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[SMM Analysis] domestic mobile phone shipments surged in April and overseas markets picked up from May to June or increased demand for lithium cobalt oxide procurement.
May 13,2020 14:30CST
translation
Source:SMM
On May 12, the China Information and Communications Institute released the "Analysis report on the Operation of the domestic Mobile phone Market in April 2020." according to the data in the report, 41.728 million mobile phones were shipped in China in April 2020, of which 5G mobile phones accounted for nearly 40 percent of the total.
The content below was translated by Tencent automatically for reference.

SMM5, 13 May: on May 12, the China Information and Communications Institute released the "Analysis report on the Operation of the domestic Mobile phone Market in April 2020." according to the data in the report, 41.728 million mobile phones were shipped in China in April 2020, of which 5G mobile phones accounted for nearly 40 percent of the total.

In April 2020, the domestic mobile phone market shipped 41.728 million units, an increase of 14.2% over the same period last year. In January-April, the domestic mobile phone market shipped a total of 90.681 million units, down 20.1% from the same period last year. There are 48 new models on the market in China, an increase of 14.3 percent over the same period last year. From January to April, a total of 137 new models were listed, down 18.0% from the same period last year.

In April 2020, 16.382 million 5G mobile phones were shipped in the domestic market, accounting for 39.3% of mobile phone shipments in the same period, and 22 new models were on the market, accounting for 45.8% of the number of new mobile phones on the market in the same period. From January to April, a total of 30.441 million 5G mobile phones were shipped in the domestic market, and a total of 65 new models were listed, accounting for 33.6 per cent and 47.4 per cent respectively.

Since the official launch of the 5G communication service in China last year, 5G mobile phone shipments account for a growing proportion of the total, 5G mobile phone shipments have increased from zero to about 40%.

As a result of the increase in the speed of the 5G network, people's demand for the use of mobile phones will increase accordingly. At the same time, it is understood that the battery capacity of the new 5G handsets launched by the relevant handset manufacturers since the end of last year has increased compared with 4G handsets. The battery capacity of the mobile phones covering the high, middle and low ends introduced so far this year is generally above 4000mAh (vivo Z5x as a thousand yuan machine is equipped with 5000mAh high capacity battery). 5G phones typically have 10% to 15% more capacity than 4G. In addition, from a technical point of view, the refresh frequency of 5G mobile phone screen and HD screen also affect the battery life of mobile phone, forcing manufacturers to find ways to expand the capacity of mobile phone battery, which in turn drives the demand for mobile phone battery.

In addition to continuously optimizing mobile phone performance for the development of 5G mobile phone consumption, the Ministry of Industry and Information Technology has also urged mobile phone operators to reduce tariffs to stimulate users to use 5G mobile phones and packages, explicitly requiring various operators to reduce package prices, and to introduce a new machine purchase policy.

Shipments of mobile phones surged in April, mainly due to the launch of new phones, in addition to delays in channel providers and consumers in the early February-March period. From March to April, the shipments of lithium cobalt battery factory and lithium cobalt cathode material increased synchronously. In addition to the domestic market is beginning to pick up, overseas markets are also gradually recovering. It is understood that some of Apple's stores in the United States are about to resume operations, the first to resume business in Idaho, South Carolina, Alabama and Alaska stores. In addition, Apple phones in South Korea, Australia, Germany and other countries retail stores are also gradually reopening. On the Indian side, the closure of the city has also been gradually opened since May 1, and some factories such as Xiaomi, OPPO and vivo have begun to resume work. Due to the launch of new mobile phones in April, after a small wave peak, domestic mobile phone shipments decreased slightly in May, but global demand gradually warmed up. Demand for lithium cobalt acid batteries and lithium cobalt acid may be basically the same in May, and demand for lithium cobalt acid batteries and lithium cobalt acid may increase slightly in June.

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