As 2024 unfolds, the global economy's gradual recoveryisreflected in the vibrant smartphone consumer market.

Recent data from the China Academy of Information and Communications Technology reveals a 6.5% year-on-year growth in the country's smartphone shipments in 2023, with 5G smartphones leading the surge with an impressive 82.8% market share.

On January 25th, the International Data Corporation (IDC) released its latest quarterly tracking report, indicating that in the fourth quarter of 2023, China's smartphone market experienced a shipment of approximately 73.63 million units, a year-on-year increase of 1.2%. This marks the first rebound in the Chinese smartphone market after ten consecutive quarters of decline.

According to the 2023 smartphone shipment figures for China released on January 26th by Canalys, a market analyst firm, Apple secured the top position in annual shipments for the first time in the Chinese mainland, with a marginal 1% year-on-year increase.

The competition among domestic smartphonebrandsintensified, with vivo as the largest seller in 2023. OPPO and Honor demonstrated neck-and-neck performance, while Xiaomi maintained fifth position with a 13% market share. Huawei's annual market share in China surged from 8% in 2022 to 12% in 2023, accompanied by a 48% year-on-year increase in shipments, showing strong growth momentum. This achievement signifies Huawei's gradual recovery in the market, continually expanding its influence in the Chinese mainland market.

According to Canalys' research analyst, Huawei has become the most prominent dark horse in the fourth quarter of 2023. The Mate 60 Series, with its in-house Kirin chip and innovative features such as satellite calling, has become the leading model driving Huawei's shipment recovery.

In the global smartphone market, AI has become an indispensable keyword. Despite facing international pressure and challenges, Huawei, leveraging its robust research and development capabilities and brand influence, still holds a significant position in China's high-end smartphone market. This success is attributed to Huawei's continuous substantial investment in technological research and development as well as product innovation to consistently introduce new products with differentiating competitive advantages.

The competition among other domestic brands such as Xiaomi, OPPO, andvivois particularly fierce. Xiaomi's continuous introduction of new products, coupled with outstanding cost performance and technological innovation, has garnered favor among customers. OPPO and vivo, on the other hand, solidified their market shares with the strong sales of the R series and X series respectively.

IDC anticipates that the high-end (priced above $600) and low-end (priced between $100 to $200) segments of China’s smartphone market will experience growth in the coming years.

Simultaneously, the rapid expansion of the foldable smartphone market injects new vitality into the Chinese mobile industry. IDC predicts that by 2024, the Chinese mainland's foldable smartphone shipments will approach 10 million units, marking a year-on-year growth of 53.2%. As major components like hinges and screens witness a decline in costs, prices of foldable products are expected to decrease, attracting a broader consumer base. This trend signifies that foldable phones are poised to become an influential force in the market.

Source：Yangcheng Evening News

国产手机销量增长强劲，折叠屏手机将成亮点

2024年伊始，随着全球经济的逐渐复苏，手机消费市场也展现出勃勃生机。

中国信息通信研究院最新数据显示，2023年中国市场手机出货量实现了6.5%的同比增长，其中5G手机增长势头更为强劲，占比高达82.8%。

1月25日，国际数据公司（IDC）发布了最新手机季度跟踪报告显示，2023年第四季度中国智能手机市场出货量达到了约7363万台，同比增长1.2%。这是在连续十个季度同比下降后，中国智能手机市场首次实现反弹。

1月26日，市场研究机构Canalys发布了2023年中国智能手机市场的出货量报告。苹果首次在中国大陆市场全年出货中夺得第一的位置，出货量同比微增1%。

国产手机品牌的竞争则趋于白热化，vivo拿下2023年国产品牌销量第一。OPPO和荣耀表现势均力敌，小米则以13%的市场份额维持在全年市场第五的位置。2023年，华为在中国市场的全年份额从2022年的8%跃升至12%，出货量同比增长48%，展现出强劲的增长势头。这一成绩的取得，表明华为正在逐步恢复其在市场中的地位，并不断扩大其在中国大陆市场的影响力。

Canalys研究分析师表示：“华为成了本季度最大的黑马。Mate60系列通过自研麒麟芯片以及卫星通话等创新功能，成为拉动华为出货复苏的领军机型。”

在全球手机市场中，AI已经成了不可忽视的关键词。尽管面临国际压力和挑战，华为凭借其强大的研发实力和品牌影响力，依然在中国高端智能手机市场占据着重要地位。这主要得益于华为持续投入巨资进行技术研发和产品创新，不断推出具有差异化竞争力的新品。

小米、OPPO和vivo等国内品牌之间的竞争尤为激烈。小米凭借出色的性价比和科技创新持续推出新产品，赢得了消费者的青睐。OPPO和vivo则凭借R系列和X系列的热销，稳固了各自的市场份额。

IDC预计，未来几年中国智能手机市场的高端市场（售价高于600美元）和低端市场（100美元至200美元）份额都将有所增长。

与此同时，折叠屏手机市场的快速发展也为中国手机市场注入了新的活力。IDC预计2024年内地折叠屏手机市场出货量将接近1000万台，同比增长53.2%。随着铰链、屏幕等主要零配件成本的下降，折叠屏手机的销售价格有望继续下探，吸引更多消费者，意味着折叠屏手机也将成为不可忽视的力量。

文、图｜记者 潘亮
翻译｜麦芯羽 洪婷