行業(yè)綜合移動(dòng)通信信息分析

2004年2月13日中國大陸移動(dòng)電話市場(chǎng)

2004年1月份快報(bào)來源：150城市5600家零售店監(jiān)測(cè)及運(yùn)營商、渠道商監(jiān)測(cè)2004年1月整體市場(chǎng)容量為600.45萬。整體市場(chǎng)容量同去年12月相比上升了13.7%。春節(jié)期間的促銷活動(dòng)是促進(jìn)增長的主要原因。GSM市場(chǎng)容量增加了17.1%，而CDMA市場(chǎng)保持著下降的趨勢(shì)，減少了5.6%。GSM容量占整體市場(chǎng)的87%(524.8萬)，而CDMA市場(chǎng)占13%(75.7萬)?？偟膩碚f，本月整體市場(chǎng)上最大的贏家是TCL及康佳，份額均增加了0.5個(gè)百分點(diǎn)，其次是迪比特，其份額也增加了

0.4個(gè)百分點(diǎn)。摩托羅拉及三星份額下降幅度最大，均減少了0.8個(gè)百分點(diǎn)，接下來是波導(dǎo)，下降了0.7個(gè)百分點(diǎn)。摩托羅拉仍然保持著整體市場(chǎng)份額第一的位置，份額為15.7%。諾基亞排在其次，份額為15.3%。在GSM市場(chǎng)上，波導(dǎo)(份額下降了1.0個(gè)百分點(diǎn))及諾基亞(份額下降了0.7個(gè)百分點(diǎn))的份額損失最大。國產(chǎn)品牌中，TCL(增加了0.4個(gè)百分點(diǎn))，迪比特(增加了0.3個(gè)百分點(diǎn))，海爾(增加0.4個(gè)百分點(diǎn)),科健(增加0.3個(gè)百分點(diǎn))，康佳(增加了0.3個(gè)百分點(diǎn))及東信(增加了0.3個(gè)百分點(diǎn))是本月GSM市場(chǎng)上最大的贏家。在CDMA市場(chǎng)上，海信的份額增長幅度最大，增加了2.3個(gè)百分點(diǎn)。同時(shí)中興(增加了2.1個(gè)百分點(diǎn))及LG(增加1.47個(gè)百分點(diǎn))均有不俗的表現(xiàn)。摩托羅拉的份額下降幅度較大，為3.3個(gè)百分點(diǎn)，三星的份額下降了1.7個(gè)百分點(diǎn)，海爾的份額下降了0.7個(gè)百分點(diǎn)。本月增長最快的GSM型號(hào)是諾基亞3108及摩托羅拉C266，它們的份額均增加了0.7個(gè)百分點(diǎn)。其他增長較快的GSM型號(hào)有摩托羅拉V150(份額增加了0.6個(gè)百分點(diǎn))，諾基亞1100(份額增加了0.5個(gè)百分點(diǎn))，諾基亞3100(份額增加了0.4個(gè)百分點(diǎn))。最暢銷GSM型號(hào)是諾基亞2100，份額為3.4%。排在其后的是諾基亞3100(份額為3.0%)。最暢銷CDMA型號(hào)是三星SCH-X199，份額為11.7%，排在其后的是摩托羅拉V730(份額為8.4%)。增長最快的CDMA型號(hào)是海信C2198，份額增加了3.7個(gè)百分點(diǎn)(由于大量捆綁活動(dòng)的支持)。市場(chǎng)綜述

2004年1月

移動(dòng)通訊市場(chǎng)容量(單位：千）2004年1月份市場(chǎng)容量整體市場(chǎng)容量6.00M (+13.7%)GSM市場(chǎng)容量5.25M (+17.1%)

CDMA市場(chǎng)容量0.76M (-5.6%)

Feb-03Mar-03Apr-03May-03Jun-03Jul-03Aug-03Sep-03Oct-03Nov-03Dec-03Jan-04累計(jì)2003GSM市場(chǎng)容量3925380334203775355438644061397445714193448052485248CDMA市場(chǎng)容量24725237462160683190611031019886802757757整體市場(chǎng)容量4173405537944396415946954967507755905079528260046004

Feb-03Mar-03Apr-03May-03Jun-03Jul-03Aug-03Sep-03Oct-03Nov-03Dec-03Jan-04累計(jì)2003GSM94%94%90%86%85%82%82%78%82%83%85%87%87%CDMA6%6%10%14%15%18%18%22%18%17%15%13%13%排名品牌份額份額銷量銷量變動(dòng)變動(dòng)1Motorola15.67%-0.77%941732Nokia15.34%-0.31%921953Samsung8.46%-0.80%508194Bird7.49%-0.74%450155TCL6.74%0.49%405756Amoi4.32%0.02%260327Dbtel4.16%0.42%250528Konka3.50%0.50%210519SonyEricsson2.86%0.13%1722810

2.79%0.17%1672911Philips2.48%-0.07%1491412Siemens2.38%-0.13%1431113LG2.36%-0.18%142814Kejian2.24%0.32%1343315ZTE2.14%0.12%1292216Panasonic1.97%-0.28%118017Lenovo1.91%0.24%1152718Panda1.81%0.15%1092119Soutec1.69%-0.09%101820Haier1.67%0.25%1002521Alcatel1.22%-0.05%73622Hisense1.17%0.11%701423Capitel0.94%0.10%571224Tianshida0.86%0.11%521225Daxian0.80%0.07%481026NEC0.74%0.03%44727CECT0.58%-0.03%35228Mitsubishi0.46%0.23%281529Chabridge0.28%-0.01%1721月份(GSM+CDMA)市場(chǎng)份額/銷量單位：千排名品牌份額份額銷量銷量變動(dòng)變動(dòng)1Nokia17.34%-0.73%9101012Motorola15.38%-0.25%8071073Bird8.39%-1.05%440184TCL7.47%0.39%392755Samsung6.81%-0.25%358416Amoi4.94%-0.13%259327Dbtel4.76%0.35%250528Konka3.69%0.42%194479SonyEricsson3.27%0.06%1722810Philips2.83%-0.17%1491411Siemens2.73%-0.23%1431112Kejian2.54%0.33%1333413

2.51%0.33%1323414Panasonic2.25%-0.39%118015Lenovo2.16%0.23%1132716Panda2.07%0.11%1092117Haier1.77%0.40%933218Soutec1.44%-0.03%761019Alcatel1.40%-0.10%73620Capitel1.03%0.08%541221Tianshida0.98%0.09%521222NEC0.85%0.01%44723ZTE0.73%0.11%381124CECT0.62%-0.04%32325Daxian0.55%0.02%29526Mitsubishi0.53%0.25%281527Chabridge0.32%-0.02%17228SED0.31%0.05%16529LG0.14%0.07%74單位：千1月份GSM市場(chǎng)份額/銷量排名品牌份額份額銷量銷量變動(dòng)變動(dòng)1Samsung19.85%-1.66%150-222LG17.80%1.47%13543Motorola17.66%-3.32%134-354ZTE11.94%2.05%90115Hisense9.29%2.29%70146

4.75%-0.32%36-57Soutec3.42%-0.04%26-28Daxian2.48%0.72%1959Konka2.24%0.69%17510TCL1.70%0.05%13011Sanyo1.65%0.44%12312Nokia1.41%-0.66%11-613Bird1.27%-0.22%10-214Kyocera1.25%-0.33%9-315Putian1.23%-0.28%9-316Haier1.03%-0.72%8-617Capitel0.34%0.05%3018CECT0.33%-0.06%2-119Lenovo0.18%-0.05%1020Kejian0.16%-0.11%1-121Datang0.00%0.00%00單位：千1月份CDMA市場(chǎng)份額/銷量主要品牌(GSM+CDMA)市場(chǎng)份額走勢(shì)主要品牌GSM

市場(chǎng)份額走勢(shì)主要品牌CDMA

市場(chǎng)份額走勢(shì)整體國產(chǎn)品牌市場(chǎng)份額走勢(shì)整體市場(chǎng)GSM市場(chǎng)CDMA市場(chǎng)GSM市場(chǎng)競(jìng)爭(zhēng)–分價(jià)格檔市場(chǎng)份額>3000元該價(jià)格檔份額

9%3000-2500元該價(jià)格檔份額5%2500-2000元該價(jià)格檔份額

9%2000-1500元該價(jià)格檔份額

24%1000元以下該價(jià)格檔份額

18%1500-1000元該價(jià)格檔份額

36%GSMCDMA品牌型號(hào)份額變動(dòng)價(jià)格品牌型號(hào)份額變動(dòng)價(jià)格Nokia21003.4%0.2887SamsungSCH-X19911.6%-1.12000Nokia31003.0%0.41575MotorolaV7308.4%-0.91632Nokia61081.7%-0.42365ZTEC7006.1%1.6818BirdV101.5%-0.31531LGCU21204.4%0.01264Dbtel56881.4%0.11314HisenseC21984.2%3.71455Nokia83101.4%-0.21466LGCU80804.2%0.01635MotorolaC2661.4%0.7970LGCU81803.3%1.42084MotorolaV2901.3%0.31659

EX2002.8%-0.6614Nokia61001.2%-0.42101MotorolaV6802.4%-3.31215Nokia31081.2%0.71897ZTEC1332.3%0.6786SamsungT108+1.1%0.02309SamsungSCH-X3592.3%0.52680Nokia66101.1%0.02060MotorolaV8682.2%-0.33824MotorolaE3651.1%-0.22487MotorolaV6882.1%0.41875MotorolaC3501.0%0.01125HisenseC289H1.9%0.5779BirdSC011.0%0.01138LGCU61601.7%-0.11269SamsungSGH-S3081.0%-0.13052ZTEG2181.5%-0.11715MotorolaE3801.0%-0.21928ZTEC9001.4%0.61497SonyEricssonT6180.9%-0.32771SamsungSCH-X3391.4%0.12847SamsungSGH-S5080.9%0.12756

EX3691.4%0.2936SonyEricssonT2380.8%0.21375MotorolaV8601.3%0.029341月份暢銷機(jī)型>3000元3000-2500元品牌型號(hào)變動(dòng)份額價(jià)格品牌型號(hào)變動(dòng)份額價(jià)格MotorolaV3030.320.32%3143NECN7080.090.09%2977SamsungSGH-E7080.290.35%5031NECN7000.070.11%2958MotorolaV8780.190.19%4217SamsungSGH-S5080.050.87%2756SamsungSGH-E1080.180.20%3207LG70300.050.12%27402500