Supply chain forecast: Huawei's global shipments in the third quarter will exceed Apple's second place
Electronic enthusiasts eight o'clock: Yu Chengdong, head of Huawei's mobile phone business, made bold predictions last year, saying that Huawei will surpass Apple in three years and surpass Samsung Electronics in five years to become the world's first smartphone. This statement triggered the media. Great controversy.
At the moment, Yu Chengdong’s words will gradually become a reality. According to the forecast of smartphone supply chain, in the third quarter of this year, Huawei's mobile phone shipments will surpass Apple and become the world's second.
The seventh quarter of the current quarter has just ended, and two months from the end of the third quarter. However, through the mobile phone manufacturer's parts booking and assembly OEM orders, the mobile phone supply chain has certain market predictive authority.
According to a report from the Taiwan Electronic Times website on August 10, the source of the mobile phone supply chain said that in the third quarter, Huawei's high-end P-series and M-series smartphones, as well as the glory series, which focused on cost-effectiveness, were very strong. The probability of Huawei surpassing Apple in the quarter was very high. Big.
According to a report released by IDC, the authoritative market research company in the United States, in the second quarter, Huawei shipped 38.5 million units in the global mobile phone market, slightly lower than Apple's 41 million units, temporarily ranking third. In terms of market share, Apple's second quarter was 12%, Huawei's was 11.3%, and Huawei was only 0.7 percentage points behind Apple (2.5 million).
It should be pointed out that Samsung Electronics is still the absolute leader of the global smartphone market, and its sales and market share are almost the sum of Apple and Huawei.
In the Chinese mobile phone market, Huawei's mobile phone shipments in the second quarter soared by 22.6% to 23.5 million units, gaining 21% market share and becoming the absolute leader in the Chinese market. In contrast, Apple sold only 8 million units in the Chinese market in the second quarter, with a market share of only 7.1%, and sales still fell by 7.6%.
Apple phones have seen a one-third drop in China last year due to the lack of attractiveness of new products.
According to reports, in overseas markets outside China, Huawei's performance is also very eye-catching, with Southeast Asia, Japan, South Korea and other markets growing at a rate of 45%.
According to sources in the supply chain, in the European market where smartphones are gradually saturated, Huawei's sales in the first half of the year increased by 18%. Sales in Germany, Finland and Poland have doubled.
Sources predict that in the third quarter of this year, Huawei's smartphone shipments will exceed 40 million.
In contrast, sales of Apple's mobile phones in the third quarter may continue to decline on the basis of 41 million units in the second quarter, because in September, Apple will release a new 10-year version of the new mobile phone, Apple's loyal fans will hold the currency for purchase. This will also hit mobile phone sales in the third quarter.
According to sources, the downturn before Apple's new mobile phone release also provided Huawei with a valuable opportunity to surpass Apple.
Huawei's traditional main business is the development and manufacture of telecommunication equipment. Huawei has established an international network of this business long ago and has a high international business awareness. Later, Huawei entered the new mobile phone field and relied on long-term technology research and development, and Huawei quickly gained a place. With the help of the past international network, Huawei's mobile phone business has quickly established a sense of presence around the world.
Unlike many Chinese manufacturers, Huawei often chooses to launch new mobile phones in London, UK, and invites overseas professional companies to design flagship mobile phones to give them a global industrial design aesthetic.
When the wave of mobile phone sales in China was launched three years ago (that is, Xiaomi Company began to break out), Huawei made a smart decision: imitating Xiaomi’s business model and creating a glory brand for online sales. Huawei's market share. What is more beneficial to Huawei is that when all Chinese mobile phone manufacturers blindly worship the online sales model, Huawei also has a “Huawei†brand that is sold online.
In an era when e-commerce brands have opened physical stores online and increased their sense of offline presence, Huawei relied on the online and offline “two-legged walking†model to avoid huge fluctuations in the mobile phone business.
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