CICC: Mobile phone shipments will rebound in 2021, and TWS headsets will maintain strong growth

Recently, CICC pointed out that looking forward to 2021, mobile phone shipments will rebound strongly, and Xiaomi's shipments will jump to the third place in the world, which are two highly certain trends. Whether Honor can return to the market as scheduled in the second half of the year is the biggest variable.

In addition, CICC predicts that the market size of TWS headsets will exceed 10% of mobile phones by 2021, still maintaining a high growth rate of 65%, becoming one of the main driving forces for the performance growth of component manufacturers.

In addition, innovations in new categories such as AR/VR and sweeping robots, as well as the long track of automotive electronics, are also worthy of continued attention.

CICC also pointed out that the mobile phone market is affected by multiple factors such as chip shortages and Apple's strong cycle, and the overall growth rate of Android phone shipments is expected to be lower than that of Apple. At the same time, they raised Apple's 2021 mobile phone shipments by 5%, totaling 220 million units for the whole year, a year-on-year increase of 18%.

CICC said that as the supply of new models increases, more consumers will choose to buy Apple phones. As for the Android phone market, they are optimistic about the development of Xiaomi, believing that Xiaomi's share in the overseas and Chinese high-end markets will increase, and that it will maintain its global shipments of 200 million units and the world's third place.

In other aspects, according to statistics from market research firm Counterpoint, the iPhone 12 became the world's best-selling 5G smartphone just two weeks after its release, accounting for 16% of sales in October, ranking first in the world. The second-best 5G phone in October was the iPhone 12 Pro, accounting for 8%. In other words, the iPhone 12 and 12 Pro together accounted for nearly a quarter of the total sales of 5G phones in October, which shows how high the market demand for this series of models is.