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2018手机ODM产业竞争格局(含100家手机品牌及其ODM/组装厂)
2018,Competition pattern of mobile ODM industry
(including 100 mobile phone brands and ODM/ assembly)
展望2018年,随着中国手机市场容量下滑以及全球手机市场增速放缓,智能手机出货继续向少数手机品牌集中,存量市场的竞争同步会传递到手机设计产业,预计2018年手机ODM公司出货继续向TOP5集中,且ODM公司的出货量差距会继续拉大。 Looking ahead to 2018, with the decline in China's mobile phone market capacity and the global handset market growth is slowing, smartphone shipments continue to concentrate in a few mobile phone brand, stock market competition synchronization is passed to the mobile phone design industry, is expected to 2018 mobile phone ODM companies continue to concentrate in TOP5[li]1) 2017年中国手机品牌智能机出货达到7.2亿部,同比增长2.6%,其中中国国内市场整体份额下滑4.2%,海外市场出货增长11.7%,中国手机厂商的出货增长主要来自于海外市场。2018年中国手机品牌出货将继续增长,预计智能机出货将达到7.71亿部,增长7.1%左右,主要的增长空间集中在海外市场,尤其集中在东南亚和非洲市场,海外市场出货继续以千元智能机为主,大部分为委外ODM项目,中国手机品牌的海外增长将带动其配套ODM供应商整体出货的增长。[/li][li]1) in 2017, the Chinese mobile phone brand smartphone shipments reached 720 million units, up 2.6% from a year earlier, the whole of China domestic market share fell 4.2%, overseas shipments rose 11.7%, Chinese mobile phone manufacturer mainly from shipment growth in overseas markets.Shipment in 2018, the Chinese mobile phone brand will continue to grow, is expected to reach 771 million units, smartphone shipment growth around 7.1%, the space of the main growth in overseas markets, especially concentrated in southeast Asia and Africa market, ship overseas markets continue to give priority to with one thousand yuan smartphones, mostly from the ODM projects, China mobile phone brand overseas growth will drive the supporting the growth of the whole shipment ODM supplier.[/li][li]2)预计2018年手机ODM产业智能机出货规模在4亿部左右。其中TOP3手机ODM公司闻泰,华勤和龙旗智能机出货会继续增长,中小型ODM公司由于受到客户出货下滑的影响,迫使其寻求差异化竞争或者退出。[/li][li]2) it is estimated that the delivery scale of mobile ODM industry smartphone will be about 400 million in 2018.The TOP3 WenTai phone ODM company, hua qin and longqi . when the smartphone shipments will continue to grow, small and medium-sized ODM company due to the influence of customer shipments declining, forcing it to seek differentiation competition or quit.[/li][li]3)预计2018年中国手机厂商华为和小米将会继续保持增长,利好闻泰,华勤和龙旗等ODM公司。另外,供应链反馈,三星,OPPO和vivo 等手机厂商2018年将陆续开放ODM项目,寻求与ODM公司合作,籍以优化成本和研发资源,提升其产品竞争力,来自于三星,OPPO和vivo的委外项目将会是ODM公司智能机业务新的增长点。[/li][li]3) it is expected that Chinese mobile phone manufacturers huawei and xiaomi will continue to maintain growth in 2018, as well as ODM companies such as wen tai, huaqin and longqi. In addition, the supply chain feedback, samsung, OPPO and vivo will open 2018 mobile phone manufacturers such as ODM projects, to seek cooperation with ODM company, and research and development resources to optimize cost, enhance the product competitiveness, from samsung, OPPO and vivo outsourcing project will be a new growth point of ODM smartphone business.[/li][li]4) 手机ODM公司的利润空间主要来自于研发设计,供应链成本管控以及生产制造,由于手机ODM客户出货主要集中在华为,小米和联想等少数手机厂商,供应链成本控制和生产制造已经成为利润的主要来源,研发设计费用整体利润空间在压缩。[/li][li]4) phone ODM company's profit mainly comes from the research and design of supply chain cost control and production and manufacturing, due to the mobile phone ODM customer shipments are mainly concentrated in huawei, xiaomi and a few phone makers such as lenovo, supply chain cost control and manufacturing has become the main source of profit, r&d expenses overall profit space is in compression.[/li]
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