On May 6, Huizhou Guanghong Technology Co., Ltd. mentioned on the investment interactive platform that Huawei's mobile phone production capacity began to recover, and this news directly pulled the stock price of Guanghong Technology and several Huawei stock prices on the same day. Guanghong Technology and Huawei are partners for many years, providing Huawei with manufacturing services for mobile phones, tablets, smart wearables, network terminals, security, PCs and other products, the recovery of Huawei's mobile phone production capacity will undoubtedly bring greater revenue to Guanghong Technology, and the significance for ordinary users is that Huawei mobile phones can provide users with more choices through continuous iterative updates, and at the same time can be purchased normally on some models. But many people have a question, that is, can Huawei regain the first throne of high-end mobile phones after restoring production capacity?
First of all, we must find out what is the main reason for Huawei's mobile phone production capacity. Simply put, there are not enough chips available due to external force majeure, whether it is a self-developed Kirin chip or a Qualcomm chip, although the Huawei mobile phone is now using a Qualcomm chip, but it is only a 4G version of the Snapdragon 888, and there is no 5G Snapdragon 888 optional, not to mention the latest Snapdragon 8 GEN1 chip. Of course, what Huawei needs to solve at present is how to retain the mobile phone business, rather than non-5G chips. Some people may say that Google's ban on Huawei's built-in GMS software directly led to a sharp decline in foreign sales of Huawei mobile phones, which is not also one of the reasons for Huawei's mobile phone production capacity limitations? It sounds like there is a connection, but I personally feel that there is no necessary connection, in addition, Huawei mobile phones have official HMS to replace GMS, but also through third-party software to install GMS, so Google ban Huawei built-in GMS is not the reason for Huawei's mobile phone production capacity limitations.
Since Huawei's production capacity has recovered, it is not difficult to infer that Huawei has basically solved the chip problem, and there is still a huge market demand. For whether Huawei can regain the position of the first throne of high-end mobile phones, I personally feel that this is actually a matter of time, after all, Huawei has a strong research and development strength and huge market demand, once there are sufficient chips plus 5G Kirin chips and sufficient production capacity, then users can freely buy Huawei mobile phones. Of course, there is also a point that must be mentioned, that is, Huawei has a strong public relations team to complete the excellent marketing of Huawei mobile phones, which is a fact that we have to admit.
In the current high-end smart phone market, although domestic mobile phone manufacturers have made rapid efforts, they have also launched a certain type of self-developed chips, and they also want to seize the high-end market share that Huawei withdrew from that year through their own high-end smart phones, but from the current situation, they are still invincible to iPhones and Samsung. Compared with Huawei, domestic mobile phone manufacturers lack technical advantages and domestic chip advantages, and hope that Huawei mobile phones can restore production capacity as soon as possible while also pulling down the price of domestic high-end mobile phones.