On January 26 this year, Zhao Ming, CEO of Glory Terminal Co., Ltd., released a bold statement in an interview, saying that Glory's development goals and development strategies are to benchmark Apple. In recent years, many domestic manufacturers seem to be unaccustomed to Apple's dominance in the mainland consumer market.
First there is millet, then there is glory, the camp against apple is getting bigger and bigger, and millet is not the same, glory is not there to shout slogans, or put into practical action, and now, there is a key data out. Glory not only surpassed Apple, but also topped the list for the first time. So why does Glory have such achievements? In the coming days, does Apple still have hope of making a comeback in the mainland smartphone consumer market?
Glory surpassed Apple and debuted first
On April 29 this year, international market research agency Canalys released the shipment data of China's smartphone market in the first quarter of 2022. According to this data, in the first quarter of 2022, Honor topped for the first time with 15 million units shipped and a growth rate of 205%.
So, what about Apple, which once occupied the first place in the mainland smartphone consumer market? Today's Apple has successfully defended the last position of the top three with 13.9 million units shipped. The release of such data proves that Glory has really completed its strategic development goals beyond Apple.
However, as the former king of the mainland consumer market, it is not easy for Apple to surpass, why can Glory achieve such good results?
Why does Glory have such achievements?
First of all, the transfer of many huawei patents has helped the improvement of honor scientific research
On January 6 this year, Honor obtained the authorization of a number of patents, including power supply circuits, identification methods and electronic devices, etc. According to the relevant patent legal status, these patents have undergone the transfer of patent rights and application rights, and the owners of these patents before were Huawei, which we are all very familiar with.
Nowadays, the development of smart phones is already very perfect, in order to achieve more shipments, then the only way to inject more scientific and technological elements. Huawei has transferred a number of patents to Honor, and with the help of these patents, Honor's scientific research strength may not be able to go to a higher level. It is not necessary to inject more technology into their mobile phones, increase or decrease more for their mobile phones, and have stronger market competitiveness. Therefore, it is actually normal for Honor to have such a good result in shipments and growth rates today.
Secondly, the state's authoritative recognition of the field of honor mobile phone manufacturing
On February 14 this year, the Ministry of Industry and Information Technology of the Mainland announced the "2021 Annual Intelligent Manufacturing Demonstration Factory Unveiling Unit List" on the same day, of which four companies in Shenzhen are on the list, one of which is Glory, to be precise, Glory's intelligent manufacturing industrial park located in Pingshan, Shenzhen, which is currently the first intelligent manufacturing demonstration factory in the country where the smart phone industry has obtained national certification.
The country has now personally authoritatively certified the strong strength of Glory in the field of smart phones, such an authoritative certification, may not be able to help Glory to get more consumer markets in the mainland to welcome and favor, naturally can achieve beyond Apple, the first good results.
Finally, the registered capital of Honor Terminal Co., Ltd. increased
Honor's good results this time are mainly mobile phone shipments, in order to quickly occupy the market, the best way is to increase and expand their own production capacity as much as possible. And how can we expand our own production capacity as soon as possible? Plenty of money, of course. On October 12, 2021, Honor's registered capital increased from the original 30.829 billion yuan to 31.54 billion yuan.
What does this data illustrate? It shows that glory's funds have increased, and it shows that glory itself has a strong banknote ability. Therefore, with the help of such a strong banknote ability, the production capacity of glory can naturally be greatly increased, and at the moment when the production capacity of glory is greatly increased, it may not be impossible to occupy more consumer markets, and glory can naturally achieve the transcendence of Apple in terms of shipments.
Today, Honor's shipments in the mainland smartphone consumer market surpass Apple's, which is obviously a situation that Apple does not want to see. So, in the days to come, is there any hope that Apple will make a comeback and come back to the first place?
Does Apple have hope of making a comeback?
First of all, half of Apple's supply chain has been deeply affected by the epidemic in Shanghai
In fact, this hope feels very small, why do you say so? As we all know, at present, Shanghai on the mainland is still not out of the haze of the epidemic, at present, according to the "Nikkei Asia Review" analysis, Apple has a total of 200 top suppliers, of which half of the supply chain is said to be deployed in Shanghai and its surroundings.
At the moment when Apple's important supply chain is in trouble, it will naturally have a certain impact on Apple's production capacity, and in the case that Apple may be difficult to ensure its own production capacity, it is somewhat difficult to make a comeback in smartphone shipments.
Secondly, the demand for smartphones in the mainland has continued to decline
On February 16 this year, the international research agency Counterpoint released the latest research report, according to this authoritative report, in the fourth quarter of last year, the shipment of smartphones in the mainland fell by 11% year-on-year. On April 29 this year, the internationally renowned research organization IDC released the sales data of China's smartphones in the first quarter of 2022, according to this data, in the first quarter of this year, the mainland smartphone market shipments were about 74.2 million units, down 14% year-on-year.
From these data, it is not difficult to see that there is not much consumer demand for smartphones in the mainland at present, so there will be such a continuous decline. At present, the situation has become like this, the mainland smartphone consumer market is getting smaller and smaller because of the decline in demand, but the competition in the market is still standing still. In such a market situation, if Apple wants to make a comeback, I am afraid it will be very difficult.
summary
The glory of surpassing Apple, sure enough, is not an empty word, this year's shipments of the mainland smartphone consumer market can prove it. I hope that in the coming days, Honor can continue to maintain such a competitive momentum, and strive to take over Huawei in the future days and continue to end the myth of Apple first.