Investment Rating - The report indicates a positive outlook for the domestic smartphone market, with a growth rate of 1.8% year-on-year in October 2024, suggesting a stable investment environment [1]. Core Insights - In October 2024, the domestic smartphone shipment reached 29.67 million units, with 90.1% being 5G smartphones, reflecting a strong market preference for advanced technology [1]. - For the first ten months of 2024, total smartphone shipments amounted to 250 million units, marking an 8.9% increase year-on-year, with 5G smartphones accounting for 85.5% of the total shipments [3]. - The number of new smartphone models launched in October 2024 was 37, a decrease of 26.0% year-on-year, with 5G models making up 59.5% of the new launches [4]. - The domestic market for local brands saw a significant increase, with shipments of 23.46 million units in October 2024, a year-on-year growth of 30.2%, representing 79.1% of total shipments [6]. - The smart smartphone segment showed a slight decline in October 2024, with shipments of 27.88 million units, down 1.1% year-on-year, while the total for the first ten months was 234 million units, up 6.4% [8]. Summary by Sections Domestic Smartphone Market Overview - In October 2024, the domestic smartphone market experienced a shipment of 29.67 million units, with a year-on-year growth of 1.8% [1]. - The 5G smartphone segment saw shipments of 26.72 million units, a 1.1% increase, constituting 90.1% of total shipments [1]. New Smartphone Models - A total of 37 new smartphone models were launched in October 2024, a decline of 26.0% year-on-year, with 22 of these being 5G models [4]. - For the first ten months of 2024, 353 new models were introduced, down 8.3% year-on-year, with 186 being 5G models [4]. Brand Composition - In October 2024, local brands accounted for 79.1% of the smartphone market, with shipments of 23.46 million units, reflecting a 30.2% year-on-year increase [6]. - From January to October 2024, local brands shipped 211 million units, a 16.7% increase, representing 84.6% of total shipments [6]. Smart Smartphone Development - The smart smartphone segment saw a total shipment of 27.88 million units in October 2024, down 1.1% year-on-year, while the total for the first ten months was 234 million units, up 6.4% [8].
手机行业:权威发布:2024年10月国内市场手机出货量2967.4万部,其中5G手机占比90.1%。
2024-12-03 07:52