1

简介 Brief Introduction

•这简报运用了调研公司Strategy Analytics、IDC在2Q19智能手机出货量数字。目前只是初步数字，没有涵盖区域、价位段的报告。

• The data used in this report is from Strategy Analytics and IDC 2Q19 smartphone shipment. Currently it is preliminary data, it does not cover region and price segments.

2

据Strategy Analytics，在2Q19全球智能手机的出货量达到了3.41亿台，要比去年同期下滑了近3%，但要比上一个季度略微3%。三星以22%的市场份额引领市场。华为虽然面临美国的禁令，但还能以17%份额超越苹果排行第二。 同时，在十大厂商里，唯有三星和华为的出货量要比去年同期有所增长。亚太区依然是智能手机最大的份额。

According to Strategy Analytics, global smartphone shipment in 2Q19 has reached over 341M units, near 3% decline on year, but a slight 3% increase on quarter. Samsung leads the market with 22% market share. Huawei, albeit with its situation due to U.S. ban, still exceeds Apple with 17% market share. At the same time, in the top 10 rank, only Samsung and Huawei enjoy a positive year on year growth.

3

Source: Strategy Analytics (Aug 2019)

345.3 350.4359.8

376.0

330.4341.4

-9%

-8%

-7%

-6%

-5%

-4%

-3%

-2%

-1%

0%

0

50

100

150

200

250

300

350

400

1Q18 2Q18 3Q18 4Q18 1Q19 2Q19

To

tal Y

oY

M u

nit

s

G L O B A L S M A R T P H O N E S H I P M E N T 1 Q 1 7 - 2 Q 1 9

Others

TCL

HMD

LG

Lenovo

vivo

OPPO

Xiaomi

Apple

Huawei

Samsung

YoY 11.5% 9.0% 10.3% 10.8% 10.7% 8.9%

9.8%10.1% 9.3% 9.6% 10.1% 10.4%

9.6%9.0% 9.1% 10.9% 9.2% 8.5%

5.4%5.7% 6.2%

6.2% 6.5%6.4%

10.4%9.8% 9.6%

9.7% 10.3%10.3%

53.2% 56.5% 55.5% 52.7% 53.1% 55.6%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1Q18 2Q18 3Q18 4Q18 1Q19 2Q19

R E G I O N A L S M A R T P H O N E S H I P M E N T 1 Q 1 7 - 2 Q 1 9

North America Central & Latin America Western Europe

Central & Eastern Europe Middle East & Africa Asia Pacific

在2Q19，全球智能手机营收达到了860亿美元，要比去年同期下滑了近1%，而要比上个季度下滑了近3%。苹果占了全球智能手机营收的29%，而三星则占了近20%。值得留意的是，五大厂商的营收（苹果、三星、华为、OPPO和vivo）就已经占了全球营收的79%。华为的手机均价 (ASP)已经超越三星，达到了339美元。OPPO、LG和联想的均价很接近，在210-240美元左右。而小米、HMD (诺基亚) 和TCL的均价都在200美元以下。

In 2Q19 global smartphone revenues have reached UD86B, a near 1% drops on year, near 3% drops on quarter. Apple owns 29% of the revenues, and Samsung owns near 29%. Note that the top 5 vendors (Apple, Samsung, Huawei, OPPO and vivo) combined revenues are 79% of the overall revenues. Huawei’s ASP has exceeded Samsung reaching UD339. The ASP of OPPO, LG and Lenovo are near, around USD210-240, The ASP of Xiaomi, HMD (Nokia) and TCL are below USD200.

4

Source: Strategy Analytics (Aug 2019)

$93$87

$96

$111

$89 $86

29.2%

19.5%

16.3%

~

$20

$40

$60

$80

$100

$120

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1Q18 2Q18 3Q18 4Q18 1Q19 2Q19

To

tal R

eve

nu

es

($B

)

Re

ven

ue

Sh

are

G L O B A L S M A R T P H O N E R E V E N U E 1 Q 1 8 - 2 Q 1 9

Others

HMD

LG

Lenovo

Xiaomi

Vivo

OPPO

Huawei

Samsung

Apple

Total

$339.3

$297.7

$241.7$221.0$211.6

$169.0

$121.0

$0

$50

$100

$150

$200

$250

$300

$350

$400

1 Q 1 8 2 Q 1 8 3 Q 1 8 4 Q 1 8 1 Q 1 9 2 Q 1 9

T OP 1 0 A N DR OI D V E N DOR S A S P 2 Q1 9

Samsung Huawei Xiaomi OPPO vivo

Lenovo LG HMD TCL

因为美国的禁令，华为在西欧的份额在2Q19要比去年同期大幅度下滑了31%。但是，其在中东欧和亚太区域的市场份额却有显著的增长。三星全球的市场份额都有明显增长。但是，其在北美的份额却有部分贡献给了TCL和联想。

Due to US ban, Huawei’s share in Western Europe (WE) has dropped 31% on year. Yet, its share in Central & Eastern Europe (C&EE) and APAC have increased dramatically. Samsung generally performs well, with its share increased in Central & Latin America (C&LA), Middle East & Africa (ME&A), C&EE and Asia Pacific (APAC). However, part of its share In North America (NA) has shifted to TCL and Lenovo.

5Source: Strategy Analytics (Aug 2019)

Apple35.3%

Samsung23.8%

LG13.6%

TCL7.9%

Lenovo7.0%

Others12.4%

N A 2 Q 1 9

Samsung42.0%

Lenovo17.6%

Huawei12.3%

Apple9.3%

LG4.9%

Others13.9%

C & L A 2 Q 1 9

Samsung33.8%

Apple21.7%

Huawei16.6%

HMD6.9%

Wiko5.2%

Others15.9%

W E 2 Q 1 9

Samsung34.6%

Huawei23.5%

Xiaomi15.7%

Apple6.0%

HMD1.4%

Others18.9%

C & E E 2 Q 1 9

Samsung36.6%

Huawei12.0%Tecno

8.4%

Itel8.3%

Infinix6.6%

Others28.2%

M E & A 2 Q 1 9

Huawei21.1%

OPPO15.0%

Xiaomi14.3%

vivo13.5%

Samsung12.7%

Others23.4%

A P A C 2 Q 1 9

-20%

-19%

+165%

+28%

-8%+6%

+4%

-31%

-19%

-10%

+38%

+26%

-44%

-25%

+21%

-9%+21%

+28%

+16%

+11% -5%

-5% -3%

+19%

-2%

在2Q19，中阶手机 (100-300美元) 依然是份额最大。三星在这个价位段就是老大，以其新型Galaxy A系列称霸。华为以其P30 Lite、荣耀20系列和荣耀V20引领高端 (300-500美元) 的价位段。传音 (子品牌包括itel、Tecno和Infinix) 在超低端 (低于35美元) 是无法超越；而在入门级 (100美元以下)，三星和小米主导。

In 2Q19, mid-range (USD100-300) share is still the largest, with Samsung leading this price segment with its new Galaxy A series. Huawei leads the high-end (USD300-500) with its P30 Lite, Honor 20 series and Honor V20. Transsion leads the ultra-low (below USD35) with its sub-brands including itel, Tecno and Infinix. Samsung and Xiaomi lead the entry (below USD100) segment.

6

0.7itel

Lenovo

TCL

Micromax

Others

2Q19 ULTRA-LOW(<US$35)

15.8Samsung

Xiaomi

LG

Huawei

itel

Others

2Q19 ENTRY(<US$36-99)

37.2Samsung

Huawei

Xiaomi

OPPO

vivo

Others

2Q19 MID (US$100-190)

11.2Samsung

Huawei

OPPO

Xiaomi

vivo

Others

2Q19 MID (US$191-299)

11.0Huawei

vivo

OPPO

Xiaomi

Google

Others

2Q19 HIGH END (US$300-399)

Source: Strategy Analytics (Aug 2019)

5.0Huawei

Apple

Samsung

OPPO

Sharp

Others

2Q19 HIGH END (US$400-499)

4.8Apple

Huawei

Samsung

LG

Sharp

Others

2Q19 PREMIUM(US$500-599)

14.9Apple

Huawei

Samsung

LG

Sony

Others

2Q19 PREMIUM(US$600-699)

13.2Apple

Samsung

Sony

2Q19 PREMIUM(US$700>)

据IDC，在2Q19全球智能手机出货量达到了3.32亿台，比去年同一时期下滑了近3%，但比上一个季度稍微上涨了6%。苹果iPhone XR依然是销量最好的手机。三星新的Galaxy A系列 (3、4月发布)——A10、A20、A30和A50都有很强的动力。华为P30系列，3月发布，也是非常受欢迎的产品，直上十大排行。红米 (自2019年1月从小米独立出来后) 的最新Note 7系列，由于在中国和印度的强劲销量登上二十大。

According to IDC, in 2Q19, smartphone shipment globally reaches more than 332M units, a near 3% decline on year but a more than 6% increase on quarter. Apple iPhone XR is still the best-selling smartphone in 2Q19. Samsung Galaxy A series has gained momentum in 2Q19 with its newly launched A10, A20, A30 and A50, launched in Mar~Apr 2019. Huawei P30 series (Mar 2019) is also very popular despite the company being banned by the US government. Redmi Note 7 series (as it is an independent brand since Jan 2019) are among the top 20 thanks to its popularity in China and India.

7

Source: IDC (Aug 2019)

11.379.99

7.257.16

6.655.96

5.274.894.84

4.134.064.023.783.743.723.683.553.323.133.02

iPhone XRGalaxy A10Galaxy A50

Redmi Note 7Galaxy A20Galaxy A30

P30 ProP30

iPhone XS Maxvivo Y91iPhone 8Redmi 7

Galaxy S10+OPPO A7

RenoOPPO A9

Galaxy S10iPhone XS

nova 4Redmi Note 7 Pro

Global Top 20 Models 2Q19 (M units)

11.576.02

5.214.974.84

4.514.444.43

4.134.134.014.00

3.663.603.37

3.063.043.012.922.86

iPhone XRGalaxy J4+

OPPO A7Galaxy S10+

iPhone XS MaxGalaxy S10

Redmi Note 7Redmi 6A

Galaxy A7 (2018)Galaxy J6+

Mate 20 ProiPhone 8

iPhone XSiPhone 8 Plus

Galaxy J2 CoreHuawei Enjoy 9 Plus

Mate 20iPhone 6s

iPhone 7Honor 8X

Global Top 20 Models 1Q19 (M units)

Samsung Galaxy A10 / Mar 20196.2 720× 1520 HD+ u-notch IPSSamsung Exynos 7884Rear 13MPFront 5MP2GB + 32GBNo fingerprint scanner3400mAhINR7,990 (USD112)

Samsung Galaxy A50 / Mar 20196.4 1080× 2340 FHD+ u-notch AMOLEDSamsung Exynos 9610Rear 25MP + 8MP UW + 5MPFront 25MP4GB + 64GBFingerprint on Display4000mAh 15WINR18,490 (USD259)

Samsung Galaxy A20 / Apr 20196.4 720× 1560 HD+ u-notch AMOLEDSamsung Exynos 7884Rear 13MP + 5MP UWFront 8MP3GB + 32GBRear fingerprint scanner4000mAh 15WINR11,290 (USD158)

Samsung Galaxy A30 / Mar 20196.4 1080× 2340 FHD+ u-notch AMOLEDSamsung Exynos 7904Rear 16MP + 5MP UWFront 16MP4GB + 64GBRear fingerprint scanner4000mAh 15WINR15,490 (USD217)

红米6A (2018年6月) 依然引领 <100美元市场，但三星Galaxy A2 Core (2019年4月) 开始挑战红米的老大位子。三星Galaxy A10和A50 (都是在3、4月发布) 已经各自主宰了200-300美元和300-400美元市场。vivo X27 (2019年3月) 在400-500美元是最受欢迎的手机，但苹果iPhone 7虽然已经近3岁了，在这个价位段依然是非常受欢迎的手机。华为P30系列和三星Galaxy S10系列是苹果在500美元以上的价位段的主要挑战者。

Redmi 6A (Jun 2018) still dominates the <$100 segment but it is being challenged by Samsung Galaxy A2 Core (Apr 2019). Samsung Galaxy A10 and A50, both late comers (launched in Apr 2019), are dominant in $100<$200 and $300<$400, respectively. vivo X27 (Mar 2019) is the most popular in $400<$500, but Apple iPhone 7 cannot be disregarded only because of its old age (almost 3 years old). Huawei and Samsung are the main challengers to Apple above $500 segment with P30 series and Galaxy S10 series, respectively.

8Source: IDC (Aug 2019)

2.78Redmi 6A

Galaxy A2 Core

Redmi Go

Galaxy J2 Core

Realme C2

itel A12

Redmi 6

Huawei Y5 (2018)

Galaxy Grand Prime+

<$100

9.69Galaxy A10Redmi Note 7

Galaxy A20vivo Y91Redmi 7

OPPO A7vivo Y93

Redmi Note 7 Provivo Y93sOPPO A5

$100<$200

3.72Galaxy A50Galaxy A30Galaxy A20

OPPO A9Galaxy A40

nova 4evivo Y97

Moto G7 PowerOPPO F11Honor 20i

$200<$300

3.36Galaxy A50nova 4

RenoHonor V20

Galaxy A70iPhone 6s

Galaxy A30MI 9

Honor 20P30 Lite

$300<$400

1.90vivo X27iPhone 7

RenoHonor V20Pixel 3a XLGalaxy A70

Mate 20iQOO

OnePlus 7iPhone 8

$400<$500

3.50P30Mate 20

iPhone 8iPhone 7

Galaxy S9Reno 10X

Pixel 3OnePlus 7 Pro

Mate 20 XiPhone 7 Plus

$500<$600

1.57iPhone 8 PlusP30

iPhone 8iPhone XR

OnePlus 7 ProMate 20 ProGalaxy S10e

iPhone 7 PlusGalaxy S9Pixel 3 XL

$600<$700

5.69iPhone XRP30 Pro

iPhone 8Mate 20 ProGalaxy S10e

Galaxy S10iPhone X

iPhone 8 PlusP30

Galaxy S9+

$700<$800

4.84iPhone XS MaxiPhone XR

Galaxy S10+iPhone XS

Galaxy S10P30 Pro

Galaxy S10 5GGalaxy Note 9

iPhone XiPhone 8 Plus

$800>

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