In the second quarter, Huawei's mobile phone returned to the top five in the domestic mobile phone market with a dazzling growth of 76% year-on-year. More importantly, with its revival, Apple has once again faced challenges in the high-end mobile phone market, and it will be even more difficult for Samsung to return to the Chinese market. has hope.
Over the past two years, with the decline of Huawei's mobile phones, Apple has reached its peak in China's high-end mobile phone market, accounting for nearly 80% of China's high-end mobile phone market. In contrast, Huawei and Apple shared the high-end mobile phone market equally at the peak .
Samsung has always hoped to return to the Chinese market, but in the low-end mobile phone market, Samsung has been difficult to improve, only in the folding mobile phone market, Samsung relied on its unique advantages in folding mobile phone technology to gain a strong market position, and once occupied China's folding mobile phone market. No. 1 in the mobile phone market.
But with the renaissance of Huawei mobile phones, Samsung and Apple are now feeling the pressure and even being crushed. In the domestic foldable mobile phone market, Huawei occupies 50% of the market share. Wei Guo ranks first in the domestic foldable mobile phone market, while Samsung ranks second with a share of slightly less than 30%. This makes Samsung feel frustrated. In the folding mobile phone market, Samsung ranks first with a share of over 80%.
In the domestic high-end mobile phone market, Huawei’s market share in the second quarter of this year was second only to Apple’s. With the increase in Huawei’s mobile phone shipments, Apple’s share in the high-end mobile phone market fell from nearly 80% to below 70%, highlighting the Some consumers have already returned to Huawei when choosing high-end mobile phones.
Huawei's mobile phones have achieved such achievements in the absence of 5G technology. At present, the mobile phones it launches are all 4G mobile phones. Now that 5G mobile phones account for nearly 80% of the domestic mobile phone market and have become the mainstream, Huawei has achieved it with 4G mobile phones. The strong rebound in sales shows that it still has a strong influence in the domestic market.
At present, more and more news shows that Huawei will launch 5G mobile phones. The industry predicts that Huawei will release 5G mobile phones in October at the earliest. Since both Qualcomm and MediaTek have stated that they cannot supply 5G chips for Huawei, it is generally speculated that Huawei's 5G mobile phones will be based on Qualcomm. The 4G chip plus Huawei's self-developed 5G baseband chip supports 5G.
The time Huawei chooses to release 5G mobile phones is expected to be in October. This will also have a direct impact on Apple's iPhone 15. Apple will release iPhone 15 in September. October is one of the hottest months for iPhone 15. People in the industry believe that Huawei will release the iPhone 15 in September. It shows its courage to compete with Apple head-on.
If Huawei can really launch a 5G mobile phone, it is expected that the rebound momentum of Huawei’s mobile phone will be even stronger, and its shipments may even rush back to the top three in the domestic mobile phone market in an instant, while Apple is likely to fall from fourth to fifth in the domestic mobile phone market. The Chinese market is one of Apple's three major markets. If Apple's shipments in the Chinese market decline, then Apple's global shipments will inevitably decline, and even repeat the mistake of falling below 200 million units a few years ago.
It can be said that the revival of Huawei mobile phones will make Samsung's return to the Chinese market completely hopeless, and Apple, which has gained a relatively large advantage in the domestic market, will also be quickly contained. This also shows that domestic mobile phone brands can compete with Samsung and Apple After all, it is still Huawei. Other domestic mobile phone brands have difficulty coping with the competition from Samsung and Apple due to the shortage of core technologies.