The first sale of iPhone12 and the pre-sale of Mate40 were extremely popular on October 23, with long queues in brick-and-mortar stores around Apple Inc, some even outside shopping malls, and Mate40 on Huawei's official e-commerce platforms for a long time.

Huawei Mate40 can't get it.

With Apple Inc iPhone 12 hard Gang, October 23 is also the date on which the Mate40 series officially opened online and offline bookings. At 00: 00 on October 23, Huawei Mate40 Pro and Huawei Mate40 Pro+ opened 100RMB reservations in Huawei Mall, online authorized e-commerce platforms and offline authorized retail channels.

But in the early hours of October 23rd, a number of people said that the Mate40 series could not be won at all.

It is reported that around 00:11 on Oct. 23, Huawei Mall showed that it was in line and sold out soon after. At 10:08, Huawei Mall released goods again, but soon after, both Huawei Mate40 Pro and Huawei Mate40 Pro+ were temporarily out of stock. As of 9 pm on October 23rd, Huawei officials still showed that Mate40 Pro and Mate40 Pro+ were temporarily out of stock.

「I can't get it at all. It's even harder than iPhone 12. It's a second light."there is pollen.

A woman in Shenzhen had been looking forward to the release of Mate40 before the Mate40 was released. She bought it mainly because "buy one and keep it, otherwise you won't be able to buy a high-end Huawei phone in the future."

Yu Chengdong pointed out in the "China Informatization 100 meeting" held in Shenzhen on August 7 this year that due to the sanctions imposed by the United States on May 16, Huawei's Kirin series chips will not be manufactured after September 15 this year. Huawei will be the last generation of a series of high-end Kirin chips when it launches its Mate40 chip this fall.

Since then, the domestic market Huawei high-end mobile phone supply is relatively tight, many dealers hoarding goods or ask customers to increase the price to buy.

It is worth noting that Yu Chengdong, the CEO of Huawei's consumer business, did not mention "out-of-print chips" at Huawei's Mate40 conference on October 22, but repeatedly mentioned that Huawei is very difficult at present.

On October 23, Huawei released its operating results for the third quarter of 2020. In the first three quarters of this year, the company achieved sales revenue of 671.3 billion yuan, an increase of 9.9% year-on-year and a net profit margin of 8.0%. Huawei said its business results for the first three quarters of 2020 were basically in line with expectations.

According to CITIC's latest research report, Huawei's Mate40 domestic pricing is expected to be 2030% lower than the euro price. Combined with Huawei's previous Mate series sales, considering sanctions, Mate40 series sales are expected to be on the order of 10 million.

There are long queues in Apple Inc stores all over the country.

October 23, is the official launch day of iPhone 12, at about 9 am, there are long queues at the gates of Apple Inc store in Yitian Holiday Plaza in Shenzhen, Apple Inc store in Xidan in Beijing, and Apple Inc store in Tianhuan in Guangzhou. Some of them are pre-booked online to pick up the goods on the same day, and the other part is expected to be purchased on the spot after the on-site experience on the same day, and of course some are scalpers.

A user in Shenzhen who bought iPhone 12 told reporters that he bought iPhone 12 mainly because of his need to change 5G phones, and he had been using Apple Inc phones before.

China International Capital Corporation pointed out that iPhone shipments have declined for five consecutive years since the iPhone 6 peak, and the replacement cycle has been more than five years. China International Capital Corporation estimates that 72% of the world's more than 1 billion iPhone stock users are still using 2017 and earlier models.

An Apple Inc dealer in Jiangsu told the Securities Times e Company that at present, if users buy iPhone 12 from Apple Inc's official website or specialty store, it is directly the official price, and there is no need for a price increase, but if they buy from other unofficial channels, they basically need a price increase, ranging from 200 yuan to thousands of yuan depending on market conditions and models.

It is worth mentioning that the dealer admitted to reporters that the pre-sale of the iPhone 12 series in his mobile phone store this year was not as good as in previous years, and the store had booked more than a dozen iPhone 12 as of the afternoon of October 22.

Shenzhen Yitian Holiday Plaza Apple Inc store also said that most of the models ordered from Apple Inc's website for iPhone 12 and 12 Pro are due in 2-3 weeks and are expected to be shipped in mid-early November. However, in the store, iphone 12 is available in stock and can be purchased directly without a price increase.

According to official information, the full range of iPhone 12 products support 5G this year, which is the first time that the iPhone series supports 5G. In terms of chips, the full range of iPhone 12 is equipped with the most powerful mobile phone chip A14 bionic chip. In terms of screens, the full range of iPhone 12 will use OLED screens and use the latest screen glass technology to increase hardness and fall resistance.

On the whole, under the influence of the strongest chip, screen and Apple Inc software, the biggest highlight of iPhone 12 this year is the strong photo function. When experiencing the new machine, a reporter from Securities Times e Company found that the iPhone12 photo function performed well in terms of photo details and texture.

The wave of 5G replacement is really coming!

Changjiang Securities believes that Apple Inc iPhone 12 products coincide with the domestic 5G replacement trend. In September, for example, domestic 5G mobile phones accounted for 60.0% of 5G mobile phones. 5G replacement has begun. Many Apple Inc users or potential customers postpone replacement to purchase a new 5G version of iPhone. IPhone 12 is an innovation that users have been waiting for for a long time.

Analysts believe that Zhonghua and Apple Inc occupy the top two positions in the current high-end mobile phone market, and when "double 11" is approaching, the two top mobile phone manufacturers Apple Inc and Huawei have launched 5G flagship mobile phones one after another, which will undoubtedly ignite consumers' enthusiasm for replacement.

According to data from the Institute of Information Technology and Communications, in September this year, the domestic mobile phone market shipped a total of 23.334 million units. In the first three quarters, the total domestic mobile phone market shipped 226 million units, of which 218 million smartphones were shipped, accounting for 96.5% of the mobile phone shipments in the same period.

In September this year, 13.99 million 5G mobile phones were shipped in the domestic market, accounting for about 60 per cent of mobile phone shipments in the same period, and 26 new models were on the market, accounting for 44.8 per cent of the number of new phones on the market in the same period. In the first three quarters, the cumulative shipment of 5G mobile phones in the domestic market has reached 108 million.

China Mobile Limited recently released a report on the consumption trend of 5G terminals in 2020, specifically talking about the development of 5G terminals. China Mobile Limited said that China is the country with the fastest construction of 5G in the world, the market of 5G mobile phones is growing rapidly, and 5G phones in the Chinese market are replacing 4G phones.

"affected by the epidemic, the trend of 5G replacement has been delayed, and 4G and 5G coexist for quite a long time in 2020. Zhao Ming, president of Glory, once told the Securities Times e Company that China is now adding more than 10,000 5G base stations every week, and the number of 5G base stations in China will exceed 600000 by the end of the year. With the increasing improvement of 5G network coverage throughout China, 5G mobile phones have reached a stage of rapid popularity in the second quarter.

Wen Ku, spokesman of the Ministry of Industry and Director of the Department of Information and Communications Development, said at a news conference held by the State News Office on October 22nd that the annual target of 500000 base stations for 5G base stations had been completed ahead of schedule, and by the end of September, the cumulative construction of 5G base stations had reached 690000, basically achieving 5G coverage in prefectures and cities. The rapid progress of 5G network construction has laid a solid foundation for the 5G replacement trend.