The Consumer electronics show in 2022 will be held in Shanghai New International Expo Center from March 17 to 20, 2022. Adhering to innovation and change, the Consumer electronics show in 2022 has achieved continuous breakthroughs in scale, quality and global influence, and is one of the three top household appliances and the Consumer electronics show in the world.
There are structural opportunities in smartphones.
With the progress of smartphone technology and the gradual weakening of 4G mobile phone innovation cycle, and the gradual extension of user replacement cycle, the domestic mobile phone shipments reached the peak in 2017, and the industry has experienced three years of sales decline. Under the impact of the epidemic, the domestic mobile phone shipments in 2020 were only 308 million, a year-on-year decrease of 20.82%, and the industry fell into a period of trough. In terms of penetration rate, the penetration rate of domestic smart phones has reached 97.4%, and the room for growth is very limited. The smart phone industry will enter the stock market. However, in the stock market, the US technology sanctions have led to drastic changes in the competition pattern of the global mobile phone market.
Smart phones have entered the minimally invasive era.
With the technological development of smart phones in the past decade, the innovation from hardware performance and operating system has gradually slowed down, and various performance parameters of flagship models launched by major mobile phone manufacturers have become very close. The industry has gradually entered the era of micro innovation. In the case of continuous reduction of performance differences, appearance design and product cost performance will become increasingly prominent.
Apple doesn't charge extra for new iphones.
Overall, compared with previous products, iPhone13 is not a big innovative upgrade, basically in line with market expectations. In terms of price, the overall price reduction exceeds market expectations, which will significantly improve the cost performance under the background of new machine micro-innovation.
The industrial chain has entered the peak season of pulling goods.
At present, Apple's new product inventory actively, the industry chain has entered the traditional peak season. Benefiting from Apple's new iPhone models entering the peak season, according to TSMC's August data.
Smart wearable devices become an effective supplement.
In recent years, the domestic market of intelligent wearable devices has grown rapidly, and VR products are exploding, which is expected to become the biggest growth point in the consumer electronics industry in the future.
TWS shipment growth slowed.
TWS earphones have an obvious downward trend and the market competition is becoming increasingly fierce. The penetration rate of Android TWS earphones is still at a low level and will become the main growth point of the market.
Smartwatches are still growing at a high rate.
The smart wristband market is gradually shrinking, and smart watches will become the main device of wristband, driving the global wearable wristband market to maintain medium-high growth.
VR recovery is here.
Since 2018, with the innovation of core technology of hardware equipment, the problems of vertigo and window screen effect have been solved with high brush rate and resolution, and the constraints of industry development have been preliminarily solved. The VR product iteration speed of head manufacturers has accelerated, and the VR industry has gradually come out of the trough.
Adhering to the aim of bold innovation and excellence, the Consumer electronics show in 2022 will promote the development of the industry. There will be more fresh and fresh highlights and gather global wisdom and technology to create a better life. For more information, welcome to