On July 7, Yu Chengdong said on the China Automobile Blue Book Forum, " If it were not for the suppression by the United States, the world's major mobile phone manufacturers might be Huawei and Apple , and the others are all small manufacturers. Including the Korean one Enterprises may be mainly in the United States and South Korea, and other markets are basically affected. "
As a fan of electronic and digital products for many years, I think Yu Chengdong's words are only half right. The first half of the sentence is correct, but the second half is open to question.
Yu Chengdong's first half of the sentence "If it were not for suppression, the mobile phone market would be Huawei and Apple." It is not wrong if we look at the fact that shipments in the second quarter of 2020 exceeded and Samsung became the world's number one.
But the part "others are small manufacturers, including the Korean company" is open to question. Even if assumes that everything goes well for Huawei in 2020, it will overtake Samsung and become the number one in the world. However, Samsung, Apple, , Xiaomi, , oppo and other manufacturers have an average annual sales of 200 million units, and they will never be small manufacturers.
Let’s talk about the reasons in detail. Huawei is the only domestic brand that has completely experienced the two stages of customized phones and mobile phones as a leader. After completing the original accumulation of the "Zhonglian Kuhua" customized machine era, Huawei released the iconic Mate7 in 2014. Through high-end "jazz" positioning and overwhelming advertising, it basically established its high-end market positioning in the country . Immediately afterwards, and Honor shouldered the important task of fighting against cost-effective models such as "Xiaomi" and swept the domestic low-price mobile phone market. In 2019, Huawei's full-year mobile phone sales were 240 million units, second only to Samsung's 290 million units. Ranked second in the world.
The real turning point occurred in the second quarter of 2020. In this quarter, Huawei's single-quarter shipments surpassed Samsung for the first time and became the world's number one. But with the US sanctions, by the third quarter, Huawei mobile phone 's global market share fell from 20% to 15%, and China's market share fell from 45% to 41%; by the fourth quarter, Huawei mobile phones only had 8 % of the global market share and 25% of the Chinese market share. Despite this, Huawei sold 125 million mobile phones throughout 2020. The year-on-year decline in share is naturally shared by Apple, Samsung and domestic mobile phone manufacturers. Since then, Huawei's mobile Internet mobile phone business has slumped, with only 35 million units sold in 2021, a fraction of what it was in 2019.
So judging from the data in 2020, the first half of Yu Chengdong’s sentence is really not bragging, because if the normal trend is followed, Huawei is the number one in the world.
But the second half of the sentence, "Others are small manufacturers, including the Korean company," is open to question.
was at Huawei’s peak in 2019. The top five global mobile phone shipments are: Samsung 290 million units, Huawei 240 million units, Apple 190 million units, Xiaomi 120 million units, and Oppo 110 million units. In addition to Huawei, the average annual sales volume of the other four companies is also 150 million units. This is considered a small manufacturer. So what manufacturer is and Meizu ? So the second half of the sentence is debatable, but you can’t say it wrong rashly. After all, all the boasts he boasted before have been realized one by one. If everything develops smoothly, who can predict the final outcome?
I am Le Zhan. Sir, if you find this article helpful, please like + follow + comment
