译语翻译分享-中国手机巨头“OVX”加速发展 三星份额或再遭蚕食（2）

 

据韩国观点新闻网站近日报道，今年第2季度中国智能手机生产商“OVX”（小米、OPPO、vivo的首字母组合）的全球市场占有率可能会比往年大幅提高。

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.

一位智能手机业界相关人士表示：“随着LG电子第2季度全面撤出智能手机市场，美国和中南美市场出现的空白可能会由中国制造商来填补。在最近半导体供应不足的关头，中国制造商相对来说还是有余力的。”

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，全球汽车、家电、智能手机等领域均出现因半导体不足导致的产能下降。相反，小米、OPPO、vivo等中国智能手机制造商由于在MCU（微控单元）、AP（无线接入机）和存储等方面的半导体供需已经确保了库存，生产方面没有太大问题。

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.

报道称，中国制造企业当然也不能完全避免半导体供应不足。小米不仅是智能手机制造商，还生产各种家电产品，而家电所需要的半导体种类也多种多样，数量也很多。小米最近以智能手机所需要的AP不足等为由，减产了一部分中低价智能手机。

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.

世界排名第二的半导体代工企业，同时也是存储芯片生产企业里世界排名第一的三星电子，和在世界最大代工企业台湾富士康生产手机的苹果都因为半导体供应不足而面临困境。这种供应不足的现象可能会至少持续到第3季度。中国制造企业积累库存后，虽然半导体供应仍然不足，但与其竞争企业相比，情况好得多。

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.

从去年年底开始，小米、OPPO、vivo等中国制造商就纷纷订购AP、5G芯片、存储器等零部件。当时全球半导体供应还算充裕，三星电子和SK海力士等存储芯片企业曾对中国用户的大量订购表示担忧，怀疑会不会是“重复订购”，在配送前取消订单。现在这种担忧已经消失，大家都在抢购半导体零部件。据悉，为了在第2季度减少不确定性，中国智能手机制造商还在囤积内存和闪存等半导体。有专家解释说：“中国企业看到华为被制裁后，感到自己不知什么时候也会成为目标，因此从去年年底开始增加了订单量。目前来看，他们去年的订购措施正好缓解了今年的半导体荒，生产压力也比其他制造商相对减轻一些。”

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."

据分析，今年第2季度三星、苹果等几乎所有智能手机制造商都将受到半导体供应不足的影响，在全球智能手机市场上，受影响较小的中国制造商的份额可能会扩大。

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.

今年三星电子比往年提前2个月推出了Galaxy S21系列，苹果公司也于去年10月末推出了iphone12系列。报道指出，智能手机上市时间越久，销量就越低。随着三星和苹果旗舰手机新机效应变弱，中国中国智能手机制造商在第2季度大举发布新机，这也为中国制造商扩大市场份额提供了时机。

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/