As we all know,
Huawei’s consumer business is currently in a state of continued decline. Huawei’s chip supply is cut off, and the biggest impact is on consumer business, because mobile phones, tablets or PCs are very dependent on high-end chips.
The latest data shows,
that Huawei’s global market share for mobile phones has fallen to sixth, and its domestic market share has also fallen to third; tablet PCs have also continued to decline due to core shortages, and new tablets have not been listed for a long time.
On the other hand,
mainstream terminal manufacturers such as Apple, Samsung, Xiaomi, OPPO, and vivo have recently achieved substantial market share growth.
On April 29, Apple released its latest financial report, showing that Apple’s iPhone sales in the second fiscal quarter increased by 65.5% year-on-year, especially in China, which achieved an 87% year-on-year growth.
According to the latest data released by Canalys, an international data analysis agency, on April 29, Apple’s iPhone’s domestic market share reached 13% in the first quarter, up 97% year-on-year.
Since Apple iPhones are all high-end models, and the domestic high-end market has only two major brands, Huawei and Apple, Apple’s surge means that a large number of high-end mobile phone users have switched from Huawei to Apple. Therefore, some media summarized: Falling down on Huawei and eating up with Apple.
On April 30, Huawei’s consumer business CEO Yu Chengdong reposted an article titled “Falling to Huawei, Feeding on Apples”, and attached his own comment:
“In less than two years, the United States has carried out actions against Huawei. Four rounds of sanctions were imposed, and one round was more vicious, driving Huawei’s consumer business into extreme predicament and unable to ship. High-end products were mainly given to Apple. ”
According to the “Changes in China’s High-end Market Share in the Smartphone Market” disclosed before the supply of Huawei’s chips , Apple’s share in the high-end mobile phone market with prices above 5K continued to decline, especially in In the 5K-8K gear, Huawei’s market share once surpassed Apple.
However, as the sanctions imposed on Huawei continue to escalate, Huawei’s mobile phone shipments began to decline rapidly after September 2020, while Apple began to rebound.
In the future, as Huawei’s chip inventory further bottoms out, Apple’s performance in the Chinese market will continue to rise.
Other domestic mobile phone manufacturers are also aggressively impacting the high-end market this year, but the effect is not obvious at present. In the short term, Apple may re-dominate the domestic high-end mobile phone market.