Restart the purchase of mobile phone parts! Huawei wants to take back the lost market

category:Finance
 Restart the purchase of mobile phone parts! Huawei wants to take back the lost market


An ODM manufacturer who has been cooperating with Huawei for a long time confirmed to the interface news that after Qualcomm confirmed the resumption of 4G chip supply, Huawei has restarted a small number of 4G mobile phone orders, mainly medium and low-end models.

The specific launch time is still uncertain. It is still stuck in the chip procurement cycle, and chip production also needs time. However, as long as the supply chain is willing to cooperate, it can still catch up with the shipment before the Spring Festival. Huawei also hopes to grasp the sales nodes before the Spring Festival. The people said.

In recent years, Huawei is conducting a round of centralized mobile phone parts procurement. In addition to the camera module, recently, vicino, a leading OLED enterprise, has also announced that it has received a purchase order from a terminal company to purchase flexible display and touch screen laminating components from it, with an order amount of nearly 100 million yuan, and the delivery date is December 28, 2020. The industry speculates that this terminal customer is Huawei.

There are pains in the supply chain during this period, but on the whole, the impact is not big. For Huaweis spare capacity, OV and Xiaomi have been covetous for a long time. In particular, millet orders have increased a lot. The source said Huaweis previous supply cut-off had little impact on ODM manufacturers, but now it is resuming supply, and some Huawei specific manufacturers may be very happy.

Huaweis restart of mobile phone production is no surprise. Huaweis mobile phone sales have been seriously affected by the scarcity of chips. According to the Gartner report, Huaweis shipment volume has declined in the third quarter, losing its position as the worlds first.

Since Qualcomm confirmed the resumption of supply of 4G chips to Huawei, Huawei quickly resumed the 4G mobile phone production line. According to the supply chain personage mentioned above, Huawei does not want to specialize in 4G mobile phones at present, but can only produce 4G mobile phones at this stage, so it is sure to take this part of the market back.

The iPhone 11, which does not support 5g, was the most popular model in the Chinese market in the third quarter of this year, accounting for 4.9% of sales, according to counterpoint. Even after the launch of the iPhone 12, the iPhone 11 still won the sales championship of high-end models on the double 11. In Asia Pacific, the Middle East, Africa and other regions, 4G mobile phones still occupy the mainstream, which may be Huaweis more important market for 4G mobile phones. But overseas, Huaweis mobile phone is facing not only chips, but also the use of Googles family barrel. According to Huawei insiders quoted by first finance and economics, the supply of 4G chips can solve the demand for mobile phones and tablets in most of the overseas regions, so as to maintain the channels in the major overseas regions, retain the team and kindling, and wait for future opportunities. Source: editor in charge of interface news: Chen Hequn_ NB12679

The iPhone 11, which does not support 5g, was the most popular model in the Chinese market in the third quarter of this year, accounting for 4.9% of sales, according to counterpoint. Even after the launch of the iPhone 12, the iPhone 11 still won the sales championship of high-end models on the double 11.

In Asia Pacific, the Middle East, Africa and other regions, 4G mobile phones still occupy the mainstream, which may be Huaweis more important market for 4G mobile phones. But overseas, Huaweis mobile phone is facing not only chips, but also the use of Googles family barrel.

According to Huawei insiders quoted by first finance and economics, the supply of 4G chips can solve the demand for mobile phones and tablets in most of the overseas regions, so as to maintain the channels in the major overseas regions, retain the team and kindling, and wait for future opportunities.