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Can Huawei compete with Apple after Huawei Mate 50 Series launch?

Jae-hyuk 2022. 8. 23. 15:47
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HUAWEI Mate 50 Series will be released on September 6. Although it has not been released yet, the "enemy" of Huawei Mate 50 and Apple iPhone 14 has become the hottest topic recently. It is reported that the two mobile phones are mass-produced simultaneously and on the same day. Released, in the original atmosphere of killing each other, there is an inexplicable atmosphere of love. So what will be the situation of the confrontation between Mate 50 and iPhone 14 this time?

The iPhone 13 is a big seller, with excellent product performance, and the iPhone's market share has repeatedly hit new highs. In terms of chip innovation and technological accumulation, the iPhone 14 can be described as Apple's product at its peak. Huawei, although Yu Chengdong said that Huawei's production capacity has returned, I have to say that even at this stage, the US sanctions still bring huge pressure on Huawei. The most obvious one is Huawei, which is the first in 5G patents. 5G SOC and front-end RF chips can only launch 4G mobile phones at this stage. The end of the cooperation with Leica has caused Huawei to lose a big banner in the video.

Judging from the leaked configuration of the Mate 50, Huawei is under more pressure than that. First of all, when the flagship products of other brands use the TSMC version of the Snapdragon 8+, according to the news, the Mate 50 uses the Samsung version of the Snapdragon 8. There are even rumors that some models will use the old Snapdragon 888 chip. It is half a generation or more behind the mainstream camp of the Android camp on the chip.

This is mainly because only Qualcomm has obtained a license to supply SOC chips to Huawei, and the supply is still dedicated to 4G chips. The exclusive supply of special chips allows Qualcomm to do almost whatever it wants. When the chips are selling well, supply to Huawei is delayed; when the chips are in stock, the stock can be sold to Huawei. And this lag behind the mainstream, maybe in the future, when Huawei launches the P60 and Mate 60 series, it will continue.

The same problem also occurs with the camera. In the past, Huawei's P and Mate series could often use or even monopolize Sony's high-end cameras, or jointly develop cameras with Sony. However, according to the Mate 50, the standard version uses Sony IMX 766, while the Pro version uses only IMX 800. Although the camera is not backward, at least the advantages of the original Huawei P and Mate series in the camera have been small or even completely disappeared.

It can be said that even if Huawei solves the problem of production capacity, it only solves the problem of production capacity, and the constraints of the supply chain are still heavy chains. Today's Huawei is not only incapable of stacking materials compared with other Android phone manufacturers. More importantly, Huawei's original strengths, whether it is 5G or chips, photography, or joint cooperation, the original Huawei's strongest projects have now become its soft underbelly.


It can be said that the Mate 50 is just a product that Huawei made with all its strength in the era of residual blood. 
Speaking of which, Huawei and Apple are quite similar, and both brands have a huge power of faith. Although the word "power of faith" seems a bit metaphysical or even anti-intellectual, as ordinary consumers, it is actually impossible to have a deep understanding of the mobile phone industry and its configuration. At this time, reliable brands and models are often purchased by them. The most critical factor for mobile phones. Therefore, "faith" is actually the key to whether many brands can cut into the high-end market.

Speaking of which, Huawei's Power of Faith has performed quite well. Although in Q1 2022, its global market share of high-end mobile phones dropped from 9% in the same period last year to 3%, considering that Huawei does not have high-end chips during this period. , the supply of mobile phones is still insufficient and they are basically only sold in China, and the domestic market share has also fallen to Others, but in terms of high-end, it can still be on par with the global sales of Mi OV and other brands, and it is still in the lead among domestic manufacturers. Location.

In terms of continuing belief, Huawei actually faces many problems. If there is no Kirin, the product differentiation from other brands will be reduced. The release of Mate's mid-end for nearly two years will cause it to lose some loyal users. But at the same time, the two-year interval may bring about a wave of replacements for Mate series users.  At the same time, there are many people waiting for Huawei to release new models, which has laid an excellent foundation for the shipments of the Mate 50 at the beginning of its release, so I believe it will be very popular in the early days of its release. Its production capacity and, of course, subsequent sales depend on the performance of the product itself.

Frankly speaking, the Mate 50 is just a product that Huawei made with all its strength in the era of residual blood. Therefore, in terms of product maturity and balanced performance, the performance is inferior to the iPhone 14. In terms of faith blessing, the Mate 50 is also slightly inferior. In this case, the Mate 50 may not be able to fully compete with the iPhone 14. But even in a weak position, Huawei is still the most successful in the high-end market among domestic manufacturers, and the appeal of the Mate series, the blessing of faith, and the optimization of Huawei in high-end machines are still difficult for other domestic manufacturers to reach. Therefore, in the coming year, the Mate 50 may be the best blocker for the iPhone 14.

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