In 2020, the domestic science and technology circle has a popular saying: gathering is a fire, scattering is full of stars!
Yes, this sentence is talking about Huawei and Glory at that time. We all know that due to the unauthorized modification of chip rules by Lao Mei, Huawei's chip supply cannot be guaranteed, and its mobile phone business has plummeted. In order to better solve this problem, Huawei "broke its arm" to survive and actively stripped away its own sub-brand glory. Of course, there is another reason why Huawei does this, that is, after Honor leaves Huawei, it gets a chip supply to continue to live.
In addition, Huawei has also launched a series of "spare tire to regular" plans, such as the launch of the first domestic system - Hongmeng operating system. With the characteristics of the Internet of Everything, it has gained more than 220 million installed capacity in half a year, which is a speed of development that Google Android and Apple IOS can't do, nor can it imagine.
But unfortunately, such an excellent operating system does not have the support of other mobile phone brands, which is very unfavorable for the development of Hongmeng ecology. It is precisely because of this that Academician Ni Guangnan spared no effort to appeal, hoping that other domestic brands of mobile phones will support and embrace Hongmeng, and even CCTV has spoken out to justify Hongmeng, saying that it is expected to break the global monopoly of Google Android and Apple's IOS system. But so far, no domestic mobile phone manufacturers have come forward to respond.
At this critical moment, I originally thought that Honor would give Huawei help. But what is unexpected is that Glory chose to abandon the Hongmeng system and return to the Android system. It is reported that Honor customized the Magic UI system based on Android and launched the latest version of UI 6.0. That is to say, Honor has basically abandoned the Hongmeng operating system. Its newly launched Honor phones are all equipped with Magic UI is the best proof.
Of course, Glory's abandonment of Hongmeng has also disappointed domestic consumers. You know, the reason why Honor is the domestic sales champion in the first quarter of 2022 is because in the eyes of many people, Honor is still a part of Huawei, and consumers buy Honor mobile phones to upgrade the Hongmeng system.
So the question is, why did Glory abandon Hongmeng and return to the Android camp? In fact, there are two reasons. First, Glory chose Android because of its own limited strength and technical level, and it cannot resist sanctions from Laomei like Huawei. Second, Glory gave up Hongmeng in preparation for listing. Not long ago, Honor was rumored to be listed at a valuation of $45 billion, which was subsequently denied by Glory.
In addition, in order to reduce the risk of listing, Honor has also made a move to reduce domestic parts. According to the data, the proportion of Parts produced in China for Honor mobile phones has dropped from the original 37.5% to 10.2% now, and the proportion of parts suppliers from the United States has also risen from 9.6% to 38.5%. Obviously, Honor will not choose the same development path as Huawei.
Imagine, after Honor significantly reduced domestic parts, can it continue to maintain the first quarter domestic shipment champion? After Honor abandons Hongmeng, will domestic consumers continue to buy Honor mobile phones, or will they turn around and choose Huawei, Xiaomi, and OV? The answers to these questions will take time to answer.
It is worth mentioning that recently a blogger on the Internet published an article to unveil the contradiction between glory's current status quo and price system. According to the blogger, his friend opened two glory stores, but he lost money for a long time, but because the rent had not yet expired, he was still struggling with the closure of the store and the non-closure of the store.
More importantly, in a multi-billion subsidy activity, consumers can buy a fully inactive Glory mobile phone at a low price. You know, under the repeated epidemics, many physical stores have less traffic, plus, buying from a certain number of more is more favorable, which makes the business of physical stores how to do? The point is, without the acquiescence of the manufacturer, does so-and-so dare to do so? The answer is self-evident.
All indications show that Glory is not good at handling online and offline sales channels, does not control the price system, and ignores the objective laws of brand building. If Glory does not make adjustments, then the confidence of the domestic market in Glory will completely dissipate, consumers will not buy it, what else can you do to survive?
In any case, I still hope that Glory can survive better after leaving Huawei and not live up to Huawei's expectations. Especially in the case of the rising Sino-US science and technology game, the domestic market needs a benign development environment, and do not forget the sentence: gathering is a fire, scattering is full of stars!
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