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Apple's pressure has increased sharply, and the third-party channels of Huawei Mate60 series have reduced prices

Apple's pressure has increased sharply, and the third-party channels of Huawei Mate60 series have reduced prices

According to Apple's official data, the sales of the mobile phone business in Greater China in the first quarter of 2024 plummeted by 13%, and the main reason for the decline in Apple's sales was Huawei. The launch of the Huawei Mate60 series has seized a large share of Apple's market share, and in the models above 6000 yuan, Apple has been hit hard.

Apple's shock has not yet reached its peak. Huawei needs to further optimize the mass production of Kirin 9000S processors. At present, the chip is mass-produced using a DUV lithography machine, which is inferior to the EUV lithography machine in terms of cost and efficiency.

The availability of the Kirin 9000S may limit the availability of the Huawei Mate 60 series. Since its release in September 2023, the Huawei Mate60 series has often been out of stock, and third-party channels have also needed to increase the price for a long time.

Apple's pressure has increased sharply, and the third-party channels of Huawei Mate60 series have reduced prices

After nearly half a year on sale, third-party channel providers have reduced the price of the Huawei Mate60 series, and the channel price is generally lower than the official price. The Huawei Mate60 Pro+ is already 500 yuan lower than the official price, and the Mate 60 RS Extraordinary Master 512GB version is nearly a thousand yuan lower than the official price.

Apple's pressure has increased sharply, and the third-party channels of Huawei Mate60 series have reduced prices

The price reduction of third-party channels will have a greater impact on Apple's iPhone 15 series. Previous market data has shown that Apple's iPhone 15 series is somewhat unsellable, and after the Huawei Mate 60 series price cut, Apple may be forced to cut prices to maintain competition, otherwise it may cause sales to decline further.

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