Global technological research and advisory company Gartner point out, is 428 million that the global mobile phone sells the total amount in the first quarter of 2011, compared with the same period of 2010, increase by 19%. The intellectual mobile phone holds the lead on the market continuously, in addition, the new one is rich in carrying the market of intellectual mobile phone will promote the intellectual mobile phone to move towards large-scale application in competitivenessing, and will further accelerate this trend.
Study analyst Roberta Cozza lady to represent in Gartner seat of honor: “The global intellectual mobile phone sales volume accounts for 23.6% of the overall sales volume in the first quarter of 2011, increase by 85% compared with the same period of last year. Seeing that manufacturers announce some advanced mobile phones introduced to postpone till just outloading in the second quarter in the first quarter, otherwise this proportion may be higher. We think some consumers delay buying in order to wait for the mobile phone of these types to go on the market. ”
In general, the earthquake of Japan and tsunami impact on market of mobile communication equipment are lighter than the ones that expect at first. At present, finished stock and assembly stock probably all around that probably have six to seven weeks on the channel. Gartner is expected, manufacturers would glide the sale of the channel in the second quarter of 2011, and the sale of consumers will be fair.
In the first quarter of 2011, the sales volume of the Nokia cell-phone reaches 107,600,000 see tables one ,Market share drops by 5.5% compared with the same period of last year, reach
Present electronic world includes calculating the apparatus PC field , amusement / communication equipment consumption electronic field With the cell phone mobile field . Unfortunately, three major field this can’t well communication between each other, have now, connect, either can’t realize to to support in real time media. But the world is changing, and move and serve and extend towards the family with the TV, PC, moving and consuming the electronic field to begin to prone to merging, forms new commerce and use model on the market.
The prevalence of wireless technology is one of the drive factors of the back of above-mentioned change. Because consumer’s acceptance of Wi-Fi, bluetooth and honeycomb is very fast, each kind of platform is playing an important role in family and enterprise group’s network. For example, Wi-Fi is in key turning point, those apparatus with Wi-Fi functions have been expected to account for over half of all home-network linkups by the end of this year. This including 139 million notebook computers suppose that has allocated Wi-Fi absolutely ,According to the estimation by ABI Research Company, among them there will be the biggest Wi-Fi market share in the Asian-Pacific area.
ABI Research Company think until increasingly many ISP begin, use as standard the intersection of CPE and a portion of apparatus the intersection of guard station and gateway, the treble service will continue becoming driving force of future development. For example, China Telecom has already begun to dispose the basic DSL Wi-Fi gateway, has regarded it as the upgrading apparatus of the basic DSL modem. In the country like China, the price is the greatest development obstacle, broadband ISP will continue offering the basic modem, but according to the estimation by ABI Research Company, the price disparity between gateway and modem will shrink constantly. Repertoire that a lot of families that though already there are gateway products at present can not still use these gateways for the moment, but as time goes on, the increasingly many family will have wireless devices such as many PC, even mobile phone or game machine,etc., they can receive these gateway products into family’s network then. The total number of family networks of the Asian-Pacific area will be from more than 29 million 85 million rising to 2012 years in 2007. The majority which increases quantity will come from China, only China will be close to the network of 42 million families by 2012. The fast popularization of family’s network of broadband will lead to the fact the wireless applications of these countries will be developed rapidly, thus bring the fairly good chance for the development of Wi-Fi technology.Fig. 1: According to the network development trend of family of the Asian-Pacific area from 2005 to 2012 of what the countries and regions subdivided.
In addition, a lot of in the world study the company to think Wi-Fi market will continue developing towards a plurality of front fields, and as Wi-Fi gets deeply to more consumer-elcetronics devices, the products based on IEEE802.11g standard will be continuing expanding in the whole 2008 and 2009. Because the present 802.11g solution cost is low, the consumption is little, this platform will mix wireless technology as prize of broadband gateway, apparatus of the game, media player, mobile phone and PC peripheral hardware,etc., will help apparatus manufacturers to offer stronger wireless connections performance with smaller external dimension together with other wireless technology.
BCM4325 of Broadcom Company is an example which represents this trend. This product is that industry combines Wi-Fi, bluetooth and FM to the first solution on the single 65nm silicon chip. The high solution of integration reduce, get one the intersection of mobile device and size, cost and consumption taken all three wireless technology intergration greatly, can offer the score to set up Wi-Fi and bluetooth performance with better solution at the same time. The improvement of this performance benefits from the integrated CMOS work of Broadcom Company and shows the complicated and complete coexistent algorithm.
The data that the intersection of Engineer and letter department is announced newly reveal, from the beginning of this year, managing the business income of 2,960 billion yuan mainly of all enterprises of China electronic information manufacturing industry, having dropped by 4.8% slightly, but the total profit is only 89,200 million yuan, glide 21.5%. In view of this, the distance of manufacturing industry of China’s electronic information perhaps still needs time rising from the valley bottom.
Statistics reveal, the export delivering value of the manufacturing industry of electronic information has dropped by 11.3% compared with the same period last year. Among them, it is at the largest range that the profit of the manufacturing industry of the electronic device glides, up to 77.4%. The manufacturing industry of the communication equipment becomes and increases the best market in the manufacturing industry of electronic information, when subdivide the trade in all, the profit of manufacturing industry of the communication equipment has the highest increasing degree, up to 28.1%. This is mainly the start because of China 3G market, the tall network up to 400 billion yuan of the operator invests in, have driven the fast sale of the base station apparatus of mobile communication. Statistics reveal, the base station apparatus products of mobile communication have increased by 147.4% compared with the same period of last year, this is mobile communication equipment in recent years in fastest-rising year of market.
The insider seems, the manufacturing industry of electronic information becomes and glides the most obvious industrial trade, having reflected the overall trend that makes the transition of the industry on one hand, on the other hand even prominent profound question. Among them, it is a main reason for the whole trade negative growth that the export drops. At present, China electronic the intersection of information and products export proportion high, foreign capitals proportion high characteristic very outstanding, the export accounts for about 60% of the whole trade, the foreign capitals income accounts for about 75%, and the export in the foreign capitals income is taller in specific gravity, there are products about 70% that export to the American-European market, this kind of industry characteristic has led to the fact the Chinese industry is influenced by international market very big.
“It seems overallly that the development downward trends of the Chinese electronics and information industries are obvious, the industry is in low order to adjust the state. ” Letter Vice chief of an electronic information department Zhao Bo of engineering points out, builds the appearing of new effect with national macroscopical policy and 3G, the change of enthusiasm has appeared in trade development, but the repeated phenomenon that some trades and fields fluctuate, the foundation that the industry rebounds is not firm, so the steady development guarantee the industry while taking the positive measuring.
The Chinese communication equipment output drops against the city Encounter ” cold in the late spring “
In 2009, though the international financial crisis of experience, the high-speed development of China communication trade lets the global telecommunication trade greatly envy. Enter 2010, unexpectedly, the communication equipment manufacturing industry including trader’s behavior in China of the foreign capitals apparatus of China But the unexpected experience ” The cold in the late spring ” .
In the first quarter of this year, not merely output of manufacturing industry of the communication equipment glides by a wide margin, the increasing degree of selling the output value and exporting the delivering value obviously slows down, and is well below the average level of the trade.
Yesterday, ” major indicator performance of electronics and information industries of the above-mentioned scale of January – March of 2010 ” that the intersection of Engineer and letter department was announced Wait for the data to reveal, in the first quarter of 2010, more than electronics and information industries of scale will realize 1,288,550 million yuan of output value of sale, 966,330 million yuan compared with the same period of last year increases by 33.3% compared with the same period of last year.
In addition, the products import-export volume of China’s information reach 205,700 million dollars, increase by 42.7% compared with the same period of last year, the export is 1,190,200 million dollars among them, increase by 36.5% compared with the same period of last year, 2008 than the economic crisis has increased by 2.7% on an annual basis.
However, in a scene of momentum of growth, some ” different class ” that communication equipment trade seems because of gliding by a wide margin .
According to report, subdivide in the trade in electronic the intersection of information and each of manufacturing industry, three subdivide the trade, appear gliding compared with the same period of last year relatively loud only, among them both trades are communication trades, including program-control exchanger and mobile communication base station apparatus, it is up to 30.1% and 41.3% to glide the range compared with the same period of last year, another glided trade is fax-machines, it is 44.3% to glide the range.
This contrasts sharply with the changes of other product lines. By the look of output, most electronic manufacturing transfers from dropping compared with the same period of last year to rising by a wide margin compared with the same period of last year. For example the mobile phone turns from dropping by 3.7% compared with the same period of last year into increasing by 36.5%, the color TV transfers from dropping by 9.2% compared with the same period of last year to increasing by 40.3%, the digital camera transfers from dropping by 15.8% to increasing by 23.1%, the integrated circuit transfers from dropping by 18.5% to increasing by 88.6%.
What the output influenced directly is the lasting growth selling. In the first quarter, the selling output value of the manufacturing industry of the communication equipment only increased by 10.7%, the growth of other each manufacturing industries is above 30%, the whole trade increasing degree is up to 33.3% too.
Except that the output drops, sell and slow down, the export situation is pessimistic. The export delivering value of the manufacturing industry of the communication equipment has only increased by 2.4%, the growth of other each trades is above 20%, there are 31% too in the average increasing degree of the trade.
The intersection of Engineer and letter department shows, communication equipment trade increases the relatively slow main reason: First, the intersection of telecommunication and operator build the intersection of 3G and network in an all-round way last year, place trader on use more weight this year, the scale of investment of the network is relatively reduced; Second, India implemented the telecommunication procurement scheme limited and used China’s communication products recently, exert a great influence on products export.
In December of 2009, Indian Ministry of Finance determines to originating in the synchronous digital transmission equipment SDH of China Impose the temporary antidumping tax, among them the highest one reaches 236% of the import price of the products, though apparatus traders said one after another at that time that had a little effect on overseas market, according to manifestation of the first quarter, it is far greater than expectancy that reality influences.
The more severe one is, the operator reduces the obvious influence of trader’s production of the apparatus already since first quarter correctly of trend that the network invested in, especially influence the growth of the network equipment directly.
Resurgence communication 00763 HK The achievement reveals, the income increases by 13.59%, the profit increases by 39.68% in the first quarter when has just announced, but the intersection of operator and network equipment it increases to be only 0.9% compared with the same period of last year, and photo-communication, wired to exchange and insert products mainly, but not all the time all been ” The pillar ” Wireless device products. Instead the terminal and products have increased by 41.8% and 40.8% respectively, the average acceleration rate before increasing degree is far higher than.
Other apparatus traders have been obviously influenced too. The wealth was offered according to the first quarter of Ericsson and Nokia Siemens, the sales amount in China and Northeast Asian district in the first quarter of Ericsson dropped by 15% compared with the same period of last year, the chain rate drops by 33%, mainly because the operator curtails expenditures, the sales amount of west Greater China district of the promise has dropped by 3%, the chain rate drops by 35%.