After China’s smart machine has been in good shape last year, Yuanda Investment, Nomura and UBS Securities have pointed out that this year’s growth will slow down. Among them, Huawei, OPPO and Vivo will continue to dominate the Chinese market, but because of the pace of pulling goods. It may be slowed down, and the short-term supply of China's smart machine supply chain in Taiwanese factories may be affected, and the optimal layout is more important.
Xie Zongwen, chief analyst of the downstream hardware manufacturing industry of UBS Securities in the Asia-Pacific region, pointed out that according to UBS's latest estimates, some Chinese smart machine OEMs' supply chains have recently received notice that the second quarter shipments will be revised, for China. The smart machine market casts variables.
According to Pu Deyu, an analyst with Yuanda Investment Technology, China’s smart phone shipments will continue until the beginning of the second quarter. According to the results of the supply chain survey, Vivo and Huawei’s orders will be reduced by about 10%, while OPPO orders will increase. In addition, Xiaomi The kinetic energy of other brand factories continued to weaken.
In summary, Yuanda will reduce the estimated shipments of the first quarter of China's OEMs by 20% from the previous forecast, down to 25% from the previous quarter; wait for Qualcomm's new S660 and 630 wafers to be launched and operators. The subsidy program was announced.
According to estimates by Nomura Securities, the shipment volume of China's smartphones in the local market will increase from 450 million in 2016 to 4.64 and 468 million in the current and next year. Although the absolute value has increased, the annual growth rate has dropped from 8% to 3% and 1% show that the growth of China's smart machine market has slowed significantly.
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