On October 23, the first sale of the positive iPhone 12 and the pre-sale of the mate 40 were extremely hot. Apples physical stores lined up all over the place, and some of them even lined up outside the shopping malls. The mate 40 on Huaweis official e-commerce platforms also ushered in the second light for a long time.
Huawei mate40 cant get it
With Apples iPhone 12 hardware and steel, October 23 is also the day when the mate40 series is officially opened for online and offline booking. At 0:00 on October 23, Huawei mate40pro and Huawei mate40pro + opened 100 yuan booking in Huawei mall, online authorized e-commerce platform and offline authorized retail channel.
Drawings provided by Huawei
However, in the early morning of October 23, many people said that they couldnt grab the mate 40 series at all.
It is reported that at about 0:11 on October 23, Huawei shopping mall always showed that it was in line, and soon it was sold out. At 10:08 a.m., Huawei mall released the goods again, but not long after, Huawei mate 40pro and Huawei mate 40pro + both showed temporary shortage. As of 9:00 p.m. on October 23, Huawei still indicated that mate 40pro and mate 40pro + were out of stock temporarily.
I cant get it. Its harder than the iPhone 12. Its just seconds. It is indicated by pollen.
A woman in Shenzhen had been looking forward to the release of mate 40 before it was released. Her starting point of purchase was buy one quickly and keep it, or you wont be able to buy Huaweis high-end mobile phone in the future..
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.
Since then, Huaweis supply of high-end mobile phones in the domestic market has been relatively tight, and many dealers are hoarding goods or asking customers to increase the price to buy them.
It is worth noting that at the Huawei mate 40 conference held on October 22, Yu Chengdong, CEO of Huaweis consumer business, did not mention out of print chips, but repeatedly mentioned that Huawei is very difficult at present.
On October 23, Huawei released its operating results for the third quarter of 2020. In the first three quarters of this year, the company achieved sales revenue of 671.3 billion yuan, a year-on-year increase of 9.9%, and a net profit margin of 8.0%. Huawei said its business results in the first three quarters of 2020 were basically in line with expectations.
According to the latest research report of CITIC Securities, the domestic price of Huawei mate 40 is expected to be 20 ~ 30% lower than that of euro. Combined with the sales volume of Huawei mate series before and considering the sanctions, the sales volume of mate 40 series is expected to be in the order of 10 million.
Apple stores are lining up all over the country
A Shenzhen user who bought the iPhone 12 told reporters that he bought the iPhone 12 mainly because he had to change his 5g mobile phone, and he had been using apple phones before.
An apple dealer in Jiangsu told the securities times. E company that at present, if users purchase the iPhone 12 from Apples official website or exclusive stores, it is the official price directly, and there is no need to increase the price. However, if they buy the iPhone 12 from other unofficial channels, they need to increase the price. The range of price increase varies from 200 to 1000 yuan depending on the market conditions and models.
It is worth mentioning that the dealer told reporters that the pre-sale situation of the iPhone 12 Series in his mobile phone store this year was not as good as that in previous years. As of the afternoon of October 22, the store had ordered more than ten iphone12.
According to official information, this year, the full range of iPhone 12 products support 5g, which is the first time that the iPhone series supports 5g. In terms of chips, the whole series of iphone12 is equipped with A14 bionic chip, the most powerful mobile phone chip. In terms of screen, the whole series of iPhone 12 will adopt OLED screen, and use the latest screen glass technology to increase the hardness and fall resistance.
Overall, under the influence of the strongest chip, screen and Apple software, the biggest highlight of this years iPhone 12 is its powerful photo taking function. When the reporter of stock times u00b7 e company experienced the new machine, they found that the photo taking function of iPhone 12 performed better in the details and texture of photos.
5g replacement wave is really coming!
Changjiang Securities believes that Apples iPhone 12 products coincide with the wave of 5g phone replacement in China. Take September as an example, the domestic 5g mobile phone accounted for 60.0%, and the 5g phone replacement curtain has been opened. Many Apple users or potential customers postpone the replacement to purchase a 5g version of the iPhone. The iPhone 12 is an innovation that users have been waiting for for for a long time.
Analysts believe that at present, Zhonghua Wei and apple occupy the first two places in the high-end mobile phone market. As the double 11 is approaching, apple and Huawei have launched 5g flagship mobile phones one after another, which will undoubtedly ignite the enthusiasm of consumers to change phones.
According to the data of the Institute of communications and communications, in September this year, the domestic mobile phone market had an overall shipment of 23.334 million units. In the first three quarters, the total shipment volume of the domestic mobile phone market reached 226 million, including 218 million smartphones, accounting for 96.5% of the total mobile phone shipment in the same period.
In September this year, 13.99 million 5g mobile phones were shipped in the domestic market, accounting for about 60% of the total number of mobile phones in the same period; 26 new models were listed, accounting for 44.8% of the number of new mobile phones on the market in the same period. In the first three quarters, the cumulative shipment of 5g mobile phones in the domestic market has reached 108 million.
China Mobile recently released a report on the consumption trend of 5g terminals in 2020, which specifically talked about the development of 5g terminals. China Mobile claims that China is the worlds fastest-growing 5g mobile phone market, and 5g mobile phones are replacing 4G mobile phones in the Chinese market.
On October 22, at a press conference held by the office of the State Council for information technology, a spokesman of the Ministry of industry and information technology and director of the Department of information and communications development, Wen Ku said that at present, the construction of 5g base stations has been completed ahead of schedule. By the end of September, the total number of 5g base stations has reached 690000, basically realizing the coverage of 5g in cities. The rapid development of 5g network construction has laid a solid foundation for 5g replacement tide.
Source: Securities Times editor in charge: Qiao JunJing_ NBJ11279