September 23, the full week of the launch of the iPhone 14 series and the third day of the launch of the Huawei Mate 50 series, with the blessing of these two new products, Huaqiang North, the "first Street of China Electronics", recreates the hustle and bustle of the past, and consumers who go to visit stores and merchants waiting for financiers are intertwined into a busy but orderly picture. On the other hand, the market of iPhone 14 series and Mate 50 series on the network is constantly changing.

How are sales of the iPhone a week after it goes on sale? What's the current market like? Is the Mate 50 really hot? Is Huawei's mobile phone really back? Is the 5G phone case easy to use and should I buy it? With these questions, a reporter from the Securities Times e Company found out the truth a few days ago.

The reporter found that the current iPhone 14 series sales are still hot, but as Apple Inc has relatively sufficient stock this year, the strong Pro price increase market in previous years has shown obvious signs of loosening, and merchants have begun to accelerate shipments in the form of "price increase + sending official website mobile phone shell, charging head, mobile phone film", indicating that the market is gradually turning to the buyer's market.

And Mate50 series so far each retail channel just received the first batch of goods, due to the small volume of delivery coupled with more innovation, high attention, the current Mate50 series Huawei official sales outlets are almost no spot, Kunlun glass version demand is strong, while Huaqiang North and other regional individual sales outlets are generally in stock, but need to increase the price, at least a few hundred yuan / department, Porsche version price increase of about 8000 yuan / department.

As for the 5G mobile phone case which is popular on the Internet, consumers who want to buy Huawei Mate 50 mobile phone hardly care whether the network is 5G or not, while the 5G mobile phone case also has some "chicken rib" experience in real use, and the actual sales are limited.

Sales data for the week after the launch of iPhone 14 revealed

Since its official launch on September 16, the market for the iPhone 14 series on the Internet has fluctuated several times, from the hot day of the first sale, to the "scalpers" selling iPhone 14 and the break of the iPhone 14 models the next day, to Luo Yonghao, Ren Zeping and other "big mouths" who criticized Apple Inc's "Smart Island" pseudo innovation, as well as Foxconn's dismantling of the iPhone 14 production line in Zhengzhou. Did the iPhone 14 series not live up to expectations? Apple Inc as the overlord of domestic high-end mobile phones can not escape the overall weakness of the market?

According to Sandalwood e-commerce market monitoring data, the 7-day pre-sale sales of iPhone 14 series on Tmall platform increased by 7% compared with iPhone 13 series 7-day pre-sales, and sales increased by 17% compared with the same period last year. According to the sub-version pre-sales volume, the pre-sale volume of standard series decreased by 70% compared with the same period last year.

As of September 19th, the cumulative sales of iPhone 14 series on Tmall platform decreased by 6% compared with that of iPhone 13 series in the same period, while sales increased by 4% compared with the same period last year. In terms of sub-version sales, the sales of standard series decreased by 71% and increased by 38%.

Sandalwood analysts said that the sales performance of the iPhone 14 series reflects the result of the change in the strategy of the iPhone product line under the situation of the global macroeconomic downturn, insufficient consumer demand and rising costs in the supply chain.

On the evening of September 23rd, just a week after the iPhone 14 series went on sale, the reporter saw in Huaqiang North Apple Inc store or SUNING and other large e-commerce shopping malls that the current demand for iPhone 14 series is still strong, but compared with the strong seller's market in previous years and the price increase market of Pro models that lasted at least one or two months, the price increase market this year is relatively weak.

The quotation of iPhone 14 given by several merchants to the reporter is that the spot price needs to be slightly increased by a few hundred to more than a thousand yuan, but almost all of them will be accompanied by Apple Inc's official iPhone 14 accessories: a mobile phone case priced at 399 yuan, a mobile phone patch for 198 yuan, a charging head with a total value of 746 yuan, and a total value of 746 yuan. of course, merchants will give some or all of the above-mentioned gifts according to the total price of the models purchased by consumers and the rate of price increase. In recent years, there have never been free attachments in the first week of sales of new products.

Take this quotation obtained by the reporter as an example, iPhone 14 Pro increases from 1300 yuan / unit to 1900 yuan / unit for different capacity, but the price increase of top matching 1T version is lower than that of 512 version, while iPhone 14 Pro Max increases from 1900 yuan / unit to 2200 yuan / unit, which is also the highest price increase of 512 version and lower price increase of 1T version.

"although there is a small price increase, the free accessories are also worth hundreds of dollars." Some businessmen told reporters.

A small number of merchants under the cable said that the current purchase of iPhone 14 series still have to wait 3-5 days, and need a small price increase.

Online, on the morning of September 24th, reporters Taobao, JD.com and other platforms found that the online market is similar to offline. Pro models all need a price increase. There are generally no freebies with a price increase of less than 1000 yuan, and some gifts with a price increase of more than 1000 yuan. IPhone 14 can indeed be purchased at a slightly lower price than the official website.

Apple Inc official website, the current official website to buy iPhone 14 Pro still need to wait about 4-5 weeks, iPhone 14 Pro Max delivery time is still 5-6 weeks.

According to the latest report by Guo Mingyi, an analyst at Tianfeng International Securities, due to the strong demand for iPhone 14 Pro series, Apple has asked Hon Hai to change the production line of iPhone 14 to that of iPhone 14 Pro series, which will help optimize Apple's product portfolio / iPhone ASP (average sales unit price) in the fourth quarter of this year. The line-by-production conversion rate is equivalent to the estimated increase of about 10 per cent in shipments of the Apple iPhone 14 Pro series in the fourth quarter of this year.

A Foxconn insider acquiesced to the securities times e company reporter that the above production line transfer said.

Huawei Mate 50 is out of stock to raise the price increase.

This autumn, Huawei Mate series set out again after two years of silence, the front of the Mate 50 series is just Apple Inc iPhone 14 series.

Before the launch of Huawei's new product, due to many rounds of restrictions in the United States, Huawei's position in the mobile phone industry was obviously lower than that of Apple Inc, but this time Huawei unexpectedly returned with multiple innovations to compete head-on with Apple Inc's iPhone 14 series, and the market reaction also appeared to be "slightly better" after the launch of Huawei Mate 50 series on Sept. 21.

Although Huawei Mate 50 series does not support 5G, the online platform sold out of hot models within 10 seconds on the day of its first sale, and there was a craze of queuing to pick up goods offline.

Huawei has begun to urgently increase its Mate 50 series of handsets due to hot first-day sales, according to people in the industry chain. Huawei's first batch of Mate 50 series stock has a total of about 4 million units, which have been "carved up" by self-operated stores and online malls, operators, major e-commerce platforms and enterprise customers. Black version is more available, Kunlun glass version, Porsche version, "Liuguang purple" version is limited, the shortage on the market is more serious.

On September 23, the reporter visited Futian Business District and Huaqiangbei in Shenzhen and learned that at present, Huawei official experience stores, large home appliance shopping malls Huawei product points of sale, Huawei specialty stores, etc., Mate 50 series is almost out of stock, a few stores Mate 50 initial version, that is, 128G version black is in stock, the rest are not in stock.

When the reporter asked when it was available and whether it was possible to increase the price to buy spot goods, the staff said that they do not know when the second batch of goods will be released. It is expected that before September 26, the first batch of goods will be sold out on September 21. In addition, these official points of sale are not allowed to increase prices for sale, so they cannot increase prices to buy spot goods.

However, the reporter then went to Huaqiang North Manha and other electronic malls and found that the sales outlets in these malls generally have Mate 50 series spot, but need to increase the price. Mate 50 increases within 1000 yuan, Mate 50 Pro increases 1000 yuan to more than 2000 yuan, top Mate 50 series Porsche version increases more than 8000 yuan per unit, the total price of mobile phones has exceeded 20, 000 yuan per unit.

It is worth mentioning that Huaqiang Beihuawei merchants told reporters that so far only eight Huawei Mate 50 series mobile phones have been delivered at its outlets, which were sold out within one hour of the day when they arrived on September 21.

Before the launch of the Mate 50 series, Huawei launched 4G versions of flagship phones such as the P50, but none of them were similar to the hot sales of the Mate 50 series.

According to the reporter's understanding, the strong market demand for the Mate50 series is mainly due to the fact that many Mate series users have been waiting for the Mate50 series for 2 years or more. Due to the problem of user habits, many users will still choose Huawei mobile phones. In addition, the Mate50 series has many innovative points, including support for satellite communications, emergency power mode, hyperspace storage compression technology, smart code scanning, batch sharing, etc., in addition, the Mate50 series does not support 5G Its configuration is higher in all aspects of the industry, its chip is equipped with Qualcomm Inc Snapdragon 8+ 4G chip, Taiwan Semiconductor Manufacturing Co Ltd 4nm process chip, the chip itself is a 5G chip, but because Huawei is restricted by the United States, its 5G function is blocked.

However, in the end, the actual sales of the Mate 50 series and whether it can compete with Apple Inc iPhone 14 in the domestic high-end mobile phone market will have to wait for some time to see the data of mobile phone shipments from professional institutions.

What is the gold content of 5G mobile phone shell?

Not supporting 5G function is undoubtedly the biggest regret of Mate 50 series. Do consumers mind?

In the course of practical exploration, the reporter randomly asked several people who are interested in buying Mate 50 series mobile phones, and asked them whether they mind that Mate 50 series does not support 5G. Some consumers said that they also used 4G mobile phones before, so the Internet experience of changing to 4G mobile phones should not be much different. Some consumers also said that they usually use their mobile phones to download more files, or do they care whether their phones support 5G functions. So I'm still hesitating about whether to choose the Mate 50 series or the iPhone 14 series.

According to the on-site introduction of Huawei sales staff, in the actual scene, the 5G network speed is about 1.5 to 2 times that of the 4G network, which is less than several times in theory. In addition, many users do not download many files with their mobile phones, and if they need to download files, they can use the Wi-Fi network environment. In addition, the 4G network is relatively mature, and there will not be no signal in some areas, so users who buy Huawei 4G mobile phones I don't really care whether the phone supports 5G or not.

The person also said that at present, some users of 5G mobile phones sometimes choose 4G mode, because 5G mode consumes 30% more power than 4G mode.

However, for those users who mind the 5G function, remedial solutions have also emerged in the current market. 5G mobile phone cases suitable for Huawei Mate 50 series are sold in the market, in which the mobile phone case adapted to Mate 50 is RMB 569 after receiving the coupon, the discount for Mate 50 Pro adapting to 5G mobile phone shell is RMB 699, and the discount for Porsche version is RMB 999.

After the launch of the P50 series, the industry also launched a 5G mobile phone case adapted to the P50 Pro, and there was a craze in the capital market for the 5G mobile phone case, which was launched by Digital Source Technology, which has been trading by the daily limit for several days.

But a question in front of many people today is that a 5G phone case worth a few hundred yuan can solve the pain points of Huawei phones under multiple rounds of restrictions in the United States.

The reporter found that the 5G mobile phone shell is only a supplementary accessory to the mobile network, and its essence is that the user opened a virtual SIM card, that is, the eSIM card.

First of all, if users want to achieve 5G Internet access through the 5G mobile phone case, they must open an eSIM card, which is used as a secondary card with the original physical SIM card of the phone. at present, the three major operators of Telecom, China Mobile and Unicom all support the operation of the eSIM card, and the monthly fee is about 10 yuan.

Secondly, as an accessory, eSIM card needs to be powered by mobile phone, so it will increase battery consumption.

Thirdly, as a plug-in device, eSIM card is not suitable to be used with mobile phone for a long time, and the industry is worried about the hidden dangers of mobile phone security.

In addition, there are feedback from users who have purchased the 5G mobile phone case, the 5G network environment used by the eSIM card is unstable, and the signals are often discontinuous. At the same time, the use of the eSIM card with the mobile phone will occupy the USB interface position, and the 5G network cannot be used during the charging process of the mobile phone.

Many netizens even commented directly after online shopping, "simply paid IQ tax", "advise everyone not to buy" and so on.

Tao Xujun, director of the Nomura Comprehensive Research and Digital capability Center, said in an interview with the Securities Times e company that the 5G mobile phone shell is actually a mobile Wi-Fi using eSIM, which makes the mobile phone case look like a mobile phone case. The mobile Wi-Fi can be put in the portable bag, which is more convenient to use. The mobile phone actually has an impact on the use experience after installing the phone. It is a very reluctant product and is unlikely to become a mainstream application.

The editor-in-chief of the China Culture and Travel Innovation and Entrepreneurship think Tank also told the Securities Times e Company that the 5G mobile phone shell is only a transitional product in the market and will not become the mainstream of the market. Similar products actually existed a few years ago, but they were all short-lived. Because this is a plug-in product that can be used temporarily, it is not recommended to use it for a long time, which not only increases the weight and power consumption of the phone, but also increases the risk of security and stability of the phone.

On September 23, the share price of Digital Source Technology plunged 6% to close at 9.41 yuan per share. In May and August this year, the share price of Digital Source Technology, which launched the 5G mobile phone case, once soared for several days because of the concept of 5G mobile phone shell.

The 5G communication shell belongs to the personal consumer electronic products of specific users, and its modules and other devices are purchased externally and provided by independent third-party suppliers approved by the company, and so far the product is only suitable for the P50 Pro model, with a relatively small share of business income and limited impact on the company, Digital Source Technology announced on August 24th.

Sihu Electronics Group Co., Ltd., the controlling shareholder of Digital Technology, had planned to reduce its holdings of 7.782 million shares from July 18 to August 29, 2022, accounting for 1.71% of the company's total share capital. On August 31, the company announced that West Lake Electronics had reduced its holdings by more than 1% of the total share capital.