In recent days, a number of research institutions announced the first quarter of domestic mobile phone sales ranking, although most manufacturers have experienced a serious decline, but Huawei has ushered in a contrarian growth, really to achieve the "return of the king"?
According to the domestic smartphone sales report released by Counterpoint Research in the first quarter of 2023, the data shows:
Apple became the domestic sales champion with a share of 19.9%, up 6% year-on-year
OPPO became the runner-up in domestic sales with an 18.3% share, down 3% year-on-year
Vivo ranked third in domestic sales with a 17.7% share, down 15% year-on-year
Honor ranked fourth in domestic sales with a share of 14.6%, down 18% year-on-year
Xiaomi became the fifth largest domestic sales with a share of 13.6%, down 14% from last year
Huawei ranked sixth in domestic mobile phone sales with a share of 9.2%, a significant increase of 41% year-on-year
It can be seen from the above data that the growth rate of Huawei mobile phones is surprising, even if there is no 5G mobile phone, even if there is no latest processor blessing, Huawei's sales still show a rapid trend. According to this situation, it is expected that Huawei's sales will return to more than 10% in the second quarter as soon as possible, returning to the mainstream with a double-digit market share, and the most affected should be Apple's mobile phone.
Remember that three years ago, Huawei was subject to unprecedented "restrictions" and its sales plummeted off a cliff, from a global sales champion to an Others. At that time, Yu Chengdong shared an article in the circle of friends "Fall Huawei, eat Apple", believing that Huawei's remaining share will be swallowed by Apple alone, and the low-end market will also be divided between Samsung and domestic brands, and many people at that time believed that Huawei mobile phones would "disappear completely".
No one expected that Huawei would withstand the pressure, and although the development of the past three years was very difficult, it still survived. After the Huawei P60 series conference in March, Huawei executives publicly admitted in media interviews that more than 13,000 pieces of supply chain localization have been replaced in the past three years, and now Huawei mobile phones have achieved domestic replacement of many components, reducing excessive dependence on imported components.
CEO Ren Zhengfei said a few years ago that Huawei must unswervingly embrace the global supply chain, unless the United States does not sell us components, as long as the United States is willing to sell, we must still buy. Last year, Yu Chengdong admitted in an interview with the media that "in the past, we believed too much in the global supply chain, and now we have also hit the face", and some core technologies are best replaced by domestic to prevent supply interruptions in some special circumstances.
This year, Huawei's mobile phone supply chain has basically fully recovered, and Huawei P60 series and Huawei Mate X3 were launched in March; In April, Huawei launched the nova11 series, and Huawei enjoyed 60X. It is expected that Huawei Mate60 series and Huawei nova12 series will be launched in the second half of the year, and sales will further increase as the mobile phone iteration plan returns to normal.
Friends, what do you think of Huawei's significant increase in domestic sales?