Huawei faces the apple in front of

Fengkou Finance reporter Xie Wenqian

After all, Apple Huawei lives like each other.

After a lapse of two years, Huawei and Apple were connected again in the high -end market. On September 6, two days before the 2022 Apple Autumn Conference, Huawei first released the high -end flagship Mate50 series. The positive confrontation between the top flow also quickly caused widespread market attention. The topic "Huawei Mate50 Hard Gang Apple" appeared on Weibo hot search. As of 20:00 on September 8, the reading volume has reached 6.31 million.

It is worth mentioning that although the two are full of murderousness, they can find many similarities in this product's iPhone series and Mate series. For example, the iPhone 14 Pro/Pro Max changed the bangs screen to the pill screen, while Huawei operated it. In addition, the two also added the concept of "satellite communication" as a selling point, and more importantly, they both bear the hope of triggering the tide of machine changes.

Before that, the smartphone market had been silent for too long. In the context of the decline in sales of the global mobile phone industry, a new increase is urgent. For this point, the suppliers behind Huawei and Apple are investing.

Press conference

Huawei chain rising fruit chain plunge

As the saying goes, "The mussels fight each other, the fisherman is good", now BYD is the fisherman.

On September 7, BYD Electronics released news that the company is a supplier of Huawei Mate50 Pro metal middle frame, glass back cover and camera decoration. The stock price rose rapidly on the afternoon, as of the closing increase of 7.74%. Although it has fallen slightly today, the stock price has risen by about 20%since the 7th.

It should be pointed out that the rise in stock prices is not only the credit of the Huawei family. Over the years, BYD Electronics has been responsible for the heavy responsibility of Apple foundry. Back to the big tree is good, and the suppliers of top enterprises such as Huawei or Apple are of great benefit to the development of the enterprise.

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; Huawei Huawei; Huawei; Huawei; Core suppliers include BOE, BYD, Xinwei Communication, Weir Co., Ltd., Shuobed, etc.

As a giant domestic supplier, the sadness and joy of the capital market are different. On September 8th, after the Apple conference, the listing suppliers generally fell, and only a few of them rose. Specifically, the Fortune Federation of Industry was 0.53%, Opto rose 1.99%, Fulilong rose 1.25 by 1.25 %. After the press conference, on September 7, most of the stock prices of most Huawei core suppliers were rising.

In the past two years, with the fluctuations of Huawei's and Apple, the development of suppliers has also been different. Prior to 2019, although the competition forces of the two have disappeared, they did not deviate from the growth of growth. However, due to the well -known reasons, in 2019, Huawei fell to the high -end mobile phone market and fell from half of Jiangshan to The Others, and almost all of the lost shares were eaten by apples.

In the process, suppliers are unbearable. In order to reduce this part, Huawei supply chain manufacturers are actively open source and accelerate the layout of new industries. Not only do you make articles in the new consumer electronics, but even put your eyes on cross -border. Coincidentally, the Apple industry chain company is also turning. In the first half of the year's financial report, some companies clearly mentioned that they turned to new energy vehicles, Yuan universe and other fields.

In contrast, Apple itself does not seem to stop making efforts to reduce the dependence of domestic suppliers. On the one hand, the list of self -developed chip products is increased, and on the other hand, we will strongly increase the bargaining power. To this end, Apple not only reduced 34 Chinese -enterprise suppliers at one time in 2021, but also encouraged the supply of Foxconn and other supplies and transferred to India and Vietnam to India and Vietnam.

Two giants are hard

Can it drive the tide of changing machines?

Behind the frequent cross -border of the supplier is the silence of consumer electronics.

Since this year, the shipments of almost all consumer electronics products have been declining from smartphones to TV and PC. According to data released by the analysis agency Counterpoint, the current domestic user replacement cycle has increased to 31 months, and in early 2019, this number is only 24.3 months.

In the context of the overall shipments, mobile phone brands Xiaomi, OPPO, and vivo have all fallen by 20%-30%, but it is surprising that in contrast, high-end mobile phones have less affected. Counterpoint data shows that in the second quarter, China's smartphone market fell 14%year -on -year, while sales in high -end markets fell only 10%.

The release of the two high -end mobile phones this time has added a little waves to the plain mobile phone market. Under the operation of changing "hairstyles" and rolling heaven, can Huawei and Apple carry the banner of promotion and successfully arouse consumers' desire to buy?

At present, the start is pretty good. On the day of the press conference, the appointment of the Mate 50 series of Huawei official website has exceeded 2.45 million. Two days, the pre -sale has been sold out. Many e -commerce platforms are out of stock. It can be seen that one or two, search on the second -hand platform, have many generations to buy services, the price ranges from 300 to 1,000 yuan.

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