When will Huawei Pura70 go on sale, Yu Chengdong responded that "there will be good news in two days"
As an important branch of Huawei's high-end smartphone product line, the release time of P70 has always attracted much attention, and it has been frequently searched this year.
On April 15, Huawei's official Weibo released a number of videos about the Huawei P series, and said that the Huawei P series was officially upgraded to "Huawei Pura". On the morning of the 16th, Yu Chengdong, executive director of Huawei and CEO of the terminal BG, told the first financial reporter, "Pura70 can be regarded as P70, and there will be good news in two days." ”
As the release time approaches, the reporter recently visited Huawei's offline authorized stores in Guangzhou and Shenzhen and found that some stores have opened "blind box reservations". A Huawei dealer in Guangdong told reporters that the stock payment had been completed on the 15th, but Huawei had not received a notice from Huawei about the specific distribution time of offline stores.
Pura opens "blind box booking"
With Huawei's official announcement, "Huawei P70 Pura" related entries rushed to the hot search on the 15th. The reporter learned from Huawei insiders that the sale of the Pura series will refer to the form of "HUAWEI Mate 60 Pro Pioneer Program" and be directly sold online.
Some dealers in Guangdong have received a notice of advance payment on the 15th. "However, the arrival time is not yet clear, and everyone is currently expected to make the first sale this Friday, but it may also be brought forward. A dealer in Guangdong told reporters.
When the reporter visited some Huawei stores in Guangzhou and Shenzhen on the 16th, he found that there are already stores that can apply for "blind box reservation", and in addition, they can also receive online notices by registering their names and phone numbers.
A clerk at the Huawei authorized experience store in Guangzhou Grandview Plaza told reporters that the store has not received any news of distribution for the time being, but it is expected that the price should be similar to the Mate60 series.
"Blind booking is acceptable, a deposit of 100 is required, and the arrival time is uncertain. A clerk at the Huawei authorized experience store in Guangzhou Tianhe City told reporters: "P70 will have 4 configurations, 70, pro, pro+, autro, the price is according to the price of mate60, 6k, 7k, 8k or so, the autro version is similar to RS, and the price is more than 10,000 yuan." ”
However, the above price news has not been officially confirmed by Huawei.
According to the official video released by Huawei, Pura is pronounced "piu rua", and there is no corresponding Chinese character, but the word means "pure, pure" in Spanish. According to the latest news of Tianyancha's intellectual property information, Huawei Technologies Co., Ltd. has registered a number of "Pura" and "HUAWEI Pura" trademarks in 2019.
Regarding specific product information, it was previously reported that all three models of the Huawei Pura series have been connected to the network, and the standard version supports Beidou satellite messaging, while the high-configuration version supports satellite messaging and satellite call functions. And in the official product concept video, a "triangular shape" is emphasized. In the eyes of the industry, the Huawei Pura70 series may adopt a new triangular camera island design shape.
Screenshot of the official video
Yu Chengdong said in the warm-up video that the P series has been released for 12 years since its release in 2012, and after the P series is upgraded to "Huawei Pura", it will start again with a new attitude and continue to invest in mobile image innovation.
A person from Huawei's mobile phone supply chain told the first financial reporter that Pura has indeed changed greatly in terms of camera compared with the past. "We started shipping at the beginning of the year, and after entering March, there was a small peak of orders, and the current shipment rhythm is in one million (modules) a month, and the volume will slowly increase in the future. ”
Ming-Chi Kuo, an analyst at Tianfeng International Securities, said that the P70 series uses a telephoto periscope, and the P70 Art wide-angle camera uses a 1G6P wave-plastic hybrid lens, which is 4-5 times the unit price of 7P due to the use of molded glass. The above-mentioned supply chain sources did not respond to the specific technology, but said that the price of the relevant supplied products is indeed higher than that of the previous generation of products.
Fill the high-end market
In 2019, Huawei's Mate and P series high-end product lines sold a total of 45 million smartphones, while more than 240 million smartphones were shipped across the entire series, including Honor and Nova, making Huawei the world's second-largest mobile phone manufacturer.
Later, after business adjustments such as spin-offs, Huawei also adjusted the release cycle of high-end flagship products. For example, the P60 was two years late in its normal iteration cycle.
However, He Gang, chief operating officer of Huawei terminal company, said last year that the rhythm of Huawei's products has returned to normal, and the P series and M series will be released normally every year in the future, and he also mentioned that Huawei will not give up overseas markets.
From the perspective of market performance, according to Canalys data, in the fourth quarter of 2023, Huawei shipped 10.4 million units, an increase of 47% year-on-year through the shipment of new flagship products, returning to the top five domestic mobile phone manufacturers in terms of shipments, ranking fourth.
According to the Counterpoint Research report, in the first six weeks of 2024, Huawei ranked fifth in China's smartphone sales share rankings, with a year-on-year increase of 64%, and in terms of folding screens, DSCC expects that Huawei will surpass Samsung in the first and second quarters of 2024 in terms of foldable phone market share for the first time.
"Huawei's current product line covers the Enjoy series, Nova series, P series and Mate series, and from our research, the stock situation is good. Ivan Lam, a senior analyst at Counterpoint, told reporters that the return of the P70 series will complement the last link in Huawei's product line, and Huawei is one of Apple's main competitors in the price range above $800.
For specific sales, Ming-Chi Kuo predicts that P70 shipments are expected to increase by 230% to 13 million to 15 million units if mobile phone inventory replenishment demand is strong, and if demand slows down, it is also expected to increase by 150% to 10 million to 12 million units.
Judging from the financial report, as Huawei regains lost ground in the mobile phone market, the terminal business has also returned to the growth track. According to the data, the sales revenue of Huawei's terminal business in 2023 will be 251.5 billion yuan, a year-on-year increase of 17.3%.
Although Huawei has passed the most difficult and dangerous period, some supply chain people believe that there are still more difficulties to overcome for mobile phone products, especially after new technologies such as AI have entered the accelerated change, and the current recovery of the electronic consumer market is in its infancy, and the defensive front of other leading mobile phone brands has been rolled out.
(Intern Hao Zizhu also contributed to this article)
(This article is from Yicai)