Reference: China update on the market for smartphones and mobile security Q4 2012

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Referenced in presentation, "The Seven Wonders of China's Mobile World"
http://www.slideshare.net/ckeikofunahashi/m-learncon-session-907-ckeikofunahashi

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Reference: China update on the market for smartphones and mobile security Q4 2012

  1. 1. 中国智能手机与手机安全市场现状(第四季度)SINO-MR
  2. 2. 手机销量稳定上升• 2012年Q4,手机销量稳定上升达到7650万,其中3G手机的比例达到80.4%。49.847.752.055.459.061.368.066.1 66.360.471.276.511.4%17.0%23.2%28.2%32.7%40.5%45.8%52.2%60.6%67.1%77.2%80.4%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%0.010.020.030.040.050.060.070.080.02010Q1 2010Q2 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4 2012Q1 2012Q2 2012Q3 2012Q4整体销量及3G手机占比单位:百万
  3. 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. 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
  5. 5. 15.9%10.5%8.2%7.8%6.4%5.8%5.4%4.3%3.5%3.2%整体市场TOP1016.5%12.3%10.0%9.0%7.2%5.8%4.7%4.3%4.0%2.4%智能机市场TOP1017.0%12.6%10.4%9.4%7.5%6.0%4.5%4.2%4.0%2.3%3G智能机市场TOP10• 国产品牌在3G智能机前十位排名中的席位增加。• 诺基亚在3G智能机市场中退出前十。国产品牌份额持续扩大
  6. 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%2010Q12010Q22010Q32010Q42011Q12011Q22011Q32011Q42012Q12012Q22012Q32012Q4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 windowsios ophone Linux OS
  7. 7. 智能机占到3G市场份额的9成• 3G手机中智能机的比例达到近90%;• 其中,安卓系统的份额达到88%,而塞班系统已经萎缩到了0.8%。2.9%6.4%11.9%23.0%35.1%47.0%64.4%75.7%79.6%82.6%86.6%88.0%65.4%71.1%66.5%56.8%43.3%34.5%22.1%12.6%5.9%2.6% 0.8%12.0%7.2%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%3G智能机各操作系统份额变化Android Symbian Windows iOS 其他63.5%63.9%63.8%58.3%53.3%51.2%42.1%34.1%28.8%22.7%14.3%10.4%36.5%36.1%36.2%41.7%46.7%48.8%57.9%65.9%71.2%77.3%85.7%89.6%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%2010Q12010Q22010Q32010Q42011Q12011Q22011Q32011Q42012Q12012Q22012Q32012Q43G智能机/非智能机份额变化非智能手机 智能机
  8. 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
  9. 9. QQ手机管家安全市场预装第一17.6%14.6%26.7%11.7%0.0%5.0%10.0%15.0%20.0%25.0%30.0%360 网秦 QQ手机管家 YY备份3G智能机市场预装率• 本季度,QQ手机管家在3G智能机市场上的预装率达到了26.7%,远高于其他同类产品。
  10. 10. 网秦在EVDO与WCDMA市场均有表现0.3%24.7%4.0%28.0%31.4%6.9%44.8%0.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%360安全卫士 网秦 QQ安全管家 YY备份各杀毒软件分制式预装情况EVDO WCDMA• 网秦系列产品的在EVDO智能机上的预装率达到了24.7%,而在WCDMA智能机上预装率达到6.9%;• 360及QQ安全管家则主要在WCDMA市场有所表现。
  11. 11. 18% 16%39%41%34%20%20%23%27%19%24%15%0.8% 0.0%360手机安全卫士腾讯QQ安全卫士网秦其他蓝牙传输手机软件商店下载手机WAP站上下载通过连接PC下载手机预安装39%的消费者通过手机预安装获取网秦
  12. 12. 55.6%46.1%27.8%34.6%28.9%44.4%7.8%22.4%22.2%2.0% 2.6% 5.6%360手机安全卫士腾讯QQ安全卫士网秦偶尔用一个月几次一周几次每天几次网秦用户活跃度变低
  13. 13. 82%71%60%58%49%0%10%20%30%40%50%60%70%80%90%防骚扰 防吸费 流量监控 隐私保护 清除手机系统垃圾用户使用目的分析防骚扰和吸费仍为用户使用安全软件的主要目的
  14. 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%。
  15. 15. 谢 谢Thank You!

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