Many topics of Huawei rushed to Weibo hot search.
On the afternoon of March 23, Huawei's Spring Flagship New Product Conference was held in Shanghai. At the press conference, Yu Chengdong, Executive Director of Huawei, CEO of Terminal Business, and CEO of Intelligent Vehicle Solution Business Group, released new Huawei P60 flagship mobile phones and Huawei Mate X3 folding screen mobile phones.
Yu Chengdong said that this is the first time in Huawei's history that two flagship mobile phone products have been released at the same time. Among them, Huawei P60 first supports two-way Beidou satellite messages. The whole weight of Huawei Mate X3 is only 239 grams, which makes the weight of Huawei's folding screen lighter than that of straight plate machine.
At the press conference, Yu Chengdong announced that all models of the world will upgrade HarmonyOS 3, bringing new functions such as super desktop and smart car finding. With Huawei's full-stack technology, the advanced intelligent driving versions of the M5 and M5 EV will be released in April.
Photo by Zhang Xingwang, reporter of this newspaper
At the end of the press conference, Yu Chengdong said that Huawei has experienced a four-year sanctions winter, and spring has come. "Spring is blossoming, and the future can be expected."
Huawei P60 first supports two-way Beidou satellite messages
It is reported that Huawei smartphones are mainly divided into Mate, P, nova and imagination series, of which Mate and P series are positioned as high-end flagships, and P series focus on fashion and photography. According to Yu Chengdong, Huawei P60 series is equipped with the industry's first super concentrated main camera. In terms of operating system, Huawei P60 is first equipped with Hongmeng 3.1.
In terms of price, Huawei P60 starts at 4488 yuan, Huawei P60 Pro starts at 6988 yuan, and Huawei P60 Art starts at 8988 yuan and will go on sale on March 30.
Huawei P60 first supports two-way Beidou satellite messages. According to Huawei, the Huawei P60 has become the world's first mass smartphone that supports two-way Beidou satellite messages. The two-way transmission and reception function of Beidou satellite communication supports sending Beidou satellite messages outward, and supports message reply, effectively realizing two-way communication between the helper and the rescuer.
Source: Huawei
In addition, Huawei also released the Huawei WATCH Ultimate extraordinary master smart watch, priced from 5999 yuan. This watch is the world's first public smart watch that supports two-way Beidou satellite messages, and can send and receive messages without ground network signals.
Guosheng Securities believes that only half a year has passed since Huawei and Apple launched smartphones equipped with satellite communication functions, and satellite communication technology has continued to iteratively optimize. Qualcomm and MediaTek announced new solutions for two-way satellite communication at the 2023 Mobile World Congress, and Samsung joined the satellite communication competition landscape. The iteration of satellite communication technology will promote the innovation and upgrading of consumer electronic devices represented by smartphones.
Guosheng Securities said that after the weak shipments of smart terminal equipment in 2022, the next few years will usher in a new round of replacement tide in the smart phone and smart terminal equipment market, satellite communication technology in the smart terminal penetration rate increases, and with the mobile phone and terminal equipment industry replacement cycle is coming, the future rise of satellite communication technology in the consumer electronics industry will be very rapid.
Huawei folding screen Mate X3 unveiled
On March 23, Huawei's new folding screen flagship mobile phone Huawei Mate X3 was released.
Source: Huawei
At present, Huawei is leading the innovation of folding screen mobile phones, with three folding forms: inner folding, external folding, and vertical folding. The whole weight of Huawei Mate X3 is only 239 grams, which makes the weight of Huawei's folding screen lighter than that of straight board machine, and supports two-way Beidou satellite messages.
According to Huawei, in order to solve the pain points of unstable communication and poor quality of mobile phones, Huawei Folding Screen debuted Lingxi Communication, which fully explores the potential capabilities of communication signals through antenna design, end-pipe-cloud collaboration, and software algorithm upgrades, and ensures that users have high-quality and smooth signals at all times.
In terms of price, Huawei Mate X3 12GB+256GB version costs 12999 yuan, 12GB+512GB version costs 13999 yuan, and Huawei Mate X3 collector's edition costs 15999 yuan.
Ping An Securities said that in terms of the global folding screen mobile phone market share, Samsung ranked first in the global folding screen mobile phone market with a market share of 62% in the first half of 2022, followed by Huawei and OPPO, with a market share of 16% and 3% respectively. In the domestic market, Huawei has laid out folding screen mobile phones in the early stage of the market, with obvious first-mover advantages, with an absolute lead to the top of the list, with a market share of 47.4% in 2022, of which Huawei Mate X2 has become its main model; Samsung ranked second with a market share of 16.5%; OPPO relied on the success of OPPO Find N in the domestic market, ranking third with a market share of 13.8%.
Market research firm Counterpoint reported that global shipments of folding screen smartphones in 2023 are expected to increase by 52% year-on-year to 22.7 million units. Honor, Motorola and Xiaomi are expected to actively enter the folding screen smartphone market outside the Chinese market. At the same time, Huawei, OPPO and vivo will launch new folding screen mobile phone products in 2023. In 2023, the global folding screen mobile phone market competition will intensify.
Consumer electronics boom is gradually recovering
According to Omdia, a market research institution, Huawei will ship 28 million mobile phones in 2022, with a market share of 2%. Industry insiders believe that in 2023, Huawei's mobile phone business may achieve better market performance.
Industrial Securities said that Huawei's mobile phone business is facing three major dilemmas: setbacks in overseas markets, lack of cores, and only 4G can be used, and global and domestic shipments have declined, and it is urgent to find new growth points. Based on the domestic market, the company launched the Hongmeng system, laid out the "1+8+N" Internet of Everything, made up for the lack of hardware through ecological advantages, and provided a time window for technological breakthroughs.
CITIC Securities said that Huawei P60, Mate X3 and others were unveiled on March 23, which is expected to marginally improve the replenishment and replacement demand of consumer electronics in the second half of the year. The upstream materials of the consumer electronics industry chain OLED industry chain have stronger performance flexibility because of their relatively high added value, less disturbed by raw material prices, and profitability.
Guosen Securities said that mobile phone terminal stockpiling has recovered significantly in March, and the recent new product launches of various terminal brands are expected to drive the gradual recovery of consumer electronics.
Editor: Ya Wenhui