2012年上半年，我国出口手机4.57亿部，同比增长17.7%；出口金额为358.2亿美元，同比增长36.1%，保持了稳定的增长势头。预计2012年全年我国手机出口量将突破10.5亿部，增幅接近15%，出口额预计达到800亿美元，增幅超过25%。

In the first half of 2012，China's export mobile phone of 457 million，Year-on-year growth of 17.7%；The amount of exports for 35.82 billion dollars，Year-on-year growth of 36.1%，Keep the stable growth。Full year 2012 is expected to cell phones in our country exports will break 1.05 billion department，Growth of close to 15%，Exports is expected to reach us $80 billion，Growth of more than 25%。

　　根据中国海关统计，今年上半年，我国出口手机4.57亿部，同比增长17.7%，出口金额为358.2亿美元，同比增长36.1%，保持了稳定的增长势头，出口增幅高于同期机电产品和总体商品贸易出口增幅水平。同期，我国手机进口221.4万部，价值3.7亿美元，同比分别下降54.8%和16.4%。手机出口的快速增长带动了我国通信设备出口的总体增长，上半年通信设备出口702亿美元，同比增长15.7%。不过扣除手机产品，通信设备出口增幅为零，手机成为拉动通信设备出口的唯一动力。

According to China's customs statistics，In the first half of this year，China's export mobile phone of 457 million，Year-on-year growth of 17.7%，The amount of exports for 35.82 billion dollars，Year-on-year growth of 36.1%，Keep the stable growth，Export growth is higher than in the same period and mechanical and electrical products and general merchandise trade export growth levels。Over the same period，China imported 2.214 million of mobile phone，Value of $370 million，Year-on-year were down by 54.8% and 16.4%。Mobile phone of the rapid growth of the export of Chinese communication equipment contributed to the overall growth of exports，Communication equipment export $70.2 billion in the first half，Year-on-year growth of 15.7%。But deduct mobile phone products，Communication equipment export growth is zero，Mobile phone be pull communication equipment export the only power。

　　受益全球繁荣市场我国手机出口大增全球庞大的移动用户数量支撑着手机市场需求，世界银行数据显示，当前全球移动通信用户已经超过60亿，中国、印度每个月新增的手机用户更是超过1000万，亚太、非洲、拉美等手机普及率较低的地区新增用户数增幅明显，新增用户和老用户换新机的需求共同支撑了手机产销的快速增长。市场研究公司数据显示，今年前两个季度全球手机出货量和销售量均保持了稳定的增长势头，尤其智能手机出货量更是保持了40%以上的增幅。作为占全球产量近八成的中国，手机产品出口将受益于全球市场的繁荣，未来也将更多地随全球市场的兴衰而波动。

Benefit from global prosperity in China a mobile phone market export massive global mobile users mobile phone number to support the market demand，The world bank data shows，The current global mobile communications users are already more than 6 billion，China、India, the number of new mobile phone users every month is more than 10 million，asia-pacific、Africa、Mobile phone penetration rate in Latin America and low in the new subscribers a dramatic rise，New users and the needs of the new and old customers in the production and sales of mobile phones to support rapid growth。Market research company data shows，This year the first two quarters global mobile phone shipments and sales are maintained steady growth，Especially is the smart phone shipments to keep more than 40% of the increase。As a share of global production nearly eighty percent of China's，Mobile phone products export will benefit the global market prosperity，The future will be more along with global market rise and fall and volatility。

　　出口保持稳定增长但增幅水平回落上半年我国手机出口数量保持稳定增长，1~6月份月度增幅分别为15.2%、39.4%、13.5%、10.5%、18.9%和14.5%。从出口额同比数据来看，除6月份增幅为8.2%外，其余各月均保持了20%以上的增幅水平。

Export growth but keep stable growth in the first half of the level in our country export quantity back mobile phone stable growth，1 ~ 6 monthly increase in were 15.2%、39.4%、13.5%、10.5%、18.9% and 14.5%。Exports from year-on-year data to see，In addition to the growth of 8.2% in June，The others each kept more than 20% of the average monthly increase level。

　　出口平均价格较去年同期提升但开始回落上半年我国手机总体出口平均价格为78美元，较去年同期提升了15.6%，这主要得益于智能手机在总体市场所占比重的提升，也是我国手机出口额增幅高于出口量增幅的重要原因。不过，从月度数据来看，6月份手机总体平均价格仅为65.6美元，明显低于上半年总体水平，各月度平均出口价格更是出现逐级下滑的趋势。总体出口平均价格是否延续下滑趋势值得关注。

Export average price than the same period last year the country fell ascending and mobile phone overall export average price of $78，15.6% increase from the same period last year，This is due to the smartphone market in general the promotion of proportion，China is the cell phone than exports of the increase in export volume growth important reasons。but，From monthly data to see，Mobile phone overall average prices in June for only $65.6，Obviously lower than that of the first half overall level，The monthly average export prices is appear gradually decline。Total exports average price continues to decline if concern。

　　发达市场增幅平稳对东盟等市场出口下滑上半年我国手机对欧盟、美国、日本等发达市场的出口表现平稳。其中，美国仍是我国手机出口最大的单一目标市场，1~6月份，对美国出口手机4220万部，同比增长21.3%，在出口总量中占到9.2%；出口金额为67.4亿美元，同比增长80.9%，增幅明显高于出口量增幅。

The developed market growth markets such as smooth on asean export decline in China in the first half of the eu mobile phone、The United States、Japan and other developed markets, export performance stable。Among them，America is still the largest single cell phones in our country export target market，1 ~ 6 months，Exports to the United States in 42.2 million of mobile phones，Year-on-year growth of 21.3%，In 9.2% of total exports；The amount of exports for 6.74 billion dollars，Year-on-year growth of 80.9%，A dramatic rise higher than the export growth。

　　上半年对欧盟出口增幅明显，出口量同比增长26.8%，达到4390万部，占总出口量的9.6%；出口额同比增幅达到156%，出口平均价格同比提升1倍至148.5美元。出口量保持较高增幅主要是基于去年同期对欧盟出口基数较低，2011年上半年我国手机对欧盟出口量同比下降29.5%，远低于同期手机出口总量17.7%的增幅水平。对欧盟出口增幅较大还可能是由于转口贸易的增加，上半年对荷兰、卢森堡、芬兰出口量分别增长3.9倍、36.8倍和6.4倍。

For the eu export growth in the first half is obvious，Exports grew 26.8%，To achieve the 43.9 million，Accounting for 9.6% of total exports；Year-on-year rate of increase exports reached 156%，Export average price up ascension doubled to $148.5。Exports to remain higher growth is mainly based on the same period last year exports to the eu a low base，In the first half of 2011 the eu exports to China mobile phone 29.5% year-on-year drop，The same period is far lower than the total export of mobile phone 17.7% level。For the eu export growth also may be due to larger transit trade increased，To Holland in the first half of、Luxembourg、Finland exports increased by 3.9 times respectively、36.8 times and 6.4 times。

　　上半年对东盟、非洲、拉丁美洲等新兴市场的出口却出现下滑，出口量降幅分别为0.8%、26.6%和0.8%。由于去年同期对拉丁美洲出口基数较高造成今年增幅下滑，但对东盟尤其是非洲出口出现连续下滑，其中原因值得关注，通过中国香港转口贸易估计是主要原因。上半年对香港出口1.9亿部手机，同比增长18%，占出口总量的41.8%，很大比重转口到世界各地市场。

In the first half、Africa、Latin America and other emerging market exports has declined，Exports fell by 0.8%, respectively、26.6% and 0.8%。Due to the same period last year to Latin America export base caused by higher this year growth slowdown，But for asean especially African export consecutive decline，The cause of concern，Through the Hong Kong, China entrepot trade estimates are the major reasons。To export 190 million mobile phone in the first half of Hong Kong，Year-on-year growth of 18%，Exports account for 41.8% of the total，A large proportion of transit to the world market。

　　出口企业集中度进一步提升上半年我国经营手机产品出口的企业共计560家，较去年同期的485家增加了75家。出口额最大的前50家企业完成了手机出口总量的85%，出口总额的93%，这一比重与去年持平。其中，前10家企业合计出口量和出口额分别为2.2亿部和267亿美元，占同期出口总量和总额的49.4%和74.6%，尤其出口额比重较去年同期的59%和2011年初的69.6%明显提升，说明手机出口企业集中度在提升，这与当前手机市场上苹果、三星等企业市场份额提升关系密切。手机出口额前10名企业主要为富士康、三星、索尼爱立信、诺基亚等外资企业在华的独资企业。

Export enterprise concentration further enhance the country operating mobile products export enterprise total of 560 home，Of the 485 compared to the same period last year increased by 75。Exports of the largest 50 companies completed before mobile phone export total of 85%，93% of total export amount，The proportion and flat last year。Among them，Top 10 enterprises total exports and exports are 220 million department and the $26.7 billion，The same period of export volume and 49.4% and 74.6% of the total amount，Especially export proportion of 59% compared to the same period last year and 69.6% in early 2011 enhanced，Mobile phone that export enterprise concentration in ascension，This and the current mobile phone market on apple、Samsung enterprise market share close relation to ascension。Mobile phone before 10 enterprise mainly exports for foxconn、samsung、SONY Ericsson、Nokia and other foreign enterprises in China, the sole proprietorship enterprise。

　　加工贸易仍是最主要贸易方式加工贸易是我国手机出口的最主要贸易方式。上半年我国手机出口总量的65.6%通过加工贸易方式出口，达到3亿部，其中2.9亿部为进料加工贸易方式。一般贸易方式出口1.5亿部，同比增长30.5%，增幅高于手机总体出口增幅12.8个百分点。一般贸易出口量占总体出口量的比重从2001年的0.6%逐年提升，2011年比重为32%。不过一般贸易方式出口的手机平均价格明显低于总体水平，上半年一般贸易方式出口手机平均价格仅为33.6美元。

Processing trade is still the main trade processing trade Chinese cell phone is way of the main export trade ways。Chinese mobile phone in the first half of 65.6% of total export processing trade way through exports，To achieve the 300 million，290 million of the ministry for processing trade ways。General trade export 150 million in the way，Year-on-year growth of 30.5%，Growth overall export growth 12.8% higher than mobile phones。General trade exports account for the proportion of total exports from 0.6% in 2001 to improve year by year，2011 for 32%。But general trade export phone average price way was significantly lower than the overall level，General trade exports in the first half way average price for mobile phone only $33.6。

　　五大突出问题当前全球手机市场结构性特点突出，发达国家与发展中国家、存量用户与新增用户在智能手机与功能手机的需求上表现不同，对于价格、品牌、功能等方面也有不同层次的需求，发达国家消费者倾向于购买功能强大的智能手机，而发展中国家的消费者由于收入相对较低、3G网络相对不完善等原因而更多地选择功能手机。

Five outstanding problems the current global mobile phone market structural features prominent，The developed countries and the developing countries、New users in the user and the stock of smart phones and function of the cell phone on different demand performance，For the price、brand、Function also have different levels of the demand，Developed countries consumers tend to buy powerful smart phones，And developing countries because of consumer income is lower、3 G network is not perfect wait for a reason and more mobile phone selection function。

　　传统企业增产不增收上半年全球手机出货量保持了增长势头，尤其是智能手机第二季度出货量同比增长了42%，但这是2009年第四季度以来季度同比最低的增幅水平，市场需求增幅放缓给企业运营带来压力。传统手机巨头诺基亚第二季度净亏损14.1亿欧元，较上年同期的4.92亿欧元急剧扩大。中兴通讯第二季度进入全球手机出货量前五名，不过公司预计上半年净利润同比下滑60%~80%。传统手机企业LG、摩托罗拉、索尼爱立信、黑莓等均陷入亏损漩涡。

Traditional enterprise does not be increased revenue global mobile phone shipments in the first half kept growing，Especially in the second quarter smartphone shipments year-on-year growth of 42%，But this is the fourth quarter of 2009 compared with the growth of the lowest since quarter level，The market demand growth slowing to enterprise operating pressure。Mobile phone giant nokia traditional net loss in the second quarter of 1.41 billion euros，Over the same period of 492 million euros a rapid expansion。Zte into global mobile phone shipments in the second quarter before five，But the company is expected to decline in the first half year-on-year net profit by 60% ~ 80%。Traditional cell phone enterprise LG、MOTOROLA、SONY Ericsson、Blackberry all into loss vortex。

　　产业新军加剧竞争、分流利润与传统手机企业的亏损相比，苹果、三星分别凭借出色的工业设计和上游的核心技术与芯片工艺在手机市场赚取了巨额利润，据统计，这两家公司赚取了手机市场90%以上的利润。同时，3G智能手机时代，微软、谷歌、百度、阿里巴巴等互联网企业纷纷介入手机市场，凭借对移动互联的机遇把握，占据手机产业一定份额，加剧市场竞争的同时，也间接造成了传统手机企业的亏损。传统手机企业在面对彼此间竞争的同时，还要面临互联网企业的加入，如何树立企业核心竞争力是所有企业要面对的问题。

Industry army increase competition、Split profits and losses of the enterprise than traditional cell phone，apple、Samsung are brilliantly industrial design and the core technology and the chip technology in the mobile phone market earned huge profits，According to the statistics，The two companies earn the mobile phone market more than 90% of the profits。At the same time，3 G smartphone era，Microsoft、Google、baidu、Alibaba and Internet enterprises have been involved in the cell phone market，With the opportunity of mobile Internet grasp，Occupy the mobile phone industry must share，Increased competition in the market at the same time，Also indirectly caused the traditional mobile phone the losses of the enterprise。In the face of traditional cell phone enterprise of competition between each other at the same time，Also face the Internet enterprise to join in，How to set up the business enterprise core competitive ability is facing the problem of all enterprise。

　　贸易保护潜流暗涌上半年我国手机对阿根廷、沙特阿拉伯、马来西亚、哥伦比亚等市场出口增幅明显，均超过30%。尽管拉美、东盟、东欧市场在我国手机总体出口中所占比重不大，但考虑到这些市场庞大的人口基数、相对较低的手机普及率以及不断提高的居民收入水平，市场潜力巨大。不过，由于同样为发展中国家，为发展本国的高新技术产业，这些国家通常会制定严格的进口管制措施或者贸易保护措施，限制国外产品的进入。上半年就传出阿根廷拟对中国手机进行反倾销的消息，给相关企业敲响警钟，要时刻警惕某一市场对出口急剧增长采取贸易保护措施。

Trade protection undercurrents in China in the first half of dark emerging mobile phone Argentina、Saudi Arabia、Malaysia、Columbia and market significantly increase in exports，By more than 30%。Although Latin America、asean、Eastern Europe market in our country exports to the mobile phone overall proportion is not big，But consider the market the huge population base、Relatively low mobile phone penetration rate and improve residents income level，Market potential is tremendous。but，Because the same for developing countries，For the development of its new high technology industry，These countries will usually develop strict import controls measures or trade protection measures，Restricting foreign products entering。In the first half to spread the Argentina to China mobile phone anti-dumping news，To the related enterprise alarming，To keep a wary eye on a market for export to dramatically increase trade protection measures。

　　潜在的知识产权诉讼最近两年，信息通信企业间专利纠纷不断，诺基亚、苹果、微软、谷歌、三星、宏达电、摩托罗拉等企业之间上演了纷繁复杂的专利互诉，这种高频率的企业间专利互诉背后是市场利益的重新划分。在全球通信市场从2G向3G升级，并向4G演进的过程中，手机作为通信终端也面临着功能和应用的革命性变革，能否把握这种技术变革下的市场机会，在新的市场格局中维护自身的市场利益就显得至关重要，对于原有市场体系下占据利益较多的企业就更为关键。中兴通讯、华为、TCL等企业在进入全球手机出货量前10位的同时，也面临着越来越突出的知识产权问题，企业需警惕。

Potential intellectual property litigation over the past two years，Information communication between enterprise and the patent disputes，nokia、apple、Microsoft、Google、samsung、Hongda electric、MOTOROLA etc between enterprise on a complicated patent lawsuit of each other，This kind of high frequency of patent lawsuit between enterprises each other behind is the interests of the market to differentiate afresh。In the global communications market from 2 G to 3 G to upgrade，And the process of evolution to 4 G，Mobile phone as the communication terminal is also facing a function and application of the revolutionary transformation，This technology can grasp the opportunity to market changes，In the new market structure to protect their own interests of market are very important，For existing market system occupies more enterprise is more interests key。zte、huawei、TCL and other enterprise in into the global mobile phone shipments 10 at the same time，Also face a more and more outstanding intellectual property rights，Companies need to alert。

　　新兴市场需求待挖掘上半年我国对阿根廷、沙特阿拉伯、马来西亚、哥伦比亚等市场手机出口量增幅明显，这些国家人口数量多、手机普及率相对较低，市场潜力较大，尤其是金融危机和欧债危机对发达市场需求的增长造成影响。但目前一些新兴市场国内政治动荡和经济增长疲弱，新兴国家庞大的潜在市场需求能在多大程度上被挖掘和抵消发达市场需求的疲弱，需要继续观察。

Emerging market demand for mining the country to Argentina、Saudi Arabia、Malaysia、Columbia and mobile phone market exports a dramatic rise，These national population quantity、Mobile phone penetration rate is relatively low，Market potential，Especially the financial crisis and the European debt crisis in developed markets the growth of demand the influence。But now some of the emerging market domestic political turmoil and economic weak growth，Emerging countries mammoth potential market demand how much can be mining and offset developed market demand weakness，Need to continue to watch。

　　下半年出口预测作为占全球手机产量70.6%的重要生产和出口基地（2011年度），我国手机产品在2000年至2011年间出口量和出口额分别保持了39.3%和33.4%的年均复合增长率。不过随着出口基数的提高，出口量增幅在近两年逐步回落到20%以内的水平。尽管由于智能手机市场份额提升拉高总体出口平均价格使得出口额仍保持30%左右的较高增幅，但智能手机市场竞争逐步加剧带来总体价格压力，出口额增幅也将逐步回落。从国家统计局数据看，今年1~6月份，我国手机产量累计达5.3亿部，同比增长5.5%，增幅较去年同期回落明显。

The second half of global mobile phone as export forecast yield of 70.6% for the production and export of important base（2011 year），Chinese mobile phone products in 2000 and 2011 and exports and exports to keep the 39.3% and 33.4% respectively of the compound annual growth rate。But along with the improvement of the export base，Export growth fell gradually in nearly two years to within 20% level。Although the smartphone market share push overall export average price ascension makes exports remain 30% higher rate，But smart phone market competition gradually increased overall prices bring pressure，Export growth will also fell gradually。From the national bureau of statistics data to see，This year in June 1 ~，Mobile phone production in China amounted to 530 million department，Year-on-year growth of 5.5%，Growth fell back significantly compared to the same period last year。

　　根据历年季度手机出口数量比重预测，全年手机出口量将突破10.5亿部，增幅接近15%。出口额受益于总体平均价格水平的提高，增幅高于出口量增幅，预计达到800亿美元，增幅超过25%。

According to the mobile phone number over the quarter export proportion of prediction，Mobile phone exports throughout the year will break 1.05 billion department，Growth of close to 15%。Exports benefit from overall average prices to rise，Growth growth than exports，Is expected to reach us $80 billion，Growth of more than 25%。

　　（作者系中国机电产品进出口商会信息产品分会副秘书长）

（The author of Chinese mechanical and electrical products import and export Chambers of commerce, vice secretary general information product）