htmlOn September 15, the US chip ban on Huawei officially came into effect. Chip manufacturers including TSMC, MediaTek , Qualcomm, etc. will not be able to supply chips to Huawei, nor will they be unable to produce chips independently designed by Huawei. Huawei consumer business CEO Yu Chengdong once admitted that the Kirin 9000 chip equipped with Mate40 that will be released this year can only be produced until September 15, and may be the last generation of Kirin high-end chips. First Mobile World Research Institute Sun Yanbiao told the Securities Daily reporter that this will bring a great impact to the Huawei mobile business, but Huawei has prepared a large amount of inventory in advance, and even semi-finished products are prepared. It can continue to develop without saving shipments in the next two years.
reporter learned from offline mobile phone channel vendors that other Huawei phones equipped with Kirin series chips have already begun to increase their prices, among which the Mate30 4G version and other old models are relatively in short supply.
It is understood that in recent years, Huawei has continued to lay out the software and application fields, and wants to build a "curve breakthrough" in the new mobile ecosystem. At the developer conference held recently, Huawei also released new progress in Hongmeng OS2.0 and HMS.
growth scale may be affected
Before Huawei hardware was officially "offset", the mobile phone market had already responded. On September 14, a reporter from Securities Daily came to the Huaqiangbei Commercial District of Shenzhen. Many mobile phone sales stores were crowded with people, and customers stopped to inquire about purchasing Huawei phones.
A merchant told reporters that there are many people who have recently consulted to buy Huawei phones. The current quotation for the Mate30Pro 5G model on sale starts at 5,600 yuan, and the 4G version starts at 4,600 yuan. Another channel dealer told reporters that the 4G version of this model is in short supply. When the reporter asked whether the price had fluctuated compared to before, the channel dealer admitted: "Due to recent situations, Huawei mobile phones have been rising for a while, and the price has been raised since the purchase stage, and it is difficult to get old models."
, and in sales stores such as Gome and Suning , the reporter noticed that the quotations of Huawei mobile phones are the same price on the official website. Some clerk said, "There is no official discount activity at present, but there are subsidies in Shenzhen, and you can apply for a 10% cashback."
"Scarce is expensive, and chip supply is cut off is the main reason for the recent price increase," Sun Yanbiao said, "In the future, after Huawei's mobile phone shipments decrease, its domestic market share may drop from 50% to 30%. At present, Huawei's official price does not increase, but some dealers may make up for their losses by appropriate price increases."
Huawei research expert and author of "Huawei Internationalization" Zhou Xibingxiang Securities Daily reporter said: "Due to the high proportion of consumer business, Huawei's growth scale in the past two years will be affected, and its overseas sales of high-end mobile phones will also be impacted. While Huawei's 'filling holes' chips and other businesses will also affect R&D investment in other projects."
In the first half of 2020, Huawei achieved sales revenue of 454 billion yuan, a year-on-year increase of 13.1%; among which the consumer business, which mainly operates mobile phones, achieved revenue of 255.8 billion yuan, a year-on-year increase of 15.85%, accounting for 56.34%. In addition, according to statistics from third-party research institution Canalys, Huawei shipped 55.8 million smartphones in the second quarter of this year, exceeding the 53.7 million Samsung , ranking first in the world.
has been reported previously that Huawei's high-end chip Kirin 9000 is currently stocking around 10 million pieces, which may support the Mate40/Pro flagship mobile phone installation for about half a year.
However, after the stock is used up, Huawei's high-end cable may face greater challenges, and some consumers are beginning to worry about whether the model can be released smoothly.
In response to this, on September 14, Yu Chengdong responded on Weibo: "Please wait a little longer, everything will come as scheduled."
makes efforts to build a new mobile ecosystem
In fact, in the face of hardware-level restrictions, Huawei has already begun to try to break through at the software level.
A few days ago, Huawei officially released HarmonyOS2.0 (Hongmeng OS2.0) at the developer conference and announced open source, announcing the latest progress of HMS (Huawei Mobile Services, namely " Huawei Mobile Services "), new upgrades of EMUI 11, and other news.
took a year, and the operating system HarmonyOS launched by Huawei was officially upgraded to version 2.0.According to Yu Chengdong's introduction at the conference, HarmonyOS 2.0 will support the collaboration of more devices, and has comprehensively upgraded its distributed capabilities such as distributed soft bus, distributed data management and distributed security. At the same time, it has released an adaptive UX framework, so that developers can quickly reach tens of millions of new devices and users.
Yu Chengdong said that HarmonyOS will be officially open source and developers will obtain emulators, SDK packages and IDE tools. "From September 10, HarmonyOS will be open sourced for terminal devices with 128KB to 128MB memory such as large screens, watches, and car machines, and will be open sourced for terminal devices with 128MB to 4GB starting from April 2021." In addition, according to Yu Chengdong, Huawei smartphones will fully support the Hongmeng system next year.
In addition, the HMS ecosystem has also made significant progress. With the support of 1.8 million developers around the world, it may be expected to become the third largest mobile application ecosystem in the world except for Apple and Google. It is reported that there are currently more than 96,000 applications integrating HMS Core, and AppGallery has 490 million active users worldwide. From January to August this year, AppGallery's application distribution volume reached 261 billion. "It is very difficult to build an ecosystem, but our development speed exceeds expectations." Yu Chengdong said.
In Zhou Xibing's view, Huawei's orderly promotion of its mobile ecosystem construction is very important for its future terminal business development. On the one hand, the overall performance of its mobile phone needs to be supported by its own operating system and mobile ecosystem. On the other hand, if it continues to use mobile services based on Google ecosystem, Huawei will lose initiative in maximizing the performance of smart terminals.
"At present, Huawei is still making steady progress in the construction of the mobile ecosystem. Because the management also knows that building a new ecosystem is more difficult than solving the operating system, and it is even more necessary to leap forward blindly in the face of a huge developer group." Zhou Xibing further stated, "Huawei's advantages in the ecosystem are relatively clear. The company can benefit developers, stimulate their enthusiasm for participation, and may attract overseas developers who have been suffering from Google for a long time. But this ecosystem is not mature yet. In an unstable external environment, some mature developers may lack the willingness to participate."
Sun Yanbiao told the Securities Daily reporter that Huawei's efforts in the Hongmeng system and mobile application ecosystem will help the company's large-scale layout in the 5G ecosystem, especially in the IoT Internet of Things, which may increase revenue outside the mobile phone business.
(Source: Securities Daily)
