Affected by the US ban, Huawei mobile phone prices? New apple and Huawei machines were released in september, and old models often began to cut prices, but this year's Huawei Mate 30 series and P40 series were unusual, and prices began to rise to varying degrees in august.
The reason for the price increase is generally believed to be related to Huawei's chip shortage, but the price has dropped recently. According to the quotation list provided by the agent to the reporter, Huawei's price of mate 30 series and P40 series has decreased, but there is still a big increase compared with two months ago.
A shortage of chips or a general increase in Huawei prices
Mate 30、P40 series of gains
The new U.S. control of Huawei came into effect on September 15, and many Huawei suppliers have since been unable to supply Huawei unless approved by the Commerce Department.
Along with the ban is the recent news of price increases Huawei mobile phones. Huawei did not explain this, but from the dealer's offer, Huawei mobile phone prices do exist in the near future.
According to a quotation from one of the dealers to Mate 30 reporters 5G 8 256G) Black, for example, quoted 4390 yuan two months ago, but now it is up to 5010 yuan, up 620 yuan, close to 5499 yuan when it was just released at the end of September last year.
The P40 line, which also carries the Kirin 990 chip, also went up in price to P40Pro (8 256G) Black, for example, quoted 5880 yuan two months ago, but now rises to 6180 yuan, up 300 yuan, the same as 6488 yuan when it was released in April.
Shell financial reporters noticed that where the price of Huawei models carrying Kirin 990 chip is higher, dealers said it may be related to the lack of chips, but they all said they can still get the goods, but the cost of taking the goods increased.
And the sale date of high-end flagship model Mate 40 in the second half of this year is still uncertain. Under the Huawei release rules, Mate 40 will release its own Hayes self-developed chip Kirin 9000, but the chip has not yet released news. Huawei consumer business CEO Yu Chengdong said on Weibo on September 14," please wait a minute, everything will come as expected ," to appease consumer expectations.
"I am not saying that the Mate 40 Kirin 9000 is out of print chip, it is estimated that the channel price is not low. Dealers told reporters that if the Mate 40 sale will be actively stocked, I believe the model will be very popular.
However, Huawei's mate 40 series will faceAppleThe challenge —— Apple will release the company's first five G phone this yeaiPhoneThe 12 series is expected to drive a large number of Apple users to change machines. As wade bush's earlier study pointed out, china remains a key factor in apple's success, with an estimated 20% of iPhone upgrades coming from the region in the coming year. "We believe that 60-70 million iPhone in China alone will be in a window of opportunity to upgrade over the next year, and despite competitive pressure from domestic manufacturers, Apple will be aggressive at all prices (SE、iPhone 12) to consolidate its base ."
After the ban came into effect, several suppliers applied to the US for export licenses
Since this year, the U.S. government has gradually upgraded its crackdown on Huawei, which has had a certain impact on its consumer business. On May 16 this year, the U.S. Department of Commerce officially upgraded Huawei's export control. Huawei was not only unable to import parts from American manufacturers, but also required permission from the U.S. Department of Commerce to produce chips for Huawei.
Since then, Huawei has turned to cooperate with chip companies such as MediaTek, hoping to meet the business needs of consumers by outsourcing other chip companies. However, this plan failed again. The third wave of crackdown by the U.S. government updated the ban rules, and non-U.S. companies and ready-made chips were also included in the scope of the ban on exports to Huawei, leaving Huawei with only one month left Between.
However, the market is not optimistic about the approval of these companies' applications, so Huawei are also actively looking for other solutions and development ideas. At this year's developer conference, Yu Chengdong proposed for the first time that Huawei will launch a full-scene intelligent ecology driven by software and hardware, which is different from the past 8N" a hardware-biased strategy.
To address the risk of Google's Android and GMS decommissioning, Huawei pushed Hongmeng and HMS(Huawei mobile services) to replace it, and made it clear that mobile phones will fully support Hongmeng next year. These initiatives are aimed at preserving the share of Huawei phones in overseas markets.
Canalys analyst Jia Mo said that although Huawei has been optimizing and improving HMS, most European consumers, especially in Western Europe, still rely more or less on Google's services or applications because of consumer habits. This makes Huawei promotion HMS still difficult. Huawei for example, the proportion of HMS mobile phones shipped overseas in the second quarter of 2020 reached a new high of about 24 percent, but shipments fell further by 27 percent, a 17 percent drop from the first quarter.