Huawei Mate 60 Pro/Pro+ series mobile phones were quietly launched recently, which instantly triggered a rush to buy. At 18:08 on September 10, Huawei Mate60Pro and Huawei Mate60 officially opened full sales on Huawei Mall, and they were quickly sold out in just a few seconds.
The two new models of Mate 60 Pro/Pro+ are equipped with satellite phone functions, which can make calls without base station signals with corresponding services from operators.
Image source: screenshot of the official website
On September 11, Bruce Lee, CTO of Huawei Terminal BG, posted a Weibo to remind Huawei users to standardize the use of the satellite phone function of Mate 60 Pro. Bruce Lee said, "Recently, some users have used the satellite phone function of Mate60Pro to make calls and record video transmission during the flight phase of civil aircraft, which is a violation of relevant flight safety regulations." Please remember to turn on the flight mode during the flight phase and comply with all flight safety regulations. ”
Huawei stores are on sale and new machines are selling hot
On September 10, Huawei Mate60 and Mate60Pro started full sales on Huawei Mall and quickly sold out. Previously, on the morning of September 8, Huawei Mall suddenly launched new mobile phones such as Huawei Mate60Pro+ and MateX5, and the first batch of pre-sales was also "second light". It reflects the popularity of Huawei's new machine. According to the Securities Times, there is news from the supply chain that Huawei has increased the order of the Mate60Pro model to 15 million to 17 million units.
According to the Huawei Mall, the price of the 12GB+512GB version of Huawei Mate60Pro is 6999 yuan, and the price of the 12GB+1TB version is 7999 yuan. The price of the 12GB+512GB version of Huawei Mate 60 is 5999 yuan, and the price of the 12GB+1TB version is 6999 yuan.
Among them, "mobile phone direct connection to satellite" has become a major selling point of Huawei's new machine. Huawei Mate60Pro is the world's first mass smartphone that supports satellite calls, and Huawei Mate60 has two-way Beidou satellite messaging and communication functions. Huawei Mate60Pro+ is the world's first mobile phone equipped with dual-satellite satellite communication, and supports both Tiantong satellite phone and two-way Beidou satellite messaging.
West China Securities Research Report pointed out that under the weak environment of the mobile phone market, Huawei's launch of the Mate60 series mobile phone terminal has brought new highlights to the mobile phone industry chain, and its mass market applications are expected to be initially cultivated.
According to Guosheng Securities Research Report, satellite connections can help fill the gap in terrestrial cellular networks, and the use of satellite Internet to provide services for mobile phones has become a field of concern for telecom companies, mobile phone manufacturers and satellite operators, and many manufacturers are actively deploying mobile phone direct satellite business and products.
Huawei's hot sales of new machines also reflect the return of Huawei's share in the mobile phone market. According to the second quarter China mobile phone market tracking report released by international data company IDC, Huawei's mobile phone market share in the second quarter of this year was 13%, tied with Xiaomi for fifth in China, while its mobile phone market share in the same period last year was only 7.3%.
Huaan Securities Research Report believes that Huawei is expected to regroup in the mobile phone market and achieve a full return to the high-end mobile phone business. Although it is only a mobile phone on sale, it is a major turning point and milestone for the entire industry. Mate60Pro brings market confidence and willingness to change, consumer electronics demand recovered in the first half of this year, the bottom inventory clearance is not smooth, the sluggish market has led to the industry inflection point has not appeared, and Huawei's high-end machine sales may accelerate the recovery of the consumer electronics industry.
Apple was also "injured" by bearish Qualcomm
The hot sales of Huawei's mobile phone mate 60 Pro have put some pressure on Apple. Last week, on two trading days, Apple's public market value lost $190 billion, equivalent to about 1.4 trillion yuan.
Dan Nile, founder of hedge fund Satori Fund, said Apple was his most shorted stock, posting on social media last week: "Sold Apple." Now Apple is the stock I short the most." He says he shorts apples for several reasons. First of all, iPhone phones have been disabled on some occasions. Second, Huawei's recovery, and third, student loan repayment resumed.
JPMorgan Chase released a report that the upcoming iPhone 15 has not been substantially upgraded, so it will not attract a large number of users to update. To that end, JPMorgan lowered its price target on Apple to $230 from $235.
The analysis said that the Mate 60 Pro phone sold out within hours, causing a stir on Chinese social media. Other buyers have already placed orders. This wave of heat means that Huawei may regain users who were previously stolen by Apple in the Chinese market.
In addition to Apple, chip giant Qualcomm faces challenging sales prospects in key market China, dragging its shares down.
Guo Mingxi, an analyst at Tianfeng International Securities, said that Huawei purchased 23-25 million and 40-42 million mobile phone SoCs from Qualcomm in 2022 and 2023, respectively.
However, Huawei expects that from 2024, the new models will fully adopt the new Kirin processor designed by itself, so Qualcomm will not only completely lose Huawei orders from 2024, but also face the risk of shipment decline for non-Huawei Chinese brand customers due to the increase in Huawei's mobile phone market share.
It is expected that Qualcomm's SoC shipments to Chinese mobile phone brands in 2024 will be at least 50-60 million fewer than in 2023 due to Huawei's adoption of new Kirin processors, and it is expected to continue to decrease year by year. (Daily Economic News)