Foreign mobile phone brands press domestic brand strategic retreat is expected to profit

Began from mid to late 4, the listed companies in the first quarter of 2006 (Q1) have issued financial statements. The mobile phone business analysis report, it is not difficult to find NOKIA, Motorola, Sony Ericsson and other European companies continued last year in the global mobile phone market is booming and thunder performance companies such as Samsung; although the occupancy rate remained ahead in sales and profits decline, but most of the mainland mobile phone enterprises; Chinese not listed, listed waveguide Xia Xin, Lenovo, etc. also there is no report, but still shows the outlook is not optimistic, even Taiwan enterprises do not have much historical baggage, sales in the domestic mobile phone market is very bleak. There are a lot of people have predicted that the mobile phone market will eventually be formed by 5 ~ 6 leading enterprises to control the market situation, it is now in this market structure closer?

Foreign brands:

Share prices have been upgraded

NOKIA stock holders recently opened Le Wye, because this is home to 1/3 of the global market share advantage status of enterprises in Finland is still in the old 40% at such a high level of growth, the stock price hit a new high over the past two years.

NOKIA's global market share in the first quarter of last year was 32% in the previous quarter (the fourth quarter of 2005) is still the same, after the end of the quarter rose to 35%. Industry analysts generally believe that NOKIA's market share soared last year because of its low-cost mobile phone strategy in emerging markets in the world has been a very good market response. According to this logic, the continued rise in the first quarter of this year is also the reason. However, according to NOKIA's statistics, from 1 to March this year, the average price of its mobile phone sales is $103 ($124.8), compared with the average price in January of this year was 98 ~ 99 euros is expected to raise the general euro.

This shows that NOKIA is moving in a very benign direction. Although in the Middle East, Africa and Europe sales declined, but from Chinese, North America, Latin America and Asia Pacific sales growth enough to make up for, and these areas of high-end people in the choice of NOKIA mobile phone.

Motorola also. The first quarter of 2006, Motorola mobile terminal operating profit of $702 million, $440 million over the same period last year has increased significantly, at the same time, Motorola's share of the market by the end of last year rose to 19% 21%.

According to Sony Ericsson's earnings, the average sales price of Sony Ericsson (ASP) in the first quarter grew by 4% to reach $149, which reflects the high-end products selling. However, the mobile phone company did not disclose its current market share in the world, but it has said it hopes to squeeze into the top three before 2008.

Domestic enterprises:

Dismal quarterly report waiting

In summary, compared to the end of last year, NOKIA, Motorola and other market share has increased by at least 3 percentage points, which means that the share of other companies are swallowed. In fact, in order to ensure profitability, the domestic mobile phone companies have made to reduce the size of the cost reduction strategy.

Domestic mobile phone company boss waveguide company in April 18th announced the annual report in 2005. The report shows that in 2005 achieved a total sales income of 9 billion 80 million yuan, down by 11.67%, a net loss of $471 million, which is the first time since the loss of waveguide listing. In contrast, in 2004, the net profit of the waveguide is still $207 million. It is worth noting that the waveguide did not mention the results of the first quarter of this year.

Although several other mobile phone listed companies 2005 annual report has not been disclosed, but from the three quarter of last year the quarterly report, the situation is optimistic: 1 to September last year, G Amoi (600057) loss of 190 million yuan, TCL group (000100) loss of 1 billion 139 million yuan, ST Kejian (000035) loss of 25 million 863 thousand and 800 yuan, Eastern Communications (600776) the loss of 131 million yuan. These executives are now afraid to shareholders and scratching performance.

The results for the huge losses, bird shares offered six reasons, of which four are related to the overall environment of the mobile phone industry, such as the lower growth rate of new users, foreign brands to strengthen the offensive, the "black mobile phone" the impact of overcapacity; and the two is referred to the company's own problems, including the slow introduction of new products, self sales channel input and output etc..

Waveguide quarterly:

Disclosure is expected to profit

The external environmental factors of waveguide does become the dominant reasons, last year the domestic mobile phone industry Starving people fill the land. reporter was informed that, even if it is not too much burden of the history of China's Taiwan enterprises, sales in the mainland mobile phone market is also very bleak (see below "Taiwan mobile phone enterprise sales is not optimistic"). As an individual mobile phone business, in the case of almost no impact on the environment, in order to profit only from their own problems to think.

Reporters learned that is written about the Q1 earnings, market spokesman Shangguan Yanjun waveguide specifically call the newspaper reporters, let reporters "pay more attention to this Wednesday about the upcoming release of the waveguide quarterly, there will be good news in last year's annual report". As a listed company, he can not reveal too much, this reporter's interpretation is the 2006 wave of the first quarter is expected to profit". Another parent company (Hong Kong stock number: 2369, China wireless) listed in Hongkong Shenzhen Coolpad deputy general manager Li Wang also told reporters about the upcoming release of a quarterly earnings report, is said to be "profit growth, profit gains across the board".

From October last year, since the waveguide has been losing, clear inventory, cut channels, save money