In the first half of 2020, what else can we see besides the iPhone 11’s topping?

Recently, research company omdia released a set of mobile phone shipment data in the first half of 2020, which showed that Apple’s iPhone 11 had the highest number of mobile phones shipped in the first half of this year. In the past six months, the iPhone 11 has delivered a staggering 37.7 million units. In contrast, Samsung’s second largest low-end product, the galaxy A51, has only 11.4 million shipments, less than a third of the iPhone 11. So, apart from the iPhone 11’s easy victory, what else does this form reveal? < / P > < p > if you search for iphone11 or iphonexer on various digital related platforms, you will find that the keywords of these two smartphones, which account for the highest shipment volume in 2020 and the first half of 2019, are often “genuine fragrance”, “price reduction” or even “cost performance”. In the past, only words with the price below 3000 yuan will be published. < / P > < p > it’s going to start with the iPhone Xer released in the fall of 2018. At first, the sales of the iPhone Xer were very poor. In previous years, when Apple launched new products, the apple store was in a long queue. However, the iPhone Xer did not receive such treatment. The problem lies in its starting price of 6499 yuan. As a comparison, the starting price of the iPhone 8, which is also an entry-level product of iPhone, is 5888 yuan. The price of 6499 yuan has raised the entry price of iPhone by about 600 yuan, which has led to the disdain of many people for this full screen mobile phone with “frame stop aircraft carrier”. < / P > < p > Apple soon discovered this. In order to boost sales and fight against high-end Android phones, apple reduced the price in the follow-up, coupled with subsidies from the e-commerce platform. As a result, the iPhone’s frame became thinner and thinner, and gradually became one of the most popular phones in the first half of 19 years. In the first half of the year, we can see that the sales volume of the iPhone is 2690000, which is the first in apple. < / P > < p > the strategy of low price has made apple taste sweet. In the fall of 19, apple directly lowered the starting price of iPhone 11 with the same positioning as the Xer, and the price of BOC was from 5499 yuan. It upgraded the ultra wide angle camera and SOC, which naturally continued the hot sales of Xer. < / P > < p > in addition to the iPhone 11, Apple’s low-cost model on the list is the iPhone E2020. This machine uses the same SOC as the flagship, and other configurations are basically the same. The price of the iPhone 8 is only 3299 yuan. For small screen enthusiasts who like to master it with one hand, it is a very attractive mobile phone, so it also sold 8.7 million, ranking in the top five. < / P > < p > although we have been talking about “low price” and “cost performance”, we have to admit that even though the iPhone is already the cheapest iPhone, its price is still higher than all the Android phones in the top 10. In addition, in the first half of 2020, half of the top 10 shipment lists were iPhones. The high starting price and high shipping volume coexist. Apple is the only mobile phone manufacturer in the world. In the mobile phone market, although Huawei and Samsung can surpass apple in terms of share, the actual profit margin is totally different. According to data from counterpoint research, from 2018 to 2019, apple consumed more than 60% of the profits of the entire mobile phone market in each quarter, and Q4 even reached about 80% in 2018. With such a crushing profit advantage, all Android manufacturers rely on the middle end or even the low-end machines. Therefore, we can see that there is almost no Android phone with more than 3000 yuan in the first half of 20 years and the first half of 19 years. < / P > < p > the covid-19 epidemic is a key word accompanying the whole first half of 2020. Up to now, it is still rampant in the world. Covid-19 brings not only disease and death, but also economic recession. According to CCTV, in the second quarter of 2020, the economies of the G-7 countries all experienced a historic downturn. The United States, the world’s largest economy, has been in recession since February, the first economic downturn since the recovery of the 2008 financial crisis. < / P > < p > under such a historical background, how is the sales of mobile phones affected? In omdia’s data, in addition to the number one iPhone 11, the top 10 places in terms of shipment volume showed a year-on-year decline, except for the growth of the top 10 iPhone 11. Compared with that in 2019, the first ten shipments in the first half of 2020 have decreased by nearly 5% year on year. Isn’t it serious? But when we look at the overall sales of all manufacturers, the situation is very different. According to IDC data, in the second quarter of 2020, only apple among the top five mobile phone manufacturers in the world can achieve the growth against the trend. Samsung fell by 29.1%, and the whole industry shrank by 16.6% year on year. This explains why the top ten mobile phones have more models from apple, and the drop in the top ten is not obvious. < / P > < p > the author believes that, on the one hand, due to the addition of iPhone se, this machine contributed 8.7 million sales in the first half of this year, which lowered the entry price of Apple ecology, and was essentially a “low-end machine” in Apple products. Under the economic downturn, the popularity of low-end machines is a relatively normal phenomenon. The second is the overall price increase of Android high-end computers. Take the Samsung Galaxy S series, which represents Android high-end products, as an example, the starting price of the galaxy S10 released in early 19 was 5999 yuan, while that of this year’s Galaxy S20 was as high as 6999 yuan, which has greatly exceeded the starting price of iPhone 11. Xiaomi, which is famous for its cost performance, has also made a big impact on high-end products this year. The price rise in the entire Android high-end market is bound to cause a large number of users with a budget of about 6000 yuan to turn to iPhones. Although the economic downturn may lead to the reduction of these users, the overall situation is more favorable to apple, so apple can grow 11.1% against the trend in the second quarter. The author believes that apple is unlikely to raise or even decrease the entry price of the iPhone 12 series under the background of the obvious effect of low price strategy and economic downturn. There is no doubt that the iPhone 12 series will be updated with 5g network, and it is inevitable that the new network support will increase the research and development cost; however, according to the previous news, the iPhone 12 will still have 4G version, and the price of this version may not be very high. In addition, the iPhone 12 series has canceled all accessories except the data cable, which is also a signal that apple is compressing costs, so the starting price of the iPhone 12 should be lower than that of the iPhone 11. Of course, this is the 4G version of the conjecture, but in fact, with Apple’s profit margin, 5g version is not impossible to reduce the price. < p > < p > since the second half of the year, Apple’s share price has been rising all the way, which is related to its strong sales volume and the prospect of growth against the trend. From the data, these achievements are inseparable from the support of the low price strategy. Therefore, Apple will not forget this point in the pricing of iPhone 12 this year. Continue ReadingStraight screen S20! Samsung Galaxy S20 Fe exposure: 1Hz high brush + snapdragon 865

Author: zmhuaxia