On January 19, canalys, a research institution, released a report showing that thanks to the launch of the iPhone 13 series, Apple’s mobile phone accounted for 22% of global smartphone shipments in the fourth quarter of 2021, ranking first. Samsung ranked second with 20% market share, Xiaomi ranked third, oppo and vivo ranked fourth and fifth.
Some brokers expect that Apple will release a “cheap version” of iPhone se 5g in the spring, starting from 2500 yuan. This is expected to further consolidate Apple’s global market share and be optimistic about the performance of “fruit chain” core suppliers in 2022.
iPhone sales return to the first in the world
According to the latest report released by canalys, Apple’s iPhone accounted for 22% of global smartphone shipments in the fourth quarter of 2021, surpassing Samsung and ranking first. The last time Apple ranked first in the world was in the fourth quarter of 2020.
In September 2021, Apple released the iphone13 series, which is lower than the iphone12 series. Canalys reported that driven by the excellent performance of the iPhone 13, apple returned to the top of the smartphone market after three quarters.
Apple’s iPhone is doing well in the Chinese market. Counter point research, a market research organization, reported that in October 2021, apple surpassed vivo to become the smartphone manufacturer with the largest shipments in the Chinese market. This is the first time Apple has become the No. 1 smartphone brand in China since December 2015.
On January 13, counterpoint research reported that after the release of iPhone 13, Apple’s mobile phone has maintained the first in sales and revenue in the Chinese market for six consecutive weeks.
Canalys said that although Apple’s supply chain began to recover, due to the shortage of key parts, Apple was still forced to reduce production in the fourth quarter of 2021, unable to produce enough iPhones to meet demand. In the priority market, it maintains sufficient delivery time; But in some markets, its customers have to wait to get a new iPhone.
On January 19, the reporter found on Apple’s official website that iphone13 models can be picked up at Apple retail stores on the same day when they place an order. Some iPhone 13 Pro models were not available at Apple’s official retail stores in Shenzhen on the same day. They were delivered from January 25 to 27 after online booking. Compared with when the iPhone 13 series was first released, the waiting time has been shortened.
Canalys said that the supply chain interruption has the greatest impact on low-end suppliers. Component manufacturers are trying to increase production, but it will take several years for major OEM factories to significantly improve chip production capacity, and the advantages of big brands will be maintained in the short term.
optimistic about the performance of “fruit chain”
When the reporter visited Apple’s industrial chain company earlier, he learned that Apple may release the new iPhone Se in the spring of 2022.
The Pacific Securities Co.Ltd(601099) according to securities analysis, apple is expected to launch 5g iPhone se products at the end of the first quarter, and is optimistic about the performance of “fruit chain” in 2022.
Sealand Securities Co.Ltd(000750) it is expected that Apple’s iPhone se 3 is expected to be released from March to April 2022, with a price of 2500 yuan. The “cheap version” 5g iPhone is expected to become one of the keys to Apple’s growth in 2022, and China’s relevant industrial chains are expected to benefit significantly.
According to the analysis of Xiangcai securities, it is expected that the sales volume of iPhone will still increase slightly, and it is optimistic about manufacturers benefiting from the improvement of supply share and the innovation of new iPhone.
The Pacific Securities Co.Ltd(601099) Securities believes that in the first half of 2022, Apple will achieve a full range of coverage from 2800 yuan to 10000 yuan in the 5g market, which will continue to put great pressure on Android mobile phone sales and further consolidate Apple’s global market share.
Zhongtai Securities Co.Ltd(600918) said that after the decline in 2021, the current valuation of companies related to Apple’s industrial chain has been relatively reasonable. Considering the implementation of Apple’s plans for the issuance of new products such as Mr glasses this year, A-share Apple chain related beneficiary companies as core suppliers may usher in greater opportunities in 2022.
