Low-end smart machine price Avalanche: 3.5 inches Products Overstock

Recently, there are many mobile phone manufacturers on the "First Financial Daily" said, by the operator Jicai requirements change, the current 3.5-inch screen mobile phone market has entered a one hundred yuan machine of the state, many manufacturers began to Africa, South America and South Asia and other emerging markets stocks cleanup. "Now the phone has been sold single-core 3.5 inches screen price 180 yuan price of cabbage, and manufacturers are still crazy shipping prices down." Said a domestic mobile phone manufacturers.
The reporter has recently held China Telecom Tianyi terminal million business orders will live to see android 4.2 cell phones wholesale procurement models in the top ten of all mobile phone screen is 4 inches or more, of which 4 inches to 4.5 inches between phone models occupy the eight models, The remaining two 5-inch large-screen phone, 3.5 inch screen mobile phone has faded buyers vision.
Inventory pressures reproduction
Intelligent machine hardware upgrades faster than the mobile phone manufacturers are expected igogo
"Late last year 3.5 inches screen, 800MHz frequency is thousands of intelligent machines mainstream configuration, and now becomes the beginning of a 4-inch screen, 1GHz, but the past few months the market has changed dramatically, four inches below the phone has gradually shifted from meat and potatoes as inventory. "a domestic mobile phone manufacturers told reporters.
According to IDC's latest research data, the first quarter of 2013, five inches above the smart phone market share was 7.5%, compared to the previous quarter improved by 74%. IDC forecasts the end of 2013 more than 5 inches smartphone share will exceed 20%.
Truly Optoelectronics upstream firms, senior manager of product planning, told reporters Chen Xuebin confirmed that the current size of the market's most mainstream six months ago, has grown from 4.7 inches to 4.5 inches and became a 5-inch screen and 4.7 inches, 4 inches below the yield is not high. He revealed that due to the early small-screen mobile phone shipments are expected to be too high, a top-ranking domestic mobile phone brand manufacturers currently at 4 inches below the phone's inventory has reached more than 400 million.
"3.5 inches in the last year has shown, when the pressure, but still benign operation, but because of the low-end machines with lower margin upstream firms reluctant to invest too much energy, resulting in higher prices upstream components." Chen Xuebin expressed , the beginning of module prices in three yuan to 4 yuan between, but after a few months rose 5 yuan, not including display module prices are a few even jump once may reach 50% of the increase. "But the enthusiasm is still high at manufacturers, and not aware of the problem."
Analysts pointed out that the 3.5-inch single-core product prices because of avalanche carriers Jicai steering 4.0 pairs of core products, operators have begun in late April to stop subsidies to 3.5 inches Product, May many brands response is not timely, a large inventory.
UBS Securities issued a research report that four new mid-mobile 3G subscribers decreased by 43%. Through the android 4.2 cell phones 2012 retail channel research, UBS found that the mobile channel reduces the subsidy rate of TD terminals, and may stop on the 3.5-inch screen, the low-end smart phone subsidies. "April channels shipments have decreased, some mobile phone manufacturers reflects May to the operator's unit shipments may continue to decline; we believe in subsidies triggered by moving the first quarter 2013 shipments of non-normal growth, can not be used linear extrapolation to the year's shipments is not considering exporting, the market had expected full-year shipments of smart phones 380,000,000 ~ 400,000,000, we expect 350 million ~ 380 million igogo
The report pointed out that, in accordance with the operator's mobile terminals 2013 shipment goal, the movement may contribute 40% of the smart phone incremental move new users dropped chain will lead the market for annual smartphone shipments concerns.