Smart financial app learned that after two consecutive years of decline, the global smartphone sales will rebound strongly in 2024, but Apple (AAPL.US) has hardly achieved any growth, highlighting the speed at which competitors based on the Android system are making progress in China and emerging markets.

IDC stated that by 2024, the shipment volume of Apple and its competitors' phones will grow by 6.2%, reaching 1.24 billion units. However, iPhone sales may only increase by 0.4%. However, according to IDC estimates, Apple remains the profit leader so far, with an average selling price exceeding $1000, while the average selling price of Android competitors is around $295.

Although artificial intelligence has emerged in the smartphone market, there has been a significant decline in the 'post-COVID era', with an uneven recovery. IDC stated that the majority of growth in 2024 comes from suppressed demand and regions with low smartphone penetration rates. Affordable devices produced by Android manufacturers have helped Chinese brands better seize this opportunity, with better performance expected for Apple next year.

Enhancing features with artificial intelligence is a major theme among companies such as Samsung Electronics, Apple, and Google, but it has failed to excite consumers.

IDC research director Nabila Popal stated, "While generative AI is still a hot topic and top priority for many vendors, it has not yet had a significant impact on demand and has driven early upgrades." "More investment is needed to raise consumer awareness and introduce 'essential' features to drive consumers into stores, creating a super cycle that everyone is waiting for."

2024年、グローバルのスマートフォン出荷数量が回復する見込みです。

華為は火曜日にMate 70シリーズを発表しましたが、シャオミは新しいモデルの準備をしています。

激しい競争が続く中国市場では、毎四半期ごとに六社が首位を獲得し、大規模で持続的な割引が販売を刺激しています。

グローバル各地では、出荷量はまだ感染前の水準に回復しておらず、IDCは将来数年間の成長率が一桁を超えないと予想しています。アップグレードサイクルの延長、先進国の市場飽和、および中古スマートフォン貿易の急速な拡大が、停滞の主な要因と見なされています。