone shipments were 3130,000 units, up by 13.2% year-on-year. IDC reports that the improvement of communication infrastructure in the future will accelerate the demand for global smartphone shipments.

2. Global smartphone product type analysis: Android and iOS "divide the world"

According to statistics, the proportion of operating systems in the global mobile phone industry varies between 20 1 1-20 12. Prior to this, the operating systems of the global mobile phone industry were mainly Symbian OS, iOS and other types of operating systems. After that, the operating system of the global mobile phone market showed obvious competition between Android and iOS. The market share of Android system will be 73. 1% in 2020, 72.23% in 2026.5438+0 and 65.438+0-July; The market share of iOS system in the global market remains between 19%-30%, and the market share is stable.

Demand analysis of global mobile phone industry

1. Global mobile phone users: In 2020, the global mobile phone users will reach 4.78 billion, accounting for 6 1.65% of the total population.

According to the statistics of Bankmycell, from 20 16 to 202 1 year, the total scale of global mobile phone users showed a steady upward trend year by year, and the annual growth rate basically remained above 2%. In 2020, the number of global mobile phone users will be 4.78 billion, up by 2. 14% year-on-year, accounting for 6 1.65% of the global population.

2. Global smartphone users: 3.5 billion in 2020, with a penetration rate of 73.22%.

According to the statistics of Bankmycell, from 20 16 to 202 1 year, the total size of global smartphone users showed a steady upward trend, and the smartphone penetration rate also showed an upward trend year by year. In 2020, there will be 3.5 billion mobile phone users in the world, the penetration rate of smart phones will be 73.22%, and it will be 3.8 billion in 20021year, with a penetration rate of 77.87.

3. Analysis of smartphone penetration rate in different countries: European and American countries generally rank higher.

According to the statistics of Newzoo, as of July, 20021,China had the largest number of smartphone users in the world, but the smartphone penetration rate was only 59.9%, followed by India, with 350 million smartphone users and 25.3% smartphone penetration rate. Britain is the country with the highest smartphone penetration rate in the world, with a smartphone penetration rate of 82.9% and 56 million smartphone users, followed by the United Arab Emirates, with a smartphone penetration rate of 8.2 1% and only 07.8 million smartphone users.

Note: As of July 202 1.

Note: As of July 202 1.

Analysis on the price trend of global mobile phone industry: except for Latin America, prices in other regions have increased.

Counterpoint's latest report shows that in 2020, affected by the COVID-19 epidemic, global smartphone shipments dropped sharply. However, the average selling price (ASP) of the global smartphone market has increased by 10%. Among them, the average selling price in Asia-Pacific, China, Europe, Middle East, Africa and North America will increase by 65,438+00% in 2020. On the contrary, the average selling price in Latin America has dropped by 5%.

Note: Asia-Pacific region does not include China.

Market size analysis of global mobile phone industry: in 2020, it will exceed 700 billion US dollars.

According to the statistics of Newzoo, the global mobile phone users will show a continuous upward trend from 20/kloc-0 to 6-2020, and the mobile phone users in China will also show an upward trend year by year. Combining the two, the global proportion of mobile phone users in China is calculated, and the global mobile phone market scale is obtained by this proportion. The data shows that the global mobile phone market scale showed a downward trend from 20 16 to 20 19, and picked up in 2020. In 2020, the global mobile phone industry market will be about 729.5 billion US dollars, with a year-on-year increase of 12. 12%.

Note: The calculation of market size is affected by the exchange rate, which may have errors with the actual situation, for reference only!

—— The above data refer to the Analysis Report on Market Foresight and Investment Forecast of China Mobile Phone Industry by Forward-looking Industry Research Institute.