Major related listed companies in the cell phone industry: ZTE (000063), Xiaomi Group-W (01810.HK), Transsion Holdings (688036), Wintech (600745), BYD Electronics (00285.HK), and so on.

Core data in this article: cell phone shipments, 5G cell phone shipments, share of domestic brands

China's domestic market cell phone shipments fluctuate and decline

In 2017-2021, China's domestic market cell phone shipments fluctuate and decline, and 2021 Handset shipments in the domestic market were 351 million units, an increase of 13.9% from 2020.

Decrease in the proportion of national brand cell phone shipments

The proportion of national brand cell phone shipments in all cell phone shipments in 2018-2021 showed an overall downward trend, and the proportion of domestic cell phone shipments in 2021 was 86.6%, which was the lowest point in the past four years.

Smartphone shipments grow over 15%

In 2018-2021, the trend of smartphone shipments in the domestic market is similar to the trend of all cell phone shipments, and after successive declines, smartphone shipments in China's domestic market in 2021 will be 343 million units, an increase of 15.9% from 2020.

5G handset shipments grow at over 60%

In 2020 and 2021, 5G handset shipments in China's domestic market grew significantly, reaching 266 million units in 2021, up 63.5% from 2020.

China's 5G cell phone market Huawei market share first

According to data released by Daily Interactive Big Data, China's 5G cell phone market is currently the main competitors, including Huawei, OPPO, VIVO, Xiaomi, and Apple and other brands. in the first quarter of 2021 to the third quarter of the first quarter of 2021, Huawei steadily sat on the first throne. followed by OPPO and VIVO. apple overtook Xiaomi from the second quarter of 2021 onwards and ranked fourth in terms of market rate.

In summary, the overall shipments of China's domestic cell phone market declined in 2018-2020, and shipments rebounded in 2021, with the share of national brands of cell phones declining, and smartphone shipments growing by more than 15%. In the past 2 years, 5G cell phone shipments have increased significantly, with shipments reaching 266 million units in 2021.In the 5G cell phone market, Huawei is temporarily leading, followed by OPPO and VIVO, and Apple is ranked fourth.

The above data refer to the China Mobile Phone Industry Market Outlook and Investment Forecast Analysis Report by Prospect Industry Research Institute.