Japan tears open the glory mobile phone "fig leaf"

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As soon as Huawei's scientific research strength first emerged, it ushered in the unremitting suppression of Laomei, in order to curb the development of our high-tech enterprises and consolidate its position as a technology leader.

Lao Mei suppressed without a bottom line, and Huawei could only divide the "glory" and break the arm to protect itself

Under the restrictions of the "Wanasen Agreement", any of the most advanced parts and technologies cannot be exported to the mainland, in addition, Lao Mei has continuously revised the chip rules without a bottom line, resulting in TSMC, which has been providing chip foundries to Huawei, unable to freely ship to Huawei.

Huawei's HiSilicon Kirin chip is well known, although the Kirin chip is Huawei's self-developed, but the production has always been handed over to TSMC OEM. In such a situation, although Huawei's chips have a certain inventory, but also with one less, not only the Mate 40 smart machine that has been released can not always be in a state of shortage, the release of the new machine has also been delayed.

Even if Huawei continues to introduce new machines now, but the 5G chip still can not be used, even Yu Chengdong can only helplessly smile bitterly: the lack of 5G chips huawei mobile phones can only be used as 4G mobile phones.

In the process of further iteration of the Internet, people have higher and higher requirements for network speed and efficiency in receiving information, and according to market research, most people are now more willing to switch to 5G mobile phones when replacing new mobile phones.

On the one hand, it is impossible to ship freely, on the other hand, 5G mobile phones can only be used as 4G mobile phones, and Huawei's terminal business mobile phone sales have entered a cliff-like big dive.

Now Huawei can only temporarily use Qualcomm's 4G chip as a transition for a while. Before the chip was cut off, Huawei spent 9 years to make mobile phone shipments from the initial annual sales of 20 million to be comparable to Apple, and even reached 240 million at the peak of annual shipments, once surpassing Apple.

But now, after the chip was cut off, just two years later, Huawei's mobile phone shipments fell to the bottom, and huawei's mobile phone shipments in 2021 were only 35 million units, a drop of 81% compared with the peak period.

This directly led to the original momentum of the mobile phone business almost waist cut, the market ranking also fell from the original top and the top ten, Huawei had to split its sub-brand "Glory" to sell, in order to break the arm to protect itself.

Glory sales climbed after the "divorce"

At the farewell party of "Glory", Huawei founder Ren Zhengfei sent blessings and encouragement, encouraged Glory to work hard, and even took "surpassing Huawei" and "Down with Huawei" as slogans to motivate himself and become Huawei's strongest competitor. From this, it can be seen that although "divorced", Lao Ren still has great expectations for the future development of Glory.

According to the market research institute Strategy Analytics' first quarter 2022 China smartphone shipment report, Honor's mobile phone shipments ranked second with 135,000 units, accounting for 18.8% of the total market share, and the market growth rate reached a staggering 200%. OpPO, which ranked first, sold only 1 percent more units to 136,000 units.

Nikkei Asia disassembles the Glory mobile phone and tears off the "fig leaf" of the Glory mobile phone

As the saying goes, maybe Honor's market performance was too good to attract the curiosity of some people, Nikkei Asia with the help of Fomalhaut Techno Solutions dismantled the Honor X30 and estimated the material price of its internal components.

The end result was a great disappointment. Most of the core components of the Honor X30 include the processor, which has been replaced by the United States components and the Chinese components, including the 5G chipset, which is basically provided by Qualcomm and other US companies, and the operating system is also used for Android. The share of Chinese parts fell by 27 percentage points, and the proportion of Chinese technologies and components used was only 10.2%.

The Honor X30 cost about $217 to produce, and today U.S. components account for 39% of total costs, accounting for the largest share of its costs. That's a 29 percentage point increase in costs over when HiSilicon supplied system-on-chip (SoCs), 5G chipsets, and power management chipsets for the 2020 model.

Today, HiSilicon is no longer the main component supplier of the X30, the only Chinese communication chip components used by the X30 are communication signal amplifiers based on mature technology, and all the communication chips of the remaining latest models are provided by qualcomm and parts manufacturer Qorvo.

This means that for every Honor X30 sold, at least half of the price is for Lao Mei. Compared with the time when Glory had not yet separated from Huawei, domestic technology accessories accounted for 37.2%, and the proportion of US technical accessories used was only 9.6%.

Nowadays, the dispute between China and the United States is heating up, and the voice of localization substitution is increasing, after this dismantling investigation, the "fig leaf" of the glory mobile phone can be said to have been torn off in one fell swoop.

Write at the end

Although the chip is indeed a problem, the original glory split from Huawei is also to avoid the sanctions risk of laomei. However, Huawei's Hongmeng system is obviously open source, as long as anyone wants to use it, but Glory chose to reuse the Android system after leaving Huawei. This is puzzling.

The main reason why Honor's current sales are so impressive is that many people do not know that it does not belong to Huawei, and now Huawei's mobile phones are mainly for the high-end market, combined with the current economic situation, many people will choose glory within their own consumption capacity to support Huawei.

But after learning the real situation, these supporters may not be able to remain indifferent.

The past has long proved that Lao Mei is unreliable, and if Glory only focuses on the KPIs in front of it, it is likely to eventually become a large and mediocre comprador enterprise like Lenovo.

For the glory of the mobile phone is basically used in the old beauty of the technology and components, what do you think, welcome to leave your unique insights in the comment area.