Tech boom: Huawei Mate60 and iPhone15 series trigger sales surge

News on October 16, the mobile phone industry had a lively time in the past September, but the focus was mainly on two brands: Huawei and Apple. These two companies frequently made hot searches through the release of new phones, attracting widespread attention.

The iPhone 15 series was very popular during the initial sales, and the Pro Max version even had to wait in line. The performance of Huawei’s new phones is even more exaggerated. The Mate 60 series and Mate The X5 once became a popular model for online and offline purchase. Even a month after its release, they still require a price increase of thousands of yuan to purchase.

As far as the editor understands, Mate The performance of the 60 series mobile phones exceeded expectations, so Huawei increased its shipment target for the second half of the year by 20%, with the annual new phone shipments reaching at least 40 million units. This return has had an impact on the pattern of mobile phone brands, especially brands with similar rankings and has brought important changes to the pattern of the domestic high-end mobile phone market.

Huawei Mate 60 series and iPhone The success of the 15 series will not only have an impact on the end market, they will also bring certain challenges to upstream chip manufacturers, with Qualcomm and MediaTek bearing the brunt, which will further exacerbate their already declining performance.

September is considered the "Spring Festival Gala moment" in the technology world, and the release of the new iPhone has become the focus of global attention. Although the current iPhone release no longer has the ceremonial feel of the past, this has not hindered its success. From pre-sale to official launch, iPhone The 15 series has always occupied the first place in the weekly list of the domestic mobile phone market.

Normally, in order to avoid competition from the new iPhone, most mobile phone brands do not choose to release new products around Apple’s autumn conference. However, some exceptions, such as Huawei, have started selling new products on the eve of the release of the iPhone, successfully triggering a rush to buy in the market. On Huawei Mate After the release of 60 Pro, the weekly sales of Huawei mobile phones increased rapidly.

Within a week after the iPhone 15 series was released, Huawei ranked second, second only to Apple, and ranked first in the sales of domestic mobile phones in the Chinese market. HuaweiMate The 60 series is also loved by social media users. One blogger even revealed that the Huawei Mate 60 series has already achieved sales of 2 million units.

Huawei Terminal BG CEO Yu Chengdong said that Huawei mobile phones are on the road to return, which is a positive development. According to sources close to Huawei, Mate The performance of the 60 series mobile phones exceeded expectations, so Huawei increased its shipment target for the second half of the year by 20%, with the annual new phone shipments reaching at least 40 million units.

Ivan lam told the editor that Huawei Mate The success of the 60 series will have a significant impact on the iPhone's share of China's high-end market, with fluctuations in rankings expected in the fourth quarter.

In addition, there are reports that Huawei plans to ship 60 million to 70 million smartphones in 2024, and has placed a sufficient number of orders with the supply chain to ensure that this goal can be achieved throughout 2024.

Although the presence of Huawei mobile phones has declined due to various reasons in the past two or three years, through a series of adjustments recently, Huawei's new product release rhythm has gradually returned to normal, and shipments It is also continuing to recover. IDC data shows that in the second quarter of this year, Huawei's shipments in the domestic market tied for fifth place with Xiaomi, with a year-on-year increase of 76.1%, the largest year-on-year increase among the top manufacturers. In addition, Huawei still maintains its second position in the high-end market.

With Huawei Mate The hot launch of the 60 series will usher in a new round of changes in the domestic mobile phone market. Huawei's return will have an impact on every mobile phone brand, but in order to achieve its previous highlight moments, supply chain capacity and the performance of specific products need to be considered.

It is worth noting that Huawei’s successful return will have an impact on chip manufacturers such as Qualcomm and MediaTek. Qualcomm's financial report data shows that its revenue fell by 23% year-on-year, its net profit fell by 52%, and mobile phone chip-related revenue fell by about 25%. Qualcomm CFO Akash Palkhiwala said that no significant revenue related to Huawei will be assumed in the next two quarters. Although Qualcomm still supplies Huawei 4G chips, it does not provide licenses for 5G chips.

MediaTek’s performance was also unsatisfactory, with its consolidated net profit in the second quarter falling 55% year-on-year. Huawei's return has made the two companies even more anxious, because before the global mobile phone market has returned to positive growth, Huawei's full return has compressed the market share of other mobile phone brands. In addition, the iPhone's expansion in the mobile phone market this year will also have an impact on the shipments and performance of chip manufacturers such as Qualcomm and MediaTek.

Huawei’s return will bring greater competitive pressure to Qualcomm and MediaTek. Faced with this situation, Qualcomm and MediaTek will have to take measures to deal with this challenge, including cost and price cuts to attract the purchasing power of terminal manufacturers. However, a price war may improve data performance in the short term but may have an adverse impact on long-term profits.

As the domestic market gradually changes, more and more domestic brands have begun to increase investment in self-developed chips, which indicates that new competitors may emerge in the battle for upstream chips. The future of the consumer electronics market is still unclear, and upstream chip manufacturers face greater challenges in the context of Huawei's return.

The above is the detailed content of Tech boom: Huawei Mate60 and iPhone15 series trigger sales surge. For more information, please follow other related articles on the PHP Chinese website!