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缺货未解!小米14系列加单40%,供应链有望步入复苏轨道

Not sure if it's out of stock! With orders for the Xiaomi 14 series increased by 40%, the supply chain is expected to enter a recovery path

cls.cn ·  12/05/2023 10:16

Source: Finance Association

① Plus orders are for the entire series, not specific to a specific category; ② Since the release of this phone, “out of stock” has become a high-frequency term; ③ the agency claims that the popularity of the Xiaomi 14 is the result of the combination of its comprehensive product strength and the recovery in smartphone market demand.

According to the report, according to various sources in the supply chain, orders for the Xiaomi 14 series have been increased by 40%. The additional orders are for the entire series, not specific to a specific category.

On December 4th,$XIAOMI-W (01810.HK)$Wang Hua, general manager of the PR department, said while retweeting Wang Xiaoyan, vice president of Xiaomi Group and president of China, on Weibo that the special titanium edition of the Xiaomi 14Pro is in the replenishment stage.

The Xiaomi 14 series is the first phone to be equipped with Xiaomi's self-developed operating system “Surge OS”. It was released on the evening of October 26, and the first sale officially began at 8 p.m. on October 31. Using Lei Jun's confirmation that the Xiaomi 14 sold more than one million units, it took a week for the new Xiaomi model to break one million units, or set a new record for domestic phones.

In terms of performance, this series of phones has been greatly improved compared to the previous generation. Highlights include the first release with the Snapdragon 8Gen3 chip, screen upgrades, self-developed Dragon Crystal Glass, Light Hunter Leica main camera, and larger operating memory. The performance score of the Xiaomi 14 series CPU in terms of multi-core performance and GPU performance is similar to that of Apple's latest A17 Pro. For the first time, an Android phone is comparable to the iPhone in terms of hardware strength.

In terms of price, it is similar to Huawei, which was released at the same time,$Apple (AAPL.US)$Compared with high-end models, Xiaomi's new-generation flagship is more cost-effective. The Xiaomi 14 series starts at 3,999 yuan, and offers a total of 4 storage specifications. The most expensive model is the 14Pro titanium special edition, 16GB+1TB, and sells for 6499 yuan.

Since the release of this phone, “out of stock” has become a high-frequency word.

Lei Jun, founder, chairman and CEO of Xiaomi Group, said in an interaction with netizens on Weibo on November 7 that the Xiaomi 14 series has sold more than 1 million units, is seriously out of stock, and is pressing for orders. A store clerk at the Xiaomi Home store revealed on the same day, “Currently, the third batch has been restocked. All Xiaomi 14 Pro models are out of stock.” Earlier, on November 5, Lei Jun also posted on Weibo, revealing that the production of the Xiaomi 14Pro titanium special edition is currently pressing for orders.

Some third party data confirm the popularity of the Xiaomi 14 series. According to data from the JD platform, Xiaomi's first sales volume surpassed the iPhone 15Pro for the first time, breaking JD's record for single product sales over the past year. In JD's Double 11 Hot New Product List, the Xiaomi 14 phone ranked first.

Fang Ji of Donghai Securities believes that the popularity of Xiaomi 14 is the result of the combination of its comprehensive product strength and the recovery in smartphone market demand. After 10 consecutive quarters of decline, domestic smartphone shipments are expected to usher in 2023Q4, driven by three factors: an inflection point in consumer demand, an inflection point in the switching cycle, and product experience innovation, and gradually begin to enter a recovery path. It is recommended to focus on related targets in the Xiaomi supply chain, such as Zhuo Shengwei and Weijie Chuangxin for RF chips, Vail shares for CIS chips, TCL Technology for display panels, and Lansi Technology and Wingtech for consumer electronics assembly and foundry.

Guoxin Securities places more importance on the AI layout of Xiaomi phones. According to Xiaomi's 2023 new product launch, the AI subsystem of Xiaomi Surge OS supports the latest large model NPU deployment technology, and will soon be able to run directly on mobile phones. This series is equipped with a Qualcomm Snapdragon 8 Gen3 processor and is known as “the world's first generative AI mobile chip.”

The agency said that brand manufacturers are actively promoting the deployment of AI models on the end side, which is expected to accelerate the arrival of the consumer switching cycle. The smartphone industry chain suggests focusing on electronic connection technology, Guanghong Technology, Furong Technology, Shunluo Electronics, etc.; at the same time, since semiconductors are the hardware foundation for AI implementation, it is recommended to focus on Saiwei Electronics, Lixinwei, Guoxin Technology, Changdian Technology, Tongfu Microelectronics, Jingchen Co., Ltd., Lanqi Technology, etc.

Editor/jayden

The translation is provided by third-party software.


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