Huawei's decision to raise the price of tablet computers may be due to the increase in storage prices, which is led by Yu Chengdong
Nearly 3 months after it was released, Huawei's folding screen flagship mobile phone Mate X5 is still sold out offline, while another large-screen tablet that consumers can't buy, Huawei MatePad Pro 13.2, has quietly increased in price.
A reporter from the New Consumption Daily found that the starting price of the MatePad Pro 13.2 on Huawei's official website has risen from the previously released 5199 yuan to 5699 yuan.
So the folding screen Mate X5 has the price adjusted? The reporter asked the staff of Huawei's terminal on this matter, and the other party said that there was no news about the price of the whole terminal internally. Another Huawei agent told reporters that he had not received the relevant notice.
Then the reporter visited several Huawei offline stores,Found that the price of Huawei Mate X5 has not been raised,12+512GBThe price of the version is still maintained13999element,But the store has been taken off the shelves12+256GB version,and16GB+1TBThe version,A clerk at Huawei's Beijing direct store said,At present, only the collector's version provides16GB+1TBThe storage specifications。
The clerk told reporters: "If you don't see the 12+256GB Mate X5 on the official website, it means that the product with this storage specification has been discontinued, and we keep pace with the offline and official website sales versions." ”
When the reporter asked whether the Mate X5 was in stock and could be purchased, she said: "At present, the Mate X5 has stopped accepting reservations, and it will not open a new round of reservations until the last batch of consumers get the reservation machine, you can add me a WeChat, and the follow-up store will arrive, you can find me to book." ”
The reporter visited another Huawei authorized store and found that the price tag of the MatePad Pro 13.2-inch version in the store has not been modified, and it is still the price of 5199 yuan at the time of sale. The store clerk said that he was not notified to change the price of the 13.2-inch version of the MatePad.
When the follow-up clerk inquired about the inventory of the product, he found that the channel price had risen, and the tablet product was still out of stock, she told reporters: "The 13.2-inch version is our flagship model, and I don't know when it will be in stock, and the other three sizes of products, our warehouse shows that they are in stock, and you can get the spot within 40 minutes when you place an order now." ”
The price increase may be due to the transmission of storage prices, which is led by Yu Chengdong
Mate X5 folding screen mobile phone low storage specifications products off the shelves, flagship tablet MatePad price increased by 500 yuan, the reporter asked the supply chain about this matter.
Some people in the mobile phone industry chain said that since the second half of the year, almost all materials have begun to rise in price. However, it may be that only Huawei dares to raise prices on the products on sale. Other manufacturers can use inventory first, maintain the current price, and wait for the product to be updated before adjusting the price or cost.
Some industry insiders analyzed to reporters that the price increase of the terminal is due to the price increase of memory chips, which is reflected in downstream products.
Through public information inquiry, the reporter found that six companies, including GigaDevice, Beijing Junzheng, Dongxin, Puran, Juchen and Longsys, are suppliers of Huawei's chip storage and memory.
Among them, Juchen Co., Ltd. said in the interactive easy that Huawei smartphones that use the company's EEPROM chip products mainly include Mate series, P series, Honor V series, Honor Note series, Nova series, etc.
However, the office of the board of directors of Juchen Co., Ltd. told the "Science and Technology Innovation Board Daily" reporter today that the company's direct customers are module factories, and there may be annual price negotiations in mobile phone applications, but there are no large fluctuations in prices or short-term drastic changes.
When interacting with investors, Longsys, another Huawei memory chip supply chain company, said that the company and major manufacturers such as Huawei jointly initiated the establishment of the Intelligent Terminal Storage Association (ITMA) to jointly promote the application of the new memory card NMCard.
Longsys executives pointed out in an interview with the agency that under the influence of the original factory's production cut, the trend of wafer price increase has been formed, and the upstream and downstream of the industrial chain have basically reached an agreement on this round of price adjustment. In the major storage markets, the overall increase in NAND Flash is more consistent, and there are large differences in the growth rate of different DRAM products.
A person from the board office of Dongxin Co., Ltd. said that the company's current cooperation with Huawei is mainly in the field of communication base stations and wearables in the field of networking, but the company's niche products have basically not risen this year.
According to reports, Dongxin's storage products are mainly used for customers in the fields of security, wearable, and networking, "some terminal needs are different from those in the field of consumer electronics, and the small and medium-sized capacity of the company's products are not the same as the large-capacity products of Samsung, Micron and Hynix that have risen in price this year."
In addition, according to Huawei insiders told the "Science and Technology Innovation Board Daily" reporter, the price increase of tablet products was led by Yu Chengdong, who believed that the previous price was too low. However, as of press time, Huawei has not responded to this.
The above-mentioned Huawei person said,In September this year,Yu Chengdong was promoted to chairman of the intelligent car solution BU,Work energy is more inclined to the automotive business,Now the actual leader of the consumer terminal business is the terminal BGCoon He Gang,In SeptemberMatePad Pro 13.2Before the press conference,Huawei's tablet product line did not report to Yu Chengdong。 After the meeting, Yu Chengdong was very dissatisfied with the pricing. ”
(Science and Technology Innovation Board Daily reporter Tang Zhixiao, Huang Xinyi, Guo Hui, editor Song Ziqiao)