The strongest Huawei mobile phone in history! Can A-share concept share revel?

category:Finance
 The strongest Huawei mobile phone in history! Can A-share concept share revel?


But in any case, Huawei is still very difficult at the moment. Huawei is now in a very difficult time. We are going through the third round of ban imposed by the US government. This ban is extremely unfair and leads us to a difficult situation. No matter how difficult the situation may be, we are committed to continuous technological innovation to bring the best technology and innovation to consumers. At the end of the brief one hour press conference, Yu Chengdong said of Huaweis recent situation.

Whats the most powerful mate?

Since the first generation of products was launched in 2013 to the next generation of mate30 series, mate series has released nine generations of products in the past seven years. Now, Huawei mate 40, the tenth generation of mate series products of Huawei, officially appeared on the evening of October 22, 2020, including four mate40, mate40pro, mate40pro + and mate40 protege mate40rs.

Photo source: Huawei

On August 7 this year, Yu Chengdong pointed out at the 100 peoples Conference on Chinas informatization held in Shenzhen that, due to the sanction order issued by the United States on May 16, Huaweis Kirin series chips will not be able to be manufactured after September 15 this year and will become a masterpiece. Huawei will be the last generation of Kirins high-end chip series after Huawei released mate 40, which is equipped with Kirin chip this fall.

According to Huawei, Huawei mate40pro and Huawei mate 40pro + are equipped with the industrys first 5nm Kirin 90005gsoc chip and integrated with 15.3 billion transistors, which are the pinnacle of Kirin chips. Huawei mate40 adopts 5nm5gsoc Kirin 9000e chip, with strong performance and excellent strength.

Other manufacturers (Apple) just launched 5g phones recently, while Huawei is already the third generation of 5g phones. Yu Chengdong joked at the conference. He further said that the Kirin 9000 chip on Huawei mate 40 series is twice as fast as other manufacturers in 5g uplink speed.

Another highlight is the screen. Huawei mate40 series adopts curved screen design. Mate40 is a 6.5-inch flexible OLED screen (radian 68 degrees) and mate40pro / PRO + is a 6.76 inch flexible OLED screen (radian 88 degrees). The pictures extend to a wider range. At the same time, the whole mate40 series has upgraded the 90hz high refresh rate screen.

When it comes to why 120Hz is not directly connected, Yu Chengdong said that it is not difficult for Huawei to make 120Hz, but a high refresh rate means higher power consumption. A 90hz refresh rate achieves the balance between power consumption and fluency.

In addition, the mate40 series also upgrades the charging speed of mobile phones, with wired charging up to 66W and wireless charging power up to 50W. Yu Chengdong compared the wired and wireless charging of mate40pro with Samsung Galaxy note 20 ultra and iPhone 12 promax. The former reached 66 watts and 50 watts, Samsung only had 25 watts and 15 watts, and Apple had 20 watts and 15 watts.

In taking photos, Huawei mate40pro adopts Leica three camera and star ring design. The main camera is a 50 megapixel RYB sensor imx700 with a maximum bottom of 1 / 1.28 inch. It also has a 20 megapixel ultra wide angle and 12 million pixel long focus lens, which supports 5x optical zoom.

Yu Chengdong announced the overseas price of Huawei mate 40 series: the starting price of mate 40 is 899 euro (about 7100 yuan), the starting price of mate 40 Pro is 1199 euro (about 9470 yuan), the starting price of PRO + is 1399 euro (about 11050 yuan), and the price of mate 40rs is 2295 euro (about 18127 yuan).

The price of BOC version will be announced at mate40 domestic press conference on October 30. According to the usual practice, the price of BOC version is generally about 1000 yuan lower than that of overseas version. Based on this calculation, the price of mate40 series products will be close to that of Apple iPhone 12 series.

At present, the prices of the Chinese version of the iphone12 series are respectively 5499 yuan, 6299 yuan, 8499 yuan and 9299 yuan respectively for the iphone12mini, iphone12, iphone12pro, and iphone12promax, with the top configuration of 11899 yuan.

Compared with the previous generation of mate30 series, the price of mate40 has generally increased. Huawei mate 308gb + 128gb799 euro (about RMB 6274 yuan), Huawei mate 30pro8gb + 256gb 1099 euro (about 8630 yuan), Huawei mate 30pro5g version 8GB + 256gb1199 euro (about 9415 yuan), Huawei mate 30rs Porsche Design 12gb + 512gb2099 euro (about RMB 16483).

It is understood that mate series has witnessed the development of Huaweis mobile phone brand, and has become a miniature of the development of Chinas mobile phone industry. Huawei has also invested a lot in mate series. Huawei has disclosed that the R & D investment of mate 30 series is about 300 million US dollars, with 3000 R & D personnel, which takes 18 months before and after. Because Huaweis flagship mobile phone uses Hisilicon chips, it takes 18 months to develop a chip. Now, the mobile phone products that have just come into the market are planned at least 20 months ago.

In terms of sales, the sales of mate 20, P30, mate 30 and other products of previous generations of mate40 have exceeded 10 million units. For this series of mate40 products, Huang Haifeng, an independent analyst in the communication industry, said that Huaweis last generation high-end chip Kirin 9000 has about 10 million pieces in stock, which also means that about 10 million Huawei mate 40 / Pro mobile phones can use this chip, which may support half a year Right. When the stock is used up, Huaweis mobile phone business, especially the high-end mobile phone business, will soon encounter great challenges.

Its still very difficult

According to the official announcement on the 10th, the theme of the conference is leap forward ahead.

At the beginning of the conference, Yu Chengdong, CEO of Huaweis consumer business, said in his opening speech that this year is very difficult: 2020 will be an extraordinary and challenging year for everyone in the world. In spite of the difficulties, we still work together to cope with the new situation. During this period, our vision and hope for success should not be extinguished, but should be more vigorous. At Huawei, we dare to think and do, and create a better future. We continue to move forward in the hope of improving peoples lives through meaningful innovation.

At the end of the press conference, Yu Chengdong still talked about Huaweis recent situation and said it was very difficult.

But Huaweis confidence in moving forward has not changed because of the difficulties. For Huawei, no matter how difficult the situation is, we are committed to continue to carry out technological innovation, bring the best technology and innovation to consumers, improve peoples lives and improve their work efficiency, Yu said. We will keep our promise. Thank you

According to IDC data, in the first half of the year, Huawei accounted for 44.1% of Chinas smartphone market share of more than $600, while Apple accounted for 44%. However, due to the impact of further sanctions from the United States, Huawei encountered problems in the supply of mobile phone chips and the shipment of mobile phones was affected. CICC pointed out that Huawei was more cautious in preparing goods due to the U.S. ban, and after the 915 chip was cut off, the shipment volume dropped sharply. Huaweis global market share fell to 16% in August, while Samsungs rose to 22%, according to counterpoint research.

At present, Apple iPhone 12 series online pre-sale is very popular, but the securities times u00b7 e company reporter learned from offline dealers that the current Apple iPhone 12 offline pre-sale is not as popular as online. Some dealers told the reporter: now Apple dealers have a lot of iPhone 12 series goods. They will book on October 22 and get the mobile phone on October 23, but the consumers who just started selling are not apple A small amount of price increase may be required for official channel purchase, and the specific rate of increase depends on the market situation.

Will A-share industrial chain usher in carnival?

In recent years, Huawei has held a heavy conference or released its flagship products. The share prices of its small partners in the A-share industrial chain generally reaped a wave of good market before and after the conference.

At 2:00 a.m. Beijing time on October 14, after the launch of Apples iPhone 12, Apples share price plummeted by more than 3%. This evening, Huawei released mate 40 series globally, and Apples share price was still floating green, falling more than 1% as of the press release. However, the biggest suspense for todays A-share Huawei industry chain small partner stock price trend.

On October 20, in response to investors questions and answers on the interactive platform, Runhe said that the company has carried out long-term business cooperation with Huaweis multiple departments, and has developed a number of industry terminal solutions on the Kirin series chip platform. The company will accelerate the R & D cooperation of developing edge servers and other special Internet of things terminal equipment suitable for industrial applications based on Huawei ecology and Huawei series chip platform Make.

BOE a said on the interactive platform that Huawei is an important partner of the company, and the company supplies a number of Huawei flagship products. In daily business activities, it is not convenient to disclose specific customer and product cooperation due to the business agreement between both parties, including confidentiality.

In addition, when a reporter from securities times u00b7 e company interviewed a company that used to be a supplier of mate 30 series products, the company told the reporter: we will not evaluate mate 40 series this year. Previously, the company continued to supply related products for mate series, and usually announced it as the supplier of mate series products immediately after the launch of mate series products.

Guotai Junan has combed the domestic suppliers or potential suppliers of Huawei 5g mobile phones. The A-share listed companies involved include:

Screen panel: TCL Group (Huaxing Optoelectronics), BOE a, shentianma a; equipment: Hans laser, precision measurement electronics, Liande equipment; screen module: Changxin technology; battery cell: Ningde era; BMS: Desai battery and xinwanda; precision structural parts: Kodali; battery module: Desai battery and xinwanda; camera module: ofight; camera lens: Camcorder: Industrial Fulian, crystal optoelectronics; infrared filter: ofI light, crystal photoelectric; CMOS sensor: BYD; digital image processing: hongruan technology; antenna: Xinwei communication, Shuo Beide, lichen precision. Source of this article: Yang Bin, editor in charge of E Company_ NF4368

Screen panel: TCL Group (csot), BOE a, Shenzhen Tianma a;

Screen module: Changxin technology;

Battery cell: Ningde era;

BMS: Desai battery, xinwanda;

Battery module: Desai battery, xinwanda;

Camera module: ofight;

Camera lens: Industrial Fulian, crystal photoelectric;

Infrared filter: Oufei light, crystal photoelectric;

CMOS sensor: BYD;

Antenna: Xinwei communication, Shuo Beide, Lixun precision.