全球智能手机行业市场前景及投资研究报告-外文版培训课件小米SU7oppovivo

DIGITAL

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TRENDSSmartphonesCHAPTER

01OverviewRevenueoftheconsumerelectronicsmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueoftheconsumerelectronicsindustryworldwide2018-20281,4001,2001,0008006004002000201820192020202120222023202420252026202720283Description:Theglobalrevenueintheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal130.4billionU.S.dollars(+12.46percent).Afterthefourthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.2trillionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenueoftheglobalconsumerelectronicsmarketin2023,bysegment(inbillionU.S.dollars)Consumerelectronicsmarketrevenueworldwide2023,bysegmentRevenueinbillionU.S.dollars050100150200250300350400450500498.32550TelephonyComputing314.76TV,Radio&MultimediaGamingEquipmentTVPeripheralDevicesDrones190.4932.8911.123.994Description:Concerningthesixselectedsegments,thesegmentTelephonyhasthelargestrevenuewith498.32billionU.S.dollars.Contrastingly,Dronesisrankedlast,with3.99billionU.S.dollars.Theirdifference,comparedtoTelephony,liesat494.33billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsGlobalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*5Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerSmartphonerevenuesworldwidefrom2011to2023(inbillionU.S.dollars)Smartphonerevenuesworldwide2011-2023500448.0845040035030025020015010050418.88410.09411.89404.6391.84381.72367.18359.37325.53284.51232.01161.06201102012201320142015201620172018201920202021202220236/statistics/687476/global-smartphone-revenuesBetween2011and2023,theglobalsmartphonemarketrevenuegenerallyincreased.In2022and2023,thesmartphonemarketworldwideexperiencedadecrease,withitssizegoingfromover448billionU.S.dollarstoaround412billionU.S.dollars.ReadmoreNote(s):Worldwide;2011to2023Source(s):CounterpointResearchGlobalsmartphoneshipmentsfrom2009to2023(inmillionunits)Globalsmartphoneunitshipments2009-20231,6001,473.4

1,465.51,437.21,404.91,372.61,354.81,4001,2001,00080060040020001,301.71,281.21,205.51,166.91,018.7725.3494.52011304.72010173.520092012201320142015201620172018201920202021202220237Description:In2023,thetotalamountofsmartphoneshipmentsreached1.17billionunitsworldwide.ReadmoreNote(s):Worldwide;2009to2023Source(s):IDCSmartphoneshipmentsworldwidefrom4thquarter2009to1stquarter2024(inmillionunits)Globalsmartphoneshipmentsbyquarter2009-20245004504003503002502001501005008Description:Smartphoneshipmentsincreasedfromthefirstquarterof2023tothefirstquarterof2024.However,atabout289.5millionunits,thisnumberwasadecreasecomparedtothejustaroundalmost362millionunitshipmentsrecordedinthefourthquarterof2023.ReadmoreNote(s):Worldwide;4thquarter2009to1stquarter2024Source(s):IDCCHAPTER

02CompaniesGlobalsmartphoneshipmentsfrom2007to2023,byvendor(inmillionunits)Smartphoneunitshipmentsworldwide2007-2023,byvendorSamsungAppleHuaweiOPPOXiaomiNokiaHTCRIMLGLenovovivoTranssionOthers1,6001,4001,2001,00080060040020002007200820092010201120122013201420152016201720182019202020212022202310Description:Overall,smartphonemanufacturersshipped1.17billionsmartphonesaroundtheworldin2023.Appleledallsmartphonemanufacturerswith234.6millionunitsshippedworldwide,followedbySamsungwith226.6millionunits.ReadmoreNote(s):Worldwide;2007to2023Source(s):Gartner;IDCSmartphoneshipmentsbyvendorworldwidefrom4thquarter2009to1stquarter2024(inmillionunits)Globalsmartphoneshipmentsbyvendor2009-2024AppleSamsungXiaomiOPPOvivoZTE*Nokia**Huawei*LG*Sony*RIM*HTCLenovo*TranssionOthers50045040035030025020015010050011Description:Inthefirstquarterof2024,Samsungwastheleadingsmartphonevendorworldwide,shippingaround60millionunits,whileApple'stollreachedcloseto50millionunits.Totalshipmentsinthefirstquarterof2024millionunitsamountedtoalmost290millionunits.ReadmoreNote(s):Worldwide;Q42009toQ12024;*Thesourcedoesnotprovideinformationforeveryquarter.**ThefiguresforQ32012toQ32013weretakenfromNokia'sinterimreports.

ReadmoreSource(s):IDCGlobalsmartphoneshipmentsmarketsharebyleadingvendorsfrom2014to2022Globalmarketshareofsmartphonevendors2014-2022SamsungAppleHuaweiOPPOXiaomiVivoLenovo-MotorolaOthers120%100%80%60%40%20%0%28.5%31.1%34.3%36%38.7%40.6%42.5%44.9%4.8%29%9.6%14%8.8%8.1%8.3%8.2%9%11%9%5.1%2.7%5%8.4%6.1%7.8%7.2%4.8%2.8%5.7%9.3%12.7%14%5.8%15%7.4%11.1%14.4%14.4%10.1%18.7%16.1%17%14.5%14.3%16%16.8%24.7%201422.2%201521.1%201720.9%201921.7%202220.8%201620.3%201820%20%2020202112Description:Apple'sglobalsmartphonemarketsharebasedonshipmentshasremainedrelativelystablebetween2014and2022.Samsung,ontheotherhand,hasfluctuated,whereasXiaomihasincreasedtheirsmartphonemarketsharebynearly10percentagepointssince2014andnowstandsasthethirdlargestglobalsmartphonevendor.ReadmoreNote(s):Worldwide;2014to2021Source(s):StrategyAnalyticsGlobalsmartphonemarketsharefrom4thquarter2009to1stquarter2024,byvendorQuarterlysmartphonemarketshareworldwidebyvendor2009-2024SamsungHuawei*AppleXiaomi*OPPOLG*Lenovo*ZTE*vivoSony*RIM*HTC*Nokia*TranssionOthers100%90%80%70%60%50%40%30%20%10%0%Q4

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'2313/statistics/271496/global-market-share-held-by-smartphone-vendors-since-4th-quarter-2009Samsungheldthelargestsliceoftheglobalsmartphonemarketbyshipmentsduringthefirstquarterof2024,followedbyApple.Xiaomihastakenatightgriponthethirdposition,accountingforamarketshareof14inthefirstquarterof2024.ReadmoreNote(s):Worldwide;Q42009toQ12024;*Thesourcedoesnotprovideinformationonthemarketshareineveryquarter.

ReadmoreSource(s):IDCManufacturers/brands'shareofsmartphoneproductionvolume(units)worldwidefrom2015to2023Globalsmartphoneproductionvolumeshare2023,bybrandSamsung3.5%AppleHuaweiOPPOBBK/vivoXiaomiLenovoLGTCLZTETranssion90%80%70%60%50%40%30%20%10%0%3.4%3.7%5.2%10.3%8.8%3.7%5.5%3.7%12.8%8.4%8.3%9%7%8%12.1%5.4%9.3%9.6%6.4%12.8%7.6%3.7%6%5.2%7.1%7.9%6.6%7.6%7.7%3.6%3.8%8.3%7.2%13.5%10.7%11.9%9.6%10.8%18.2%14.3%13.7%15.1%16%13%18.2%24%24.4%15.3%15.2%23.3%24.7%201522.8%201621.9%201720.4%201820%20%19.4%202219.2%202015.9%20232019202114Description:Appleaccountedforthelargestshareofsmartphoneproductioninthefourthquarterof2023,producingnearlyonequarterofthetotalnumberofsmartphonesmanufacturedduringthequarter.SamsungfollowedclosetoApple,recordingashareofalmost16percentofproductionvolumeduringthisquarter.ReadmoreNote(s):Worldwide;2015to2022Source(s):TrendForceCHAPTER

03OperatingsystemsMarketshareofmobileoperatingsystemsworldwidefrom2009to2024,byquarterMarketshareofmobileoperatingsystemsworldwide2009-2024,byquarterAndroidiOSSamsungWindowsPhoneSymbianOSSeries40(Nokia)74.46%

74.15%BlackBerryOSUnknown/Other90%80%70%60%50%76.18%72.46%72.38%

71.88%71.64%27.71%70.62%70.71%28.54%69.02%68.96%66.29%60.85%51.79%39.26%376.4954%36.37%40%30%32.1%

32.23%24.81%31.22%

31.75%234.8437%

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9.01%

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'242269816Description:Androidmaintaineditspositionastheleadingmobileoperatingsystemworldwideinthefirstquarterof2024withamarketshareof70.7percent.Android'sclosestrival,Apple'siOS,hadamarketshareof28.5percentduringthesameperiod.

ReadmoreNote(s):Worldwide;2012to2024Source(s):StatCounterAndroidOSmarketshareofsmartphonesalestoendusersfrom2009to2023SmartphonemarketshareoftheAndroidoperatingsystem2009-2023100%90%87.4%86.6%85.9%84.8%85.17%83.32%81.61%81.2%80.7%79.9%78.5%80%70%60%50%40%30%20%10%0%66.4%46.66%22.7%20103.9%2009201120122013201420152016201720182019202020212022202317/statistics/216420/global-market-share-forecast-of-smartphone-operating-systemsIn2023,Androidheldanearly80percentshareoftheglobalsmartphoneOSmarket.Android'ssmartphonesaleshasbeendecreasinggraduallysince2019,whenitheldastaggering87percentofthemarket,duetoApple'ssmartphones'increasingshare.ReadmoreNote(s):Worldwide;2009to2023Source(s):IDCMobileAndroidoperatingsystemmarketshareworldwidefromJanuary2018toFebruary2024,byversionMobileAndroidversionmarketshareworldwide2018-20245Lollipop6.0Marshmallow7Nougat8Oreo9.0Pie1011121314Other120%100%80%60%40%20%0%18Description:InFebruary2024,Android13heldthetopspotwithamarketshareof29.16percent,followedbyAndroid12at17.17percent,andAndroid11with16.64percent

ReadmoreNote(s):Worldwide;2018to2024Source(s):StatCounterMobileAppleiOSmarketsharebyversionworldwide2011to2024,byquarterMobileAppleiOSversionmarketshareworldwide2011-202430%25%20%15%10%5%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1'11'11'11'11'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'23'23'2419Description:Apple’siOSmobileoperatingsystemheldaround20.7percentoftheglobalsmartphonemarketshareinthefirstquarterof2024,adecreasefromthepreviousquarterbutamarginalincreasefromthesamequarterinthepreviousyear.ThisisconsistentwithApple'sdistributionpatterninrecentyears,claimingastrongshareofthemarketduringthefourthquarteroftheyearandshippingdevicesataslowerratethroughouttheremainderoftheyear.ReadmoreNote(s):Worldwide;2011to2024Source(s):IDCShareofAppledevicesbyiOSversionworldwidefrom2016to2024*iOSversionshareofAppledevicesworldwide2016-2024EarlieriOS8iOS9iOS10iOS11iOS12iOS13iOS14iOS15iOS16iOS17120%100%80%60%40%20%0%50%50%60%63%65%66%72%79%81%81%81%81%84%85%87%88%89%9%39%11%41%9%32%8%30%7%23%11%28%7%18%10%16%5%13%6%13%6%14%5%15%4%11%5%8%7%10%3%7%5%2%May'16

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Feb.'2420Description:ThenewmobileoperatingsystemiOS17wasinstalledon66percentoftheAppledevicesthataccessedtheAppleAppStoreinFebruary2024,whiletheolderiOS16wasrunningon23percentofmobiledevicesandearlierreleasesontheremaining11percentReadmoreNote(s):Worldwide;2016to2024;*FiguressinceNovember2019representiPhonesonly.Releasedaterepresentsdataaccessdate.

ReadmoreSource(s):AppleCHAPTER

04ConsumptionandusageNumberofmobile(cellular)subscriptionsworldwidefrom1993to2023(inmillions)Numberofglobalmobilesubscriptions1993-202310,0009,0008,0007,0006,0005,0004,0003,0002,0001,0000199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202322Description:Asof2023,therewerealmost8.9billionmobilephonesubscriptionsworldwide,upfromaround8.6billionthepreviousyear.Thenumberofsubscriptionsexceededeightbillionforthefirsttimein2019.

ReadmoreNote(s):Worldwide;1993to2023Source(s):ITUGlobalsmartphonepenetrationrateasshareofpopulationfrom2016to2023Smartphonepenetrationworldwideasshareofglobalpopulation2016-202380%69%68%70%60%50%40%30%20%10%0%67%67%67%67%66%65%2016201720182019202020212022202323Description:Theglobalsmartphonepenetrationratewasestimatedat69percentin2023,upfrom2022.Thisisbasedonanestimated6.7billionsmartphonesubscriptionsworldwideandaglobalpopulationofaround7.4billion.

ReadmoreNote(s):Worldwide;2016to2022Source(s):GSMANumberofsmartphonemobilenetworksubscriptionsworldwidefrom2016to2023,withforecastsfrom2023to2028(inmillions)Smartphonemobilenetworksubscriptionsworldwide2016-20289,0007,948.927,771.918,0007,0006,0005,0004,0003,0002,0001,00007,583.817,434.397,211.346,973.636,620.546,337.55,922.095,588.455,053.634,446.223,700201620172018201920202021202220232024*2025*2026*2027*2028*25Description:Thenumberofsmartphonemobilenetworksubscriptionsworldwidereachedalmostsevenbillionin2023,andisforecasttoexceed7.7billionby2028.China,India,andtheUnitedStatesarethecountrieswiththehighestnumberofsmartphonemobilenetworksubscriptions.SmartphoneunitsaleslevellingoffThesmartphonemarketstillhashighgrowthpotential,withthesmartphonepenetrationrateremaininglowerthan70percentinmanyhighlypopulatedmarkets,inparticular[...]ReadmoreNote(s):Worldwide;2016to2023;*ForecastReadmoreSource(s):EricssonMobiledatatrafficpersmartphoneworldwidefrom2016to2028(inGB/month)Monthlydatatrafficpersmartphoneworldwide2016-202850454035302520151047.2741.9836.1630.5825.1720.3715.93202212.1820219.056.544.82502.581.97201620172018201920202023*2024*2025*2026*2027*2028*26Description:In2022,smartphonesacrosstheglobeusedanaverageof15.93gigabytesofmobiledatapermonth,upfrom12.18gigabytesthepreviousyear.Thisfigureisexpectedtoreach20gigabytesin2023,and47gigabytesby2028.

ReadmoreNote(s):Worldwide;2016to2022;*ForecastReadmoreSource(s):EricssonMobileinternettrafficaspercentageoftotalwebtrafficinselectedcountriesandregionsinJanuary2024Shareofmobileinternettrafficinselectedregions2024Shareoftotalwebpageviews40%

50%0%10%20%30%60%70%80%90%100%NigeriaVietnamSouthAfricaSaudiArabiaIndia86.67%86.51%80.9%80.59%79%78.19%75.46%74.65%73.53%70.8%GhanaKenyaTurkeyUAEEgyptMoroccoSpain65.81%65.8%Poland64.95%27Description:AsofJanuary2024,mobilephonesaccountedfor87percentofwebpageviewsinNigeria.Vietnamrankedsecond,withmobiledevicesgeneratingapproximately86.5percentofwebtraffic.Belgium,Portugal,andCanada,sawlessthan43percentoftheirnationalinternettrafficcomingfrommobiledevices.Additionally,Japanrankedlastformobileinternettrafficasofthebeginningof2024-37.6percentofthetotalinternettrafficinthecountrycamefromsmartphonesandinternet[...]ReadmoreNote(s):Worldwide;January2024;mobilephones,excludingtabletsSource(s):StatCounterAveragemonthlysmartphonetrafficworldwidefrom2012to2028(inexabytes)Smartphonetrafficworldwidepermonth2012-202835030025020015010050320.21277.55233.26190.66152.08118.5789.86202265.87202145.77202031.26201920.8220189.736.1720162.093.730.511.20201220132014201520172023*

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2028*28Description:In2022,smartphonesworldwideused89.86exabytesofmobiledatapermonth,upfrom65exabytesthepreviousyear.Thisfigureisexpectedtoincreaserapidlyinthecomingyears,withforecastsexpectingmonthlymobiledatatrafficof320exabytesby2028.ReadmoreNote(s):Worldwide;2012to2022;*Forecast.ReadmoreSource(s):EricssonLeadingsmartphoneusersactivitiesworldwidefromJuly2022toJune2023Mostpopularsmartphoneactivitiesforglobalusers2022-2023Unweightedaverageofsmartphoneusers20%

30%

40%0%10%50%60%70%80%ChattingorsendingmessagesE-mailing74.7%70.95%OnlinebankingListeningtomusicWatchingvideos62.9%61.7%61.1%SearchingforproductsBuyingproducts56.7%56.6%54.55%52.3%UploadingvideosorphotosReadingnewspagesMakinginternetcallsUsingonlinemap/navigationservicesWatchingmovies/seriesComparingprices47.45%46.7%44.85%43.3%29Description:AccordingtoasurveyofsmartphoneusersconductedbetweenJuly2022andJune2023inselectedcountriesworldwide,anaverageof75percentofsmartphoneusersreportedusingtheirsmartphonetochatandsendmessages,whilearoundsevenin10reportedsendinge-mails.Accessingtheironlinebankingwasthethirdmostpopularactivityonaverageforglobalrespondents,whilearound62percentofrespondentsreportedlisteningtomusicontheirmobiledevices.Watching[...]

ReadmoreNote(s):Worldwide;July2022toJune2023;18-64years;unweightedaverage,respondentswhouseasmartphoneSource(s):ConsumerInsightsCHAPTER

05Specialfocus:5GNumberofcitiesinwhich5Gisavailable2023bycountryCountrieswiththehighestnumberofcitiesinwhich5Gisavailable2023Numberofcitiesinwhich5Gisavailable0100200300400500503600UnitedStatesChina356Finland*137PhilippinesCanada105908576SouthKoreaJapanItaly656152UnitedKingdomFrance31Description:AsofApril2023,5Gnetworkaccesswasavailablein503citiesintheUnitedStates,themostofanycountryworldwide.Chinafollowedinsecond,with5Gavailabilityin356cities.ReadmoreNote(s):Worldwide;2023;*ThesourcenotesthatthewordfortownorcityinFinnish,“kaupunki”canalsorefertomunicipalities.ReadmoreSource(s):VIAVISIONForecastnumberofmobile5Gsubscriptionsworldwidebyregionfrom2019to2028(inmillions)5Gmobilesubscriptionsworldwide2019-2028,byregionIndia,Nepal,BhutanWesternEuropeSouthEastAsia&OceaniaNorthAmericaNorthEastAsiaLatinAmericaCentral&EasternEuropeMiddleEast&Africa5,0004,5004,0003,5003,0002,5002,0001,5001,000500020192020202120222023*2024*2025*2026*2027*2028*32Description:5Gsubscriptionsareforecasttoincreasedrasticallyworldwide