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I believe that many people have a very deep impression of Huawei, because Huawei has brought us a lot of excellent technologies over the years, and even achieved a very successful position in the field of five G, and it is precisely because of these excellent performances that Huawei has brought us that we know that Huawei will eventually achieve greater development and be able to bring us more things, but recently Huawei's upper-level leader Yu Chengdong directly released a message in his circle of friends, It is said that Huawei's recent high-end market has been ceded to Apple, which made many netizens very shocked and surprised, is Huawei now so far?
In fact, the reason why Yu Chengdong said this is also because in just two years, the United States has launched four rounds of sanctions against Huawei, and each time the sanctions are more vicious than the last time, so this has led to a great suppression of Huawei's living space and many enterprises in the world have also suffered great difficulties in cooperating, and it is precisely because of this situation that Huawei has no way to further develop its business. There is no way to send the goods to the related companies that you work with, so the current high-end products have been ceded to Apple.
According to the data on the Internet, the high-end of the domestic market of Huawei's mobile phones and tablets has been put on the shelves of these brands such as Xiaomi by Apple and even the mid-level and low-end ones, although this matter has had a great impact on Huawei, Huawei finally decided to sell cars, because this can make up for Huawei's shortcomings in these businesses to a certain extent, and it can also make up for Huawei's profits and losses to a certain extent.
The reason why Huawei made such a decision this time is also because these businesses of Huawei have been hit very hard now. We believe that Huawei will eventually be able to survive this difficulty and continue to achieve a lot of excellent results in its own field.
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The United States has imposed 4 waves of severe sanctions on Huawei, and the sanctions have become more severe each time, resulting in the loss of Huawei's chip chain. Due to the lack of high-end chips, mobile phone shipments have decreased sharply, resulting in Huawei's high-end market being handed over to Apple.
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Huawei can get to this point, mainly because no manufacturer provides him with enough chips, which has led to this scene, I hope Huawei can survive this crisis, and China can no longer be stuck by chips.
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The chip was controlled, and it was impossible to buy high-level chips, and it could not be equipped with Huawei's high-end machine system, so it had no choice but to give up.
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Huawei is still a bit miserable at present, because of the chip, so Huawei is not saying that there is not enough sales, but there is not enough shipments, missing a chip, the whole mobile phone is incomplete, and the restricted is Huawei's high-end mobile phone, due to various sanctions from the United States, Huawei's high-end Kirin chip has been restricted, because there is not enough way, so I have to give up this part of the market share, and itself in the high-end field is Huawei and Apple, the two strongest brands are fighting, And Huawei didn't have enough shipments, so the natural market share was ceded to Apple.
In fact, in terms of profits, the profit of the high-end machine is definitely higher than the profit of the low-end machine, and some of the accessories needed to make a mobile phone are actually fixed, and some costs cannot be saved at all, and the high-end mobile phone mainly lies in its function and the high-end of the chip, which requires great R&D investment, the output of R&D personnel, the current problem is that in fact, the Kirin chip is developed, but it cannot be manufactured, which is in a very embarrassing situation.
However, in order to maintain the competitiveness of Huawei's own brand, the cost of R&D personnel still has to be continuously invested, to manufacture higher-end chips, in the future, when some enterprises in the country have enough ability to burn out the chips, Huawei can explode, but at present, it is still very difficult, high-end mobile phones can be said to be a large part of the profits, and this part of the profit is currently missing, and other costs have to be the same.
So you can see that Honor itself is a brand of Huawei, and it can be said that the child raised by one hand was sold, which should be reluctant, but there is no way, it must be a very difficult time to do this kind of thing, otherwise no one wants to sell the brand they have built to others, I hope that domestic chip burning companies can develop better and better, faster and faster, and help Huawei get out of the predicament as soon as possible.
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The company is not in a good situation at the moment, because the chip is facing a shortage and the product line is not very rich, so it has been actively facing the difficulties.
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The current situation of the company is actually not very good, and there are some problems, in this case there must be some related transfers and some related statements.
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It's not very good, otherwise no one will give away the company's most profitable high-end products, which must be a very helpless move.
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Yu Chengdong announced that Huawei will no longer get Kirin chips after September 14, and also said that the Huawei Mate40 series may be the "out-of-print" of Kirin's high-end chips. Obviously, if the Kirin chip is lost, it will be a big blow to Huawei, after all, the current Huawei Kirin chip can be said to be completely not lost to Qualcomm Snapdragon, and even ahead of Apple in integrated 5G chip technology.
However, Huawei has no chips, Yu Chengdong did not choose to give up, but announced that he would prepare to "win the next era", the focus is on the construction of the software ecosystem represented by Hongmeng, and everyone knows that the most powerful mobile phone brand in the ecosystem still belongs to Apple. This also raises the question - will Huawei become the "next Apple"?
Yu Chengdong recently said to the public that Apple is a terminal manufacturer in the APP ecosystem, but Apple's Internet services and annual revenue exceed 48 billion US dollars, and the net profit margin of this part of the business exceeds 60%, and can even reach 70%-80%, which has become an important profit for Apple. For comparison, Google's Internet service revenue is more than $140 billion, but Huawei's Internet service revenue this year is only about $5 billion, while Huawei's consumer business may have less than $70 billion this year. In other words, there is a big gap between Huawei and Apple and Google!
But Yu Chengdong also announced Huawei's achievements today, even if it is not able to use Google's GMS service, the current Huawei P40 has also begun to be sold globally and fully equipped with HMS, and now Huawei's application market has become one of the world's three major application markets, with tens of thousands of applications and more than 100 million monthly active users. Now Huawei's most important thing to build the HarmonyOS system is ecological construction, so that it can compete with Apple's iOS and Google's Android system, but we also know that Huawei's HarmonyOS system has not been used on any smartphone so far, and Huawei will hold another developer conference in September this year, and it is expected to release HarmonyOS at that time, whether it can be applied on Huawei mobile phones, we also have to look forward to it.
Huawei mate40 may become the out-of-print of Kirin's high-end chips, whether it can open a breakthrough in software when the hardware is limited, and use the ecosystem to make Huawei earn as much profit as Apple, which is also an important criterion to measure whether Huawei has the ability to become an Internet company.
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On July 7, 2022, Yu Chengdong issued a statement on the corresponding platform, saying that if the domestic mobile phone market has not been suppressed, then only Huawei and Apple are the major mobile phone manufacturers, and the others are all small factories. The reason why I say this is because no other mobile phone brand can compare with Huawei and Apple. Take Xiaomi as an example, the current products are not as good as before, and Samsung's sales have also decreased a lot.
Therefore, there must be a truth to this statement, and there is a certain scientific basis. <>
In fact, as far as the current mobile phone situation is concerned, that is, Huawei and Apple can occupy a place in the mobile phone market. The sales rate of these two mobile phones is very high every year, and in the minds of the audience, it is absolutely not wrong to buy these two mobile phones. Some other small brands can't be compared with it, although the history of OPPO and vivo mobile phones is very long, and a lot of new phones have been developed, but compared with Huawei and Apple, there is a big difference.
In addition, most young friends buy mobile phones, in addition to being able to take pictures, brush **, but also to play games, which requires very high performance of mobile phones, including configuration, so everyone will also choose a cost-effective mobile phone. However, some netizens do not support this sentence, because many people feel that it is not particularly easy to use after using Huawei mobile phones, so they will go to Huawei to buy Apple or buy other Xiaomi brands. But I have to say that these two mobile phones are indeed the two giants of the mobile phone industry.
I don't know if you have noticed, basically everyone has an Apple mobile phone, this is because the Apple system is really easy to use, and many people will not use other mobile phones after buying an Apple mobile phone, but will continue this mobile phone. Huawei is also very good, because the main focus is the patriotic spirit, so there will be a lot of patriots to buy this mobile phone. But everyone has the corresponding autonomy, so you can also buy it according to your favorite brand, after all, the mobile phone is still used by yourself.
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I think the current market situation is indeed like this, mainly because these two mobile phone brands are indeed doing better, their memory is very large, and the unique characteristics of mobile phone brands are very obvious, and compared with some other mobile phones, their market and users are very wide.
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He is relatively good at this and is also a very successful entrepreneur, which is why he can be so confident.
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The reason why Yu Chengdong is so confident is mainly because he is very strong to be able to say such things.
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Other brands are in a much better position than Huawei and Apple, because other brands are simply an assembly plant, and the market is mainly in the low-end market, and the competition is far less fierce than in the high-end market.
Yu Dazui is right, if it weren't for the United States' global suppression of Huawei, then now the mobile phone market, there are really only Huawei and Apple left, of course, this refers to the high-end market, and the low-end market is only glory. A few years ago, when Huawei was not sanctioned, everyone saw it very clearly, Huawei basically shared the global high-end mobile phone market with Apple and Samsung, Samsung, needless to say, self-developed chips have been abandoned, which is equivalent to a slow death in front of Apple, and Huawei is different, the Kirin chip developed by HiSilicon is getting more and more powerful, and it can be compared with Apple, but it is a pity that it was sanctioned. At the beginning, Huawei directly put its high-end Kirin chips to the low-end mobile phone Glory, and the glory cost performance directly crushed a large number of other manufacturers who made cost-effective mobile phones, which directly made Lu Shiwa of a certain meter of mobile phone explode.
In this era of technological independence, unless other mobile phone manufacturers like Huawei and Apple have the ability to independently design SoC chips and their own mobile phone ecosystems, they can not be abandoned by the trend of the times. Manufacturers like Xiaomi, OV, and OnePlus who rely on assembling mobile phones to sell, as long as those leading manufacturers, such as Huawei and Apple, want to crush them very simply. Huawei's previous top chips were devolved to the platform of cost-effective mobile phone Glory is an example, with its own mastery of chip technology, you can buy chips at low cost, which directly crushed a large number of cost-effective mobile phone manufacturers.
However, it is fortunate that Apple is not interested in the low-end mobile phone market, otherwise the A-series chips will be decentralized, and all cost-effective mobile phone manufacturers will go bankrupt in situ.
In general, the situation of other brands is very moist, because they are essentially assembly plants, they do not have their own core technology, and things have to be imported, so it is impossible to pose a threat at all, so there is no need to worry about being like Huawei.
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It is impossible and will not allow them to dominate in the market, even if they can't reach the heights of Apple and Huawei, other brands have the meaning of existence, and the market is also very large. Other brands are also actively developing exclusive technologies to achieve value-for-money market style through the adjustment of the best.
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Other brands are in a bad place. Because one brand grows, other brands will inevitably be affected and weakened.
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Big manufacturers refer to Huawei Apple, if you add foreign manufacturers, Samsung is also counted, in addition, these domestic mobile phone manufacturers do not have to engage in cost performance, they are really good. But the real technical level has not yet reached the level of a large factory, and this understanding makes sense that I think it is right.
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The current mobile phone industry is the most cruel, because in recent years, the mobile phone market has become more and more saturated, and many people have changed from one year to three years, which also means that the shipments of major mobile phone manufacturers will definitely decrease.
Now the mobile phone industry is more cruel than ever before, in addition to the low-end mobile phone market is already fierce competition, the competition in the high-end mobile phone market is also intensifying, and there are constantly mobile phone manufacturers to hit the high-end market. Because this is a last resort, in addition to the fierce competition in the low-end mobile phone market, there is also the fact that in recent years, the shipment of mobile phones has become less and less, and people are more and more reluctant to change mobile phones. Many manufacturers of low-end mobile phones rely on their cost performance, and then sell as much as possible to make money.
Instead of selling a mobile phone like a high-end mobile phone, the profit from selling a mobile phone is almost four or five times that of a cost-effective mobile phone, and the most profitable one is the Apple mobile phone. In today's situation where the mobile phone market tends to be saturated, only a share of the high-end mobile phone market can stand, because the profits of high-end mobile phones are high.
In fact, to be honest, the competition in today's mobile phone industry is no different from the Verdun meat grinder, the original OnePlus mobile phone, which was more popular in the first two years, has now also had problems, Xiaomi, OV These traditional cost-effective mobile phone manufacturers are also impacting the high-end mobile phone market, and have also launched their own sub-brands to seize the low-end mobile phone market. The reason for the impact on the high-end mobile phone market is very simple, that is, in order to survive in the increasingly competitive mobile phone industry in the future, and the reason for keeping the low-end mobile phone market is also very simple, in order to let themselves have room for maneuver after the failure of the high-end mobile phone market. Now there are basically no new mobile phone manufacturers to join the competition in the mobile phone industry, because now entering the market, there is no doubt that they are sending them to death.
In general, the current mobile phone industry can be said to be the most competitive in all industries, and the brands that can seize the high-end mobile phone market in recent years determine whether they can survive in the mobile phone industry in the future.
He Chengdong is a Huawei executive born on August 9, 1969. He graduated from the Department of Automatic Control of Northwestern Polytechnical University and received a postgraduate degree from Tsinghua University. He joined Huawei in 1993 and has held several key positions in the company, including Director of 3G Products, Vice President of Wireless Product Marketing, President of Wireless Product Line, President of the European Region, and President of Strategy & Marketing. >>>More
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