After The Apple Conference, HUAWEI Mate10 Will Win?

September is the most exciting time for mobile phones.

The application of overnight exploding, the endless stream of scripts, and the high price of the price of the screen and the need to pay for marketing in a few days, maybe only apple can do it.

This year is the 10th anniversary birth of iPhone, because of this special year.

The new product conference has more attention than before.

But in the industry's eyes, even the iPhoneX, which is "the most expensive" in history, has not brought more technical impact to the industry as before.

Chip company Qualcomm even published an article on "new technology always appears on Android" before Apple released. Apart from counting OLED screens, frameless and face unlocking functions, Android mobile phones have been used first, and Android technology has already possessed many of the world's first technologies.

Implying Apple's innovation is weak.

"More importantly, at present, the rate of iPhone8 assembly is only 50%, and the volume of the first batch is not high. Users want to buy products according to the price of official website. This time will take place until the end of November and early December, so Apple's share in the global market will not change much in the short term."

First, Sun Yanbiao, President of the mobile phone Research Institute, told reporters.

Challenger

At the end of the apple conference, HUAWEI terminal insiders said that Mate10, which is about to be released from Yan value and performance, won Apple's victory. "After watching Apple's conference, everyone's pressure is not so great."

At the just concluded autumn new conference, Apple released a variety of products, including three new iPhone, 4.7 inch iPhone8, 5.5 inch iPhone8Plus and 5.8 inch iPhoneX.

Among them, iPhoneX is known as the most expensive iPhone in history, the lowest price is 8388 yuan, and the top matching version is close to 10000 yuan.

From a technical point of view, like the "implication" of Qualcomm, many functions of Apple Mobile are not the first.

Higher screen than SuperRetinaHDOLED screen, abandon Home key, vertical double lens, wireless charging, face recognition FaceID, all new color matching, the advantages of these apples have been early in advance on domestic mobile phones.

The Note8 released by Samsung at the end of last month has already possessed most of the functions of iPhoneX, becoming the most competitive product of apple iPhoneX.

On the day before Apple's launch, the "full screen" selling point on MIX2 released by millet was a direct "crash" with apple.

According to the introduction of millet, MIX2 is almost all of the screen, the screen size is reduced to 5.99 inches, the screen proportion is 18:9, and it has been upgraded in three aspects, including hidden traditional earphone, distance sensor and micro camera.

In addition to connectivity and mobile networks, Qualcomm vice president and general counsel DonRosenberg has said that Qualcomm has many innovations, such as high-precision GPS navigation, APP store operation, power management, battery life, high compression mobile video, graphics, image processing, face recognition, high-definition audio and audio compression technology.

In his view, Qualcomm's innovation is the core of every iPhone phone, bringing the most important uses and functions.

"It is foreseeable that in the next ten years, Apple will face greater challenges in hardware innovation, including competitors from China, and the industrial advantage is shifting from the west to the East."

Sun Yanbiao told reporters.

Apple changes

Although innovation is weak, it can not be denied that under the leadership of Cook, apple is a highly successful company in business.

At the current level, Apple's share price needs to rise by about 20%, making it the first company in the world to have a market value of over trillions of dollars.

Brian White, an analyst with investment company DrexelHamilton, said that we still believe that Apple's share price will not only benefit from the new iPhone cycle, but also benefit from Apple's capital allocation plan, attractive valuation and potential product innovation.

To some extent, Apple has been trying to get rid of the impact of new products on performance in recent years, such as service and channel profit improvement.

Apple's third quarter data show that the revenue generated by services is US $7 billion 270 million, the highest single season income record. The growth of service revenue is mainly caused by the strong growth of Apple Music and iCloud business revenue.

In addition, the latest report of eMarketer, a technology market research firm, shows that Apple retail stores earn 5546 US dollars in sales per square foot, which is equivalent to 61622 US dollars in sales per square meter, which is far higher than that of other retailers.

At the autumn new product conference, AngelaAhrendts, the head of Apple retail business, introduced the new retail store model of "PlazaCommunity", which will make the apple store more social. Retail stores can teach children to learn programming. In some large stores, local artists will also participate in activities.

In the future, Apple will open more "square communities" around the world, and invest more in the existing more than 700 retail outlets.

In the Chinese market, apple is also looking for a "lost" share through more partners.

In the iPhone8 and iPhoneX booking sales, Apple Online has significantly more channel partners than before.

In this year, Apple has become Apple's first tier licensing business, responsible person told the first financial reporter, apple most of the past channels are mainly authorized distributors of offline channels, but from this cooperation point of view, apple is also looking for new growth engine.

"Staged music became an apple level licensing company in April this year.

This is a process of upgrading. Before it was a low level authorized dealer (T2, two level authorized dealer), the upgrading process required the strength and sales ability of the channel, as well as the cooperation and support for Apple activities, and the close cooperation with apple.

The official said that at present, iPhone has sold more than 1 million units on the platform, which is the largest online channel besides Jingdong and Tmall.

"Apple's penetration in China is significantly inferior to that of domestic mobile phones. But since last year, apple is also intending to increase investment in China, which also includes online channels. Now Tmall, Jingdong, Suning and Gome are Apple's online distributors."

Sun Yanbiao told reporters.

He told reporters that apple is the most successful consumer electronics product in the past ten years, and that brand premium and continuous investment in research and development are also expected to keep apple in the lead in the next ten years.

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But perhaps as high pass concluded, Android will be the most powerful opponent for apple.

More interesting reports, please pay attention.

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