When can we return to the healthy level? Guo Mingyu said that the millet stock was up to 12 weeks

The Xiaomi 13 Pro is the new generation of Xiaomi's flagship series of mobile phones. The configuration of this mobile phone is the top configuration, and the sales volume is also good. Many small partners think that the mobile phone market has finally begun to warm up, which is not the case. According to the introduction of Guo Mingyu, an analyst at Tianfeng International, the stock of Xiaomi is as high as 12 weeks. When can the mobile phone market return to a healthy level? Let's have a look at the relevant introduction.

When can Ireturn to the healthy water level? Guo Ming said that millet stock was up to 12 weeks

Guo Mingyu, an analyst at Tianfeng International, said that Xiaomi's mobile phone shipments are expected to decline by 8 – 10% YoY to about 140 million units in 2023 (vs. 150 – 165 million units in the market consensus).

Xiaomi's production plans in 1Q23 and 2Q23 are weak, about 23 – 25 million units and 20 – 23 million units respectively. At present, there is no sign that the 3Q23 production plan can significantly improve.

At present, the stock of Xiaomi's mobile phones and parts is about 40 – 50 million, up to 12 – 16 weeks. There is still a gap from the healthy stock level (about 6 weeks), which represents that the market's expectation that the stock of Xiaomi's mobile phones will be revised to a reasonable level in 1H23 may still be overly optimistic.

Xiaomi 13 series still has a good performance in the mobile phone market. According to Guo Mingming, the stock of Xiaomi is as high as 12 weeks. You can also see that the mobile phone market is still relatively difficult. Xiaobian will continue to bring you information about mobile phones in the future, hoping to help you understand the mobile phone market.