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 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.

GLOBAL SMARTPHONE SHIPMENT 1Q17 - 2 Q 1 9 REGIONAL SMARTPHONE S H I P M E N T 1 Q 1 7 - 2 Q 1 9

400 376.0 0% North America Central & Latin America Western Europe 359.8 350.4 345.3 341.4 Central & Eastern Europe Middle East & Africa Asia Pacific Others 350 330.4 -1% TCL 100% -2% HMD 300 90% LG -3% 80% 250 53.2% 52.7% 53.1% Lenovo 70% 56.5% 55.5% 55.6% -4% vivo 200 60%

OPPO units M -5% Total YoY Total 50% 150 Xiaomi 10.4% 9.7% 10.3% -6% 40% 9.8% 9.6% 10.3% Apple 5.4% 6.2% 6.5% 100 30% 5.7% 6.2% 6.4% -7% 9.6% 10.9% 9.2% Huawei 9.0% 9.1% 8.5% 20% Samsung 9.8% 10.1% 50 -8% 10.1% 9.3% 9.6% 10.4% 10% YoY 11.5% 9.0% 10.3% 10.8% 10.7% 8.9% 0 -9% 0% 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 3 Source: Strategy Analytics (Aug 2019) 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.

GLOBAL SMARTPHONE REVENUE 1Q18 - 2 Q 1 9 TOP 10 ANDROID VENDORS ASP 2Q19

100% $111 $120 Samsung Huawei Xiaomi OPPO vivo

90% Lenovo LG HMD TCL Others $96 $93 $100 $400 80% $89 HMD $87 $86 $350 LG 70% $339.3 $80 Lenovo $300 60% $297.7 Xiaomi 16.3% 50% $60 $250 $241.7 Vivo $221.0 $200 $211.6

OPPO 40% 19.5% Revenue Share Revenue $40 $169.0 Huawei ($B) Revenues Total 30% $150 Samsung $121.0 20% $100 Apple $20 29.2% Total 10% $50

0% ~ $0 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 1 Q 1 8 2 Q 1 8 3 Q 1 8 4 Q 1 8 1 Q 1 9 2 Q 1 9

4 Source: Strategy Analytics (Aug 2019) 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.

N A 2 Q 1 9 W E 2 Q 1 9 C & E E 2 Q 1 9

Others Others Others 12.4% 15.9% 18.9% +28% -19% -25% Lenovo Apple Wiko Samsung Samsung 7.0% HMD 35.3% 5.2% 33.8% 34.6% 1.4% TCL Apple HMD 7.9% 6.0% +19% +165% 6.9% -44% A P A C 2 Q 1 9

LG Xiaomi 13.6% Huawei 15.7% 16.6% -10% -19% Huawei Apple +26% Others Samsung -31% Huawei 21.1% 21.7% 23.4% 23.8% C & L A 2 Q 1 9 M E & A 2 Q 1 9 23.5% +16% -20% +38%

Others 13.9% Samsung OPPO 12.7% 15.0% -8% Others LG +6% 28.2% -5% 4.9% Samsung +11% Samsung 36.6% vivo Apple 42.0% Xiaomi 9.3% 13.5% 14.3% +21% -5% -3% Infinix Huawei 6.6% 12.3% +28% Itel +4% 8.3% Huawei Lenovo Tecno 12.0% -9% 17.6% +21% 8.4% -2% 5 Source: Strategy Analytics (Aug 2019) 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.

2Q19 ULTRA-LOW 2Q19 ENTRY 2Q19 MID 2Q19 MID 2Q19 HIGH END (

itel 0.7 Samsung 15.8 Samsung 37.2 Samsung 11.2 Huawei 11.0

Xiaomi Huawei Huawei vivo Lenovo LG Xiaomi OPPO OPPO TCL Huawei OPPO Xiaomi Xiaomi Micromax itel vivo vivo Google

Others Others Others Others Others

2Q19 HIGH END 2Q19 PREMIUM 2Q19 PREMIUM 2Q19 PREMIUM (US$400-499) (US$500-599) (US$600-699) (US$700>)

Huawei 5.0 Apple 4.8 Apple 14.9 Apple 13.2 Apple Huawei Huawei

Samsung Samsung Samsung Samsung OPPO LG LG

Sharp Sharp Sony Sony Others Others Others

6 Source: Strategy Analytics (Aug 2019) 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. 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. 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. / Mar 2019 6.2 720× 1520 HD+ u-notch IPS Global Top 20 Models 1Q19 (M units) Global Top 20 Models 2Q19 (M units) Samsung 7884 Rear 13MP Front 5MP iPhone XR 11.57 iPhone XR 11.37 2GB + 32GB No fingerprint scanner Galaxy J4+ 6.02 Galaxy A10 9.99 3400mAh OPPO A7 5.21 Galaxy A50 7.25 INR7,990 (USD112) Galaxy S10+ 4.97 / Apr 2019 7.16 6.4 720× 1560 HD+ u-notch AMOLED iPhone XS Max 4.84 Galaxy A20 6.65 Samsung Exynos 7884 Rear 13MP + 5MP UW Galaxy S10 4.51 Galaxy A30 5.96 Front 8MP Redmi Note 7 4.44 P30 Pro 5.27 3GB + 32GB Rear fingerprint scanner Redmi 6A 4.43 P30 4.89 4000mAh 15W Galaxy A7 (2018) 4.13 iPhone XS Max 4.84 INR11,290 (USD158) Galaxy J6+ 4.13 vivo Y91 4.13 / Mar 2019 6.4 1080× 2340 FHD+ u-notch AMOLED Mate 20 Pro 4.01 iPhone 8 4.06 Samsung Exynos 7904 iPhone 8 4.00 Redmi 7 4.02 Rear 16MP + 5MP UW Front 16MP iPhone XS 3.66 Galaxy S10+ 3.78 4GB + 64GB iPhone 8 Plus 3.60 OPPO A7 3.74 Rear fingerprint scanner 4000mAh 15W Galaxy J2 Core 3.37 Reno 3.72 INR15,490 (USD217) Huawei Enjoy 9 Plus 3.06 OPPO A9 3.68 / Mar 2019 Mate 20 3.04 Galaxy S10 6.4 1080× 2340 FHD+ u-notch AMOLED 3.55 Samsung Exynos 9610 iPhone 6s 3.01 iPhone XS 3.32 Rear 25MP + 8MP UW + 5MP Front 25MP iPhone 7 2.92 nova 4 3.13 4GB + 64GB Honor 8X 2.86 Redmi Note 7 Pro 3.02 Fingerprint on Display 4000mAh 15W 7 INR18,490 (USD259) Source: IDC (Aug 2019) 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.

<$100 $100<$200 $200<$300 $300<$400 $400<$500

Redmi 6A 2.78 Galaxy A10 9.69 Galaxy A50 3.72 Galaxy A50 3.36 vivo X27 1.90 Galaxy A2 Core Redmi Note 7 Galaxy A30 nova 4 iPhone 7 Galaxy A20 Galaxy A20 Reno Reno vivo Y91 Honor V20 Galaxy J2 Core OPPO A9 Honor V20 Redmi 7 Galaxy A40 Galaxy A70 3a XL Realme C2 OPPO A7 nova 4e iPhone 6s Galaxy A70 itel A12 vivo Y93 vivo Y97 Galaxy A30 Mate 20 Redmi 6 Redmi Note 7 Pro Moto G7 Power MI 9 iQOO Huawei Y5 (2018) vivo Y93s OPPO F11 Honor 20 OnePlus 7 Galaxy Grand Prime+ OPPO A5 Honor 20i P30 Lite iPhone 8

$500<$600 $600<$700 $700<$800 $800>

P30 3.50 iPhone 8 Plus 1.57 iPhone XR 5.69 iPhone XS Max 4.84 Mate 20 P30 P30 Pro iPhone XR iPhone 8 iPhone 8 iPhone 8 Galaxy S10+ iPhone 7 iPhone XR Mate 20 Pro iPhone XS Galaxy S9 OnePlus 7 Pro Galaxy S10e Galaxy S10 Reno 10X Mate 20 Pro Galaxy S10 P30 Pro Galaxy S10e iPhone X Galaxy S10 5G OnePlus 7 Pro iPhone 7 Plus iPhone 8 Plus Galaxy Note 9 Mate 20 X Galaxy S9 P30 iPhone X iPhone 7 Plus Pixel 3 XL Galaxy S9+ iPhone 8 Plus

Source: IDC (Aug 2019) 8 WeChat Public (Chinese) Official Website (English) Official Website (Chinese)

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