Xiaomi is very powerful. Huawei is actually strong. Apple is very scary. Samsung blooms outside the wall. If Huawei is not sanctioned, what will be the result? In the fourth quarter of 2020, Huawei’s shipments dropped significantly. Of course, we all know that this situation is “inevitable”, and it is impossible not to drop significantly under such pressure. However, the data after the sharp drop at that time was still very good: Source: The data released by the International Data Corporation IDC Hua→Guo→O→V→M. This is the top five. Although Huawei has dropped by 34.5% year-on-year, it is still at 25.1%. The share ranks first. Then let’s review the data for the whole year of 2020.

Source: Data released by IDC It can be clearly seen how much the impact of Huawei’s shipments in the fourth quarter of 2020 on its annual data, and not only in China. At the time, Counterpoint’s data showed that Huawei fell out of the top five in the world in Q4, while IDC’s data showed that Huawei ranked fifth in the world in Q4. It doesn’t matter how much you say, the severity of the decline in global sales depends on the data of global mobile phone sales in 2020-Counterpoint has announced that Samsung is the first, Apple second, and Huawei third (negative growth of 21%). If it is not suppressed, Huawei’s mobile phone shipments in the past two years have increased at a rate that is likely to become the world’s number one. What we can be sure of now is that Huawei’s shipments will fall sharply in 2021, continue to fall sharply, and market share will continue to decline! Counterpoint published data: In January 2021, OPPO’s domestic market share reached 21%, vivo and Huawei both had 20% share, while Xiaomi and Apple had 16% market share. On the one hand, the market share vacated by Huawei will be eaten up by these major manufacturers. On the other hand, OPPO’s Reno5 series phones are selling really well. We can’t always look at the online situation, we have to look at the offline, right? ​There is another point worthy of our attention. OPPO’s sales do not include “realme”. In fact, the growth rate of realme in the past two years can be described as horrible. In the fourth quarter of 2020, realme is already ranked seventh in the global mobile phone sales list. If O and r are both counted together, then O will be third on the ranking list at that time. The reason that Huawei is strong is because in 2020, the most difficult year, Huawei still survived! At the 2019 Huawei financial report communication meeting, the original words of the rotating chairman Xu: “We will strive to survive in 2020…” There was also a related question on Zhihu’s hot list a few days ago. Do you remember? In 2020, Huawei’s revenue and profit have achieved positive growth, respectively 891.4 billion yuan, a year-on-year increase of 3.8%, net profit of 64.6 billion yuan, a year-on-year growth of 3.2%, revenue growth is the lowest in history, operating profit margin is historical The lowest… I think Huawei will be more difficult in 2021. There may be some netizens who don’t know how “horrible” Apple is. Just as many people think that “No one bought Samsung phones…” Samsung does not sell in our country, but sales in many countries are still very good. Yes, but the bulk of the shipments are also low-end models. Apple’s “horror” can be peeked from the picture above-the global mobile phone sales rankings. You can take a look at how many models are listed on the list: Apple, Android, and Android devices at what price. ​Xiaomi and Redmi have successfully “separated”, and now the image that Xiaomi gives us is no longer what it was two or three years ago. Not only have mobile phone products successfully occupied high-end positions, but the entire product line of high, medium and low models is very complete and capable. hit. In addition to mobile phones, Xiaomi also has many products that have a good reputation, and also have more patented technologies and innovations. I hope to continue to develop and grow. OV is the same blessing! After Huawei, other companies in my country have been blacklisted by the United States. Do business behind closed doors. Although a large part of Huawei’s shipments are also low-end models, although its vacated market share will also be eaten up by MOVs, the last thing the United States wants to see is After these Chinese companies have gained a larger market and made a lot of money, they will do the same things as Huawei. I’m just a grassroots, but I still hope to see those domestic companies that have made a lot of money to “do the same thing as Huawei”-continuous research and development, science and technology to rejuvenate the country!


By zhiwo

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6 months ago

Xiaomi has become the third in the world. Xiaomi has been vaccinated in advance at the press conference a few days ago, and sales have returned to the top three. The momentum of Xiaomi this year is very strong, everyone can see, the number of my products released some time ago, the quality is beyond imagination. The first sales of the Mi 10 series broke 400 million in 10 minutes. The Mi 11pro and 11ultra broke 1.2 billion in 1 minute. This not only shows that Xiaomi products can be sold. With such a shortage of chips, there are still enough goods to sell, although there is always a need to snap up , The control of the supply chain has also been greatly improved. The high-end road opened in 2020 is fairly smooth, with nearly 10 million sales. From Mi 10 to Mi 11, Xiaomi has become more and more confident in building high-end flagships. With money and achievements, President Lei can rest assured to build a car! Huawei fell 4%. Huawei’s global share continued to decline. It is expected that the long-term leading Chinese market was also surpassed by Green Factory in January. It is clear to the discerning people that it is inevitable that sales will continue to decline in the future, and it will become increasingly difficult. . Unbeaten will eventually become stronger. Huawei’s revenue and net profit are still growing. Mobile phones are not good. You can find other business growth points, such as other terminal products, such as smart screens, which will increase its strength. Huawei will make further efforts in smart homes. Since the supply situation is not yet clear, the future of the mobile phone business is still uncertain, but the planned flagship model will still be launched as planned. Fortunately, Huawei’s P and mate series, we can still see.

6 months ago

Xiaomi’s share reached 13%, ranking third, fourth is OPPO, which has a global market share of 12%, fifth is Vivo, which has a market share of 10%, and sixth is Huawei, which has fallen to 4%. My heart is complicated for this achievement. Although Huawei’s share of mobile phones has fallen after the sanctions, there is still a domestic brand Xiaomi that has entered the world’s top three. In 18 years, Lei Jun said that Xiaomi would return to No. 1 in the domestic market within 10 quarters, and now Xiaomi’s dream has come true. Xiaomi Jin has been deploying high-end models recently, creating a matrix of Xiaomi 11, Xiaomi 10S, Xiaomi 11Pro, Xiaomi 11Ultra and Xiaomi MIX. Mr. Lei said that outsiders have misunderstood us and labeled us, so this year we released a high-end model with a technology content of tens of thousands. On April 2, the sales of Xiaomi 11 Pro and Ultra were 1.2 billion per minute, which shows Mr. Lei’s The layout is very successful. It is inevitable for Xiaomi to steadily lay out the high-end market step by step and achieve today’s results. For Huawei, the road ahead is still very difficult. After being sanctioned by the United States and restricted by the supply chain and chips, Huawei’s mobile phone business has been declining. I hope that Huawei can tide over the difficulties.

6 months ago

Compared to Xiaomi ranking third, I may be more concerned about how much Huawei has left. After all, everyone knows that Huawei’s share has fallen when it is severely out of stock. The decline in ranking is a sure thing, and the latter OVM is possible for everyone. Xiaomi’s momentum in the global market has been very strong in recent years, and it’s no surprise that it ranks third. On the other hand, Huawei has fallen by 4%. The comprehensive sanctions started from the previous year. Last year, Huawei could still see the inventory for a while, so that the data will not be too “ugly”, but the real difficulties will come from this year. , This 4% share may continue to fall. I think this is quite sad. This “sorrow” is not only a feeling of pollen from its own standpoint, but also a feeling from a larger scale. Huawei has enough to carry it, but the share is still After falling so badly, Xiaomi is indeed third, but it will take a long time for the first two to catch up? The most important thing is that if Huawei’s degree of resistance is still so, does it mean that our destiny is in the hands of others, and that any domestic manufacturer will be suppressed when it becomes stronger, and it is difficult to get rid of it? Whether it’s Huawei, Xiaomi, OPPO, vivo, or even independent glory, the road is still very long… But I still have to congratulate Xiaomi. Many people often say that Huawei has fallen and XX is full. I feel that when Huawei’s fall has become a fact, it’s okay for XX to be full, but in my heart I still hope that the domestic manufacturers are full, and OVM will do. Finally, as a pollen, like Bruce Lee, I still hope to see that day…

6 months ago

Congratulations to Xiaomi and blessing to Huawei. The eldest brother was framed, Xiaomi took the banner, and then rushed forward. In just six months, ups and downs. In the second quarter of 2020, Huawei’s global shipments of mobile phones were 55.8 million units, ranking first with a market share of 20%. Then it was brutally suppressed. By the fourth quarter, Huawei had shipped only 32.3 million units, and its market share had dropped to 8.4%. Forced to hand over the position of the eldest brother. The wood is beautiful in the forest, and the wind will destroy it; when piled up from the shore, the current will be turbulent. It is not easy to be a big brother. From the beginning, an obscure kid slowly practiced his skills, smashed and beaten, with eighteen martial arts and proficient in all kinds of martial arts, and became a hero of Megatron overseas. With stunts and walking around the rivers and lakes, he was jealous and poisoned, and the eldest brother was forced to live in seclusion behind the scenes. The eldest brother won’t lie dormant for long. Many brothers are actively active, helping the eldest brother to accumulate strength. Maybe just three years later, the eldest brother came back smartly, smiling with tears, looking at the brothers, and said, “I waited for this opportunity for three years, not to prove that I am better than others, but to prove what I lost. I must take it back.”

6 months ago

The well-known reasons are that the real old beauty is making things weird, and the real and external forces are making things weird. There is really no solution to this problem at present. After all, the United States is a bit ahead in science and technology, and there are also rogue rules of long-arm jurisdiction that make Huawei and us also powerless, and it is difficult for a clever woman to cook without rice. It is as strong as Huawei that can be pursued in this way. I can only hope that Huawei’s 5G business will not be pursued. In the mobile phone business, glory can inherit Huawei’s mantle. There is nothing to condemn Xiaomi’s rise to the top three in the world. After all, the market for Huawei is vacant. If you don’t grab it, others will grab it. Taking away Xiaomi, OPPO and vivo is like being taken away by a foreign brand. This is a good thing for Chinese brands to come back. Xiaomi has done a solid job this year: launch high-end phones, mass-produce foldable phones, release peripheral chips used in the chip field, increase ASP (average selling price), and expand offline stores. So Xiaomi actually did a good job in 2020 and the first quarter of 2021. Xiaomi has become the top three in the world, and there is only one hope for Xiaomi to continue chip research and development. Surging S1 is regarded as yellow, and switched to the peripheral chips such as IoT (Dayu Semiconductor). This time it is the first ISP chip. We can only hope that Xiaomi and OPPO will continue to make chips and follow the curve to save the country. As long as there are enough chip companies in China and the scientific research is strong enough, there is no hope of breaking the barrier. Otherwise, Huawei can be sanctioned this time, and other industries can be sanctioned next time; semiconductors can be sanctioned this time, and medical care can be sanctioned next time. Only if our scientific research ability is strong enough, is there really hope.

6 months ago

Mr. Wen Yiduo once said in the “Last Speech”, “If you kill a Li Gongpu, millions of Li Gongpu will stand up! You will lose millions of people! Do you see that we have few people and no strength? Let me tell you, our strength is very big, very strong! These people who come today are all our people and our strength! In addition, there are also the general public! “Although Huawei has been suppressed by the United States, this It does not mean that China only has Huawei, Xiaomi, OPPO, and vivo. They all follow closely. No matter how or who the United States suppresses, I believe other mobile phone manufacturers will stand up. Even if all mobile phone manufacturers are suppressed, there are still tens of thousands of people who silently support them behind! I don’t know why their patents are ranked in the top ten in China, and I don’t know what patents the keyboards have or I wish domestic mobile phone manufacturers better and better~ I also look forward to Xiaomi’s endless life.

6 months ago

The stacking method and price of Xiaomi Mi 11 can be seen to be against Huawei P. The project approval cycle of the flagship machine is very long, such as the 18-month research and development cycle of the Huawei flagship that everyone is familiar with. Therefore, when the 11U mobile phone was approved, it should not have considered the black swan incident that Huawei may not be able to supply P50Pro normally due to sanctions. Waiting for the release of Mix4 in the second half of the year, it is almost the Xiaomi product line that is fully aligned with Huawei’s logo: digital benchmarking P, Mix benchmarking Mate, Mix Fold benchmarking Mate X, CC benchmarking Nova. Xiaomi even pulled the lineup of Redmi to Honor. Tablets and notebooks have the same taste. After Xiaomi went public, it was like King Kong with an axe. This young behemoth went to the boss with a decisive aura. Although there are big gaps in many areas of him, he is young and has all kinds of flowers. It doesn’t matter whether you win or not. If this drama is released, it will be super cool. This is better than mix3 against Magic2 and Mate30P against Nex3, right? As a result, a certain rogue country directly blocked the boss, which was quite a big show to be wiped out. The real Nima is the cancer of the Blue Star. Resources will be exhausted, and only culture will continue to thrive. All industrial products are created by human wisdom. Huawei has no natural resources to rely on. It can only dig out large oil fields, large forests, large coal mines in people’s minds…-Ren Zhengfei, come on Huawei!

6 months ago

One word, difficult
No one wants to have less money in their pockets and lower sales
From the perspective of ordinary people, you can’t buy another brand, it’s nothing.
From a corporate point of view, is it miserable to be choked by the throat and not allowed to eat?
Chips are the primary productive force, and nothing can be produced in vain. Huawei is also actively facing it, making money from other aspects, so that the mobile phone business will not be miserable.

6 months ago

At the moment when Huawei is sanctioned and the production of chips is discontinued, comparing the market share of Huawei and friends is actually meaningless for Huawei and friends. Today, Huawei can still account for 4%, and next quarter may only have 2%, and it may be in other at the end of the year. It’s hard for clever women to cook without rice, key parts cannot be continuously supplied, and it is really cruel to be compared with friends. It is not a bad thing that MOV can accept some potential Huawei users when the Huawei mobile phone building is about to fall. It’s better than going to buy all the Star Apples. I hope that some manufacturers will OEM HiSilicon chips as soon as possible, Huawei mobile phones will be resurrected as soon as possible, and the mobile phone circle will continue to fight with immortals.

6 months ago

Alas, what else can there be besides sighing, it has long been expected, and with the passage of time, Huawei’s market share will definitely continue to decline. The so-called non-war crime is also just a microcosm of the mobile phone business. Yesterday I just watched Huawei 2020. In the annual report, I have to admire that Huawei still handed in a good answer even if it suffered such a major setback last year. The annual revenue was 890 billion yuan, an increase of 3.2%. But what will happen this year? The consumer business that occupies half of the country, especially the most critical smartphone, still has no hope of recovery. Don’t expect the United States to abandon sanctions. Will you let go of your opponents with blood in the game? So this year will be even more difficult. Even if Huawei has made progress in certain aspects, such as possible cloud, whole-house intelligence, and even cars, it must be mentally prepared for a 30% drop in overall performance or even a cut in half.

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