More Related Content Similar to Reference: China update on the market for smartphones and mobile security Q4 2012 (20) Reference: China update on the market for smartphones and mobile security Q4 2012 3. WCDMA 3G手机终端市场份额近半
16.1% 17.7%
24.4%
29.2% 28.8% 28.5% 31.0% 30.6% 28.0% 29.2% 27.0% 25.0%
35.6% 32.3%
28.8%
25.7% 27.2% 28.4% 25.0% 26.7% 29.4% 27.5%
25.0% 27.9%
48.3% 50.0% 46.8% 45.1% 44.0% 43.1% 44.0% 42.7% 42.7% 43.3% 48.0% 47.0%
2010Q1 2010Q2 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4 2012Q1 2012Q2 2012Q3 2012Q4
各制式占比变化趋势
EVDO TDSCDMA WCDMA
• WCDMA市场本季度略有回落, 降至47.0%;
• TD-SCDMA手机本季度份额上升至27.9%。
4. 700-1000元市场份额略有下降
• 2012年Q4 , 400-700元区间内的市场份额激增,与此同时,700-1000元市场份额下降。
35.3% 33.7% 29.8% 27.7% 27.0% 27.3% 25.6% 24.0% 23.3% 22.6%
17.5% 15.6%
15.9% 16.7%
18.0% 18.0% 19.9% 19.8% 19.3%
17.4% 15.4% 13.9%
15.7% 20.3%
14.4% 14.1% 16.2% 17.8% 18.9% 19.1% 20.1%
19.1% 20.6% 24.0% 27.7% 22.8%
14.5% 16.6% 19.2% 18.6% 17.7% 16.7% 17.9%
21.6% 20.3% 18.7% 16.5% 17.8%
9.9% 9.9% 8.6% 9.1% 7.7% 7.5% 6.8% 6.9%
7.3% 8.0% 10.7% 9.9%
4.6% 3.6% 2.9% 3.0% 2.7% 3.2% 3.7% 3.3% 3.5% 3.6% 3.3% 3.3%
3.6% 3.8% 3.6% 4.4% 4.2% 4.8% 5.6% 6.0% 7.7% 7.6% 7.1% 8.6%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
2010Q1 2010Q2 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4 2012Q1 2012Q2 2012Q3 2012Q4
手机分价格段市场情况
<400 400-700 700-1000 1000-1500 1500-2000 2000-2500 2500-3000 >=3000
6. 智能手机为大势所趋,安卓系统发展迅速
• 2012年Q4,智能手机份额达到74.5%;
• 安卓手机的份额继续攀高,达到87.7%,而塞班系统的份额仅剩下1.5%;
• iPhone5的上市带来了iOS市场份额的攀升,达到5.8%。
11.5%12.3%13.6%16.5%19.9%24.9%
31.3%32.2%
46.8%
55.0%
69.0%74.5%
88.5%87.7%86.4%83.6%80.1%75.1%
68.7%67.8%
53.2%
45.0%
31.0%25.5%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
2010Q1
2010Q2
2010Q3
2010Q4
2011Q1
2011Q2
2011Q3
2011Q4
2012Q1
2012Q2
2012Q3
2012Q4
智能非智能手机比例变化情况
智能手机 功能手机
1.1% 3.2%
54.9%
68.5%
74.4%
79.7%
85.7%
87.7%
73.6%
64.8%
45.4%
32.3%
20.2%
11.7% 5.8%
2.8%0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
智能手机分系统表现情况
android symbian windows
ios ophone Linux OS
8. 千元智能机市场份额保持稳定
• 400-700元市场继续扩大,本季度占到18.6%的份额;
• 受iPhone5及三星等高端产品影响,本季度3000元以上产品市场份额略有回升,达到11.5%。
11.1%
18.6%
0.8% 0.3% 0.2% 2.2%
11.5%
19.7%
25.6%
20.7%
26.9%
33.7%
35.1%
27.1%
16.9%
24.6%
34.6% 32.7%
33.1%
28.7%
29.7% 39.2%
33.0%
28.0%
21.7% 22.6%
32.8%
29.6%
24.0% 24.5%
19.1%
18.1%
14.2%
12.7% 12.9%
13.9%
15.0% 13.0%
18.6%
15.5% 10.7% 11.9%
9.6%
10.0%
10.3% 7.8% 7.1%
6.3%
4.8% 4.4%
8.6% 6.4% 10.1% 6.2%
7.9% 5.8% 3.0% 4.5% 4.0%
2.8%
2.1% 2.2%22.2% 23.6% 20.5% 22.5% 18.8% 17.6% 17.0% 15.0% 16.0% 13.5% 10.2% 11.5%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
2010Q1 2010Q2 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4 2012Q1 2012Q2 2012Q3 2012Q4
智能手机价格变化趋势
<400 400-700 700-1000 1000-1500 1500-2000 2000-2500 2500-3000 >=3000
14. 网秦, 59.5%
360, 23.1%
腾讯, 15.2%
其他, 2.2%
市场份额三甲
1. 网秦,59.5%
2. 360, 23.1%
3. 腾讯,15.2%
手机安全厂商累计注册用户数市场份额
• 截止2012年Q4,中国大陆手机安全市场累计注册用户数达到2.17亿;
• 网秦在累计注册用户规模上份额略有下降,占到59.5%。