On October 16, market news said that China Mobile procurement bidding network information showed that China Mobile purchased Huawei Mate 60 equity version and other 5 mobile phone product terminals, the demand quantity is 1.2 million units. On China Mobile's procurement bidding network, the announcement was issued on October 12 and is valid for 3 days, and as of the date of publication, the validity period has expired. The reporter of the "Science and Technology Innovation Board Daily" dialed the phone number signed by the announcement, and the reply showed that "the phone has stopped."
Recently, China Mobile's bidding and procurement network disclosed the announcement of single-source procurement information on five mobile phone product terminal procurement projects, including Huawei Mate 60 equity version. According to the announcement, China Mobile plans to purchase 5 mobile phone products, including the equity version of Huawei Mate 60, with a demand of 1.2 million units. The buyer is China Mobile Communications Group Terminal Co., Ltd., the supplier is Huawei Terminal Co., Ltd., except for the Huawei Mate 60 equity version, the announcement did not disclose the models of the remaining four mobile phones. The date of the announcement is October 12, and the announcement is valid for 3 days from the date of publication.
According to public information, the mobile equity version of the mobile phone contains mobile preset software, which is sold on mobile channels, but is not restricted by mobile network standards, can be switched freely, and users can enjoy rights and interests such as phone bill refunds and data gifts when purchasing mobile phones. Last year, China Mobile's procurement bidding network announced that it planned to purchase 1.5 million streaming machine equity version and streaming machine equity version, planned to purchase 2 million streaming machine Magic4 series mobile phones, and planned to purchase 650,000 Xiaomi 12 series mobile phones.
According to surging news reports, regarding China Mobile's plan to buy 1.2 million Huawei mobile phones, independent telecom analyst Fu Liang said on social platforms: "There is no need to over-interpret, China Mobile is just a channel operator, who sells mobile phones, how much can be sold depends on the preferences of users." In 2020 and 2021, the 5G Terminal Hi-buy Festival was held concurrently with the China Mobile Partner Conference, and the sales volume of the top two signed mobile phones exceeded 10 million. ”
The relevant person in charge said that there is no need to over-interpret this, China Mobile has a mobile phone terminal sales business, in fact, it will purchase a considerable number of mobile phones from mobile phone manufacturers every year. The bidding and procurement is only when Huawei Mate 60 is on the market, and the mobile phone is only one of the purchases, and the specific purchase quantity is still unclear. It is worth mentioning that in early September, there were also market rumors that the three major operators would collectively purchase one million Huawei Mate60 series mobile phones. However, at that time, none of the three major operational authorities responded to this matter.
Sales of Apple's latest iPhone 15 series phones, released in September, do not seem to be ideal in China. According to the Daily Economic News report, Counterpoint Research data shows that compared with the iPhone 14 series in the same period last year, the iPhone 15 series sales fell in the first 17 days after its launch, and analysts estimated the decline to be about 4.5%. For Apple, that means millions of devices less sold.
Analysts pointed out that sales of Apple's new iPhone 15 in China have cooled, reflecting continued weak consumer demand and the rise of competitors such as Huawei. Jefferies analyst Edison Lee and others said that under the influence of the unexpected appearance of the Mate 60 Pro, Huawei's overall sales have surpassed Apple, so iPhone 15 sales fell by double digits compared with the previous generation. They believe that Huawei has surpassed Apple to become the best-selling smartphone maker in Greater China, and predict that this trend will continue into 2024.
Previously, Huawei Mate 60 Pro quietly rushed to sale on August 29, the new mobile phone in the camera, display and satellite call function upgraded, Huawei called the "pioneer plan", the first batch of Mate 60 Pro new machines were also sold out in a very short time. At Huawei's autumn all-scenario new product conference on September 25, Huawei officially launched the Mate 60 series. Since then, this series of mobile phones has been in a state of difficulty in finding a machine.
For China Mobile's purchase, independent IT and telecom analyst Fu Liang believes that there is no need to over-interpret, China Mobile is just a channel provider, who sells mobile phones, how much can be sold depends on user preferences. Fu Liang said that in 2020 and 2021, the 5G terminal shopping festival held at the same time as the China Mobile Partner Conference, the top two signed mobile phone sales (OPPO, vivo) exceeded 10 million.
On October 9, China Mobile Communications Group Terminal Co., Ltd. Sichuan Branch announced that Huawei Mate 50 NPST dual-system 8+256G police interconnection products were launched for the second time, with a purchase quantity of 3,000 units. The company mentioned that the acquisition is "based on the requirements of Sichuan Mobile's pan-alliance and upstream supply demand, as well as to respond to fierce market competition to increase terminal sales and sales revenue." ”
Guo Ming, an analyst at Tianfeng International, recently said on social platforms that Huawei's Mate60 Pro shipments in the second half of the year have increased by about 20% to 5.5 million to 6 million units, and the cumulative shipment will reach at least 1,200 units in the 12 months after being sold. Excluding potential non-commercial risks, benefiting from the demand and market impact of Mate60 Pro, Huawei's mobile phone shipments will increase by about 65% to 38 million units in 2023. Looking ahead to 2024, Huawei mobile phone shipments are expected to reach at least 60 million units.
Huawei Mate 60 is still in short supply, for this problem, Huawei general manager and terminal BG CEO Yu Chengdong said that Huawei is working overtime for emergency production. As sales of the Mate 60 series continue to rise, information about Huawei's revision of next year's smartphone shipment target has also been circulating.
Huawei did not respond to the specific figures of the market rumors, but the relevant person in charge said that after the opening of the pioneer plan, mobile phone sales exceeded expectations, and the company will continue to adjust shipment targets according to market conditions, and has formulated sufficient plans to ensure smooth supply.