With an additional 40 million units, Huawei's "Anti Heaven Change Life" plan is underway!

With an additional 40 million units, Huawei's "Anti Heaven Change Life" plan is underway!

The chain reaction of chip rules has arrived in the field of mobile phones. Simply put, "phones cannot be sold anymore", and the reason is also very simple. With the improvement of mobile phone quality, a high-end flagship phone generally has a lifespan of about 5 years, without disrupting the birth of new technologies, and consumers have no enthusiasm for changing phones.

According to data from professional research institutions, manufacturers including Apple, Xiaomi, OPPO, and others have seen their market share decline while their shipments have also plummeted. Against this backdrop, many mobile phone manufacturers have reduced their capital expenditures, while OPPO has suspended its core manufacturing business, indicating the seriousness of the situation.

But the more difficult the situation is, the more opportunities Huawei has. The plan of "changing fate against the weather" has reopened, and the supply chain recovery has also allowed the frequency of new phone sales to return to normal. In the face of poor sales of other mobile phone brands, Huawei has set a shipping target of 40 million units. Can this be achieved?

Huawei's goals

According to data provided by IDC, OPPO ranked first to fifth in total mobile phone shipments, with a share of 19.6%. Apple ranked second with a share of 17.6%, while VIVO, Honor, and Xiaomi ranked in the bottom three, with shares of 17.3%, 16%, and 13% respectively. The top four companies had very close shares, while Xiaomi became fifth, which is quite surprising.

Sadly, Huawei phones have once again been classified as "other" due to US sanctions and crackdowns. The resumption of Qualcomm chips without 5G has deterred many people. Fortunately, with the support of top-notch technology, Huawei's sincerity in technology far exceeds that of Apple at this stage, which is also why Huawei's new phone popularity surpasses Apple's.

From the table, we can see that although domestic mobile phone brands have achieved impressive results, they also have to face the reality of rapid sales decline. The number one OPPO's shipment volume has dropped by more than 8.8% year-on-year, Apple has also reached 7%, the third place VIVO is close to 15%, and Honor and Xiaomi have even exceeded 20%. This set of data well reflects the current situation of the mobile phone market.

Compared to the top five mobile phone manufacturers, Huawei has certain disadvantages, but its advantages are also very obvious. After upgrading to version 3.0 of the Hongmeng system, the source code of Android has been completely replaced, which is comparable to the IOS system in terms of system smoothness and experience, especially in terms of connectivity. Google has already surpassed it.

When Mate50 was released, Huawei had already achieved a self-sufficiency rate of over 60% in its components, and its domestic supply system had begun to be revitalized. Huawei's Kirin chips and 5G functions were also close to returning, and Yu Chengdong once announced: "2023 Huawei King Returns!" Now it seems that he is not exaggerating.

After major mobile phone manufacturers encountered a sharp decline in shipment volume, they have successively reduced their capital expenditures and slowed down their shipment targets, giving Huawei an opportunity to "change its fate". According to supply chain information, Huawei has increased its phone shipment volume this year from 37 million units to 40 million units, an increase of 8.11%.

The difficulty of Huawei in achieving its goals

If this goal is achieved, Huawei will return to the top five in mobile phone shipments. Based on the current volume of mobile phone shipments, it is not easy for Huawei to achieve this goal, as fewer and fewer people are willing to pay for Huawei's 4G phones.

After several flagship phones were released in succession, most of the available ones were also purchased. Given the quality of Huawei phones, there will definitely be no plans to replace them in the short term. However, based on Huawei's always cautious attitude, there will definitely be no unprepared battles.

Meng Wanzhou said at the annual financial report meeting: "Facing the future, we have pressure and more confidence." From this sentence, we have seen Huawei's attitude. The mobile phone business once accounted for more than half of Huawei's revenue. If we can usher in the return, we can provide more research and development funds.

The biggest advantage of Huawei lies in its self-developed Hongmeng system. Currently, the open-source Hongmeng system has been entrusted to the national planning and layout, which has made the Hongmeng ecosystem even stronger. However, the entire ecosystem will definitely have to be controlled by Huawei in the future. With the full launch of the Internet of Things layout, the Android system is bound to be phased out by domestic mobile phone manufacturers.

Huawei has an absolute advantage in the field of foldable screen smartphones, with a market share of over 50% in the past three years. According to institutional forecasts, the total shipment volume this year can exceed 3 million units, and it is highly likely that the additional 3 million units will be prepared for foldable screen smartphones.

The Hongmeng system can support thousands of products, covering all aspects of life. Huawei phones are like a universal remote control, with greater potential for development in the future. Ultimately, whether Huawei can overturn the market depends on its own efforts. What do you think of this?