IDC：IDC中国智能手机行业市场简报：科技投资者沙龙（31页）.pdf

1、Jan. 2022IDCIDC中国智能手机市场简报科技投资者沙龙2 IDC |整体市场概况国内市场竞争-高端市场海外市场竞争-高端市场折叠屏rQoQoMqOnRuMtRoNvMzRvMbRaOaQpNrRsQtRkPpPmNkPqRnR8OmMzQuOmPqPwMnMmR3 IDC |9174628078707369708125771713911-3.6%-15.6%-20.3%-10.3%-14.3%0.3%29.6%-10.3%-4.7%AndroidiOSYoY Growth RateApple连续高速增长，带动大盘降幅略有收窄，安卓平均单价开始下滑China Smartphone Sh

2、ipments （ Unit: Million ）China Smartphone ASP Trend (CNY）2,086 2,347 2,358 2,706 2,470 2,337 2,649 2,548 2,450 6,176 6,437 6,266 6,019 5,544 7,150 7,093 6,720 7,342 2,420 2,935 2,654 2,981 2,724 3,267 3,327 3,048 3,086 1,500 2,500 3,500 4,500 5,500 6,500 7,50019Q3 19Q4 20Q1 20Q2 20Q3 20Q4 21Q1 21Q2

3、21Q3AndroidiOSTotalYoY2019Q32019Q42020Q12021Q32020Q32020Q42021Q12021Q22021Q3Android-4.3%-18.2%-20.9%-11.9%-14.4%-5.5%18.8%-13.8%-9.6%iOS5.6%4.8%-12.2%11.6%-13.1%34.7%160.7%29.2%49.7%安卓阵营OPPO，Xiaomi，Huawei，OnePlus拉动平均单价环比下滑。iPhone 13系列Pro、Max版本占比相比去年同期更高，“低价策略”也促进了更高版本市场表现。4 IDC |线上渠道天花板难以突破，安卓市场高端产品

4、促销季大幅降价拉高线上平均单价38.7%33.5%32.7%31.0%29.5%33.0%30.9%61.3%66.5%67.3%69.0%70.5%67.0%69.1%2020Q12020Q22020Q32020Q42021Q12021Q22021Q3China Overall smartphone channel trend，20Q3 21Q32,393 2,688 2,478 2,262 2,609 2,648 2,362 2,338 2,714 2,463 2,368 2,664 2,504 2,486 2,000 2,100 2,200 2,300 2,400 2,500 2,600

5、 2,700 2,8002020Q12020Q22020Q32020Q42021Q12021Q22021Q3OnlineOfflineChina Overall smartphone market ASP trend (CNY)2,939 3,117 2,792 3,345 3,523 3,311 3,118 2,475 2,913 2,689 3,233 3,245 2,919 3,072 2,000 2,200 2,400 2,600 2,800 3,000 3,200 3,400 3,6002020Q12020Q22020Q32020Q42021Q12021Q22021Q3China A

6、ndroid smartphone market ASP trend (CNY)5 IDC |5.5, (-35.6%) 44.9, (-26.6%) 65.9, (13.4%) 30.3, (-16.9%) 29.4, (28.9%) 16, (2.1%) 19.1, (-22.2%) 19.5, (149.6%) 15.3, (277%) $100 $100200 $200$300 $300$400 $400$500 $500$600 $600$800 $800$1000 $1000+China Smartphone Shipments by price band，2021 vs. 202