"Break through the sky" vs "Excellent"!Huawei apple master's trick: innovation is immortal, mental is immortal

"Only Mate can surpass Mate." On the afternoon of September 6, Huawei released a new Mate50 series of Mate50 series. The executive director Yu Chengdong released such a romance at the press conference; With this greeting of Apple CEO Cook, the "Excellent" Apple Autumn New Product Conference officially kicked off, and the "Science and Technology Spring Festival Gala" arrived. In the hands of top players such as Huawei and Apple, the breakthroughs of new models in new technologies and new applications still lead the future of global mobile phone consumption.

Pills screen, smart island, satellite communication

Newly on iPhone14, except for the minimum matching, the full price increase

At 1 am on September 8th, Beijing time, the Apple Autumn Conference officially started. The iPhone14 series of new mobile phones is naturally highlighting the conference.

This year Apple released a total of 4 iPhone 14 series phones, namely iPhone14, iPhone 14 Plus, iPhone 14 Pro, and iPhone 14 Pro Max.

Image source: network

iPhone 14 series keywords: smart island, pill screen, satellite communication ...

(1) When everyone wants to weaken or even cancel the "Liu Haiping", Apple does the opposite. Apple is named "Smart Island" for it. This feature is the biggest highlight of the Apple conference, and it is also the content that has never been spoiled before.

Image source: network

(2) The iPhone 14 series supports emergency news through communication satellites, called emergency SOS. When the user is not within the range of the mobile phone signal, the antenna of the mobile phone can be connected to the satellite frequency. Support satellite location sharing. In the field of field scenes, emergency rescue and other fields, satellite communication functions can exert specific functions.

Coincidentally, this is similar to the Mate 50 feature released on September 6. According to Yu Chengdong, an executive director of Huawei, the Mate 50 series is the world's first Volkswagen smartphone that supports Beidou satellite news, that is, supporting Beidou satellite news hardware capabilities. In the environment, text and location information can be sent out by the Open APP, connecting with the outside world, and supporting multiple positions to generate trajectory maps.

Satellite communication is not a new technology, but due to the influence of Apple and Huawei, it has attracted the attention of the outside world. It is reported that the next -generation Android system is also expected to support mobile satellite communication functions. The preview of Android 14 developers is expected to start in March next year. This means that all Android phones equipped with Android 14 systems in the future are expected to support this technology.

Another focus that everyone pays attention is undoubtedly the price. Before the outside world predicted that due to the pressure of raw material costs, Apple may adjust the price of iPhone 14 series machines to about 10%to 15%. From the perspective of the National Bank price, the entry price of iPhone 14 is consistent with the 13 series, but the three models with larger capacity have increased the price of 100 yuan to 500 yuan.

List of Apple's new product prices:

iPhone 14 National Bank price: 128GB version 5999 yuan (unlike price), 256GB version of 6899 yuan (100 yuan), 512GB version of 8699 yuan (up 300 yuan).

iPhone 14 Plus National Bank Price: 128GB version 6999 yuan (unlike price), 256GB version 7899 yuan, 512GB version 9699 yuan.

iPhone 14 Pro National Bank Price: 128GB version of 7999 yuan (unlike price), 256GB version of 8899 yuan (100 yuan), 512GB version of 10699 yuan (up 300 yuan), 1TB version 12499 yuan (up 500 yuan).

iPhone 14 Pro Max National Bank Price: 128GB version of 8999 yuan (unlimited price), 256GB version 9899 yuan (100 yuan), 512GB version of 11699 yuan (up 300 yuan), 1TB version 13499 yuan (up 500 yuan).

A -share core supplier rising

Which of Huawei Mate 50 and iPhone14 do you choose?

Apple: The polarization has increased, and the 14 science and technology boards are listed.

From the perspective of the domestic semiconductor industry chain, especially the chip field, there are not many currently entered Apple supply chain. For example, in the field of mobile phone core chips, Apple develops some chips on the one hand, and some chip suppliers are mainly European and American manufacturers. Among Apple's consumer electronics products, domestic chip suppliers include Wentai Technology, Shengbang Co., Ltd., Zhaoyi Innovation, etc. The sealing and testing fields include Changdian Technology, Jingfang Technology, and Huanxu Electronics to provide SIP packaging for Apple.

Throughout Apple A -share suppliers, it can be found that the situation of polarization is very obvious. This differentiation is mainly reflected in two aspects: First, the gap between the faucet is gradually increasing, including the scale of corporate revenue and market value, etc. The leaders in each segment area. Second, the gap between head enterprises and small and medium -sized enterprises is also rapidly widening. For example, in terms of business expansion capabilities, customers are high -quality and resistance to market risks.

It is worth mentioning that among Apple's supply chain, there are more and more companies listed in science and technology boards in the past two years. As of now, 14 have reached 14, such as: Huaxing Yuanchuang, Tianzhuan Technology, Opart, Jiepu, Jiepu, Jiepu Special, Haiming Star, Bozhong Seiko, Oats Technology, Dingyang Technology, Philipa Thai, etc. These companies are all related suppliers of machines or equipment, belong to the upper reaches, and the overall market value is also biased towards small and medium -sized. In addition to the above -mentioned equipment or equipment parts, there are still some materials and equipment manufacturers of the Apple industry chain. Visual manufacturers are newly visited, automated equipment manufacturers, Guanghao Haojie, and connector manufacturer Gande Electronics. Huawei: There is not much change, and the supply chain manufacturer will accelerate the layout of new products.

Huawei core suppliers include BOE, BYD, Xinwei Communication, Weir Co., Ltd., Shuobed, Yidi Zhicheng, Lan Si Technology, Qiu Titan Technology, Shunyu Optical, Shengbang Co., Ltd. Mageta Technology, Shunluo Electronics, Weirong Technology, Sanhuan Group, Fenghua Hi -Tech, Shennan Circuit, Xingsen Technology, Changying Precision, Crystal Optoelectronics, Huiding Technology, Anjie Technology Disai Battery, Ruisheng Technology, Sanlipp, Aohai Technology, etc.

Huawei's suppliers mainly show two characteristics. The first is to accelerate the supply of first -tier mobile phone brands in China, and on the other hand, due to the influence of the entire smartphone industry, suppliers are accelerating the layout of new industries. According to statistics, in addition to new consumer electronics products, many manufacturers are actually They are all new markets in cross -border entry, such as new energy vehicles and photovoltaic.

Facts have also proved that for most leading companies in the mobile phone industry chain, the current influence of Huawei is not great.

Taking the camera module manufacturer Qiu Titani as an example, Huawei contributed the company's revenue of 4.737 billion yuan in 2020, accounting for 27.77%of its annual total revenue. In the year, Huawei contributed the company's revenue of less than 700 million yuan. This means that because of Huawei's single customer, Qiu Titani "lost" 4 billion yuan in revenue, but the overall 2021 overall Qiu Titani Micro in 2021 In terms of revenue, it has not declined significantly, but has increased slightly year -on -year.

Is it far from a mobile phone factory?

Domestic chip supply chain collective breakout

Among the core component brands of Apple and Huawei, domestic products are still lower than foreign products, but this does not mean that domestic semiconductor companies are far from mobile phone manufacturers.

Xiaomi Mi 11's main photo ultra -wide -angle is Haowei's OV13B10. The latest information about Haowei's technology that deeply cultivates CMOS products shows that OVB0B uses the sixteen -in -one pixel merging, which can provide higher videos and preview quality in 12.5 million pixels, especially in the weak light environment. OVB0B is also the first 200% four -phase detection (QPD) technology of 200 million pixel image sensors.

San'an Optoelectronics disclosed that the company's filter products have been passed by the intelligent mobile phone certification of important international customers and purchased our filter products through the domestic ODM factory. "The labeling company's filter product products have officially entered the smartphone supply chain, laying a solid foundation for future products to develop the market." At the same time, Sanan Optoelectronics also confirmed that it has cooperated with Huawei's Mate 50.

Zhuo Shengwei entered the Samsung supply chain in 2012. When the later listing and domestic alternative concepts rose, Zhuo Shengwei won the well -known brand manufacturers such as Samsung, Xiaomi, vivo, Huawei, OPPO.

In addition to CMOS chips, filters and other chips, domestic mobile phone application processors have also emerged. Wu Shengwu, chairman of Ziguang Zhanrui in August this year, said that this year there will be more than ten mobile phones equipped with the company's 6 -nanometer 5G second -generation chip. According to Cinno Research data, Ziguang Zhanrui's market share in the Chinese mobile phone chip market in the first quarter of this year increased by 1760.0%year -on -year, entering the top five, becoming the second top domestic mobile phone chip company after Huawei Hisilicon.

The fact that must be faced is that the difficulty of entering the Apple supply chain is getting higher and higher. As the device becomes more and more complicated, the total cost of the internal components of smartphones is also rising. In order to increase profits, large factories like Apple are increasing the list of self -developed chip products.

At present, the development of domestic core devices in the field of mobile applications still has a long way to go.

"Technology Spring Festival Gala" is here

The consumer electronics market is looking forward to recovery

Data show that in June 2022, global smartphone shipments were 120 million units, a year -on -year decrease of 8.86%.

From the perspective of the sub -brand, in June 2022, Apple's smartphone shipments were 19.7 million units, accounting for 19.3%of the market share, ranking first in the world, and Samsung ranked second with 17 million units by 16.7%. Domestic brands Xiaomi, OPPO, and vivo ranked third to five, with shipments of 14.8 million, 9.4 million, and 9.1 million.

The decline in global smartphone shipments is also reflected in Apple's performance report. In the third quarter of 2022, Apple's total operating income was 304.182 billion yuan, and net profit was 79.082 billion yuan, a year -on -year growth rate of 6.68%, and the net profit growth was a new low since the first quarter of 2021. Although Apple's profit growth rate has continued to decline, it is still a leading company in the world, and still has a huge business volume and stable investment cash flow. The annual report is still worth looking forward to. Under the common role of epidemic shocks and the weak demand for terminal electronic products, the performance growth of related listed companies was weak. According to the semi -annual report, from January to June, the medium numbers of 88 A -share consumer electronics listed companies' operating income and net profit returning to the mother were 2.45%and 0.6%, respectively.

Although consumer electronics such as mobile phones ushered in weakness in the short term, as long as innovation is immortal, the market will still develop. Will the release of Huawei Mate 50 and iPhone 14 series bring a hint of warmth to the downturn consumer electronics market? let us wait and see.

Comprehensive collation of Fengkou Finance, Material Source: 21st Century Business Daily, Beijing Commercial Daily, Daily Economic News, First Finance, Zhongxin Jingwei, Sina Weibo, etc.

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