The demand for mobile phones has declined. Guo Mingming: Almost all Android brands face high inventory risk

The trend of domestic mobile phones is very strong recently. All kinds of new mobile phones need to meet with you. But is this a good thing or a bad thing? Because many small partners have clearly felt that the demand of the mobile phone market is obviously declining. Everyone is very concerned about this detail. Guo Mingpeng said: almost all Android brands face high inventory risk. You can take a look at the relevant introduction.

Guo Mingyu: Almost all Androidsbrands face high inventory risk

Samsung didn't have the chance to fall to a reasonable level until June. Guo Mingyu, an analyst at Tianfeng International, said recently that among the parts and components inventory of Xiaomi (about 20 – 30 million mobile phones), the most serious problem was the processor, and the suppliers were MediaTek and Qualcomm (Qualcomm).

Almost all Android brands face high inventory risk due to weak demand, not only Xiaomi.

Taking Samsung as an example, the global mobile phone inventory (the sum of terminals and components) of the brand is expected to fall to a reasonable level in June.

Because of the weak demand of brands or agents/dealers for parts and components, even if the inventory of parts and components drops to a reasonable level, at least in the next 6 – 9 months, they will generally face the challenge of shipping YoY recession, which may adversely affect the stock price performance.

Some parts suppliers are facing the challenges of medium and long-term recession even if the future demand will improve due to economic recovery due to changes in industrial structure (such as the decline of market share due to the entry of new competitors).

"Almost all Android brands face high inventory risk", many small partners said: Is it possible to reduce the price? For many small partners, price reduction is the most attractive. The current mobile phone market is also very difficult. I wonder if there will be any activities to stimulate consumption in the future?