Huawei Mate60Pro was launched in a low-key manner at the end of August. After the new phone was released, it caused a global sensation like throwing a "nuclear bomb" in the technology world. Apple analyst Ming-Chi Kuo recently posted on the X platform that:Huawei's return is expected to regain the market share previously "robbed" by the iPhone, but the extent of the impact still needs to be observed.
access:
Huawei Mall
Ming-Chi Kuo believes that "Huawei's return cannot have no impact on the iPhone." However, this impact will not be reflected in the pre-orders of iPhone 15 in the Chinese mainland market. People who will pre-order iPhones are core users or Apple fans. These people are not the current target customers of Huawei mobile phones.
In contrast, although the iPhone 15 is extremely popular, its innovation is obviously insufficient.The situation of the Pro version seems to be better, such as the first USB-C port iPhone, the first periscope iPhone, the first titanium alloy body iPhone, the first "ActionButton" iPhone, the world's first 3nm chip iPhone, etc.
From the perspective of market competition, Apple can no longer continue to "squeeze toothpaste", and Huawei's comeback will have a big impact on Apple. Previously, Guo Mingchi also said that Qualcomm will be the main loser in Huawei's adoption of Kirin 9000S and new Kirin chips. Huawei expects that starting in 2024, new models will fully use its own-designed new Kirin processors.