Huawei is about to release a new folding screen mobile phone today, and when the mobile phone conference is about to be held, Consumer Business CEO Yu Chengdong said that Huawei's supply chain has been improved, and his remarks may represent that Huawei mobile phones will launch an offensive in the high-end market to fight back against Apple.
Yu Chengdong's remarks only say that the supply chain has been improved, not that the supply chain problem has been completely solved, which means that it is still unable to launch mobile phones on a large scale, in the case of mobile phone production capacity is still limited, supply chain improvement can only make the supply of high-end mobile phones of Huawei mobile phones sufficient, for the large-scale launch of low-end mobile phones, I am afraid that we will need to wait for the chip production problem to be solved.
After September 15, 2020, TSMC can no longer produce chips for Huawei, Huawei quickly decided to sell Honor mobile phones, cut low-end mobile phones, and only retain limited mobile phone series such as mate series and P series, which can be seen that Huawei attaches great importance to high-end mobile phones.
Huawei attaches more importance to high-end mobile phones, because high-end mobile phones represent the brand image of Huawei mobile phones, as long as high-end mobile phones are still on sale, then Huawei mobile phone brand appeal still exists, leaving a spark for the revival of Huawei mobile phones.
Now Yu Chengdong said that the supply chain has been improved, which means that the chips and mobile phone components provided by the supply chain are still limited, but the high-end mobile phones that have always been sold out quickly may no longer need to be snapped up, and users who like Huawei mobile phones can get a full supply of high-end mobile phones.
If Huawei's high-end mobile phones can be fully supplied, then Huawei mobile phones may launch an offensive against Apple in the high-end market, after all, Huawei is still the only domestic mobile phone brand that competes with Apple.
The data shows that huawei's share of the global high-end mobile phone market in 2021 has fallen to 8%, but it is still the most successful brand in the high-end mobile phone market among domestic mobile phone brands, and other domestic mobile phone brands still occupy less than Huawei in the high-end mobile phone market, which shows that other domestic mobile phone brands do not have enough strength to compete with Apple.
If Huawei's supply chain problems are improved, then the share of Huawei mobile phones in the high-end mobile phone market is expected to rise further, and it may even exceed the 10% share again, re-establishing the three-legged pattern of Huawei and Samsung and Apple in the high-end mobile phone market.
Yu Chengdong said that Huawei mobile phones will return next year, it is now April, if Huawei mobile phones determine that the chip problem is solved, then it is possible to launch mobile phones on a large scale next year, so at this time, the start of large-scale sales of high-end mobile phones will help lay the foundation for Huawei mobile phones to return next year.
Huawei's high-end mobile phone scale shipments, for Apple will undoubtedly be a challenge, after all, Huawei's appeal in the domestic market is still unmatched, and the Chinese market has become Apple's fastest growing market in the past two years, Huawei in the high-end mobile phone market, may lead to the current rapid growth of Apple again appeared in the downward momentum, which will be a very uncomfortable situation for Apple.