首先从整个智能手机市场看,2017年全球智能手机出货量达到14.7亿部,市场进入饱和期。预计2018年全年智能手机出货将略有下滑,至14.6亿部。
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报告显示,中国品牌在全球市场增长迅猛,其中“华米OV”表现突出,市场也加速向一线品牌集中。目前亚洲是全球最大的智能手机出货区域,亚太新兴市场成为中国品牌手机厂商争夺焦点。赛诺预计,2018年,中国智能手机市场出货将或有下滑,至4.7亿部。
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在智能手机ODM行业方面,2017年ODM厂商出货4.5亿部,占全球智能手机出货量的31%。预计,受到市场整体下滑影响,2018年ODM厂商出货将在4.4亿部。不过,赛诺同时指出,ODM行业市场份额也在向前几大厂商集中。
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具体排名方面,闻泰科技连续摘得手机ODM厂商桂冠,出货量达到8350万部;华勤稳居第二,出货量为7710万部;两家站稳绝对第一阵容。龙旗、与德、中诺分别排名3~5位。
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从竞争力看,闻泰精品化、规模化效应明显。闻泰客户结构健康、产品上新速度和销量均有亮眼表现。全面出货千万台机型有3款、百万有11款。超过1000元的热销机型有6款。
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对于手机ODM行业趋势,赛诺也给出了自己的看法。主要有三方面:1.ODM物料自供比例有望持续提升;2.ODM厂商继续强化精品战略;3.更多品牌厂商有望与ODM厂商建立合作,如OPPO、vivo、三星等都将向ODM厂商委托订单。
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此外赛诺还逐一分析了排名前五的ODM厂商,以下是分析介绍:
闻泰:
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华勤:
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龙旗:
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与德:
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中诺:
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