China's smartphone inventory is 83.2 million units Editor: LucienRecently, the industry and information micro-newspaper have successively released market-related operation data, among which the overall situation data of the domestic mobile phone market of the Academy of Information and Communications Technology shows that in September 2024, the domestic market will ship 25.371 million mobile phones, a year-on-year decrease of 23.8%, of which 22.316 million 5G mobile phones, a year-on-year decrease of 22.3%, accounting for 88.0% of mobile phone shipments in the same period. From January to September 2024, the domestic market shipped 220 million mobile phones, a year-on-year increase of 9.9%, of which 187 million 5G mobile phones, a year-on-year increase of 15.7%, accounting for 84.9% of mobile phone shipments in the same period. Shipments and proportion of 5G mobile phones in the domestic mobile phone market According to the content of domestic brand composition and the development of smartphones, in September 2024, domestic brand mobile phone shipments were 20.359 million units, a year-on-year decrease of 18.4%, accounting for 80.2% of mobile phone shipments in the same period; From January to September 2024, domestic brand mobile phone shipments were 188 million units, a year-on-year increase of 15.2%, accounting for 85.3% of mobile phone shipments in the same period. In September 2024, smartphone shipments were 23.717 million units, down 25.7% year-on-year, accounting for 93.5% of mobile phone shipments in the same period; From January to September 2024, smartphone shipments reached 206 million units, a year-on-year increase of 7.5%, accounting for 93.4% of mobile phone shipments in the same period. According to the data on the operation of the electronic information manufacturing industry in the first three quarters of 2024, in the first three quarters, the added value of the electronic information manufacturing industry above designated size increased by 12.8% year-on-year, and the growth rate was 7 and 3.7 percentage points higher than that of the industrial and high-tech manufacturing industries in the same period, respectively. In September, the added value of the electronic information manufacturing industry above designated size increased by 10.6% year-on-year. The cumulative growth rate of electronic information manufacturing and industrial added valueAmong the main products in the first three quarters, the output of mobile phones was 1.184 billion units, a year-on-year increase of 9.8%, of which the output of smartphones was 873 million units, a year-on-year increase of 10.5%; the output of microcomputer equipment was 249 million units, a year-on-year increase of 2.9%; The output of integrated circuits was 315.6 billion, a year-on-year increase of 26%.In the first three quarters, the electronic information manufacturing industry above designated size achieved operating income of 11.49 trillion yuan, a year-on-year increase of 7.5%, down 0.2 percentage points from January to August, and operating costs of 10.0 trillion yuan, a year-on-year increase of 7.3%; the total profit was 450.3 billion yuan, a year-on-year increase of 7.1%; The operating income margin was 3.9%, down 0.03 percentage points from January to August. In September, the operating income of the electronic information manufacturing industry above designated size was 1.55 trillion yuan, a year-on-year increase of 6%. In the first three quarters, the cumulative export delivery value of the electronic information manufacturing industry above designated size increased by 1.1% year-on-year, down 0.1 percentage points from January to August. In September, the export delivery value of the electronic information manufacturing industry above designated size increased by 0.8% year-on-year. According to customs statistics, in the first three quarters, China exported 107 million laptops, a year-on-year increase of 0.7%; 580 million mobile phones were exported, a year-on-year increase of 3.5%; The export of integrated circuits was 220.9 billion, a year-on-year increase of 11%.The cumulative growth rate of the delivery value of electronic information manufacturing and industrial exports In addition, the data show that in the first three quarters, the eastern region of the electronic information manufacturing industry above designated size achieved operating income of 8,071.3 billion yuan, a year-on-year increase of 10.2 percent, down 0.5 percentage points from January to August; the central region achieved operating income of 1,860.6 billion yuan, an increase of 8.5 percent year-on-year, an increase of 0.2 percentage points from January to August; and the western region achieved operating income of 1,489.7 billion yuan, a year-on-year decrease of 5.4 percent. Compared with the first eight months, the operating income in the northeast region was 64.82 billion yuan, a year-on-year decrease of 14.4 percent, an increase of 0.6 percentage points from the first eight months. In September, the eastern region achieved operating income of 1,078.7 billion yuan, a year-on-year increase of 6.9%, and the central region achieved an operating income of 274.3 billion yuan, a year-on-year increase of 9.4%; The operating income in the western region was 185 billion yuan, down 2.5% year-on-year; The operating income in Northeast China was 7.49 billion yuan, a year-on-year decrease of 9.3%. Growth of operating income of electronic information manufacturing industry by regionOn the whole, in the first three quarters, the year-on-year growth rate of the added value of China's electronic information manufacturing industry was higher than that of the overall industrial development, but the export growth rate was lower than that of the overall industry, and the development rate of the eastern part of the country was still higher than that of the rest of the country. In the first three quarters, the electronic information manufacturing industry above designated size achieved operating income of 11.49 trillion yuan, which was close to about 9.1% of China's total GPD of 126.06 trillion yuan last year. Among them, the output of integrated circuits was 315.6 billion, a year-on-year increase of 26%, indicating that after China imported a large number of semiconductor equipment in the first half of the year, the output is slowly cashing in. Industry data shows that in the first half of this year, China imported about 45% of the total global market for semiconductor equipment. In the field of mobile phone manufacturing, the output of mobile phones in the first three quarters was 1.184 billion units, a year-on-year increase of 9.8%, of which the output of smartphones was 873 million units, a year-on-year increase of 10.5%; In the first three quarters, 580 million mobile phones were exported, a year-on-year increase of 3.5%, which means that 293 million mobile phones were consumed in the Chinese market. According to the statistics of IDC, an industry data company, the cumulative shipments of China's smartphone market in the first three quarters were about 209.8 million units, indicating that there are still about 83.2 million smartphones in the industry in inventory, which can be sold in China's local market for more than a quarter.
