September 23rd is the full week of the iPhone 14 series, and it is also the third day of the Huawei Mate 50 series. With the blessing of these two new series, the " China Electronics First Street" Huaqiang North reappears In the hustle and bustle of the past, consumers who went to visit the store and merchants who were waiting for the gold owners were intertwined into a busy but orderly picture. On the other hand, the market of the iPhone 14 series and Mate 50 series on the Internet was constantly changing. How about the sales of the
iPhone a week after it went on sale? How is the current situation? Is the Mate 50 really selling like hot cakes? Huawei mobile phone is really back? Is the 5G mobile phone case good or not, should I buy it? With these questions in mind, a reporter from Securities Times ·e company took a closer look a few days ago. The reporter of
found that the current iPhone 14 series is still relatively hot, but due to the relatively sufficient stock of and Apple this year, the strong Pro price increase market in previous years has shown obvious signs of loosening. Speeding up shipments in the form of "head, mobile phone film", etc., indicating that the market is gradually turning to buyer's market . The
and the Mate 50 series have only received the first batch of goods from various retail channels. Due to the small amount of goods released and the many innovation points and high attention, the current official sales outlets of the Mate50 series Huawei are almost out of stock, and the Kunlun glass version is in stock. The demand is strong, and individual sales outlets in Huaqiangbei and other regions are generally in stock, but the price must be increased, at least a few hundred yuan per unit, and the Porsche version will cost about 8,000 yuan per unit.
As for the popular 5G mobile phone cases on the Internet, consumers who intend to buy Huawei Mate 50 mobile phones hardly care whether the network is 5G or not, and 5G mobile phone cases also have some "chicken ribs" experience in real use, and actual sales are limited.
iPhone 14's sales data for the first week of the sale revealed that since the official launch of
on September 16, the market for the iPhone 14 series on the Internet has fluctuated several times, from the hot day of the first sale, to the "scalpers" selling the iPhone 14 and iPhone 14 the next day. After the break of the model, Luo Yonghao , Ren Zeping "big mouth" approved Apple's "Smart Island" pseudo-innovation, etc., and Foxconn Zhengzhou dismantled the iPhone 14 model production line, etc., has the iPhone 14 series been cold? Is Apple, as the dominant domestic high-end mobile phone, unable to escape the overall weakness of the market?
According to Sandalwood e-commerce market monitoring data, the 7-day pre-sale sales of the iPhone 14 series on Tmall platform increased by 7% compared with the 7-day pre-sale of the iPhone 13 series, and the sales increased by 17% year-on-year; pre-sale sales of different versions Looking at it, the pre-sale volume of the standard series decreased by 70% year-on-year, and the pre-sale volume of the Pro series increased by 56% year-on-year.
As of September 19, the cumulative sales of the iPhone 14 series on the Tmall platform decreased by 6% compared with the same period of the iPhone 13 series, and the sales increased by 4% year-on-year; in terms of sales by version, the sales of the standard series decreased by 71% year-on-year , Pro series sales increased by 38% year-on-year.
Sandalwood analysts said that the sales performance of the iPhone 14 series reflects the result of changes in the strategy of the iPhone product line in the context of the global macroeconomic downturn, insufficient consumer demand, and rising supply chain costs. Its follow-up performance deserves the attention of the industry.
On the evening of September 23, just one week after the iPhone 14 series was on sale, the reporter saw in large e-commerce shopping malls such as the Apple Store in Huaqiangbei or the Suning Tesco that the current demand for the iPhone 14 series is still strong, but it is not comparable to the strong in previous years. Compared to the seller's market , which has lasted at least one or two months for the price increase of the Pro model, the price increase market this year is relatively weak.
The iPhone 14 price quoted by many merchants to reporters is a small price increase of several hundred to more than one thousand yuan for the spot, but almost all of them will come with Apple's official iPhone 14 accessories: a mobile phone case priced at 399 yuan on the official website, and a mobile phone film with a price of 198 yuan , The charging head of 149 yuan, the total value of 746 yuan, of course, the merchant will give some or all of the products in the aforementioned gifts according to the total price of the model purchased by the consumer and the price increase rate.Zhou has never presented an attachment.
took the quotation obtained by the reporter as an example. The price of iPhone 14 Pro is increased by 1300 yuan/unit to 1900 yuan/unit for different capacities, and the price increase rate is the same for different colors. For Max, the price increase ranges from 1,900 yuan/unit to 2,200 yuan/unit. The 512 version also has the highest price increase, and the 1T version has a lower price increase. The above quotations all come with the aforementioned three accessories from Apple's official website.
"Although there is a small price increase, the accessories are also worth hundreds of dollars." A businessman told reporters.
also has a small number of offline merchants who said that the current purchase of the iPhone 14 series still has to wait 3-5 days and requires a small price increase. On the online side of
, on the morning of September 24, reporters such as Taobao, , Jingdong, and other platforms found that the online market is similar to offline. There are some gifts above RMB, but the iPhone 14 can indeed be purchased at a slightly lower price than the official website.
On Apple's official website, it still takes about 4-5 weeks to purchase the iPhone 14 Pro on the official website, and the delivery time of the iPhone 14 Pro Max is still 5-6 weeks.
Tianfeng International Securities analyst Guo Minghao 's latest report pointed out that due to strong demand for the iPhone 14 Pro series, Apple has asked Hon Hai to switch the production line of the iPhone 14 to the production line of the iPhone 14 Pro series, which will help To optimize Apple's product mix / iPhone ASP (average unit selling price) in the fourth quarter of this year. According to the conversion rate of production lines, this is equivalent to an estimated increase of about 10% in shipments of the Apple iPhone 14 Pro series in the fourth quarter of this year.
A Foxconn insider acquiesced to the above-mentioned production line transfer to a reporter from Securities Times e Company.
Huawei Mate 50 is out of stock, raising prices
This fall, the Huawei Mate series will start after two years of silence. The front of the Mate 50 series is just the Apple iPhone 14 series.
Before the release of Huawei's new products, due to multiple rounds of restrictions in the United States, Huawei's position in the mobile phone industry has been significantly smaller than Apple's, but this time Huawei is unexpected, Mate 50 returns with multiple innovations to compete with Apple's iPhone 14 series head-on, and on September 21 After the release of the Huawei Mate 50 series, the market reaction also showed the appearance of "slightly better".
Although the Huawei Mate 50 series does not support 5G, on the day of its first sale, the hot-selling model was sold out within 10 seconds on the online platform, and there was also a queue to pick up the goods offline.
According to industry chain sources, Huawei has begun to urgently increase the production of Mate 50 series mobile phones due to the hot sales on the first day. Huawei's first batch of Mate 50 series has a total of about 4 million units in stock. At present, these stocks have been "divided up" by self-operated stores and online malls, operators, major e-commerce platforms, and corporate customers. The black version is more stocked, the Kunlun glass version, the Porsche version, and the "Streamer Purple" version are limited in stock, and the market is out of stock.
On September 23, the reporter visited Shenzhen Futian business district, Huaqiang North, etc. and learned that the current Huawei official experience store, Huawei product sales point in large home appliance shopping malls, Huawei specialty stores, etc., the Mate 50 series is almost out of stock, and a few stores have Mate 50 The starting version, the 128G version, is available in black, and the rest are out of stock.
When the reporter asked when the stock was available and whether it was possible to increase the price to buy the spot, the staff said that they did not know when the second batch of goods would be released. It is expected that the first batch of goods will be on sale before September 26th In addition, these official sales points are not allowed to increase sales, so it is impossible to increase the price to buy the spot.
However, the reporter went to Huaqiangbei Manha and other electronic malls and found that the sales outlets in these malls generally have the Mate 50 series in stock, but they need to increase the price. , the top-equipped Mate 50 series Porsche version will increase the price by more than 8,000 yuan/unit, and the total price of the mobile phone has exceeded 20,000 yuan/unit..
It is worth mentioning that a Huawei merchant in Huaqiangbei told reporters that so far, only 8 Huawei Mate 50 series mobile phones have been delivered to its outlets, which arrived on the same day as the sale on September 21, and were all sold out within 1 hour of the day.
Before the launch of Huawei Mate 50 series, Huawei had launched 4G version flagship mobile phones such as P50, but none of them had similar sales of Mate 50 series.
According to the reporter's understanding, the strong market demand for the Mate50 series is mainly because many Mate series users have waited for the Mate 50 series for 2 years or even longer. Due to user habits, many users will still choose Huawei mobile phones. There are many points, including support for satellite communication function, emergency power consumption mode, hyperspace storage compression technology, smart scanning code, batch sharing, etc. In addition, the Mate 50 series, except that it does not support 5G, all aspects of the configuration are higher than the peers. Its chip is equipped with a Qualcomm Snapdragon 8+ 4G chip, which is a TSMC 4nm process chip. The chip itself is a 5G chip, but because Huawei is restricted by the United States, its 5G function is blocked. However, in the end, the actual sales of the Mate 50 series and whether it can compete with Apple's iPhone 14 in the domestic high-end mobile phone market will take some time to see the mobile phone shipment data of professional institutions. What is the gold content of the
5G mobile phone case? The fact that the
does not support 5G is undoubtedly the biggest regret of the Mate 50 series. Do consumers mind? During the actual investigation of
, the reporter randomly asked several people who were interested in buying Mate 50 series mobile phones and asked if they mind that the Mate 50 series does not support 5G. Some consumers said that they used 4G mobile phones before, so they changed The experience of surfing the Internet on a 4G mobile phone should not be much different. Some consumers said that they usually use their mobile phones to download a lot of files, but they are more concerned about whether their mobile phones support 5G functions, so they are still hesitating whether to choose the Mate 50 series or the iPhone 14 series.
According to the on-site introduction by the staff of Huawei sales outlets, in the actual scenario, the network speed of 5G network is about 1.5 times to 2 times of 4G network, which is not several times theoretically. The Wi-Fi network environment can be used to download files. In addition, the 4G network is relatively mature, and there will be no signal failure in some areas. Therefore, users who have purchased Huawei 4G mobile phones do not mind whether their mobile phones support 5G. The person
also introduced that some users who currently use 5G mobile phones sometimes choose the 4G mode, because the 5G mode consumes 30%-40% more power than the 4G mode.
However, for those users who are concerned about the functions of 5G, there are currently remedies in the market. There are 5G mobile phone cases suitable for Huawei Mate 50 series on the market. Among them, the mobile phone case suitable for Mate 50 is purchased for 569 after receiving the coupon on Tmall. Yuan/piece, the Mate 50 Pro compatible with 5G mobile phone case is discounted at 699 yuan/piece, and the Porsche version is discounted at 999 yuan/piece.
After the launch of the previous P50 series, the industry also launched a 5G mobile phone case suitable for the P50 Pro, and the capital market once set off a fever for 5G mobile phone cases. daily limit.
But a question facing many people today is that a 5G mobile phone case of a few hundred yuan can solve the pain points of Huawei mobile phones under the multi-round restrictions in the United States? The
reporter learned from various sources and found that the 5G mobile phone case is only a supplementary accessory for the mobile network. In essence, the user has opened a virtual SIM card, that is, eSIM card .
First of all, users who want to use the 5G mobile phone case to achieve 5G Internet access must open an eSIM card. This card is used as a secondary card with the original physical SIM card of the mobile phone. Currently, Telecom, , China Mobile and China Unicom are supported by the three major operators eSIM card operation costs about 10 yuan per month; secondly, eSIM card is used as an accessory and needs to be powered by a mobile phone, so it will increase battery consumption;
Thirdly, eSIM card is an external device, which is not suitable for long-term use with mobile phones , the industry is worried about potential mobile phone security risks;
In addition, there are feedback from users who have purchased 5G mobile phone cases, the 5G network used by the eSIM cardThe network environment is unstable, and the signal is often discontinuous. At the same time, the use of the eSIM card with the mobile phone will occupy the position of the USB interface, and the 5G network cannot be used during the charging process of the mobile phone.
even has many netizens commenting directly after online shopping, "it's almost paying IQ tax", "recommend everyone not to buy" and so on. Tao Xujun, director of
Nomura Comprehensive Research and Digital Capability Center, said in an interview with a reporter from Securities Times · e company that the 5G mobile phone case is actually a mobile Wi-Fi using eSIM, made into a mobile phone case, and the mobile Wi-Fi can be placed In the carry-on bag, it is more convenient to use. After installing the mobile phone, it actually affects the user experience. It is a very reluctant product and is unlikely to become a mainstream application. The editor-in-chief of
China Cultural Tourism Innovation and Entrepreneurship Think Tank Series also told a reporter from Securities Times e Company that 5G mobile phone cases are just a transitional product in the market and will not become the mainstream of the market. Similar products actually existed a few years ago, but they were all short-lived. Because this is a plug-in product, it can be used temporarily. It is not recommended to use it for a long time. It not only increases the weight and power consumption of the mobile phone, but also increases the security and stability risks of the mobile phone.
On September 23rd, the stock price of Shuyuan Technology dropped 6% to close at 9.41 yuan per share. In May and August this year, the stock price of Shuyuan Technology, the creator of the 5G mobile phone case, once rose for several consecutive days due to the concept of 5G mobile phone case. .
On August 24, Digital Source Technology announced that the 5G communication shell is a personal consumer electronic product for a specific user, and the modules and other components used are externally purchased and provided by an independent third-party supplier recognized by the company. As of now, this product is only suitable for The P50 Pro model has a small proportion of business revenue and has limited impact on the company.
Digital Source Technology's controlling shareholder West Lake Electronics Group Co., Ltd. had planned to reduce its holdings of 7.782 million shares from July 18, 2022 to August 29, 2022, accounting for 1.71% of the company's total share capital. On August 31, the company announced that the reduction of West Lake Electronics’ holdings has exceeded 1% of the total share capital.
Editor in charge: Peng Bo
Proofreading: Zhu Tianting
