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It’s time to show the real technology.
After the old rival Apple held the most "soft" press conference, Huawei launched the hardcore mobile phone P30 Pro. This phone uses Leica quad-photographing system, and the periscope Super zoom lens supports 5x optical zoom, 10x hybrid zoom and 50x maximum digital zoom. You can still shoot the moon at 50x zoom! The most expensive version of
overseas is close to 10,000 yuan.
photo function is the highlight
After the Apple press conference, Huawei joked about Cook . Huawei posted on overseas social media that it would thank Apple CEO Cook for warming up the scene, and the highlight began. It is worth mentioning that on the afternoon of March 26th, "Huawei Posted a Thanks to Cook" once ranked first.
Listen to his words and observes his actions. Can Huawei show its strength? Shortly after the launch of the
conference, Huawei's consumer business CEO Yu Chengdong took out his P30 mobile phone to "beat" Apple, and directly compared the screen appearance with the iPhone XR and iPhone Xs Max.
According to Huawei, the P30 series main camera is equipped with a 1/1.7-inch RYYB sensor, and the light input volume increases by 40%. The P30 rear triple camera is equipped with an f/1.8 aperture; the P30 Pro uses a Leica quad-photo imaging system, which is upgraded to an f/1.6 aperture (the sensitivity is up to 409,600). Both the main lens and telephoto lens support optical anti-shake.
Some netizens said that the P30 Pro is a photography hardcore mobile phone.
Specifically, the main camera of Huawei P30 Pro is 40 megapixels, with a large aperture of f/1.6; it is equipped with a 20 megapixel ultra-wide-angle lens and an f/2.2 aperture; the third lens is an 8 megapixel telephoto lens with an aperture of f/3.4; the fourth lens is a ToF sensor. The periscope super zoom lens supports 5x optical zoom, 10x hybrid zoom and 50x maximum digital zoom.
It is reported that at 50 times the zoom, you can also shoot the moon, just take a manual shot, the exposure time is 3 seconds, and there is no need for a tripod. What’s interesting is that among the sample shown by Yu Chengdong, the Samsung Galaxy series phone cannot capture Galaxy (Galaxy), while Huawei P30 Pro can do it.
Tianfeng Securities pointed out that the advantage of a periscope camera is that it saves the internal space of the mobile phone, so that the mobile phone can still remain thin while ensuring the zoom level. Compared with other lenses, the periscope camera has more optical conversion components, which are composed of an optical sensor, filter, ring motor, lens group, prism and other components, which can achieve extremely high optical zoom ratio.
In addition, the P30 Pro uses front and rear hyperbolic glass, a pearl screen + ultra-narrow frame design, bringing a 6.47-inch large screen, equipped with Huawei magnetic suspension sound screen technology (the mobile phone screen is the earpiece) and a resolution of up to 2340 x 1080. In terms of overseas price of
, Huawei P30 6GB+128GB is sold for 799 euros (about RMB 6,056). Huawei P30 Pro 8GB+128GB is sold for 999 euros (about RMB 7,573); 8GB+256GB is sold for 1,099 euros (about RMB 8,331); 8GB+512GB is sold for 1,249 euros (about RMB 9,467). After watching the press conference, it was like netizens complained before, "I didn't have the money to buy Huawei before, but now I don't have the money to buy Huawei." The supplier of
periscope cameras will benefit
1st mobile phone industry research institute Sun Yanbiao told China Securities Journal that the phenomenon of homogeneity of smartphones is now obvious, and Huawei P30 series mobile phones are still focusing on fashionable photography selling points.
Chief analyst Chen Hang, chief analyst of electronics industry in Southwest Securities, told China Securities Journal that camera innovation has always been the biggest selling point of smartphones, and optical interaction innovation will continue to be the main battlefield for mobile phone innovation, and Chinese manufacturers will continue to lead the innovation of the mobile phone industry in this field. domestic mobile phone giants will continue to lead the global trend and drive the development of the entire domestic camera industry chain. We are optimistic about domestic suppliers of CIS chips, lenses and modules. When watching the live video of the Huawei mobile press conference, I found that when introducing the P30 series products, especially the P30 Pro, Huawei Consumer Business CEO Yu Chengdong spent a lot of time promoting the imaging effect.
Tianfeng International analysts pointed out that Huawei is the first brand to ship a large number of periscope cameras and mobile phones equipped with periscope cameras. It is expected that the shipment volume of Huawei P30 Pro will be 4 million to 6 million units in 2019. All P30 Pro periscope camera suppliers can significantly benefit from high unit price components.
Everbright Securities analysts believe that after the mobile phone enters the stock market, any innovation that can attract users to change their phones will be quickly adopted by mobile phone manufacturers, which is particularly obvious in terms of dual cameras and full screens. The imaging quality of triple cameras has been greatly improved compared with dual cameras, and under the leadership of Huawei, it is expected to start rapid penetration in 2019. Triple cameras and periscope cameras are expected to be the highlights of smartphone innovation in 2019.
Tianfeng Securities research report shows that the industry scale of camera modules will grow from US$27.1 billion in 2018 to US$45.7 billion in 2024. In 2017, the shipment of camera modules was 5.21 billion, an increase of 45.5% year-on-year. Assuming the market penetration rate is 5%, based on the annual compound growth rate of 9.1% of the camera module market, the periscope camera is expected to reach a scale of 340 million pieces in 2020. Based on the unit price of its modules, it is speculated that its market size can reach a level of 130 billion yuan.
Tianfeng Securities analysts pointed out:
Daliguang is an optical company in Taiwan, China. It is currently the largest mobile phone lens supplier in my country's market. Its customers are large manufacturers such as Huawei, Xiaomi , etc.
Sunny Technology is currently the second optical company in my country, focusing on lens production. Due to the insufficient yield of Daliguang's products, it has obtained orders from some original Daliguang customers. The current market size is gradually catching up with Daliguang.
Crystal Optoelectronics , Ofi Technology, and Lida Optoelectronics are all leading companies in the optical industry. They are planning to operate their mobile phone lens business and have the production and assembly capabilities of periscope cameras. It is expected to benefit from the development of periscope cameras.
It is worth mentioning that Changying Precision stated on the interactive platform on March 21 that the company provides a periscope camera module bracket for Huawei P30 mobile phones and provides it with high-end waterproof type-C connectors. On March 22, Crystal Optoelectronics said in response to investors on Interactive Easy that the company is currently actively testing the prism of the Huawei P30 periscope camera.
Huawei targets sales in the world this year
From the perspective of the global mobile phone market, Samsung and Apple shipments in 2018 both declined year-on-year compared with the previous year, while Huawei has increased significantly.
According to IDC report, Samsung ranked first in mobile phone shipments in 2018, with shipments of 292.3 million units, with a market share of 20.8%, a year-on-year decline of 8%; Apple mobile phone shipments were 208.8 million units, with a market share of 14.9%, a year-on-year decline of 3.2%; Huawei mobile phone shipments were 206 million units, with a market share of 14.7%, a year-on-year increase of 33.6%.
Yu Chengdong did not hide his ambitions at all.
According to media reports, Yu Chengdong said at the Huawei HILINK Ecological Conference 2019 that as long as China sells 3 mobile phones, one of them is Huawei. Currently, China's mid-to-high-end mobile phones have a market share of 34%, reaching 50% by the end of the year. This year, the global shipment of 250 million to 260 million smartphones has reached the world's first place. At the P30 press conference, Yu Chengdong also compared the models of his competitors Apple and Samsung, and Yu Chengdong's goal was very clear.
Sun Yanbiao believes that although Huawei may rank first in global smartphone shipments this year, it is also difficult to achieve this goal. At present, Samsung has been in emerging markets such as India, South Asia, Southeast Asia, and South America for a long time, and is more well-known than Huawei.
Chuancai Securities believes that in the short-term sales of Apple mobile phones are sluggish, the focus of consumer electronics should be shifted to excellent domestic mobile phone brands. The
GfK report pointed out that the overall mobile phone product will be upgraded and replaced in 2019, while the new product technology elements will be in the layout period in 2019, and the scale release of upstream related production capacity will be realized in 2020, which means that the overall low-level operating trend of the industry may continue in 2019.The era of 5G is approaching, and all parties in the industry are actively planning their own "first step". Operators are an important part of realizing 5G industrialization. The improvement effect of 5G technology on terminal interconnection has enabled operators to turn their attention to emerging application markets that are about to be incubated.
Huawei concept stocks years rise and fall
Data source: Oriental Fortune Choice
Editor: Ren Xiao Wang Yin
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