Recently, "Bloomberg" said that the appearance of Huawei Mate 60 Pro can simply be described as "stone breaking". At the end of August, this model was born, which quickly ignited a global boom, especially in the mainland, and caused a people's ordering boom. The emergence of this mobile phone has put Huawei on the cusp, and its supply chain orders are even full, which is not a joke.
According to a research report by CSC, Huawei has been the strongest mobile phone manufacturer in the mainland smartphone market since September. Amazingly, Huawei's sales share reached 19.4% in the week from October 2 to 8, which actually squeezed Apple off the market throne and achieved a magnificent counterattack of the first place in the market. Huawei, which sold more than one million units in a single week, reached about 1.104 million units, while Apple sold 990,000 units and had a market share of only 17.4%.
This is not only a transcendence, but also a real subversion. Huawei just entered the top three in terms of sales market share at the beginning of September, and then completed this incredible and magnificent counterattack in just three weeks. CSC's report also pointed out that from BCI data, since the release of the Mate 60 series of new machines on August 29, Huawei's growth momentum has remained high, with annual growth rates of 91%, 46%, 83% and 95% in the past four weeks, respectively. This increase rate is really comparable to the launch of a rocket!
What is even more shocking is Huawei's ambition. Huawei aims to ship 60 million to 70 million smartphones in 2024, and to that end, it has added orders to the supply chain to ensure that this number can be reached next year. This goal is not small, but looking at the current growth rate, Huawei seems to have the strength to achieve it.
Of course, the US media also wrote that we must not only be optimistic about Huawei, but also see some challenges it still faces. Analysts at market tracking agency Counterpoint believe that the iPhone 15 series has not performed as expected in the mainland market, while Huawei's Mate 60 Pro may have the opportunity to sell 5 million to 6 million units in 2023, and there may be double-digit growth next year. This is a huge opportunity, but it also comes with great challenges.
Huawei still has to face a series of problems such as US policy, and although it has a high exposure rate among high-income consumers in the mainland, Apple is expected to dominate the high-end mobile phone market above $800, because Apple is difficult to shake with its competitiveness in 3nm technology, brand equity and strong ecosystem.
Due to the return of Huawei's king, Taiwan media is even more concerned!
Yesterday, Taiwan media broke an explosive news, saying that Huawei released a new flagship in September and made its own chip, which sounds quite bullish, but the "behind-the-scenes" behind this is a semiconductor equipment manufacturer from the Netherlands, which is ASML.
According to Taiwan's "Lianhe Pao", Huawei's new machine Mate 60 Pro is on this seven-nanometer chip, and reliable sources say that ASML is the "behind-the-scenes hero" of this breakthrough. This starts with the US technology blockade, everyone knows that the United States does not wait to see Huawei, set up a high wall for them, and as a result, China broke the wall.
In the past two years, they have purchased a large number of magical devices called "immersion deep ultraviolet lithography machines" (DUVs). This ASML accounts for more than eighty percent of that, and some of these machines seem to end up going to Huawei, with an estimated 120. That's more than TSMC, the world's foundry giant. It seems that Huawei is not a joke, to get its own chips, not soft at all.
There is also an estimate in Taiwan media reports that SMIC's chip output, if the pass rate is calculated, it is estimated that Huawei can produce 50,000 to 60,000 seven-nanometer chips per month. For Huawei, it is a big support for Huawei to return to the mobile phone market and get its own chips. This means that they are no longer so dependent on other people's chips, but are in charge of their own. This move is a key move for Huawei to regain market share.
The Dutch government recently introduced a new set of regulations that restrict the export of semiconductor equipment, effective in September this year. But ASML said it had permission to ship restricted chip-making machines to China by the end of the year. In other words, Huawei's machines are not subject to the new regulations.
However, the Taiwan media is unconvinced, Huawei should not be too happy, and ASML's spokesman also mentioned that from next year, they may not be able to get an export license again. This means that Huawei may have to hurry up and prepare more chips while the license is still in hand. Because there may be no goods in the future.
In short, Huawei's chip breakthrough has indeed given the Chinese people a shot in the arm, but the last thing to see a breakthrough in mainland technology, especially chips, is the southeast island, which can be seen by looking at the recent stock price performance of TSMC and the general sadness of Taiwan media public opinion. To be honest, once the so-called "sacred mountain protecting the country" TSMC in Wanwan is killed, the mainland will shatter the last "pride" and "superiority" of Wanwan, and reunification will be greatly accelerated.