[SMM analysis] the proportion of 5G mobile phones still reached 60% in September, and the demand for lithium cobalt oxide increased.

SMM10, March 22: it is believed that in September this year, the domestic mobile phone market shipped a total of 23.334 million units, and in the first three quarters, the total domestic mobile phone market shipped 226 million units, of which 218 million smartphones were shipped, accounting for 96.5% of the mobile phone shipments in the same period.

In September this year, 13.99 million 5G mobile phones were shipped in the domestic market, accounting for about 60 per cent of mobile phone shipments in the same period, and 26 new models were on the market, accounting for 44.8 per cent of the number of new phones on the market in the same period. In the first three quarters, the cumulative shipment of 5G mobile phones in the domestic market has reached 108 million.

The situation of Mobile phone shipments in China and the proportion of 5G

In September, 5G mobile phones accounted for about 60% of mobile phone shipments in the same period, accounting for a relatively stable proportion. IDC predicts that about 240 million 5G mobile phones will be shipped worldwide in 2020. It will ship more than 160 million units in the Chinese market, with a market share of about 67.7 per cent. In the next five years, China's 5G mobile phone shipments will also continue to account for about half of the global market share.

The delay in the release of Apple phones may be due to the decline in domestic phone shipments in September; iPhone 12 was released in October, superimposed by high demand for lithium cobalt oxide from September to October, and phone shipments are expected to increase in October.

China's 5G mobile phones accounted for more than 60% for four months in a row. In September, there were 26 new models of 5G, accounting for 45% of the total new models. New models are expected to be dominated by 5G in October, and SMM expects to ship 1900 5G handsets in October, accounting for 61.3% of the total.

9-10 domestic demand for lithium cobalt remained high, overseas demand for tablets and laptops increased, and demand for lithium cobalt increased with the trend of high capacity of 5G mobile phones.

Output of Lithium Cobalt oxide in China and its year-on-year comparison

Therefore, SMM believes that lithium cobalt will maintain high demand from September to October, superimposed with the release of iPhone 12, and domestic mobile phone shipments may increase in October.