Part 1: Set Market
Source: Sigmaintell (updated in May.2022)
Grand Market：
According to Sigmaintell data, in May, there was around 17.8mil. smartphone shipment in China mainland and YoY declined around 32.6%, MoM declined around 9.7%. The main reason was from China government 0 COVID controlling rules, whatever online or offline, the demand was totally down in April.
From vendors performance, honor and xiaomi performance supposed to be better than others due to their stronger online channels. The market share of Honor and Xiaomi was growth around 0.9 and 0.6 points in compare with last month.
Based on worse environment and set makers feedback, we have to adjust down whole year forecast data from 1285mil. in March. to 1250mil. in May., Within that, SEC and Apple also have to decline their BP in 2022 due to worse economic in overseas market, especially in Euro and North America. Frankly speaking, it was underestimated about Shanghai lock-down period in China mainland. China central government started to rectify unbecoming policy from the end of May. So it will impact the demand of 22Q2 and 22Q3 market recovery. The demand of China mainland forecast data had been reduction from 285mil. to 280mil. in 2022. oppo and vivo target will be possible to be down due to honor aggressive feedback.
Part 2: CMOS Image Sensor Market
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Capacity: In 22H1, mobile phone pixel capacity was sufficient, and low-end pixel capacity sought localization.
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Demand: European and Chinese market demand has suffered multiple blows, and the Latin American and Africa market may be able to stand out
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Product: The upgrade of pixel format shows polarization, "The main camera goes up, Sub-camera goes down."
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Competition: Leading makers will use capacity advantages to control supply and may have the ability to change the adversity, and local makers will seek opportunities through differentiation
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Summary: Improve products' functional values, upgrade product structure, and be cautious in large-scale expansion
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洞察
