“都坏了” 索尼大法,突然在中国失灵了?

Core Viewpoint - Sony's television and mobile phone businesses are facing significant challenges in the Chinese market, with declining market share and increasing customer complaints regarding product quality and service issues [1][9][10]. Television Business - Sony's market share in the Chinese television market has dropped to below 5% in 2024, with each of the four major foreign brands averaging around 1.25% [1][7]. - Customers have reported quality issues with several popular Sony TV models, including sound output failures shortly after the warranty period, leading to repair costs of several thousand yuan [2][4][6]. - The decline in Sony's television sales is attributed to the rise of domestic brands like Hisense and TCL, which offer better technology, features, and price-performance ratios [9][10]. - Sony's reputation has been further damaged by customer dissatisfaction with after-sales service and the perceived lack of responsiveness to quality complaints [6][9]. Mobile Phone Business - Sony has officially exited the Chinese mobile phone market, with the cancellation of its official WeChat account and the discontinuation of its website [10][12]. - The Xperia brand, once popular in China, has seen a significant decline in market presence due to competition from domestic brands like Huawei and Xiaomi [10][12]. - Sony's mobile phone business had been struggling for years, with no new models launched in China since the Xperia 5V in September 2023 [10][12]. Financial Performance - Sony's financial report for Q2 FY25 indicates that while other segments like music and gaming are performing well, the television and mobile phone divisions are in decline, contributing to a drop in overall profitability [13][14]. - The television and mobile phone businesses are categorized under "other businesses" in the financial report, reflecting their diminishing importance to the company's overall performance [14].