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行業概況

1、定義

通(tong)信(xin)設備(bei)制造業(ye)(ye)包括通(tong)信(xin)系統設備(bei)制造業(ye)(ye)和通(tong)信(xin)終(zhong)端設備(bei)制造業(ye)(ye)。

通(tong)(tong)信(xin)(xin)系統設(she)備制(zhi)造業(ye)是指(zhi)固定或移動(dong)通(tong)(tong)信(xin)(xin)接入(ru)、傳(chuan)輸(shu)、交換(huan)設(she)備等通(tong)(tong)信(xin)(xin)系統建設(she)所需設(she)備的制(zhi)造，包括為運營商及企業(ye)客戶提供傳(chuan)輸(shu)網、接入(ru)網、承載網等解(jie)決方案，通(tong)(tong)信(xin)(xin)終端(duan)設(she)備包括音頻通(tong)(tong)信(xin)(xin)終端(duan)、圖(tu)形圖(tu)像(xiang)通(tong)(tong)信(xin)(xin)終、視頻通(tong)(tong)信(xin)(xin)終端(duan)、數據通(tong)(tong)信(xin)(xin)終端(duan)、多媒體通(tong)(tong)信(xin)(xin)終端(duan)等。

2、產業鏈剖析

通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)制造(zao)(zao)行(xing)業(ye)(ye)(ye)(ye)上(shang)(shang)游產(chan)(chan)業(ye)(ye)(ye)(ye)主(zhu)(zhu)要(yao)包(bao)括五金和(he)(he)塑(su)(su)料(liao)材(cai)料(liao)供(gong)(gong)應(ying)商(shang)、加(jia)工(gong)商(shang)以(yi)及電(dian)(dian)(dian)(dian)子元器件(jian)(jian)供(gong)(gong)應(ying)商(shang)以(yi)及通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)零(ling)部(bu)件(jian)(jian)制造(zao)(zao)業(ye)(ye)(ye)(ye)。其中：五金材(cai)料(liao)主(zhu)(zhu)要(yao)包(bao)括各類金屬緊(jin)固件(jian)(jian)、鈑(ban)金件(jian)(jian)、沖壓件(jian)(jian)和(he)(he)切削件(jian)(jian)等(deng)(deng)(deng);塑(su)(su)料(liao)材(cai)料(liao)主(zhu)(zhu)要(yao)包(bao)括ABS、尼龍等(deng)(deng)(deng)塑(su)(su)料(liao)原料(liao)及其制品(pin);電(dian)(dian)(dian)(dian)子元器件(jian)(jian)主(zhu)(zhu)要(yao)包(bao)括電(dian)(dian)(dian)(dian)阻、電(dian)(dian)(dian)(dian)容、電(dian)(dian)(dian)(dian)感等(deng)(deng)(deng)。目(mu)前這一領域(yu)上(shang)(shang)市企(qi)業(ye)(ye)(ye)(ye)有(you)欣(xin)天科(ke)技(ji)、光迅科(ke)技(ji)、燦勤科(ke)技(ji)和(he)(he)創遠(yuan)儀器等(deng)(deng)(deng);作(zuo)為產(chan)(chan)品(pin)原材(cai)料(liao)供(gong)(gong)應(ying)商(shang)，電(dian)(dian)(dian)(dian)子元器件(jian)(jian)、塑(su)(su)膠與(yu)五金結(jie)構(gou)件(jian)(jian)制造(zao)(zao)業(ye)(ye)(ye)(ye)以(yi)及通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)零(ling)部(bu)件(jian)(jian)制造(zao)(zao)業(ye)(ye)(ye)(ye)對(dui)通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)制造(zao)(zao)業(ye)(ye)(ye)(ye)的(de)影響主(zhu)(zhu)要(yao)體(ti)現在采購(gou)成本(ben)上(shang)(shang)。而通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)制造(zao)(zao)業(ye)(ye)(ye)(ye)僅作(zuo)為IT產(chan)(chan)業(ye)(ye)(ye)(ye)的(de)一小部(bu)分，對(dui)上(shang)(shang)游原材(cai)料(liao)影響相(xiang)對(dui)有(you)限。通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)制造(zao)(zao)行(xing)業(ye)(ye)(ye)(ye)中游作(zuo)為整條產(chan)(chan)業(ye)(ye)(ye)(ye)鏈的(de)重要(yao)環節，主(zhu)(zhu)要(yao)包(bao)含核心網絡(luo)(luo)設(she)備(bei)(bei)(bei)、接入(ru)網絡(luo)(luo)設(she)備(bei)(bei)(bei)和(he)(he)網絡(luo)(luo)終端應(ying)用(yong)設(she)備(bei)(bei)(bei)的(de)制造(zao)(zao)等(deng)(deng)(deng);該領域(yu)目(mu)前的(de)代表上(shang)(shang)市企(qi)業(ye)(ye)(ye)(ye)有(you)烽火通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)、長(chang)飛光纖、亨通(tong)(tong)(tong)(tong)光電(dian)(dian)(dian)(dian)和(he)(he)通(tong)(tong)(tong)(tong)鼎互聯(lian)等(deng)(deng)(deng);通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)制造(zao)(zao)行(xing)業(ye)(ye)(ye)(ye)的(de)下游產(chan)(chan)業(ye)(ye)(ye)(ye)主(zhu)(zhu)要(yao)包(bao)括通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)運(yun)營商(shang)與(yu)通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)集成商(shang)以(yi)及政府與(yu)公共安全、公用(yong)事業(ye)(ye)(ye)(ye)以(yi)及工(gong)商(shang)業(ye)(ye)(ye)(ye)等(deng)(deng)(deng)行(xing)業(ye)(ye)(ye)(ye)的(de)具體(ti)應(ying)用(yong)。目(mu)前在電(dian)(dian)(dian)(dian)信(xin)(xin)(xin)(xin)(xin)(xin)運(yun)營服務(wu)方面，我國目(mu)前的(de)電(dian)(dian)(dian)(dian)信(xin)(xin)(xin)(xin)(xin)(xin)運(yun)營服務(wu)市場呈三大(da)電(dian)(dian)(dian)(dian)信(xin)(xin)(xin)(xin)(xin)(xin)運(yun)營商(shang)寡頭(tou)壟斷競爭(zheng);通(tong)(tong)(tong)(tong)信(xin)(xin)(xin)(xin)(xin)(xin)設(she)備(bei)(bei)(bei)集成商(shang)主(zhu)(zhu)要(yao)包(bao)括中興通(tong)(tong)(tong)(tong)訊等(deng)(deng)(deng)企(qi)業(ye)(ye)(ye)(ye)。

行業發展現狀

1、通信設備制造行(xing)業市場規模逐年遞增

根(gen)據(ju)《中(zhong)國(guo)(guo)(guo)電(dian)子信(xin)(xin)息產業(ye)(ye)統計年鑒》，2014-2019年全國(guo)(guo)(guo)規模(mo)以(yi)上通(tong)信(xin)(xin)設(she)(she)備(bei)制造(zao)業(ye)(ye)營(ying)業(ye)(ye)收入持續增長(chang)。根(gen)據(ju)工(gong)信(xin)(xin)部，2020年，通(tong)信(xin)(xin)設(she)(she)備(bei)制造(zao)業(ye)(ye)營(ying)業(ye)(ye)收入同比增長(chang)4.7%，則通(tong)信(xin)(xin)設(she)(she)備(bei)制造(zao)業(ye)(ye)營(ying)業(ye)(ye)收入初步(bu)估計達(da)39729億(yi)元。前瞻根(gen)據(ju)近年來我國(guo)(guo)(guo)通(tong)信(xin)(xin)設(she)(she)備(bei)制造(zao)業(ye)(ye)發展(zhan)趨(qu)勢及營(ying)業(ye)(ye)收入變化(hua)情況初步(bu)核算得到(dao)2021年，我國(guo)(guo)(guo)通(tong)信(xin)(xin)設(she)(she)備(bei)制造(zao)業(ye)(ye)營(ying)業(ye)(ye)收入可(ke)達(da)到(dao)近44000億(yi)元。

2、通信設備制造行(xing)業(ye)投資規模整體(ti)維(wei)持較高水(shui)平(ping)

近(jin)年(nian)(nian)(nian)來(lai)(lai)，我國(guo)通(tong)(tong)(tong)信設(she)備制(zhi)(zhi)造行(xing)業(ye)(ye)(ye)投資(zi)規模不(bu)斷增(zeng)加(jia)，加(jia)速(su)推進(jin)行(xing)業(ye)(ye)(ye)的(de)發(fa)展和網(wang)絡通(tong)(tong)(tong)信的(de)全國(guo)化布(bu)局(ju)。2021-2022年(nian)(nian)(nian)我國(guo)通(tong)(tong)(tong)信行(xing)業(ye)(ye)(ye)固定資(zi)產(chan)(chan)投資(zi)整(zheng)體呈(cheng)上升趨勢，固定資(zi)產(chan)(chan)投資(zi)額增(zeng)速(su)有所(suo)下降(jiang)。截至(zhi)2022年(nian)(nian)(nian)4月(yue)末，我國(guo)計(ji)算(suan)機(ji)、通(tong)(tong)(tong)信和其他電子(zi)設(she)備制(zhi)(zhi)造業(ye)(ye)(ye)民間(jian)固定資(zi)產(chan)(chan)投資(zi)累(lei)計(ji)增(zeng)長26.6%，受2022年(nian)(nian)(nian)以來(lai)(lai)全國(guo)多地“奧密克(ke)戎”疫情反復影響(xiang)，增(zeng)速(su)較2021年(nian)(nian)(nian)同期下降(jiang)11.4%，環比下降(jiang)4/6%，但(dan)整(zheng)體仍處于較高(gao)水平。近(jin)年(nian)(nian)(nian)來(lai)(lai)，我國(guo)通(tong)(tong)(tong)信設(she)備制(zhi)(zhi)造行(xing)業(ye)(ye)(ye)相(xiang)關企業(ye)(ye)(ye)積極布(bu)局(ju)5G建設(she)，為通(tong)(tong)(tong)信設(she)備制(zhi)(zhi)造行(xing)業(ye)(ye)(ye)提供了良好的(de)發(fa)展環境。

3、電(dian)(dian)話(hua)用(yong)戶總數和移動電(dian)(dian)話(hua)用(yong)戶數分(fen)析

2013-2021年(nian)(nian)中國(guo)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)總(zong)(zong)(zong)數(shu)(shu)(shu)和移動(dong)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)數(shu)(shu)(shu)總(zong)(zong)(zong)體(ti)呈增(zeng)加趨勢變動(dong)，其中移動(dong)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)數(shu)(shu)(shu)增(zeng)加量(liang)明顯。根據工信部(bu)數(shu)(shu)(shu)據，2021年(nian)(nian)，全國(guo)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)凈(jing)增(zeng)4755萬(wan)(wan)戶(hu)(hu)(hu)，總(zong)(zong)(zong)數(shu)(shu)(shu)達到18.24億(yi)戶(hu)(hu)(hu)。其中，移動(dong)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)總(zong)(zong)(zong)數(shu)(shu)(shu)16.43億(yi)戶(hu)(hu)(hu)，全年(nian)(nian)凈(jing)增(zeng)4875萬(wan)(wan)戶(hu)(hu)(hu)，普及率(lv)為116.3部(bu)/百人，比上年(nian)(nian)末(mo)提高3.4部(bu)/百人。2022年(nian)(nian)1-4月(yue)，全國(guo)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)總(zong)(zong)(zong)數(shu)(shu)(shu)達18.43億(yi)戶(hu)(hu)(hu)，移動(dong)電(dian)(dian)(dian)話(hua)(hua)用(yong)戶(hu)(hu)(hu)總(zong)(zong)(zong)數(shu)(shu)(shu)16.61億(yi)戶(hu)(hu)(hu)。

4、手機出貨量分析

根(gen)據中(zhong)國(guo)信息通(tong)信研究院統計(ji)數據顯示，2016-2020年我國(guo)手(shou)(shou)機(ji)(ji)市場出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)呈(cheng)逐年下降趨勢，手(shou)(shou)機(ji)(ji)出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)連續五年承壓。2021年全年國(guo)內市場手(shou)(shou)機(ji)(ji)總(zong)體出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)累計(ji)3.51億部(bu)(bu)，同比增(zeng)(zeng)長(chang)13.9%，為(wei)近六年來手(shou)(shou)機(ji)(ji)出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)首次(ci)正向增(zeng)(zeng)長(chang);其中(zhong)，5G手(shou)(shou)機(ji)(ji)出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)2.66億部(bu)(bu)，同比增(zeng)(zeng)長(chang)63.5%。2022年1-4月，國(guo)內市場手(shou)(shou)機(ji)(ji)總(zong)體出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)累計(ji)8742.5萬部(bu)(bu)，同比下降30.3%，其中(zhong)，5G手(shou)(shou)機(ji)(ji)出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)6846.9萬部(bu)(bu)，同比下降25.0%，占同期手(shou)(shou)機(ji)(ji)出(chu)(chu)(chu)貨(huo)(huo)量(liang)(liang)的78.3%。

5、通信手持機產量分析(xi)

國(guo)家統計局數據顯示，2012-2021年(nian)(nian)我國(guo)移(yi)(yi)動(dong)(dong)通信(xin)(xin)手(shou)(shou)持(chi)(chi)機(ji)產(chan)(chan)量呈(cheng)波動(dong)(dong)遞增趨勢上漲。其中，2016年(nian)(nian)我國(guo)移(yi)(yi)動(dong)(dong)通信(xin)(xin)手(shou)(shou)持(chi)(chi)機(ji)產(chan)(chan)量達226108.7萬臺(tai)，同(tong)比增長20.3%，移(yi)(yi)動(dong)(dong)通信(xin)(xin)手(shou)(shou)持(chi)(chi)機(ji)產(chan)(chan)量及產(chan)(chan)量同(tong)比增長率均達到近年(nian)(nian)來的峰值。2021年(nian)(nian)全(quan)國(guo)移(yi)(yi)動(dong)(dong)通信(xin)(xin)手(shou)(shou)持(chi)(chi)機(ji)產(chan)(chan)量為166151.6萬臺(tai)，同(tong)比增長7.0%;2022年(nian)(nian)1-4月，全(quan)國(guo)移(yi)(yi)動(dong)(dong)通信(xin)(xin)手(shou)(shou)持(chi)(chi)機(ji)產(chan)(chan)量達48071.5萬臺(tai)，同(tong)比下降(jiang)1.3%。

6、移動基站總數逐(zhu)年遞增，5G基站總量占全(quan)球60%以上

根據工(gong)信部(bu)統(tong)計(ji)，2021年，全國移動通(tong)信基(ji)(ji)站(zhan)總數達996萬(wan)(wan)個(ge)(ge)(ge)(ge)，全年凈增65萬(wan)(wan)個(ge)(ge)(ge)(ge)。其中4G基(ji)(ji)站(zhan)達590萬(wan)(wan)個(ge)(ge)(ge)(ge)，5G基(ji)(ji)站(zhan)為142.5萬(wan)(wan)個(ge)(ge)(ge)(ge)，全年新建5G基(ji)(ji)站(zhan)超65萬(wan)(wan)個(ge)(ge)(ge)(ge)，我國已開通(tong)5G基(ji)(ji)站(zhan)數量(liang)全球(qiu)排名第一(yi)，5G基(ji)(ji)站(zhan)總量(liang)占全球(qiu)60%以上，每萬(wan)(wan)人擁有5G基(ji)(ji)站(zhan)數達到10.1個(ge)(ge)(ge)(ge)。

7、移動通信基(ji)站設備產(chan)量分析

國家統計局數(shu)據顯示(shi)，2015-2022年我國移動(dong)通信(xin)(xin)基(ji)(ji)站設(she)(she)(she)備(bei)產(chan)量(liang)(liang)(liang)整體呈上(shang)升(sheng)趨勢(shi)變(bian)化;其中，2018年以來隨著5G建設(she)(she)(she)加快，推動(dong)了移動(dong)通信(xin)(xin)基(ji)(ji)站設(she)(she)(she)備(bei)產(chan)量(liang)(liang)(liang)的大(da)幅增(zeng)長(chang)(chang)，2018年我國移動(dong)通信(xin)(xin)基(ji)(ji)站設(she)(she)(she)備(bei)產(chan)量(liang)(liang)(liang)達43225.2萬(wan)信(xin)(xin)道，同(tong)比增(zeng)長(chang)(chang)58.7%;2021年，我國移動(dong)通信(xin)(xin)基(ji)(ji)站設(she)(she)(she)備(bei)產(chan)量(liang)(liang)(liang)達541.9萬(wan)射(she)頻模塊(kuai)，同(tong)比下降(jiang)39.4%;2022年1-4月，我國移動(dong)通信(xin)(xin)基(ji)(ji)站設(she)(she)(she)備(bei)產(chan)量(liang)(liang)(liang)達263.5萬(wan)射(she)頻模塊(kuai)，同(tong)比增(zeng)長(chang)(chang)25.9%。

行業競爭格局

1、區域競(jing)爭：廣東省移動通信手持機(ji)最多

由于經(jing)濟較發(fa)達地(di)區(qu)(qu)人口基數較大，對移(yi)動(dong)通(tong)信(xin)(xin)設備的(de)需求也較大，目前(qian)我(wo)國移(yi)動(dong)通(tong)信(xin)(xin)手(shou)持(chi)機產(chan)(chan)量(liang)主要集中在東南部經(jing)濟較發(fa)達地(di)區(qu)(qu)。2021年全年，廣東省(sheng)(sheng)移(yi)動(dong)通(tong)信(xin)(xin)手(shou)持(chi)機產(chan)(chan)量(liang)全國最(zui)多，達66965.4萬(wan)臺(tai)(tai)，約占全國通(tong)信(xin)(xin)手(shou)持(chi)機總產(chan)(chan)量(liang)的(de)40.30%;進入前(qian)十的(de)城市(shi)還包括河南省(sheng)(sheng)、四川省(sheng)(sheng)、北京(jing)市(shi)、江(jiang)西(xi)省(sheng)(sheng)、重慶市(shi)、湖北省(sheng)(sheng)、陜西(xi)省(sheng)(sheng)、江(jiang)蘇省(sheng)(sheng)和浙江(jiang)省(sheng)(sheng)。但是(shi)可以看到，這些(xie)城市(shi)的(de)通(tong)信(xin)(xin)手(shou)持(chi)機產(chan)(chan)量(liang)梯級分(fen)布(bu)較明顯，如排名第十的(de)浙江(jiang)通(tong)信(xin)(xin)手(shou)持(chi)機產(chan)(chan)量(liang)為(wei)3214.5萬(wan)臺(tai)(tai)，與廣東省(sheng)(sheng)的(de)通(tong)信(xin)(xin)手(shou)持(chi)機產(chan)(chan)量(liang)相差近(jin)21倍。

2、企(qi)業(ye)競爭：vivo、OPPO、小米、蘋果、榮耀占據手機(ji)出貨量前五名

根(gen)據國際數據公司(IDC)數據，按出(chu)貨(huo)(huo)量(liang)來看，2021全年(nian)中(zhong)國智能手(shou)機市場(chang)出(chu)貨(huo)(huo)量(liang)前五的(de)廠商分別為(wei)(wei)：vivo、OPPO、小米、蘋(pin)果、榮耀，手(shou)機出(chu)貨(huo)(huo)量(liang)分別約為(wei)(wei)7100萬(wan)臺(tai)(tai)、6710萬(wan)臺(tai)(tai)、5110萬(wan)臺(tai)(tai)、5030萬(wan)臺(tai)(tai)和3860萬(wan)臺(tai)(tai)。其中(zhong)，蘋(pin)果2021年(nian)全年(nian)在中(zhong)國市場(chang)出(chu)貨(huo)(huo)量(liang)自(zi)2015年(nian)以來再次突破5000萬(wan)臺(tai)(tai)，年(nian)度(du)同比增幅近40%，為(wei)(wei)前五大廠商中(zhong)增速(su)最快。

2022年一季(ji)度，中國智能手機市場出貨(huo)量前五的廠商分別為：OPPO、榮耀、vivo、蘋果和小(xiao)米，手機出貨(huo)量分別約為1370萬臺(tai)、1350萬臺(tai)、1330萬臺(tai)、1240萬臺(tai)和1100萬臺(tai)。

就(jiu)市(shi)場份額來(lai)看，2021全(quan)年vivo、OPPO、小米、蘋果、榮耀的市(shi)場份額為(wei)(wei)別為(wei)(wei)21.5%、20.4%、15.5%、15.3%和11.7%，其他(ta)廠(chang)商市(shi)場份額合計(ji)為(wei)(wei)15.6%。

2022年第一季(ji)度，OPPO、榮(rong)耀(yao)、vivo、蘋果和(he)小米的市場份額(e)為別(bie)18.5%、18.2%、17.9%、16.7%和(he)14.9%，其他(ta)廠商市場份額(e)合計為13.7%。

行業發展前景及趨勢預測

1、“十四五(wu)”時期(qi)，推進通(tong)信設(she)備制造行業(ye)節能減排和(he)綠色發展，全面(mian)建設(she)新型數字(zi)基礎(chu)設(she)施

2、“十四五”通信設備制(zhi)造行業發展趨(qu)勢(shi)：基礎設施建設能(neng)力(li)顯(xian)著提高，向國(guo)際一流水平邁進(jin)

初步預(yu)測至(zhi)2027年末，我國規模以上通信設備制造(zao)業營業收入或將(jiang)突破(po)81000億(yi)元。

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