CINNO Research: Apple’s sales in September increased by more than 30% year-on-year; glory ranks third
On October 30th, CINNO Research’s monthly monitoring data of the Chinese smartphone market showed that the sales of TOP 5 smartphones in September decreased to varying degrees from the month-on-month period in August. Only Apple thrived, with a year-on-year increase of more than 30%. However, overall, there was a significant increase year-on-year compared with last year, and only Xiaomi dropped 12.3% year-on-year.
At the same time, the largest month-on-month decline was the thousand yuan machine. This gear is dominated by Xiaomi, mainly due to the lack of new models on the market recently; the largest month-on-month reduction is 1-3K mid-to-low-end smartphones. This gear is the main contributor to domestic sales. In the military, the overall decline in sales is particularly evident in this gear.
CINNO Research believes that, on the one hand, because the market is waiting for the release of new phones in the third quarter, the market is holding a wait-and-see attitude towards Android phones, and consumer demand has been delayed; on the other hand, due to the high base of the same period brought about by the rapid market recovery after the epidemic last year. along withAppleNew productiPhoneThe 13 series and other new Android phones have been launched one after another, superimposed on the arrival of the “11·11” promotion season, and the fourth quarter is expected to reach the peak of annual sales.
The agency expectsHuaweiWith continued restrictions and the launch of models that other brands cannot compete with, with the long-standing brand appeal, the iPhone 13 series will drive Apple to gain more high-end market share. “In 2021, Apple’s share of the domestic high-end smartphone market above 5K is expected to reach 70%. Although other Android brands are also working on the high-end market, they still cannot threaten Apple.”
In addition, from the quarterly data,gloryIn the third quarter, sales of about 12 million units achieved a quarter-on-quarter increase of 113%, with the main contribution coming from the Honor 50 series and Magic 3 series.
It is reported that Honor has achieved positive growth for two consecutive months starting from July and August. Although the month-on-month decline in September, it turned positive year-on-year, ranking third in the domestic smartphone sales ranking for three consecutive months.
OPPO still ranks first in sales in the domestic smart phone market,aliveSales still ranks second. Among them, OPPO (includingRealme) Approximately 19 million units in the third quartercell phoneSales ranked first, basically the same as in the second quarter; vivo (including iQOO) ranked second with about 18 million mobile phone sales in the third quarter, a slight increase of 1.6% from the previous quarter.
Xiaomi returned to the market with the MIX 4 series, and its new model 11 Pro/11 Ultra in 2021 is positioned at a price above 5K yuan. Xiaomi currently ranks third in the high-end market share. In September, Xiaomi’s sales fell 12.3% month-on-month. Based on the overall data for the third quarter, Xiaomi’s sales of approximately 11 million mobile phones fell 10.2% month-on-month. (Proofreading|Nissin)