Investment Rating - The report indicates a positive outlook for the domestic smartphone market, with a significant increase in both overall shipments and 5G smartphone adoption [1][4]. Core Insights - In April 2024, the domestic smartphone shipment reached 24.071 million units, representing a year-on-year growth of 28.8%, with 5G smartphones accounting for 84.1% of total shipments [1]. - From January to April 2024, the total smartphone shipments were 91.486 million units, showing a year-on-year increase of 12.3%, with 5G smartphones making up 83.8% of the total [1]. - The number of new smartphone models launched in April 2024 was 33, a decrease of 45.0% year-on-year, with 5G models comprising 66.7% of the new launches [2]. - For the first four months of 2024, 130 new smartphone models were introduced, down 12.8% year-on-year, with 5G models increasing by 6.0% [2]. - Domestic brands accounted for 85.5% of smartphone shipments in April 2024, with a total of 20.576 million units shipped, reflecting a year-on-year growth of 25.5% [4]. - In the first four months of 2024, domestic brands shipped 76.286 million units, representing 83.4% of total shipments, with a year-on-year growth of 20.9% [4]. - The smart smartphone segment saw shipments of 22.668 million units in April 2024, a year-on-year increase of 25.5%, making up 94.2% of total shipments [5]. - From January to April 2024, smart smartphone shipments totaled 86.441 million units, with a year-on-year growth of 10.3%, representing 94.5% of total shipments [5].
手机行业权威发布:2024年4月国内市场手机出货量2407.1万部,其中5G手机占比84.1%。
2024-05-30 06:31