Huawei Mate 40 series was released today, including four mobile phone products, Mate 40, Mate 40 PRO+, Mate 40 RS.
The outside has been looking forward to this conference for a long time. Since the “15th Sep ban” came into effect, the difficult situation Huawei is facing has become more and more clear: semiconductor suppliers including TSMC, Qualcomm and Samsung have stopped supplying chips to China. With Kirin chip inventory decreasing by one day, the market heard that Huawei was selling Glory Series in order to survive.
Yu Chengdong, CEO of Huawei’s terminal consumer business, has also changed his high-profile way of doing things on social platforms. On the eve of the press conference, his public voice on Huawei Mate 40 series was much lower. The last time he spoke publicly, or at the 2020 summit of the 100 people’s Conference on China’s information technology on August 7, he said that Huawei’s Kirin chip could not be manufactured after September 15, and would become a masterpiece.
At a time of uncertainty, whether the Huawei Mate 40 series, which may be the last version of Kirin chip, can be launched? Facing the iPhone 12 series, will Mate 40 have the power of a war? In the face of the current predicament, how can Huawei survive the winter safely? In this press conference, we can see the answer.
Huawei Mate 40, The most powerful Mate Series in history
“The most powerful Huawei Mate Series in history.” Huawei has a high evaluation of Mate 40, a Kirin masterpiece.
The four series models released by Huawei this time are equipped with a 90HZ high refresh rate and support 66W cable fast charging. As for why it is not equipped with a high refresh rate of 120HZ, which is already carried by mainstream mobile phone manufacturers, Yu Chengdong said that it is not difficult for Huawei to achieve a 120HZ refresh rate, not to balance the power consumption and battery life.
At the shooting level that has always been Huawei’s strong point, one of the highlights of the Mate 40 series is that it is equipped with the first free-form surface lens in the industry, combined with Huawei’s anti-distortion algorithm technology, which can effectively solve the problem of photo distortion.
In the core hardware part, the whole system is equipped with a new 5nm 5G SOC Kirin 9000 processor. According to Huawei officials, this processor has 15.3 billion transistors, 30% more than Apple‘s A14.
In terms of price, the starting prices of Mate 40, Mate 40 Pro, Mate 40 PRO+ and Mate 40 RS are 899€, 1199€, 1399€ and 2295€ respectively. Bookings will be opened from 0:00 on the 23:00 BJ time.
It is worth noting that in addition to the Mate 40 series mobile phone products, Huawei also released five mobile phone integration products, such as Huawei watch GT2 Porsche version and headset free bud studio.
At present, Huawei is in a troubled time. The impact of chip supply cut-off has triggered a chain reaction. The supply of the Mate 40 series has been reduced and the Glory Series brand has been sold. Huawei’s mobile phone business has reached the edge of a cliff.
Even if Huawei divests the Glory Series brand, Huawei will have to face the situation of chip unsustainability. After the inventory is exhausted, what should Huawei do? Even if Huawei can get through with new chip suppliers, how to make up for the missed market in mediation?
IoT may be the only way out for Huawei’s consumer business. However, at present, Huawei’s IoT construction may not be a new growth engine for Huawei’s consumer business simply relying on the shipment of integrated hardware products.
In 2018, Huawei suffered a severe setback in the European and American markets. At that time, Huawei was able to cope with the domestic market by aggressively entering the domestic market. It was precisely through the sustained efforts in the domestic market that Huawei was able to achieve growth against the backdrop of the overall contraction of the mobile phone market.
According to IDC data, in the whole year of 2019, China’s overall market shipment of smartphones will be about 370 million, down 7.5% year-on-year. In terms of market share, among the top five smartphone manufacturers, only Huawei’s market share has increased to 38.3%, 11.8 percentage points higher than that in 2018, while the market share of the remaining top five manufacturers, including Xiaomi, OPPO, VIVO, and Apple, has declined.
But Huawei’s situation is obviously worse than it was then. The “15th Sep ban” almost choked Huawei’s throat – not only cut off the self-research and market application of Huawei Kirin chips but also blocked Huawei’s retreat from purchasing other high-end processor chips. This “no core available” situation will have a profound impact on Huawei and it is difficult to solve it positively.
The first one to bear the brunt is the sub-brand Glory Series. Since this month, with the analysis of Ming-Chi Kuo, an analyst at TF International Securities Group, that Huawei will sell the Glory Series mobile phone business, there is continuous news in the market that Glory Series is about to be sold. Recently, Reuters reported that Huawei is trying to reorient its business focus by selling part of its medium and low-end positioning Glory Series brand mobile phones, and will focus on positioning high-end Huawei mobile phones in the future.