Industry News

Southeast Asia And South Asia Become The Place Of Strategic Importance In Global Smartphone Business Warfare



"I have seen many friends around us using Huawei mobile phones. I will also come and see." Judy Bo, who lives in Bangkok, was accompanied by her husband and came to Huawei's mobile phone sales store in the city. Under the guidance of the staff, she tried a Huawei mobile phone and was quickly “circled” by the product. “P20 is very easy to use, smooth and beautiful, and I am very happy with this new mobile phone!” Quentin told reporters that Huawei’s new handsets just launched this year are affordable and do not lose quality to other brands.


In recent years, Huawei, OPPO, vivo and other Chinese-branded mobile phones have steadily hit the Southeast Asian market. “Chinese brand mobile phones are cost-effective, have a good reputation, and there are very few customer complaints.” In a mobile phone store in Bangkok, the head of the store, Kenella, told reporters. The 2017 Southeast Asian Smartphone Market Report released by market research agency IDC showed that OPPO’s market share accounted for 17%, followed by the first Samsung (29.1%); vivo (7.2%) and Huawei (5.4%) ranked second. Three or four; Apple ranked fifth with 4.4%.


In Cambodia, the use of Chinese brand mobile phones has long been a fashion. In the prosperous area of the capital, Phnom Penh, Aeon Mall, OPPO and vivo's counters are always crowded with customers. The two mobile phone brands have a considerable number of branches in the country, and billboards can be seen everywhere. Cambodian Prime Minister Hun Sen is a "fan" of Chinese brand mobile phones in the country. In an activity that condolences Cambodian factory workers last year, Hun Sen introduced Huawei's advanced speech input function. Zhang Yudong, executive director of Southeast Asia Telecom (Cambodia) Co., Ltd., who had worked in Myanmar, told reporters that in the minds of Myanmar and Cambodian people, Chinese mobile phone brands represent trends, fashion, and cost-effectiveness.


In Indonesia, vivo launched its new model "V9" on March 29 this year. The conference was held in Borobudur, one of the world's cultural heritage sites and the Buddhist temple in Indonesia. The price of 3.99 million rupiah (approximately RMB 1995), the popularity of Indonesia's popular singers, and the live broadcast of 12 major TV stations all show that the Chinese brand mobile phones are highly popular and strong in the region. Lan Meizhen, a Chinese girl who lives in Jakarta, said that almost 80% of her relatives are using Chinese mobile phones. “A lot of my Indonesian friends also use Chinese mobile phones, and OPPO and vivo are very popular among young people in Indonesia.”


With more than 22 million Internet users in Malaysia and a smartphone penetration rate of more than 70%, Malaysia is one of the countries with the fastest growth rate in the smart phone market, including the contribution of Chinese branded mobile phones. On March 9th this year, Huawei’s Internet mobile phone brand Glory was the first to sell new products on an e-commerce platform in Malaysia. 500 Glory 9 mobile phones were all sold out within 5 minutes, setting a new record for local e-commerce sales.


With the steady progress of the “One Belt and One Road” initiative, it is a general trend for Chinese mobile phone brands to go overseas to open up markets. This reflects the transformation of “Made in China” to “Made in China”. In the Southeast Asian market, China’s “Smart Phone” is highly sought after, which is an important manifestation of the increasing scientific and technological strength of Chinese companies. Only when they have the strength can they truly “circle the powder”.


According to IDC statistics, the global mobile phone rankings last year were Samsung and Apple. Three to five were Huawei, OPPO and Xiaomi. Last year, they captured a global market share of 24.3%, surpassing Samsung's 21.6%.


  According to IDC statistics, the global mobile phone rankings last year were Samsung and Apple. Three to five were Huawei, OPPO and Xiaomi. Last year, they captured a global market share of 24.3%, surpassing Samsung's 21.6%. The market share of three mobile phone factories in India is as high as 40%. This year, before rushing to launch the new Apple machine in September, they have made a move to attack the Indian market with mid-tier parity models, and also allow the supply chain to include MediaTek, TSMC, and Datong. Liguang is expected to benefit.


The new Apple machine to be released in September will have 6.5 inches, 6.1 inches and 5.8 inches in the market, and will be divided into OLED and LCD versions. Among them, Hong Zhun’s OLED version of the chassis is expected to have the highest share of the chassis, but the LCD version of the chassis is the main component. Because the unit price is lower, the estimated amount will be the largest; Yu Sheng is also supplying the LCD version and is actively expanding. Production, estimated that the proportion of supply should be significantly increased next year.


In the war for Apple orders, TSMC defeated Samsung in one fell swoop! The main application materials for global semiconductor equipment are believed to be relatively conservative during the quarter when high-end mobile phones are not sold as expected. On the other hand, TSMC has increased its capital expenditure this year from 105 to 11 billion U.S. dollars to 11.5 to 12 billion U.S. dollars, reaching a record high. Market interpretation, and Samsung should grab the new generation of Apple's A12 processor has suffered setbacks, affecting the shipment of materials.