Everyone knows that the at its peak was unlimitedly glorious. With the HiSilicon Kirin 9000 chip, it won most of the domestic mobile phone market share, and its sales in overseas markets are also booming. However, under the sanctions of the United States, the high-end Kirin chip developed by HiSilicon cannot be produced normally, and the market share of Huawei has also fallen into the hands of Apple .
According to data, in the second quarter of 2022, Apple won 69.5% of the domestic high-end mobile phone market, while the total share of Android phones including Xiaomi , OV and other Android phones is only 30.5%. It can be said that Apple is the biggest beneficiary of Huawei's suppression.
In this case, Apple CEO OCook even said arrogantly, saying that what Apple doesn’t worry about the most is the sales volume in the Chinese market. But is this really the case?
You should know that due to the poor performance of the global smartphone market, many mobile phone manufacturers have cut orders. However, the sales of Apple iPhone remained high, and it even hit a new high in terms of revenue and profit. From this we are not difficult to see that it is not that everyone does not change their phones, but that they do not buy domestic Android phones.
It is precisely because Cook is full of confidence in the domestic market that since the iPhone 14 series was launched in China, Apple has added an additional order of 20 million units to the original stock of 90 million units. But I never expected that the iPhone 14 series did not continue the glory of the previous generation, but instead tore apart its "fig leaf".
According to supply chain information, Apple has made a difficult decision and plans to cut the stock volume of iPhone14 PLus by 40%. Obviously, mobile phone manufacturers like Apple can't handle it in the end.
So the question is, why can't Apple's iPhone suddenly sell? In fact, the answer is very simple, and there are two main reasons. First of all, Apple's innovative technology is already scarce. Take the iPhone 14 series for example. The satellite communication function can only be used in Canada and the United States, and it is like a "small rib" for consumers in the Chinese market.
In addition, the functions of Lingdong Island and hollow design are basically the "food" left over from Android phones. It is difficult to impress consumers to pay for it without sincerity. The most important thing about
is that the central media has issued more than once calls, hoping to lay out multiple fields of domestic supply chains to reduce dependence on Apple.
In fact, domestic mobile phone manufacturers including Huawei and Xiaomi are insisting on independent research and development and are closely cooperating with domestic supply chains. Take the Huawei Mate50 series as an example. Whether it is the camera, battery, or operating system, it basically uses domestic suppliers.
For example, the screen is jointly developed with BOE and Visinox . ODM is provided by BYD , Kunlun Glass is supplied by Xinjing Special Glass, a subsidiary of Hubble , and the camera is provided by OFIL , etc.
In addition, Xiaomi has also made continuous progress in self-developed chips, and it has successively launched self-developed image and fast charging chips. The most important thing is that Xiaomi has also achieved self-development of full-link battery management technology. In contrast, the iPhone 14 series looks a bit "lack".
No matter what, the domestic supply chain still has a long way to go in independent research and development, and cannot be neglected for a moment. Our ultimate goal is to break the operating system monopoly and self-sufficiency of high-end chips.
Of course, we cannot forget the lessons of "Offilu". Now is not the time to "praise" and "speak badly". Mastering more key core technologies will lead to more chances of winning in the future. What do you think about this? Everyone is welcome to leave a message, like and share.
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