As the only smartphone in China that can compete with Apple's mobile phone, Huawei mobile phone once became the first place in the mobile phone sales list. In many Tmall Double Eleven promotion activities, Huawei also occupies the top spot of hot mobile phones. In terms of 5G communication technology, Huawei is leading the world, and many countries have 5G technology cooperation with Huawei.
Huawei's mobile phone market has been hit
However, with the revision of the "checklist rules", TSMC can no longer ship 5G chips to Huawei. Huawei's 5G chip supply chain has been cut off, Huawei's HiSilicon Kirin chip has not been supplied, and the corresponding 5G mobile phone cannot be produced. Although Huawei's Kirin 9000 chip is still in stock, it can be said that it is one less piece to use in the case of no supply.
High-end mobile phones are extremely dependent on advanced process chips, but at present, domestic high-precision chips with 7nm process and below cannot be mass-produced. In the case of not being able to obtain 5G chips, Huawei can only forward chip orders to Qualcomm, but Qualcomm also only gets shipping licenses for 4G chips.
Although Huawei's chips are independently developed, Huawei does not have its own chip manufacturing factory, and the chips are handed over to the foundry for production. It is now very difficult to rebuild a chip production chain.
Because of chip problems, Huawei's Mate 40 mobile phone can not be shipped, the release of the new machine has been delayed, and the new Huawei P50E mobile phone can only be used as a 4G mobile phone. Many consumers can only turn to the Apple market because they can't wait for new machines.
In today's increasingly rapid development of information technology, most people pay more attention to the efficiency of network use, when choosing a new mobile phone, more consumers are more willing to choose 5G mobile phones. It can be said that the chip supply cut has caused a huge impact on Huawei's mobile phone market business.
Once in the domestic mobile phone market, Huawei has always occupied the top of the mobile phone consumer market, since the limitation of chips, vivo, OPPO and Xiaomi and other mobile phone manufacturers have taken turns to sit on the first position in the sales list.
The high-end machine market is occupied by Apple
According to a data survey by counterpoint, a third-party research agency, vivo accounted for 24% of the domestic smartphone market share in July last year, ranking first. OPPO and Xiaomi are close behind, while Huawei is in fourth place with only 13% market share.
In the high-end machine market, Huawei's once first has been occupied by Apple's mobile phone, and in the price segment of more than 3900-5200 yuan, Apple's mobile phone firmly occupies the first position. Huawei and Vivo are tied for second.
In the low-end consumer market, Huawei can not catch up with other domestic smart machines, in the 1290-3900 price range, ranking first and second are vivo and OPPO. In the sinking market, the number one is Xiaomi's smart phone.
It is obvious from this that the high-end mobile phone market has now been slowly encroached upon by Apple, and in the mid-end market, domestic smart phones such as vivo and OPPO have caught up and have been able to level with Huawei in many shares.
In this regard, Hu Baishan, executive vice president of Vivo, once said in an interview with the media: "In the high-end mobile phone market of more than 6,000 yuan, Apple is now the only one. ”
Before the "chip rules" were not modified, Huawei's smartphone shipments ranked first in the world, and it was also the first in the sales list for several consecutive quarters in the domestic smart phone market.
Apple "ate it" this time
Huawei's mobile phone shipments are limited, but Apple has "eaten up" this time. According to statistics, in the 2021 global mobile phone sales statistics, Apple broke the sales share record since 2017, accounting for more than half of the high-end machine market, reaching 60%.
Last year, in Jingdong's double eleven promotion, according to the war report released by Jingdong's official Weibo, Apple's iPhone mobile phone exceeded 100 million yuan in 3 seconds. In the Tmall Double Eleven promotion event, Huawei's sales even fell out of the top three, ranking fifth.
That is to say, not only Huawei's market share in foreign countries has been encroached upon by Apple, but also the domestic mobile phone market has been encroached upon by Apple, and it is now further expanding.
You must know that in the domestic market, the high-end machine market from 19 to 20 years has always been Huawei's throne. Although other domestic mobile phones are also very good, but there is no competition with Apple at present, without the "obstacle" of Huawei, Apple smoothly drove straight in.
As a populous country, China's smartphone consumption is also the largest in the world, when there is no Huawei as a strong competitor, the domestic and foreign markets have been encroached upon, Apple is naturally "full of food", fat and strong.
conclusion
If Huawei does not solve the chip supply problem in time, its market share will be further encroached upon by Apple in the future. Now that 5G mobile phones are already the mainstream of the consumer market, if Huawei launches a new machine or cannot support 5G, I am afraid that consumers' willingness to buy will be much lower.
But fortunately, TSMC has now developed a new chip packaging technology, Huawei itself is also attacking the chip's own production and self-development, many domestic high-tech companies have made great progress in self-developed high-end chips, I believe That Huawei will soon be able to use our own domestic chips.
What do you think of this, do you think that if Huawei releases a new machine this year, can it support 5G?