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On the evening of July 29, Huawei held an online flagship new product launch conference with the theme of “Vientiane Rebirth”.Huawei P-series flagship new phone P50 series officially released globally。
This series of mobile phones are equipped with HarmonyOS 2 operating system.From the chip point of view, it is equipped with Kirin 9000 and Qualcomm Snapdragon 888 chips, butAll only support 4G network。
For well-known reasons, this year,Huawei’s mobile phone shipments have fallen out of the top five in the world.top halfIn 2009, Huawei’s mobile phone shipments dropped by 66.9% compared with the same period last year, ranking sixth in the world. The top five were Samsung, Xiaomi, Apple, OPPO, and vivo.
In the face of severe challenges from the external environment, Huawei continues to make efforts in software fields other than hardware. According to Yu Chengdong, CEO of Huawei’s consumer business, since Huawei launched the new HarmonyOS 2.0 system on June 2, as of July 30,More than 40 million users have already upgraded to HarmonyOS 2.0。
Huawei releases P50 series mobile phones
On the evening of July 29, Huawei officially released the P50 series of flagship mobile phones. In accordance with past practices, Huawei usually releases its P series flagship phones in March.butDue to the impact of chip supply, the release of Huawei P50 this year was delayed。
The upgrade of the chase camera function has almost become an indispensable core aspect of flagship products in recent years.Despite the complex external environment, the P50 series still continues the innovation of Huawei’s P series in mobile imaging technology.While the mobile imaging industry is still advocating the saying that “the bottom-level top-level crushes the dead”, Huawei’s P50 series brings two major photography technologies: XD Optics and color engine.
According to Huawei’s official introduction, the primary color engine technology refers to simulating the human eye’s perception of color and presenting real natural colors that are what you see is what you get under the collaborative debugging of hardware and software. The computational optical capabilities added to the Huawei P50 series are based on algorithms. To make up for the optical dissipation problem that occurs in the optics, the optical characteristics of the lens are known through advance prediction and later measurement in the design, and the aberration loss caused by the optical path is predicted in advance through the algorithm, and the ideal lens should be restored by the algorithm in the later stage. Effect.
In addition, in recent years, with the outbreak of the self-media short video industry, taking pictures and video functions have gradually become one of the most important mobile phone configurations for many consumers. More and more, many people in the industry often speculate that the future of mobile phone cameras will be equipped with five-camera, six-camera, and seven-camera. It seems that more cameras are the trend of mobile phone development.
But Huawei believes thatMobile phone manufacturers should not pursue the number of cameras, but find ways to make each camera work together to achieve its best effect. In this regard, the Huawei P50 series also proposed a “primary color dual image unit”, that is, a super main camera unit and a super zoom unit, which emphasizes the ability of multiple cameras to work together.
In addition to improving the optical capabilities of the product, the Huawei P50 series has also undergone major changes in appearance. For the first time, the Vientiane double-ring design with dual image units has been introduced.
From the chip point of view, the Huawei P50 series is equipped with Huawei Kirin 9000 chips and Qualcomm Snapdragon 888 chips. The P50 is equipped with Snapdragon 888 and the P50 Pro is equipped with Kirin 9000 and Snapdragon 888, but only supports 4G.
Yu Chengdong bluntly said that due to US sanctions, Huawei’s 5G mobile phones are restricted.Huawei’s 5G chip can only be used as a 4G chip.Through 4G+WiFi and AI technology, users can still get better power consumption and communication performance experience。
For the attention of the outside worldIn terms of priceAccording to the official Weibo news of Huawei China, Huawei P50 starts at 4,488 yuan, and Huawei P50 Pro starts at 5,988 yuan.
Image source: Huawei China’s official Weibo
It is worth noting thatThe Kirin 9000 chips in the Huawei P50 series are all 4G versions。
In addition to new mobile phones, Huawei also released two new smart screen V series products, Huawei Children’s Watch 4 Pro, Huawei Band 6 Pro, and Huawei FreeBuds 4 wireless headsets.
Huawei fell out of the top 5 in the Chinese market for the first time in seven years
Since the beginning of this year, Huawei’s mobile phone shipments have continued to decline. In the first quarter,Huawei’s mobile phone shipments fell out of the top five in the world. On July 29, market research firm Omdia released a report showing that Huawei’s shipments continued to decline. In the second quarter of this year, 9.8 million units were shipped, a year-on-year decrease of 74.6% and a month-on-month decrease of 33.3%.
But in the first half of this year, Huawei still maintained its sixth place in the world with 24.5 million shipments.However, due to well-known reasons, it still dropped by 66.9% compared with the same period last year..Currently the top five in the world areSamsung, Xiaomi, Apple, OPPO, vivo。
According to the China Quarterly Mobile Phone Market Tracking Report released by the International Data Corporation IDC on July 28, China’s smartphone market shipments in the second quarter of 2021 were about 78.1 million units, a year-on-year decrease of 11.0%; the overall domestic market shipments in the first half of this year were 1.64 100 million units, an increase of 6.5% year-on-year. From the perspective of the market structure, the top five manufacturers are vivo, OPPO, Xiaomi, Apple and the new glory after independence.Huawei fell out of the top 5 in the Chinese market for the first time in seven years。
According to the China Securities Journal, Nicole Peng, vice president of mobile business at Canalys, a market research organization, said that for Chinese manufacturers, the Android flagship is a market opportunity that deserves attention in the second half of the year. The glory of Huawei P series and Mate series will not be copied by competitors immediately.
According to industry analysts, at present, the market share of high-end mobile phones that Huawei mobile phones surrendered is mainly due to the share of Apple and Samsung.
CITIC Securities released a research report that it is expected that Huawei’s mobile phone chips and overseas markets will still be under pressure in the short to medium term.
In the Chinese market, 5G mobile phone shipments currently dominate, which also makes Huawei mobile phones face challenges in the domestic market. According to data from the China Academy of Information and Communications Technology, from January to June 2021, domestic market shipments of 5G mobile phones amounted to 128 million units, a year-on-year increase of 100.9%. From the perspective of overall shipments, 5G shipments accounted for 73.4% in the first half of 2021.
The Huawei P50 series only supports 4G.
HarmonyOS or a turnaround?
As Huawei’s first mobile phone pre-equipped with HarmonyOS, the P50 series not only has a brand new visual language, but also breaks the original fragmented interaction and control methods, enabling more natural collaboration between devices and seamless information flow.
Since the official release of HarmonyOS in August 2019, Huawei has accelerated the implementation of HarmonyOS in two years. As of June 2021, 300+ applications and services, 1,000+ hardware, and 500,000+ developers have jointly participated in the construction of the Hongmeng ecosystem. The launch of HarmonyOS is of great significance to Huawei’s terminal business.
With the advent of the Internet of Everything era, IoT devices such as tablets, watches, and wearable devices are developing rapidly, and smartphones will no longer be the only smart terminals for consumers. According to the data of the “Research Report on the Operation Status and Development Strategy of China’s Internet of Things Industry for 2020-2026” released by Zhiyan Consulting, it is estimated that the scale of Internet of Things will reach 7 billion in 2022, and the global Internet of Things devices (including cellular and non-cellular) in 2025 The number of networked devices will reach 25.2 billion.
Huawei’s HarmonyOS operating system can not only solve the problem of mobile phone operating systems, it will also become the system hub for connecting all hardware products in the AIoT era as a “super terminal”. It is the core of Huawei’s consumer business “all-scenario smart life strategy”.It is also an opportunity for the domestic operating system to overtake overseas traditional manufacturers。
However, the difficulty of making a new operating system is self-evident. It requires no less than one billion lines of code, tens of billions of capital investment, ecological construction, etc., but there is no way back for Huawei.In addition to developing software, Huawei has also continued to invest in the chip field in recent years。
From HiSilicon’s intelligent terminals that enable the Internet of Everything, emphasizing the 1+8+N full-scenario ecological strategy, to HarmonyOS connecting people, equipment, scenes and other people-centric super terminals, Huawei continues to build the underlying core technologies to challenge industry technologies peak.
At this P50 series conference, its brand concept film “Take the Hardest Road and See the Most Beautiful Scenery” also demonstrated Huawei’s tenacity to face difficulties. As Ren Zhengfei once said,Huawei could have made easy and profitable real estate, but in the end it did a bitter, tiring, and difficult communications industry.。
The Olympic arena is hot, and you can experience it in any arena. No victory is taken for granted. The same goes for the technology track.
What are Huawei’s mobile phone concept stocks?
In recent years, Huawei’s ability to “carry goods” in the A-share market has been fully verified. The release of new products on mobile phones with HarmonyOS has aroused the attention of the industry and affected the stock price trend of listed companies in the industry chain. However, due to the trade secrets involved, the outside world cannot learn about the supply chain system of the P50 series for the time being, but it can also roughly speculate on the possible cooperative listed companies of the P50 series from the supply chain of Huawei’s previous generations of products, such as the P40 and P30.
In terms of screens, it is reported that the Huawei P50 series will mix BOE A (000725, SZ) and Visionox (002387, SZ) screens. Recently, Visionox said in response to whether to supply Huawei’s P50 series on Huiyi.com that the company maintains good cooperation with many brand customers. For specific product information, please refer to customer releases. The Huawei P40, P40 Pro, Huawei Mate X, Mate Xs folding screen phones, etc., were previously equipped with BOE screens.
The improvement of Huawei’s P series camera function is the core focus of the competition of this flagship mobile phone, and some A-share companies can also be seen in the technical route of the optical field. CITIC Securities believes that although the overall performance of optical industry chain companies in the second quarter of 2021 will be weak, in the medium and long term, the mobile phone pixel upgrade, multi-camera and other innovation trends will not change. We are optimistic about the continuous improvement of the competitiveness of domestic head manufacturers. Follow Sunny Optical Technology (02382, HK), Lianchuang Electronics (002036, SZ), etc.
West China Securities stated in the latest research report,Video has gradually become the market’s greatest expectation for P series products, and P50 may once again lead the trend of mobile video, Optical innovation is still its constant pursuit, opening a new era of rear dual main cameras.
“Vail shares (603501, SH), as the world’s leading CIS company, has continuously promoted product pixel upgrades and accelerated penetration into the rear main camera of domestic terminal brand customers. We believe that with the establishment of the rear dual main camera trend, the company is expected to Further increase the market share of the main camera. At the same time, the company continues to maintain its leading edge in the field of small pixels, launching 32M/48M/64M and other highly competitive 0.7u/0.61u products to accelerate the front camera and rear main camera Upgrading of photographs.”
In addition, Huawei’s core suppliers also include Sunway Communications (300136, SZ), Speedball (300322, SZ), Lens Technology (300433, SZ), Qiu Ti Technology (01478, HK), Sunlord Electronics (002138, SZ), Zhuo Shengwei (300782, SZ), Microtech (300319, SZ), Sanhuan Group (300408, SZ), Fenghua Hi-Tech (000636, SZ), Shennan Circuit (002916, SZ), Changying Precision (300115, SZ), Crystal Optoelectronics (002273, SZ), Anjie Technology (002635, SZ), Xinwanda (300207, SZ), Desai Battery (000049, SZ), AAC Technology (02018, HK) and Goodix Technology (603160, SH), etc.
Daily Economic News Comprehensive Huawei China’s official Weibo, Everyjing.com, China Securities Journal,Public information, etc.
Cover image source: Visual China