China smartphone market, 1Q 2023

Abstract

Smartphones shipped to the China market shrank to only 62 million units in the first quarter of 2023, down 12.4% sequentially and 7.2% on year, but the volumes in the second quarter are expected to stay at about the same level as in the first.

The declines in the first quarter were because some brand vendors already pre-stocked extra inventory in December 2022 for their promotions during the Lunar New Year holidays that took place in mid-January, while most brand vendors’ sales in the latter two months of the first quarter after the holidays were unsatisfactory.

Among the top-5 Chinese smartphone brands, Oppo, Honor, Vivo and Xiaomi all experienced an on-year decline in their shipments to the China market in the first quarter with Huawei being the only brand with an on-year shipment growth.

Table of contents

• Introduction

• Table 1: Key factors affecting 1H23 smartphone shipments in China: Supply

• Table 2: Key factors affecting 1H23 smartphone shipments in China: Demand

• Chart 1: China smartphone market shipments, 1Q22-2Q23 (m units)

• Shipments breakdown

• Chart 2: China smartphone market shipments: international and local brands, 1Q22-2Q23 (m units)

• Chart 3: China smartphone market share: international and local brands, 1Q22-2Q23 (m units)

• China-based smartphone vendors

• Chart 4: China smartphone market shipments, by China-based players, 1Q22-2Q23 (m units)

• Chart 5: China smartphone market shipment share, by China-based players, 1Q22-2Q23

• Chart 6: China smartphone market shipment growth by quarter by China-based players, 1Q22-2Q23

• International vendors

• Chart 7: International brand smartphone shipments in China market, 1Q22-2Q23 (m units)

• Chart 8: China smartphone market shipments by international brands, 1Q22-2Q23 (m units)

• Chart 9: China smartphone market shipment share by international brands, 1Q22-2Q23

• Chart 10: China smartphone market quarterly shipment growth by international brands, 1Q22-2Q23

• Shipments and market share of all vendors

• Chart 11: China smartphone market shipments by all vendors, 1Q22-2Q23 (m units)

• Chart 12: China smartphone market shipment share by all vendors, 1Q22-2Q23

• China telecom carriers

• Chart 13: China telecom carriers’ overall subscribers, Oct 2022-Mar 2023 (m users)

• Chart 14: China telecom carriers’ increased subscriber, Oct 2022-Mar 2023 (m users)

• Chart 15: China telecom carriers’ 5G subscribers, Oct 2022-Mar 2023 (m users)

• Chart 16: China telecom carriers’ increased 5G subscribers, Oct 2022-Mar 2023 (m users)