10月22日,中國(guó)電信巨頭華為科技公司通過(guò)現(xiàn)場(chǎng)直播的全球發(fā)布會(huì)發(fā)布了其新Mate 40系列手機(jī)。
Mate 40是華為Mate系列智能手機(jī)的新作,配備了徠卡鏡頭。新系列包括Mate 40、Mate 40 Pro、Mate 40 Pro+和保時(shí)捷Mate 40 RS機(jī)型。該系列手機(jī)提供了多項(xiàng)攝像頭升級(jí)、更好的成像、更快的處理速度、更長(zhǎng)的續(xù)航時(shí)間,以及更快的充電速度。Pro和Pro+配備了免觸摸設(shè)備控制技術(shù),用戶只需將手停留在手機(jī)上方便可劃動(dòng)操作,無(wú)需觸摸屏幕。
今年8月,美國(guó)政府頒布新令,禁止采用美國(guó)技術(shù)的半導(dǎo)體制造商向華為出售芯片,Mate 40是華為在禁令之后推出的首款手機(jī)。美國(guó)禁令所帶來(lái)的不確定性也為Mate 40的發(fā)布蒙上了一層陰影。
半導(dǎo)體芯片是智能手機(jī)的關(guān)鍵組件。Counterpoint Research的分析顯示,華為有一些芯片庫(kù)存,但這些庫(kù)存最終可能會(huì)在2021年3月或4月之前耗盡。Mate 40將成為華為最后一款使用麒麟芯片組的手機(jī)。該芯片組在美國(guó)禁令頒布之前便已問(wèn)世。
Counterpoint的分析師內(nèi)爾?沙表示,我們并不清楚華為未來(lái)是否能夠獲得其生產(chǎn)手機(jī)所需的芯片,但這種不確定性因素可能會(huì)有損中國(guó)公司內(nèi)外的市場(chǎng)份額,而中國(guó)也是華為最大的市場(chǎng)。華為拒絕對(duì)此置評(píng)。
內(nèi)爾預(yù)計(jì)Mate 40在中國(guó)將會(huì)熱銷,而在智能手機(jī)領(lǐng)域,華為占到了中國(guó)市場(chǎng)的近半壁江山。華為在中國(guó)強(qiáng)勁的表現(xiàn)“抵消了中國(guó)海外出貨量的下降”。華為在海外的銷量出現(xiàn)了大幅下滑,原因在于其手機(jī)不再支持谷歌應(yīng)用程序,包括谷歌地圖、Gmail和Play Store。2019年美國(guó)政府頒布的一項(xiàng)規(guī)定基本上禁止了谷歌在內(nèi)的美國(guó)公司與華為開(kāi)展合作;華為一直無(wú)法為其手機(jī)獲取使用谷歌服務(wù)所需的牌照。
從更長(zhǎng)遠(yuǎn)的角度來(lái)看,華為在中國(guó)本土市場(chǎng)的競(jìng)爭(zhēng)對(duì)手將受益于華為芯片的供應(yīng)困境,因?yàn)閷?duì)于那些前途未卜的品牌,消費(fèi)者在購(gòu)買其手機(jī)時(shí)會(huì)心存顧慮。內(nèi)爾指出,消費(fèi)者可能會(huì)開(kāi)始思考,例如,如果華為手機(jī)壞了的話,自己是否能夠買到替換的零部件。
就高端手機(jī)而言,包括Oppo和Vivo在內(nèi)的中國(guó)本土競(jìng)爭(zhēng)對(duì)手可能會(huì)蠶食掉華為智能手機(jī)的部分市場(chǎng)。在低端市場(chǎng),華為自有品牌榮耀可能會(huì)面臨來(lái)自于小米的競(jìng)爭(zhēng)。
在華為耗盡了芯片庫(kù)存之后,內(nèi)爾說(shuō):“除非美國(guó)禁令和限制有所緩解,否則華為難以獲得制造手機(jī)所需的零部件。”(財(cái)富中文網(wǎng))
譯者:馮豐
10月22日,中國(guó)電信巨頭華為科技公司通過(guò)現(xiàn)場(chǎng)直播的全球發(fā)布會(huì)發(fā)布了其新Mate 40系列手機(jī)。
Mate 40是華為Mate系列智能手機(jī)的新作,配備了徠卡鏡頭。新系列包括Mate 40、Mate 40 Pro、Mate 40 Pro+和保時(shí)捷Mate 40 RS機(jī)型。該系列手機(jī)提供了多項(xiàng)攝像頭升級(jí)、更好的成像、更快的處理速度、更長(zhǎng)的續(xù)航時(shí)間,以及更快的充電速度。Pro和Pro+配備了免觸摸設(shè)備控制技術(shù),用戶只需將手停留在手機(jī)上方便可劃動(dòng)操作,無(wú)需觸摸屏幕。
今年8月,美國(guó)政府頒布新令,禁止采用美國(guó)技術(shù)的半導(dǎo)體制造商向華為出售芯片,Mate 40是華為在禁令之后推出的首款手機(jī)。美國(guó)禁令所帶來(lái)的不確定性也為Mate 40的發(fā)布蒙上了一層陰影。
半導(dǎo)體芯片是智能手機(jī)的關(guān)鍵組件。Counterpoint Research的分析顯示,華為有一些芯片庫(kù)存,但這些庫(kù)存最終可能會(huì)在2021年3月或4月之前耗盡。Mate 40將成為華為最后一款使用麒麟芯片組的手機(jī)。該芯片組在美國(guó)禁令頒布之前便已問(wèn)世。
Counterpoint的分析師內(nèi)爾?沙表示,我們并不清楚華為未來(lái)是否能夠獲得其生產(chǎn)手機(jī)所需的芯片,但這種不確定性因素可能會(huì)有損中國(guó)公司內(nèi)外的市場(chǎng)份額,而中國(guó)也是華為最大的市場(chǎng)。華為拒絕對(duì)此置評(píng)。
內(nèi)爾預(yù)計(jì)Mate 40在中國(guó)將會(huì)熱銷,而在智能手機(jī)領(lǐng)域,華為占到了中國(guó)市場(chǎng)的近半壁江山。華為在中國(guó)強(qiáng)勁的表現(xiàn)“抵消了中國(guó)海外出貨量的下降”。華為在海外的銷量出現(xiàn)了大幅下滑,原因在于其手機(jī)不再支持谷歌應(yīng)用程序,包括谷歌地圖、Gmail和Play Store。2019年美國(guó)政府頒布的一項(xiàng)規(guī)定基本上禁止了谷歌在內(nèi)的美國(guó)公司與華為開(kāi)展合作;華為一直無(wú)法為其手機(jī)獲取使用谷歌服務(wù)所需的牌照。
從更長(zhǎng)遠(yuǎn)的角度來(lái)看,華為在中國(guó)本土市場(chǎng)的競(jìng)爭(zhēng)對(duì)手將受益于華為芯片的供應(yīng)困境,因?yàn)閷?duì)于那些前途未卜的品牌,消費(fèi)者在購(gòu)買其手機(jī)時(shí)會(huì)心存顧慮。內(nèi)爾指出,消費(fèi)者可能會(huì)開(kāi)始思考,例如,如果華為手機(jī)壞了的話,自己是否能夠買到替換的零部件。
就高端手機(jī)而言,包括Oppo和Vivo在內(nèi)的中國(guó)本土競(jìng)爭(zhēng)對(duì)手可能會(huì)蠶食掉華為智能手機(jī)的部分市場(chǎng)。在低端市場(chǎng),華為自有品牌榮耀可能會(huì)面臨來(lái)自于小米的競(jìng)爭(zhēng)。
在華為耗盡了芯片庫(kù)存之后,內(nèi)爾說(shuō):“除非美國(guó)禁令和限制有所緩解,否則華為難以獲得制造手機(jī)所需的零部件。”(財(cái)富中文網(wǎng))
譯者:馮豐
Chinese telecommunications giant Huawei Technologies released its new Mate 40 smartphone series on Thursday in a live-streamed global launch.
The Mate 40 is the latest in Huawei's Mate series of smartphones, which come equipped with Leica camera lenses. The new series includes the Mate 40, Mate 40 Pro, Mate 40 Pro+, and Mate 40 RS Porsche. The phones feature numerous camera upgrades, better graphics, faster processing speeds, a longer battery life, and faster charging speeds. The Pro and Pro+ feature a hands-free device control that lets users swipe through their phone without touching it, by hovering in the air over the phone.
The Mate 40 is the first smartphone Huawei has launched since the U.S. government imposed new rules in August that banned semiconductor makers who rely on U.S. technology from selling chips to Huawei. And the uncertainty imposed by the U.S. restrictions loomed over the Mate 40 debut.
Semiconductor chips are an essential component of smartphones. Huawei has a stockpile of chips, but that stockpile will eventually run out—possibly by March or April 2021, according to a Counterpoint Research analysis. The Mate 40 will be Huawei’s last phone to use Kirin chipsets, produced before the U.S. restrictions came into effect.
It's not clear if Huawei will be able to obtain the chips it needs to produce phones in the future, and that unknown could hurt the company's market share in and outside China, its largest market, said Neil Shah, analyst at Counterpoint. Huawei declined to comment.
Shah expects the Mate 40 to sell well in China, where Huawei has a nearly 50% share of the smartphone market. Huawei's strong performance in China "has offset the decline in shipments outside of China," where Huawei sales have slumped because its phones no longer support Google apps—including Google Maps, Gmail, and the Play Store. A 2019 U.S. government rule largely banned U.S. companies like Google from working with Huawei; Huawei has been unable to secure the license needed for its phones to use Google services.
In the longer term, domestic rivals in China could benefit from Huawei's dwindling chip supply, as consumers grow wary of buying a phone from a brand with an uncertain future. They may start to wonder, for example, if they will be able to procure a replacement part if their Huawei phone breaks, Shah said.
In China, domestic competitors like Oppo and Vivo could vie for some of Huawei's smartphone market share when it comes to higher-end devices. On the lower end of the price range, Huawei-owned brand Honor could face competition from Xiaomi.
After Huawei exhausts its stockpile of chips, said Shah, “it’s going to be very difficult for Huawei to have components inventory in house to manufacture phones unless the [U.S.] ban and restrictions ease."