Nws zoo nkaus li tias Suav smartphone boom tau xaus thaum kev xa khoom smartphone hauv tsev sau npe poob qis. Covid lockdowns tau ua rau muaj kev puas tsuaj rau Suav kev lag luam, nrog rau kev muag khoom smartphone poob los ntawm 14.2% txij lub Plaub Hlis mus txog rau Lub Rau Hli.
Rau thawj rau lub hlis (Lub Ib Hlis - Lub Xya Hli) ntawm 2022, tag nrho cov khoom xa tuaj hauv tsev poob yog 30.6% xyoo-rau-xyoo (YoY), nrog rau tag nrho cov khoom xa tuaj ntawm smartphone poob 23% rau 152.9 lab units, raws li cov ntaub ntawv qhia los ntawm FICC investor thiab researcher CN Hlau On Twitter.
Tsis tas li ntawd, Lub Xya Hli 5G hauv xov tooj xa khoom xa tuaj tau suav nrog 14.7 lab units, sawv cev 73.7% ntawm tag nrho cov khoom xa tuaj. Zuag qhia tag nrho, 5G kev xa khoom txhua xyoo (YTD) yog 123.9 lab units.
Tuam Tshoj txoj kev lag luam poob qis
Lub caij no, txoj cai "zero-covid" tau kaw lub chaw lag luam, Shanghai, txij lub Plaub Hlis mus txog rau lub Tsib Hlis, uas tuaj yeem yog ib qho laj thawj tseem ceeb rau qhov kev poob qis no.
Nrog kev lag luam thoob plaws ntiaj teb cuam tshuam los ntawm kev nce nqi thiab kev txom nyem nyiaj txiag, qhov xav tau los pauv lub xov tooj ntawm tes zoo li tsis muaj feem cuam tshuam. Ntawm qhov tod tes, Suav lag luam hauv xov tooj kuj tseem tuaj yeem ua rau saturated, nrog 1.6 billion active xov tooj account thiab cov pejxeem ntawm 1.4 billion tus neeg.
Tsis tas li ntawd, kev sib tw hauv kev ua lag luam tau ua rau cov tuam txhab tsim kho tshiab, nrhiav kev daws sai, thiab txiav cov nqi; Yog li ntawd, cornucopia ntawm kev xaiv muaj rau cov neeg siv khoom, nrog kwv yees li ntawm 30 tus neeg tsim khoom siv smartphone. Ntawm qhov tod tes, tsuas yog ob peb ntawm cov tuam txhab no tiag tiag tswj hwm Suav lag luam, nrog Apple (NASDAQ: AAPL) tsuas yog US nrog ib feem tseem ceeb hauv Suav teb.
Ib puag ncig nyuaj
Zuag qhia tag nrho, Suav kev lag luam tau plagued los ntawm cov teeb meem ntxiv, xws li teeb meem nrog cov neeg tsim vaj tsev nyob thiab sawv cov hluas poob haujlwm, uas feem ntau yog thawj cov neeg siv khoom ntawm smartphones.
Tsis tas li ntawd, Is Nrias teb tau liam tias tab tom nrhiav ncaws tawm Suav tuam txhab lag luam smartphone los ntawm nws cov xov tooj sub-$ 150, raws li yav dhau los Bloomberg daim ntawv qhia.
Vim lub tsov rog nyob rau hauv Ukraine, lwm qhov kev lag luam muaj txiaj ntsig tau qhib rau Suav teb. Tuam Tshoj tam sim no filling qhov khoob sab laug hauv Russia tom qab cov tuam txhab Western tau rub tawm hauv lub tebchaws thiab raug nplua.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/chinese-smartphone-boom-ends-as-domestic-shipments-in-china-drop-over-30-yoy/