Kwete zvivakwa chete zvinofanirwa kubviswa, asiwo maserura.
Sekureva kwenyanzvi yekutsvagisa nharembozha Ming-Chi Kuo,Android michinavari kutarisana nenjodzi yepamusoro-soro, muXiaomi inenge yakaenzana ne20-30 mamiriyoni emafoni efoni, iyo yakanyanya simba murwi ndeye processor, Samsung nharembozha uye zvikamu zvadzo, zvinotarisirwa kusvika June zvinogona kuderedzwa kusvika kumvura yakajairika. level.
Muna Chivabvu apfuura, indasitiri yeChina ye smartphone yakavhundutsa mamirioni makumi matatu emafoni ekuverenga, kudonha kwekukurumidza kupfuura zvaitarisirwa, kusvika kumakota matatu, iyo yepamba Android system cell phone cheni chip vagadziri vekugadzira nemhete yakaramba ichikwira, Weir migove, Jusheng micro uye Huideng tekinoroji, Mazuva ekuchinja kwezvinhu zvakapfuura mwero weavhareji yeanoda kusvika makore matatu, nepo kutumirwa kwese kwese kwese kwepasirese smartphone gore rapfuura, kwakawira padanho rakaderera kubvira 2013.
Maserura emudzimba akaderera uye epakati-epakati mbozhanhare ari kuunza hondo yemutengo isati yamboitika, mhando dzeApple dzepamusoro-soro zvakare isingawanzo kuderedzwa kwemitengo, iko zvino kuseri kwenyaya dzenharembozha kweanopfuura gore, maitiro ekumanikidza uye kuvhundutsa mudzimba uye. vatorwa serura zvemagetsi zvikamu indasitiri cheni?Ive inventory ichabviswa riini?Verenga chinyorwa ichi uye iwe uchadzidza nezvazvo.
1. Xiaomi, Samsung cell phone inventory mamiriro
2. sei vagadziri venharembozha kuti uwandu
3. Ikozvino kuita kweserura yekugovera cheni
01 Iyo Yakakura Android Kuderera
Kudiwa kwakaderera uye kwepakati ndiko kwakaipisisa
Michina yeAroid yakatarisana nenjodzi yekukwira kwepamusoro, uye kucheneswa kwezvinhu kune kudzikira kukuru, nekuda kwekushaya simba kwezvikamu uye zvikamu kubva kumhando kana vatengesi / vatengesi, nyanzvi dzinotenda kuti mwedzi 6-9 inotevera ichiri kuona nhamba huru ye kutakura gore negore kukura kwekukura kuderera.
Mari yebhizinesi renharembozha yeXiaomi yakadzikira 11.1% gore-pamusoro-gore muchikamu chechitatu cha2022, nekutumira ma smartphone kuderera 8.4% gore-pamusoro-gore kusvika kumamiriyoni makumi mana emayuniti uye nharembozha ASPs pasi 3% kusvika 1,058 yuan.
The discount promotionzvichiri kuenderera mberi, nguva pfupi yadarika Mutungamiriri weBoka reXiaomi Lu Weibing akataura kuti mutengo weRedmiK60 yayo itsva, yakaburitswa muna Zvita, yakaderedzwa kusvika pa2,999 yuan chete ye12 + 512GB, kuderedzwa kwemutengo kwe300 yuan, uye vimbiso yemutengo vashandisi vakatotenga iyi vhezheni.
Muchokwadi, kuburikidza nekukwidziridzwa pakupera kwegore rapfuura, nharembozha yeXiaomi yenhamba huru yezvigadzirwa zvepasi uye zvepakati-yemitengo yakaderera, asi haisati yasununguka zvachose kubva panjodzi yekukwira kwepamusoro.Huwandu hwayo hwe "zvinhu zvakagadzirwa" hwakasvika 27.3 bhiriyoni yuan muchikamu chechitatu cha2022, kubva pagore rapfuura, asi ichiverengera makumi matanhatu neshanu muzana emari yenharembozha muchikamu chechitatu.
Iyo yepasi rose Android musasa mukuru Samsung kuita hakunawo tarisiro.
Samsung Electronics 'yechina-kota 2022 mari yakadonha 8 muzana gore-pamusoro-gore uye purofiti yekushandisa yaive yakaderera pane yaimbofungidzirwa nekuda, pakati pezvimwe zvinhu, kunonoka kutengesa kwemafoni muchikamu chayo cheMX (Mobile eXperience).Samsung's MX chikamu cheboka rebhizinesi reDX (Chishandiso eXperience), uye mari yaro yakadonha ne4% gore-pamusoro-gore uye 10% zvakateerana muchikamu chechina cha2022 kana yasanganiswa nemari kubva kumidziyo yemumba nezvimwe zvigadzirwa.
Kumira kwenharembozha, nharembozha machipisi uye zvimwe zvemagetsi zvikamu zvekuisa murwi wakakwira, maitiro ekugaya aya masheya, vagadziri venharembozha vakaita basa ravo rechikoro.Iwo ma chip majors akaburitsa kuti kudiwa mumusika wepasi-yekupedzisira uye wepakati mbozha mbozha ndiyo isina kusimba kana ichienzaniswa nemusika wepamusoro-soro.Muchokwadi, mu1000-3000 yuan mutengo poindi yepasi-yekupedzisira uye yepakati-yepakati mbozha nharembozha, epamba smart mafoni anovhara yakafara siyana zvakare.
Yakanyanya kunanga ndeyekubvumidza, hondo yemitengo, vagadziri venharembozha vari mu "6.18", "Double 11" nedzimwe nguva dzakakosha dzekusimudzira.Muna Mbudzi wapfuura, musika wenharembozha wakaunza "wait party" carnival, iyo Android camp, 2000 yuan inogona kutenga yakaringana performance configuration ye "bucket machine", ￥1000 mutengo wakawanda kuti vanhu vatore ziso.￥2000-3000 bracket yeKudzikiswa kwemutengo kunowanzo kuve kuri pachena.
Maserura eApple kunze kwekambi yeAroid, achifungidzirwawo kutora chikamu mukudzikisa mutengo, gore rapfuura mafoni eApple achangoburitswa isingasviki mwedzi, mukuwedzera kune ekupedzisira mhando dzemhando dzakajairwa dzakawira pasi pe5200 yuan, kubva munaFebruary 5 ino. gore, Apple zvakare isingawanzo kuderedzwa mitengo, emhando yepamusoro-yekupedzisira iPhone 14 Pro yakatevedzana isina mvumo zvitoro zvinowanzo dzikisa mitengo ne700 yuan, musika wepasi rose smartphone urikuunza munguva yerima.
Vagadziri mukutanga kwegadziriro itsva yemuchina, inogonawo kuva yakavakirwa pakufungisisa kwezvinyorwa, ivo vanoziva "waini yekare mumabhodhoro matsva", iyo inonyanya kunzwisisika ndiyo muenzaniso inogona kushandiswa kushoma inofananidzwa nekugadzirisa.
Vamwe vashandisi vane ruzivo vakati gore rino, tinoona zvigadzirwa zvakawanda, kunyange zvigadzirwa zvikuru, zvinoramba zvichishandisa zvikamu zvekare, uye zvimwe zvikamu zvine zvinyorwa zvakakura zvinofanira kushandiswa mumhando huru, zvigadzirwa zvebazi hazvigoni kugaya zvinyorwa.
Kutanga muhafu yechipiri ya2021, nharembozha dzemagetsi dzakachekwa maodha dzatanga kuvira, sekureva kweJiji Cat nhamba, akawanda mamodheru muna 2021 pakugadziriswa kwezvimwe zvinoputika zvigadzirwa zvakakurumbira kuti zvinyatso-tune, zvobva zvanyorwa kutengeswa muna 2022.
Mamwe emhando yekumisikidzwa yemakore apfuura muna 2022 anogona kugara achiona, akadai seQualcomm Snapdragon 870, Snapdragon 778, huwandu hwenharembozha CMOS IMX766, yemhando yepamusoro 8 + 2 MP sub-kamera musanganiswa, chitubu giya idzva rinosanganisira zvigadzirwa zvemureza. , kusanganisira zvakakosha zvigadzirwa zveumwe neumwe, isu tinopfira kunze kukwidziridzwa hakusi pachena, uye vamwe vakatoderedzwa.
Kwenguva yakareba, iyo indasitiri yekubvumirana yekutsiva kutenderera yaive mwedzi gumi nemisere, asi panosvika 2022, kutenderera kutenderera kwevatengi vemumba kunotambanudzirwa kusvika kumwedzi makumi matatu nemakumi matatu nematanhatu.Mumwe mutungamiri wekugadzira nharembozha anoti kubva pachikamu chechitatu nechina cha2021, kuderedzwa kwemitengo kwave dingindira revanogadzira nharembozha, kutenderera kwemusika weMediaTek neQualcomm's processor chips kwatanga kudzikisa mitengo.
Kudzikiswa kwemutengo wemuchina mutsva unoenderera mberi kusvika kutanga kwegore ra2023, mafoni ekupedzisira, Redmi mutengo webonde hausisiri wega, pamwe neAce2, yechokwadi GT Neo5 kukiya 2000-3000 yuan mutengo chikamu, chengetedza isina kusimba kupfuura iyo K60 kumisikidza panguva imwe chete mutengo kutendeseka.
Gare gare vagadziri maitiro ekutarisana nekudzikira kwekuda, pamwe mugore rino "6.18" mutambo wekutenga unogona kuoneka - ndiani mitengo inonyura, akatengesa zvisina kunaka, kudzvanywa kwezvinhu.
02 Nharembozha dzekutengesa cheni dzichangoburwa.
Kutsvedza, Vasina simba
Izvo zvemagetsi zvefoni mbozha, ndangariro maakaunzi angangoita 15-20%, processors uye mamwe machipi account anosvika 15-20%, kuratidza skrini 10-20%, makamera 10-15%, RF / antenna 5-10%, kuwedzera kune mabhomba / zvimiro zvikamu, mabhatiri, FPC / PCB uye zvichingodaro.
Muna 2022, iyo mbozhanhare yekugovera cheni inowanzokanganiswa nekuderera kwekuda kwevatengi, uye chiyero chekuverenga chinoramba chichivhenekera, zvichitotungamira mukurasikirwa kwekuita, kusanganisira asi kusingagumire kune mbozha nhare chip duo MediaTek uye Qualcomm, Texas Zvishandiso zvine. huwandu hwakakura hwevatengi, zvigunwe zvekuzivikanwa chip mutungamiri Huitian Tekinoroji, mutungamiri wepasi rose optical lens Sunwoo Optical, vepamba RF chip vagadziri Vakasarudzwa Micro uye VTech, MLCC mutungamiri Murata, uye vazhinji vevagadziri vememory chip, vachiunza munzvimbo yakaoma kwazvo yemusika muna 2023. .
Izvi zvinotevera mhedzisiro yeimwe neimwe mbozha nhare yemagetsi chikamu-inoenderana nekambani.
Mapurosesa enharembozha uye mamwe machipisi
MediaTek's Q4 2022 mari yakadzikira 25% gore-pamusoro-gore uye 26% zvakateerana.Chikamu chebhizinesi remaoko, icho chakapa makumi mashanu neshanu muzana emari yeMediaTek muchikamu chechina cha2022, chiri pasi 25% gore-pamusoro-gore uye 30% zvakateerana nekuda kwekudzikira muChina, kushomeka kwevatengi uye smartphone OEM inventory kugadzirisa sevatengi zvine hukasha. gadzirisa zvinyorwa zvavo, chikamu cheMediaTek chakagadziridza mari yekota yekutanga ye2023 kusvika pamadhora mazana matatu nemakumi matatu nemakumi matatu emadhora, pasi makumi matatu neshanu- MediaTek yakadzikisa mari kusvika pamadhora mazana matatu nemakumi matatu nemakumi matatu emadhora eQ1 2023, pasi ne35-40% gore-pamusoro-gore uye 3-12% zvakateerana, uye yakatungamira mazinga ekudzokera kune zvakajairika pakupera kweH1 2023.
Qualcomm's CDMA Technologies (QCT) chikamu chemari yekota yekutanga yemari 2022/23, iyo inosanganisira smartphone chips, RF yekumberi-yekupedzisira zvikamu, mota machipisi uye IoT zvishandiso, yakaramba 11 muzana gore-pamusoro-gore, nemari yehandset chip yakaderera gumi nemasere. muzana gore-pamusoro-gore.Tichifunga nezvemamiriro ehupfumi uye kudiwa, kambani iri kuramba ichidzikisira mashandisirwo emari uye iko zvino inotarisira kukwira kwematanho ekugadzira muindasitiri yemaoko kuti ienderere mberi kusvika hafu yekutanga ya2023, ichidzikira zvakare mu3G, 4G uye 5G kutumirwa kwemaoko kungangoita muna 2023 zvichienzaniswa. kusvika 2022.
Fingerprint identification chip mutungamiri Huideng Technology inotarisira kuwana purofiti inoenderana nevaridzi vekambani yevabereki kubva -900 miriyoni yuan kusvika -600 miriyoni yuan yegore ra2022, zvichienzaniswa nenguva yakafanana yegore rapfuura, izvo zvinozoguma nekurasikirwa. .Chikonzero chikuru chekuchinja kwekuita ndechekuti ruzhinji rwezvigadzirwa zvekambani zvinoenderana nemusika we smartphone, unokanganiswa nemamiriro ekunze, macroeconomy uye denda rinoramba riripo, zvichikonzera kudzikira kukuru kwemusika uye kudiwa kwevatengi;panguva imwecheteyo, makwikwi makuru echigadzirwa chekambani akawedzera kudzvinyirira kwemutengo wekutengesa, zvichikonzera kuderera kwe35% kusvika 45% gore negore kuderera kwemari yekushanda kwekambani muna 2022. inofungidzirwa kubva pamadhora mazana manomwe nemazana maviri kusvika pamadhora mazana masere nemakumi manomwe nemaviri.
Machips enharembozha
Samsung Electronics 'Q4 2022 mari yakadzika pasi 8%, purofiti inoshanda pasi 69% gore-pamusoro-gore.DS (Device Solutions) bhizinesi boka, iro rinonyanya kuita semiconductor uye chip foundry bhizinesi, rakashuma kuderera kwe24% mumari muchikamu chechina cha2022 zvichienzaniswa nenguva yakafanana gore rapfuura uye kuderera kwe13% kubva panguva imwecheteyo gore rapfuura. ;mari yaro kwegore rose 2022 aiva 9,846 bhiriyoni akahwina (inenge $79,9 bhiriyoni), kuwedzera 3% zvichienzaniswa 2021. Kuderera kwemari yeboka rebhizimisi iri kwainyanya kukonzerwa nemutengi-kudivi inventory absorption uye yakaderera flash memory chip mitengo.
SK Hynix yechina-kota 2022 mari yakadonha makumi matatu nesere muzana gore-pa-gore, nekurasikirwa kwese kwe3.52 bhiriyoni yakahwina (madhora 2.881 bhiriyoni), zvichienzaniswa net purofiti ye3. kurasikirwa kubvira chikamu chechitatu che2012 uye kurasikirwa kukuru kwekota pane rekodhi.SK Hynix inoramba iine tariro nezve kudiwa kwemusika mukota yekutanga ya2023, vachitarisira kuti kukura kweDRAM chip kutakura kunogona kudzikira neinopfuura gumi% uye kudzikira kuchaenderera muhafu yekutanga yegore.
Mari yeMicron yakadzikira 39% sequentially uye 47% gore-pamusoro-gore muchikamu chekutanga chemari 2023. Tichifunga nezvekusawirirana kwakanyanya pakati pekupa uye kudiwa kuenda muna 2023, Micron inotarisira kuti purofiti yeindasitiri ichapikiswa gore rese.Micron iri kutora danho rakasimba kudzikisa kuwanikwa uye mari.Micron iri kutora danho rakasimba kudzikisa kuwanikwa uye mari.
Cell phone display
Domestic display hofori BOE 2022 yekutanga kota nhatu mari 132.744 bhiriyoni yuan, pasi 19.45% gore-pa-gore;inofungidzirwa mambure purofiti 5.291 bhiriyoni yuan, pasi 73.75% gore-pagore.Pakati pavo, mari yechitatu yekota yaiva RMB 41.134 bhiriyoni, pasi 26.79% gore negore;the net profit yakaitwa naamai vacho yaive RMB 1.305 bhiriyoni.2022 Kubva munaNdira kusvika Gunyana, kambani yakaita zvisungo zvekukanganiswa kwezvinhu zvakasiyana zvinosvika RMB 7,482.22 miriyoni, uye kurasikirwa kwekukanganisa kwakakanganisa purofiti yakazara ye -RMB 2,957.17 miriyoni.
Samsung SDC (Samsung Display) mari yeboka rebhizinesi rechikamu chechina cha2022 yaive 9.31 trillion yakahwina (inenge $7.6 bhiriyoni), pasi 3% gore-pa-gore uye 1% zvakateerana;gore rakazara 2022 mari yaive 3.438 trillion yakahwina (inenge $27.9 bhiriyoni), yakakwira 8% zvichienzaniswa ne2021. Samsung yakati yepamusoro-soro mbozhanhare OLED mapaneru haana kukanganiswa zvakanyanya, mari inoramba yakasimba.
Chip inventories yakatangazve nezuro
Ichapora rini?
Indasitiri yenharembozha yakave nematambudziko ekutenga munguva yakapfuura.
Muna 2014, nekusvika kwe4G nguva, vashandi vatatu vakuru kuderedza rubatsiro, "China Cool Union" kuparara, bhizinesi remugero repamba rakavhundutsa "200 mamiriyoni emari";chikamu chekutanga che2020 korona nyowani kubuda, zvinhu zvakavharwa, kutumirwa kweChina smartphone isingasviki mamirioni makumi mashanu, yakaderera muzvikamu zvipfumbamwe zvekupedzisira, kubvira ipapo iyo isina kuvharirwa uye kudhonza kutsiva kushandiswa, chikamu chechipiri che2020 kutumira pamusoro pemamiriyoni zana.
Iyo yekupera kwegore-yekuvhenekesa yemvumo yave zvakare muitiro wekushanda kwevagadziri ve smartphone, senge kuchekwa kwakakosha muketani yeAroid kubvisa mhinduro dzisiri-yakazara-skrini pakupera kwa2017, uye zvinodzikira mukushaikwa kwehunyanzvi muApple. mienzaniso pakupera kwa2018.
Mumamiriro ezvinhu echiitiko cheHuawei uye kushomeka kweiyo core tide muna 2021, vagadziri venharembozha vari kutarisana nemakwikwi ane hutsinye uye nengozi yekuwedzera kuwedzera masheya.Kubviswa kweHuawei, uko kunotora 40% -50% yemusika wenharembozha yenyika, kunoitawo kuti vatambi venharembozha vatange kuve netarisiro.Uye 2022 inflation, mamiriro ezvinhu muRussia neUkraine, denda repamba, vatengi venharembozha kutsiva kutonhora kwemhepo, vanhu vazhinji vanosarudza kuenderera mberi ne "kungwarira".
Muna Chivabvu 2022, vezvenhau vakatsanangura kudzikira kweindasitiri yemafoni ekuChina se "nzira iri kudonha", indasitiri yemafoni yatove nemamiriyoni makumi matatu emafoni mustock, kusanganisira anopfuura mamirioni makumi maviri ezvigadzirwa zvakapedzwa uye zvinopfuura mamirioni gumi zvigadzirwa zvakapedzwa uye zvinhu zvakakosha. mudura.Strategy Analytics yakaburitsa mushumo unoratidza kuti kutumirwa kwese kwese kwese kwese kwese kwese kwese kwese kwese kwese kwese kwese kwese kwemafoni smartphones kwemaunitsi 1.2 bhiriyoni muna 2022 kuri padanho rakaderera kubva muna 2013.
Mumusika wepamba, musika weChina smartphone unotumira angangoita 286 miriyoni mayunitsi muna 2022, pasi 13.2% gore-pamusoro-gore.Muchikamu chechina, musika weChinese smartphone wakatumira anenge 72.92 miriyoni zvikamu, pasi 12.6% gore-pa-gore.
Iko kudiwa kusingagone kumutswa kuchamanikidza kune vanogadzira chip vanogadzira, iyo yemba mbozhanhare cheni machipisi, kunyanya iyo Android sisitimu yakatarisana nekumanikidza kwekutsvaga.
Pakazosvika 2022 Q3, nhamba yevagadziri venharembozha mbozhanhare yeApple yakaramba ichikwira mumhete imwe chete, kune vanogadzira nharembozha chip maketani Weir, Josun Micro uye Huideng Technology, semuenzaniso, mazuva ekutengesa kwemakambani matatu. ari pedyo kana kupfuura mazuva 250, kudarika avhareji yemakore matatu apfuura.Inventory nhanho dzanga dzichikwira kota nekota kubvira 21Q1, uye ne22Q3 mazuva ekutengesa emakambani matatu asvika 277, 284 uye 247 mazuva zvakateerana, zvichipfuura avhareji yemazuva zana negumi nevatatu epasi rose nharembozha vanogadzira chip chip.
Global smartphone shipments inogara ichinyora zvakaipisisa mhedzisiro munhoroondo, avhareji yekuverenga mbozhanhare machipisi anoramba achiisa hutsva hutsva, kunyangwe kudzikira kwemaserura ichokwadi chisingarambiki, asi ikozvino muGreat Recession apo pasi peiyo chip cycle, apo iyo semiconductor kupora, smartphone performance, ichiri kuyedza kuvimba kwemunhu wese.
Nguva yekutumira: Feb-24-2023