Recently, the hottest topic in the technology circle is the battle between Apple and Huawei.
I remember last year, as soon as the Huawei Mate 60 Pro was unveiled, it really made Apple's iPhone sales "dive" directly, and the market share also fell with a bang.
No, as soon as the recent data came out, Huawei's share of the Chinese market soared directly to 17%, while Apple, not only did its sales fall by 25%, but its market share fell to 15%, and its ranking fell from first to fifth.
But Apple's big brother is not a vegetarian, and in the face of Huawei's strong return, people are not idle.
At the beginning of this year, Apple announced that it had stopped the electric car project that had been engaged in it for 10 years, as well as the key watch display project.
This action is obviously saying: "Brothers, we have to concentrate and fight Huawei well!"
Moreover, Apple has also increased its investment in R&D in China, and CEO Cook has personally come to China to strengthen the supply chain and repair relationships, and he is very busy.
Huawei's side is also frequent.
Recently, Huawei announced that Yu Chengdong will no longer be the CEO of the terminal BG, but will become the chairman. This personnel change is not simple, and a discerning person will know at a glance that Huawei is preparing for a future war.
Yu Chengdong, a general, now has to focus on the long-term field of competition, it may be a lithography machine, or a chip, or some other black technology, in short, Huawei is in the next big game.
Let's take a look at some specific data.
According to IDC's report, in the first quarter of this year, Huawei's market share and shipments increased by more than 100% year-on-year, which is an eye-popping growth rate.
On Apple's side, although sales are declining, the market value of others is still as high as 2.84 trillion US dollars, which is still leveraged.
Moreover, Apple's actions in the supply chain are also worth watching.
Recently, Apple announced the list of suppliers for fiscal year 2023, and the number of suppliers in Chinese mainland has increased for the first time in three years. What does this mean?
It shows that Apple's dependence on the Chinese market is increasing, and it also shows that Apple is strengthening its business ties with China and preparing to wage an all-out war with Huawei in terms of talent, supply chain and manufacturing.
Huawei is not a fuel-efficient lamp, and Yu Chengdong's position adjustment is Huawei's thoughtful consideration for future competition.
Huawei's smart car business layout has been basically completed, and the automotive business is on the right track. At this time, Yu Chengdong was transferred to the chairman, obviously to let him withdraw from daily management and think more about and lay out future development.
Speaking of which, I have to mention the latest developments of the two companies.
The launch of the Huawei Mate 60 Pro is not just a new product, it represents an important return of Huawei in the high-end mobile phone market. This mobile phone is equipped with the new Kirin 9000S chip, and the network speed has also reached the 5G standard, which is undoubtedly a huge challenge for Apple.
On Apple's side, although the electric vehicle project and the watch display project have stopped, people's iPhone and Apple Watch are still popular products in the market, and their strength should not be underestimated.
The contest between Apple and Huawei can be described as a "battle of the century" in the technology industry.
Both companies are pulling out all the stops to gain the upper hand in this war. But the market is so cruel, not advancing or retreating, only continuous innovation, continuous adjustment, in order to be invincible in the competition.
As for who will have the last laugh, let's wait and see. However, regardless of the outcome, this contest has brought more excitement and expectations to the tech world, as well as more choices and convenience to consumers.
As bystanders, let's move the small bench, prepare the melon seeds, and wait to see the show.