Source: Finance Association
In the early morning of September 13th, Beijing time,$Apple (AAPL.US)$A new product launch will be held soon. Due to the return and popularity of the new Huawei model, this old rival will once again face off in the fall.
Recently, an Finance Federation reporter visited Apple and Huawei flagship stores in Guangzhou and Shenzhen offline and found that the popularity of Huawei phones continues to rise, and the newly scheduled Mate 60 Pro will take at least one to two weeks to arrive. Some dealers told reporters that currently the Huawei Mate 60 Pro series needs to be purchased at an additional price of 1,300 yuan. Apple, on the other hand, has maintained a consistent style of mystery. Offline store staff say they “don't know anything” about the new device. Most of the customers in the store are on the sidelines and wait-and-see, while dealers have already begun making reservations for the new Apple device.
The brands are full of explosives. A listed company in Guochain revealed that it is about to enter the peak season. Currently, the company's orders are full. Regarding the “clash” of new Apple and Huawei products, many of the manufacturers interviewed said that although sales of Huawei phones are booming, China's previous product sales base is low, and production capacity is currently limited. Counter Point analyst Ivan Lam, who has been tracking mobile phone chains for more than ten years, told reporters that Apple will still dominate the market share with a unit price of 600 US dollars or more.
Under this scenario, Ivan Lam further stated that Guochain and Huawei mobile phone chain have many co-suppliers, and some coincident suppliers have benefited the most. According to the reporter's analysis, there are mainly coincident manufacturers$Boe Technology Group (000725.SZ)$,$Lens Technology (300433.SZ)$,$Shenzhen Desay Battery Technology (000049.SZ)$,$Lingyi Itech (002600.SZ)$,$Avary Holding (002938.SZ)$etc.
Huawei continues to be out of stock, Apple has not revealed details of new products
After the launch of the Huawei Mate 60 Pro without any warning, in the early morning of the next day, Apple quickly announced that it would host a new product launch conference at 1 a.m. Beijing time on September 13, with the title “Curious Heart, Leave It to September 13th,” which is quite interesting.
Right now, the new Apple phone is about to go on sale, and it is still difficult to see the “welcome” atmosphere at many offline stores in the Guangzhou and Shenzhen regions that the reporter visited. At the official Apple direct-run store in Tianhuan Plaza in Guangzhou, there are not a few people who take advantage of the weekend to experience products, inquire about new models, and plan to replace their old models, but customers are very keen to wait and see.
A staff member said that in fact, most people who have recently bought iPhone 14 are personal phones that are broken or gifts. If they are not particularly helpless, they generally don't buy at this time. Whether they can wait until the iPhone 15 comes out before deciding whether they can wait until the iPhone 15 comes out or not, “Judging from previous years, it was still quite weak before the new phones were released.”
Regarding the situation with the iPhone 15, the store clerk said that it is still unclear what price the new device will be offered, when it will go on sale and when it will arrive; everything will not be announced until after the press conference. Reservations can be made in advance, but only in the name of the company.
A dealer in Huaqiangbei told the reporter that orders for the new Apple device have now begun, with a deposit of 500 yuan, which will later be directly deducted from the sales price. Asked if there will be a price increase this year, the dealer said it needs to be determined based on market feedback after the new Apple device is sold.
On the other hand, sales of Huawei's newly launched Mate60 and Mate60 Pro continue to be booming. The dealer mentioned above told the reporter that it plans to stock up a small amount of new Apple models, but the current capital is basically used to purchase new Huawei models. “They are all in rush, and they are all sold at a premium price. The price of the Huawei Mate 60 Pro 12GB+512GB version ranges from 8,299 to 8399 yuan (the price on the official website is 6,999 yuan).”
Huawei's high premium is related to the general lack of stock on its official channels. At the Huawei Authorized Experience Store in Tianhe, Guangzhou over the weekend, the reporter saw that the store was full of people waiting to experience the new Mate 60 series. There were also quite a few customers entering the store and going straight to place orders. The staff were busy, shouting “Reservations are currently the fastest way to get the goods,” and hurriedly responding to various questions from customers, such as “is the Mate 60 in stock?”, “Where is the prototype”, and “How long will it take for the reservation to arrive”.
“Not sure how long it will take to get it. Tens of thousands of people have already ordered the entire Guangzhou, so priority will be given to satisfying the customers who made the reservation earlier.” The clerk said.
The Huawei flagship store in Shenzhen's Vientiane Tiandi is also in a similar scenario. Last weekend, an on-site worker told reporters that the delivery time is currently undecided, but it will take at least 1-2 weeks. According to Huawei's official website, delivery of the Mate 60 Pro series is expected to be completed by September 17 after it is scheduled. The Mate X5, which was newly released on September 8, is also very popular. “People began to line up at the door after 9:00 a.m. on the day it went on sale, circle after circle. Although no specific price was given, everyone directly placed a deposit. Currently, we don't have any reserved places here.” The person mentioned above said.
Coincident suppliers benefit the most
Judging from early news from various parties, Apple will soon launch the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max at this press conference. The main changes include the use of a Type-C interface, the iPhone 15 Pro Max is equipped with a periscope lens, and the use of Lingdong Island for the entire series.
New products are on sale soon, and the “fruit chains” are also conveying a busy atmosphere.
The largest iPhone foundry$Fujifilm Holdings Corporation Unsponsored ADR (FUJIY.US)$Kang is still actively recruiting workers. A labor agent told the reporter that currently, if you join Foxconn in the port area of Zhengzhou, you can still get a rework fee of 6,000 yuan and a daily salary of 23.5 yuan/hour.$Universal Scientific Industrial(Shanghai)Co., (601231.SH)$A person from the securities department told the Finance Federation reporter that it has now entered the peak sales season, and “revenue is expected to rise sequentially every month from now on.” A person from the securities department of Peng Ding Holdings also told the reporter that the company's production line is currently full.
However, the popularity of new Huawei devices has also caused the market to worry about the sales of new Apple models. “We expect the Mate 60 series and X series to test market reactions and adjust production plans in a timely manner, while seizing consumer sentiment before the iPhone 15 series is released.” Ivan Lam told reporters.
The popularity of Huawei chain companies, which had been dormant for a long time, was influenced by the brand side and continued to rise. Two weeks ago,$Shenzhen Lihexing (301013.SZ)$The stock price increased by more than 30%. As an investor, the Finance Federation reporter learned from Lihexing's securities department that the company mainly provides testing equipment for Huawei. A person in the securities department of Lansi Technology, whose stock price increased by more than 12% in the previous two weeks, said that Lansi Technology has cooperated with Huawei for many years. Furthermore, in the industrial chain$Keystone Technology (605588.SH)$4 in a row,$Ronglian Group Ltd. (002642.SZ)$2 in 1 board.
Unlike the Huawei industrial chain, which has queued up and down, Apple's stock price fell by nearly 6% last week.$Luxshare Precision Industry (002475.SZ)$Shares fell more than 10% last week.
However, many interviewees believe that the final impact of the popularity of new Huawei machines on the industrial chain remains to be seen. At the same time, a person from Desai Battery Securities, which supplies Apple and Huawei, told the Finance Federation reporter who called as an investor that the second half of the year was indeed a peak demand season, but due to the previous low sales base, the impact that Huawei phones could have on the company was limited. The securities department of Huan Xu Electronics, a “fruit chain” company, said that the company did not supply Huawei, the sales period for new Huawei machines was not long, and there was not much user feedback. Whether it affects customer sales volume depends on market feedback. Currently, there are no major fluctuations in the company's production and operation. “We don't expect [Apple phone sales] to have that much impact in the short term because Apple is a global company.” The person further stated.
According to TechInsights, the total number of smartphones shipped by Huawei this year is expected to reach 35 million units, an increase of 36% over the previous year. It is expected that by the end of the year, the number of Huawei Mate 60 Pro shipments in China will exceed 1 million units. However, Ivan Lam said that the stock volume of the Apple 15 series is currently around 80 million units, and Apple will still dominate the market share above 600 US dollars.
On the one hand is Apple, which has a stable leading position, and on the other is Huawei, which continues to break through. Where will the industrial chain go in the future? Ivan Lam told reporters that both Huawei and Apple are known for their efficient supply chain management and have selected leading device module suppliers. Therefore, their gross profit is basically equal, and they all have good guarantees. There are many co-suppliers between GuoChain and Huawei Mobile Chain, and some coincident suppliers may benefit (with the launch of new Huawei and Apple devices) and improve performance.
Editor/jayden