Because of well-known reasons, after 2020, Huawei's Honor is out of Huawei's suspicion, and Huawei chips are out of stock, so Huawei's mobile phone sales have plummeted.
As shown in the figure below, it can be seen that it fell directly to the bottom in 2021, from 190 million in the previous year to 35 million, and then hovered around 30 million units from 2021 to 2023.
Until the end of 2023, with the birth of the Mate60, the return of Kirin chips and 5G, Huawei mobile phones have officially returned as kings, and sales have increased significantly.
According to data from TechInsights, in the first quarter of 2024, Huawei's mobile phone sales will exceed 10 million units, a year-on-year increase of 118.8%, ranking third in China.
Some institutions even believe that Huawei is the first in the Chinese market, for example, Canalys believes that Huawei is the first, and the sales ratio of the top five is not too much.
Obviously, Huawei mobile phones are indeed the return of the king, although it cannot be restored to its previous glory in a short period of time, but with the launch of the Pura70 series, and the Mate70 series in the second half of the year, Huawei must want to take back the market it lost before.
At the same time as the return of Huawei's king, many people believe that Xiaomi may be the most impacted, after all, when Huawei was suppressed, Xiaomi began to take the opportunity to rush to the high-end market, snatching away part of the market lost by Huawei, and now that Huawei is back, Xiaomi's sales will decline.
So is that really the case? With the release of data by major institutions, the truth is that this is not the case.
Let's look at the data of the previous quarter, Huawei increased by 120%, but Xiaomi did not decline, it also increased by 12%, and its sales volume reached 9.5 million units, which is only 1 million units compared with Huawei.
From the perspective of the global market, Xiaomi shipped 40.6 million units, an increase of 34%, mobile phone revenue also increased by 33%, and the sales of high-end machines also increased, 3000+ increased by 1.4%, and 5000-6000 yuan increased by 5.8%.
From these data, it can be seen that the real decline is OPPO, VIVO, and Apple, especially Apple, which fell out of the top 5.
Looking at a domestic cumulative activation data as of May 19, we can see that Xiaomi has increased by 1.09 million units compared with last year, an increase of 8%, while Apple, OPPO, VIVO, OnePlus, and realme are all declining.
Based on these data, we can clearly analyze that the return of the king of Huawei mobile phones, in fact, Xiaomi has not been affected, and sales are actually growing, and the real impact is Apple, OPPO, and VIVO.
Apple, in particular, fell the most, after all, Apple and Huawei are in direct competition, and once Huawei's sales rise, Apple will definitely act as the brunt.
As for Xiaomi, although it took the opportunity to rush to the high-end and took away some of Huawei's lost market share, there must be users who will stay here in the mobile phone, after all, the cost performance of Xiaomi mobile phones is still quite high.
Xiaomi once set a goal for itself, that is, to surpass Samsung and Apple in 2024 and become the world's first, although sales increased by 34% in the first quarter, and they did not decline because of Huawei's return, but it is obvious that Xiaomi's goal should not be completed