Since the beginning of this year, the production performance of smart phones has been even weaker, with the global output reaching only 310million, a quarter decrease of 12.8%. Compared with the same period of last year, the active layout strategy adopted by the brand due to the concession of Huawei's market share is quite different, and the annual decline rate of output is as high as 10.1%. On June 1, Jibang consulting estimated that the global production of smart phones in the second quarter was about 309million, about the same as that in the first quarter. However, it is not ruled out that there is still a possibility of downward adjustment in the following quarter.
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In the first quarter, the market share of the world's top five brands was 78%. Due to the supply relief of 4G low-end processor chips and the listing of Samsung S22, Samsung's production in the first quarter reached 73.8 million, ranking first in the world. In terms of development in the second quarter, Samsung's main production bases are located in Vietnam and India, and its market share in China is only 1%, which is not affected by changes in China's supply chain and market demand.
Apple benefits from iphone The 13 series continued to sell well with the help of iPhone Se3. In the first quarter, the production reached 60million pieces, achieving the best performance over the same period of the previous year, with an annual growth of 11.1%. Since the second half of 2021, China's smart phone market has started to show signs of weakness, making the quarterly production planning of Xiaomi (including redmi, poco, black shark), oppo (including realm, oneplus) and vivo (including iqoo) more cautious. In the first quarter, the production of Yisheng was 44.5 million, 40.5 million and 23.5 million respectively.