Text/Dong Review/Zhang Ziyang Correction/Zhiqiu
Since Huawei has been affected by the lack of cores, resulting in the development of mobile phone business has been hindered, domestic and foreign mobile phone manufacturers are eyeing the market share of high-end smartphones that Huawei has split.
Previously, many people in the industry predicted that after Huawei's fall, Xiaomi would become the biggest winner. After all, in the domestic smartphone market, Xiaomi is the most comparable to Huawei. But from the actual situation, Huawei's fall, the real full is not millet but Apple.
Apple's high-end models have reduced production
Some time ago, an overseas research agency Counterpoint Research released a "China mobile phone market report" according to November 2021, Apple with a market share of 26.5% topped the first place.
Apple was able to regain its crown in the Chinese smartphone market after 6 years, on the one hand, due to Huawei's exit and part of the high-end mobile phone market share; on the other hand, due to the release of Apple's flagship new machine iPhone 13 series in the fall of 2021.
After the release of the iPhone13 series, with the price of "grounding gas" and excellent performance configuration, it was favored by domestic consumers, and the shipment performance was quite good.
Unfortunately, affected by the global lack of cores, Apple's high-end model iPhone 13 series has seen a reduction in production.
In addition to the relevant media reports that Foxconn's Zhengzhou factory in the production off-season rare expansion released a signal from Apple to accelerate the production of iPhones, the shortage of Apple's official website and many offline stores directly shows the shortage of Apple's high-end models iPhone 13 series.
At present, in Apple's official website, the supply of iPhone 13 and iPhone 13 mini is relatively sufficient, basically able to achieve the next day of the next day. The high-end models, the iPhone 13 Pro, and the iPhone 13 Pro Max are out of stock.
In addition, many iPhone 13 series operators said that the iPhone 13 Pro Max was basically 47% less than the iPhone 12 Pro Max.
The opportunity for domestic brands has come
The shortage of Apple's high-end model iPhone 13 series has brought certain overtaking opportunities to domestic brands to a certain extent. At present, in the domestic high-end smartphone market, after Huawei's fall, Apple's performance is very strong.
Statistics show that in October 2020, the sales volume of iPhone series products in China was 5.77 million units, with a market share of about 21.3%; however, in October 2021, the sales volume of iPhone products in the Chinese market reached 10.44 million units, with a market share of 31.1%.
Although there is still a big gap between the current domestic smartphone brands OPPO, vivo and millet compared to Apple, there is a certain gap in trying to compete with Apple.
However, the shortage of Apple's high-end flagship products can indeed feed back the shipments of domestic mobile phones to a certain extent.
As for who will become the "next Huawei", directly against Apple? The author believes that in addition to Xiaomi, OPPO has a greater winning side.
First of all, from the perspective of product lines, OPPO mobile phones not only make full efforts online and offline, but also blossom in both the mid-end mobile phone market and the high-end mobile phone market.
For the current Apple company, the mobile phone market of more than 5,000 yuan is the focus, and OPPO not only hits the high-end with The Find X series products, but also dominates the mid-end market with Reno series products.
Secondly, among domestic mobile phone manufacturers, OPPO's marketing is better. Compared with other domestic manufacturers attaching importance to online marketing, OPPO also attaches great importance to traditional media channels and offline promotion, and constantly strengthens the awareness of domestic consumers on OPPO, a mobile phone brand, which has driven the growth of OPPO mobile phone sales to a certain extent.
Write at the end
Since Huawei "fell to", a number of mobile phone manufacturers have silently exerted efforts behind them. But for domestic mobile phone giants, the biggest enemy is actually Apple. If you want to successfully divide huawei's market share into your pocket, you must face the threat brought by Apple's flagship machine.