據(jù)韓國(guó)觀點(diǎn)新聞網(wǎng)站近日?qǐng)?bào)道，今年第2季度中國(guó)智能手機(jī)生產(chǎn)商“OVX”（小米、OPPO、vivo的首字母組合）的全球市場(chǎng)占有率可能會(huì)比往年大幅提高。

According to a recent report by the Korean Viewpoint News website, in the second quarter of this year, the global market share of the Chinese smartphone manufacturer "OVX" (the initials of Xiaomi, OPPO, and vivo) may increase significantly compared to previous years.

一位智能手機(jī)業(yè)界相關(guān)人士表示：“隨著LG電子第2季度全面撤出智能手機(jī)市場(chǎng)，美國(guó)和中南美市場(chǎng)出現(xiàn)的空白可能會(huì)由中國(guó)制造商來(lái)填補(bǔ)。在最近半導(dǎo)體供應(yīng)不足的關(guān)頭，中國(guó)制造商相對(duì)來(lái)說(shuō)還是有余力的。”

A related person in the smartphone industry said: "As LG Electronics fully withdraws from the smartphone market in the second quarter, the gaps in the US and Central and South American markets may be filled by Chinese manufacturers. At the recent juncture of insufficient semiconductor supply, China Relatively speaking, manufacturers still have a lot to spare."

目前，全球汽車、家電、智能手機(jī)等領(lǐng)域均出現(xiàn)因半導(dǎo)體不足導(dǎo)致的產(chǎn)能下降。相反，小米、OPPO、vivo等中國(guó)智能手機(jī)制造商由于在MCU（微控單元）、AP（無(wú)線接入機(jī)）和存儲(chǔ)等方面的半導(dǎo)體供需已經(jīng)確保了庫(kù)存，生產(chǎn)方面沒(méi)有太大問(wèn)題。

At present, the global automotive, home appliances, smart phones and other fields are experiencing a decline in production capacity due to insufficient semiconductors. On the contrary, Chinese smartphone manufacturers such as Xiaomi, OPPO, and vivo have secured inventories due to semiconductor supply and demand in MCU (micro-control unit), AP (wireless access machine) and storage, and there is no major problem in production.

報(bào)道稱，中國(guó)制造企業(yè)當(dāng)然也不能完全避免半導(dǎo)體供應(yīng)不足。小米不僅是智能手機(jī)制造商，還生產(chǎn)各種家電產(chǎn)品，而家電所需要的半導(dǎo)體種類也多種多樣，數(shù)量也很多。小米最近以智能手機(jī)所需要的AP不足等為由，減產(chǎn)了一部分中低價(jià)智能手機(jī)。

According to reports, of course, Chinese manufacturing companies cannot completely avoid the shortage of semiconductor supplies. Xiaomi is not only a smart phone manufacturer, but also a variety of home appliances. The types of semiconductors required for home appliances are also diverse and numerous. Xiaomi recently reduced the production of some low- and medium-priced smartphones on the grounds of insufficient APs required by smartphones.

世界排名第二的半導(dǎo)體代工企業(yè)，同時(shí)也是存儲(chǔ)芯片生產(chǎn)企業(yè)里世界排名第一的三星電子，和在世界最大代工企業(yè)臺(tái)灣富士康生產(chǎn)手機(jī)的蘋(píng)果都因?yàn)榘雽?dǎo)體供應(yīng)不足而面臨困境。這種供應(yīng)不足的現(xiàn)象可能會(huì)至少持續(xù)到第3季度。中國(guó)制造企業(yè)積累庫(kù)存后，雖然半導(dǎo)體供應(yīng)仍然不足，但與其競(jìng)爭(zhēng)企業(yè)相比，情況好得多。

The world's second-ranked semiconductor foundry company, Samsung Electronics, the world's number one among memory chip manufacturers, and Apple, which manufactures mobile phones in Taiwan's Foxconn, the world's largest foundry company, are facing difficulties due to insufficient semiconductor supply. This undersupply phenomenon may continue at least into the third quarter. After Chinese manufacturing companies have accumulated inventory, although semiconductor supply is still insufficient, the situation is much better than that of competitors.

從去年年底開(kāi)始，小米、OPPO、vivo等中國(guó)制造商就紛紛訂購(gòu)AP、5G芯片、存儲(chǔ)器等零部件。當(dāng)時(shí)全球半導(dǎo)體供應(yīng)還算充裕，三星電子和SK海力士等存儲(chǔ)芯片企業(yè)曾對(duì)中國(guó)用戶的大量訂購(gòu)表示擔(dān)憂，懷疑會(huì)不會(huì)是“重復(fù)訂購(gòu)”，在配送前取消訂單?，F(xiàn)在這種擔(dān)憂已經(jīng)消失，大家都在搶購(gòu)半導(dǎo)體零部件。據(jù)悉，為了在第2季度減少不確定性，中國(guó)智能手機(jī)制造商還在囤積內(nèi)存和閃存等半導(dǎo)體。有專家解釋說(shuō)：“中國(guó)企業(yè)看到華為被制裁后，感到自己不知什么時(shí)候也會(huì)成為目標(biāo)，因此從去年年底開(kāi)始增加了訂單量。目前來(lái)看，他們?nèi)ツ甑挠嗁?gòu)措施正好緩解了今年的半導(dǎo)體荒，生產(chǎn)壓力也比其他制造商相對(duì)減輕一些。”

Since the end of last year, Chinese manufacturers such as Xiaomi, OPPO, and vivo have ordered AP, 5G chips, memory and other components. At that time, the global semiconductor supply was still abundant, and memory chip companies such as Samsung Electronics and SK Hynix had expressed concern about the large number of orders from Chinese users, and doubted whether it would be a "repetitive order" and cancel the order before delivery. Now that this worry has disappeared, everyone is rushing to buy semiconductor parts. It is reported that in order to reduce uncertainty in the second quarter, Chinese smartphone manufacturers are still hoarding semiconductors such as memory and flash memory. An expert explained: “After seeing Huawei’s sanctions, Chinese companies felt that they did not know when they would become a target, so they increased their orders since the end of last year. At present, their ordering measures last year have just eased this year’s semiconductor sales. The production pressure is relatively less than that of other manufacturers."

據(jù)分析，今年第2季度三星、蘋(píng)果等幾乎所有智能手機(jī)制造商都將受到半導(dǎo)體供應(yīng)不足的影響，在全球智能手機(jī)市場(chǎng)上，受影響較小的中國(guó)制造商的份額可能會(huì)擴(kuò)大。

According to analysis, in the second quarter of this year, almost all smart phone manufacturers such as Samsung and Apple will be affected by insufficient semiconductor supply. In the global smart phone market, the share of less affected Chinese manufacturers may expand.

今年三星電子比往年提前2個(gè)月推出了Galaxy S21系列，蘋(píng)果公司也于去年10月末推出了iphone12系列。報(bào)道指出，智能手機(jī)上市時(shí)間越久，銷量就越低。隨著三星和蘋(píng)果旗艦手機(jī)新機(jī)效應(yīng)變?nèi)酰袊?guó)中國(guó)智能手機(jī)制造商在第2季度大舉發(fā)布新機(jī)，這也為中國(guó)制造商擴(kuò)大市場(chǎng)份額提供了時(shí)機(jī)。

This year, Samsung Electronics launched the Galaxy S21 series two months earlier than previous years, and Apple also launched the iphone12 series at the end of October last year. The report pointed out that the longer the smartphone is on the market, the lower the sales. With the weakening of the effects of the new phones of Samsung and Apple's flagship phones, China's Chinese smartphone manufacturers released new phones in the second quarter, which also provided an opportunity for Chinese manufacturers to expand their market share.

From website: http://www.cankaoxiaoxi.com/