The "Golden Nine Silver Ten" of the mobile phone circle is here again!
On August 29, Huawei Mate60 Pro was not sold first, which quickly attracted market attention. The reporter's visit found that Wuhan's offline flagship store is temporarily not in stock, and consumers have lined up to come to the offline experience and reservation.
Another high-profile iPhone 15 series will also be officially released on September 13. On the same day, Honor will also hold a new product launch conference to release a new folding machine and go head-to-head with Apple. In addition, it is rumored that NIO will also release mobile phone products in recent days, and brands such as Samsung, Sony, and Motorola have also released new machines one after another this month.
Will the centralized release of new machines set off a wave of purchase fever? Industry observers believe that it will stimulate the mobile phone market to some extent and attract consumer interest in purchasing, and the purchase boom may peak this month. But as consumer choice increases, competition between brands will become more intense.
Huawei Mate60 Pro set off a purchase feverAt 12:08 on August 29, Huawei Mate60 Pro was officially launched in the Huawei official store, which is the world's first mobile phone that supports satellite phone communication, with 4 colors of Yachuan Qing, Nannuo Purple, Yadan Black, and White Sand Silver, priced from 6999 yuan. The relevant news quickly topped the Weibo hot search list.
"Is there a Mate60 Pro?" "Is there a prototype experience?" "When will it arrive?" "Can I book first?" On August 30, the reporter visited the offline Huawei authorized store in Wuhan, and consumers did not hesitate to queue up to consult and experience the Mate60 Pro, but the clerk said that the store is currently not available for sale, so you can make a reservation first.
The display area of Huawei's directly-operated store Mate60 Pro prototype in the era of Wushang Dream is full of customers
On the evening of September 6, the reporter came to Huawei's direct sales store in the era of Wushang Dream and saw that although a week has passed since the new machine went on sale, consumers' enthusiasm for buying the machine has not diminished in the slightest, and the Mate60 Pro prototype display area in the middle of the first floor of the direct store is tightly surrounded by customers who come to experience, and the staff is introducing and demonstrating the new functions and usage of the mobile phone to everyone over and over again.
Customers are experiencing prototypes
However, spot stocks are still in short supply. The store staff introduced that since the start of sales, there has been no offline stock, can only make reservations, "customers need to bring their ID card to the second floor, pay a deposit of 1,000 yuan, make a reservation, after the arrival will send a text message to notify the customer, if you don't want it halfway, you can come to retrieve the deposit." ”
Regarding the arrival time, the above-mentioned clerk said that he was not sure: "There is a large number of offline reservations, and customers who came to book on August 29 did not come to pick up the new machine until yesterday (September 5th). ”
The iPhone 15 series will be released on September 13In the early morning of the release of Huawei Mate60 Pro, Apple also officially announced that the 2023 autumn new product conference will be officially held at 1 a.m. Beijing time on September 13, and the conference will bring the iPhone 15 series and the new Apple Watch Series 9.
The new Huawei Mate series and the new iPhone products, which have attracted much attention in the market, once again went head-to-head in September.
According to market sources, the iPhone 15 series has a total of 4 models, namely iPhone 15, iPhone 15 Plus, iPhone 15 Pro and iPhone 15 Pro Max, and the screen size will continue to be 6.1 inches and 6.7 inches screen. In addition, the iPhone 15 series is expected to adopt the "smart island" design, and the whole series is replaced with a USB-C interface, and the weight of both mobile phones of the iPhone 15 Pro series has decreased. In addition, it is reported that the original "Pro Max" model is expected to be renamed "Ultra", which will also become the first time Apple has added Ultra models to the iPhone line.
Tianfeng International analyst Guo Mingxi recently said on social platforms that if Apple keeps iPhone orders unchanged, iPhone shipments are expected to reach 220 million to 225 million units in 2023, and surpass Samsung to become the largest smartphone brand. It mentioned that Apple's latest iPhone shipment target for 2024 is 250 million units.
On September 5, Guo Mingxi updated the latest survey and estimate, saying that the Mate 60 Pro has strong demand since it went on sale on August 29, and the shipment plan in the second half of fiscal 2023 has increased by about 20% to 5.5 million to 6 million units. According to this market trend, the cumulative shipment of the Mate 60 Pro 12 months after its release is expected to reach at least 12 million units. Excluding potential non-commercial risks, benefiting from the demand and market influence of Mate 60 Pro, Huawei's mobile phone shipments in 2023 will increase by about 65% year-on-year to 38 million units. Looking forward to 2024, Huawei's mobile phone shipments are expected to reach at least 60 million units, making it the strongest shipment growth momentum among global mobile phone brands.
A number of new brands were released in SeptemberIn addition to the above two high-end models that have attracted much attention, the reporter combed and found that in September, Samsung, Honor, Sony, Motorola and other brands have released or will release new machines.
According to public news, on September 1, Sony Xperia 5V was officially released, and the pre-sale price of the Bank of China version was 6499 yuan, which is expected to be listed in late September; On September 5, Motorola's new moto G54 was officially released, with an 8GB+128GB version priced at 1099 yuan; The domestic launch of the Honor V Purse will be held on the afternoon of September 13 to unveil the new concept folding machine; The new product launch of the Samsung W series was officially announced on September 15.
In addition to many brand choices, the reporter noticed that the price of various types of new machines starts from 1,000 yuan to 10,000 yuan, which also gives consumers more space for price choices.
Another news that has attracted industry attention is that it is rumored on the Internet that the domestic smart electric vehicle brand NIO will also release its first mobile phone product - NIO Phone later this month. There is also news that NIO founder Li Bin revealed to users that NIO plans to launch a new product every year like Apple.
For tram brands entering the mobile phone market, Yuan Shuai, deputy secretary-general of Zhongguancun Internet of Things Industry Alliance and deputy director of the high-quality development promotion project of specialized and special new enterprises, believes that NIO, as a company with certain influence in the field of electric vehicles, may use its brand awareness and technical strength to attract a certain degree of attention in the market. However, the mobile phone market is highly competitive, and NIO needs to make differentiated and breakthrough innovations in product development, quality control, marketing, etc. in order to gain a place in the market, and market response and consumer acceptance will be the key.
In the second half of the year, the mobile phone market may pick upAccording to data recently released by the China Academy of Information and Communications Technology, from January to June 2023, the overall shipment of mobile phones in the domestic market totaled 130 million, down 4.8% year-on-year, of which 102 million 5G mobile phones were shipped, down 6.4% year-on-year, accounting for 78.9% of mobile phone shipments in the same period. In the first half of the year, a total of 203 new models were listed, a year-on-year increase of 1.0%, of which 85 5G mobile phones were listed, a year-on-year decrease of 24.1%, accounting for 41.9% of the number of new mobile phone models listed in the same period.
However, the industry believes that the concentrated release of new machines in September may drive the sales of the mobile phone market to pick up in the second half of the year.
Liang Zhenpeng, an expert in industrial economic observation, told reporters that the sudden sale of Huawei's Mate60 Pro and the release of a batch of new machines in September, including the iPhone 15 series, stimulated the mobile phone market to a certain extent and attracted consumers' interest in buying. It is predicted that there will be a wave of purchase boom in September, but the specific market trend needs to be analyzed and predicted according to the actual sales situation.
Yuan Shuai also believes that September is the month when major mobile phone manufacturers release new machines, so the purchase boom may peak in this month. The trend of the mobile phone market in the second half of the year is expected to recover to a certain extent, but the specific situation needs to be judged according to market feedback.
Domestic brands have chosen to go head-to-head with high-end mobile phone giant Apple in September, will it have an impact on Apple's new products? "Domestic mobile phone manufacturers continue to improve in technology research and development, product quality, price and other aspects, so that their competitiveness in the market has gradually increased." Although Apple has certain advantages in the high-end market, the competitiveness of domestic mobile phone manufacturers in the low-end market cannot be ignored. Yuan Shuai said.