Recently, Huawei has been criticized continuously by organizations. Even the national team SMIC has failed to continue manufacturing for Huawei. Currently, only iFlytek and BOE of the national team have spoken out to continue to support cooperation with Huawei.
In Q2 of 2020, Huawei reached its most glorious moment in history since it produced mobile phones. It overtook Samsung to become the first in global sales, and its sales even crushed Apple.
High-end phones priced above 4,000 yuan have also surpassed Samsung, becoming the only mobile phone brand in the world that hopes to catch up with Apple in the high-end market. If Huawei can continue to develop, it will surely become a real mobile phone giant in the world, and is expected to reach the heights of Nokia back then.
Any business may fail or even decline. If Huawei declines or even goes bankrupt in fair competition because its products are not strong enough, then it is Huawei's own problem. However, Huawei lost its competitiveness not because of product strength, but because of political suppression. This is obviously not a problem with the product itself. Regarding the decline of Huawei mobile phones in the future, any competitor who is complacent about surpassing Huawei is an attitude of a villain who cannot win. Especially those who are adding insult to injury. Are you so sure that Huawei's predicament will not happen to you?
Now not only institutions, but also Huawei internally acknowledge the difficulties of mobile phone terminals. However, Huawei executive Guo Ping is still confident in HiSilicon and will continue to increase investment in HiSilicon. Temporary storms are not storms, because after the storms, the sky will be brighter. This is the optimistic attitude of Huawei people. After the phoenix's nirvana, it is reborn. For Huawei, if it cannot do mobile phone business, it will never be soft on patent fees. This may be a disaster for manufacturers with weak patents such as Xiaomi.
Faced with Huawei’s mobile phone difficulties in the next few quarters, it has become common knowledge among the outside world that it will lose a large number of markets and even close its mobile phone department. Including MediaTek, which had invested heavily in building 5nm high-end chips for Huawei, but due to the escalation of U.S. sanctions, MediaTek has canceled its high-end chip research and development plans. If Huawei's mobile phone business declines or even closes, it will also be a heavy blow to MediaTek. Not only MediaTek, but also BOE and Sunny Technology will suffer a major decline in performance. The industry chain related to Huawei mobile phones will experience pain, and a large number of people will lose their jobs.
As for institutional forecasts, as a friendly businessman, I also know that this is the time to increase power. Oppo recently announced that it will add 120 million orders in the second half of the year, which is shocking news to the industry chain. We must know that oppo’s sales last year, including sub-brands, were only less than 60 million. Of course, if Huawei's mobile phone business cannot continue, Oppo will be promoted to the third largest mobile phone brand in the world.
According to data, Oppo has ranked fourth in global mobile phone sales for four consecutive quarters. This time, the CEO of the sub-brand OnePlus, Liu Zuohu, returned to Oppo headquarters as global vice president, indicating that Oppo will coordinate its three major brands, Oppo, OnePlus, and realme, and enjoy the same construction. Through the entire sub-brand, Oppo has quietly occupied the fourth place in global mobile phone sales for a year, but not many people know it. By the time its friends react, Oppo will soon become the third mobile phone brand in the world.
Oppo also invests heavily in research and development. Its three-year R&D commitment of RMB 50 billion, Mariana chip plan, etc. all show its great ambition. Oppo's invention patents are second only to Huawei's, and its technical strength in mobile phones slightly exceeds vivo's and far surpasses Xiaomi's. But we cannot know what the future holds.
Oppo, like Huawei, may not be able to enter the US market. This is a major shortcoming in the global market layout. When Oppo becomes the third largest brand in the world, perhaps that will be the real test for Oppo. No one can guarantee that U.S. sanctions will not extend to Oppo. When China’s industrial chain is no longer afraid of U.S. sanctions, Huawei will return as the king.
The future is full of unknowns, and it is difficult for me to guess whether Oppo will encounter the same dilemma as Huawei in the future. The only way out is to increase technological research and development and arm ourselves.
Without Huawei as its number one rival, Apple’s iPhone 12 directly placed 80 million orders, and it seems that it is determined to win over Huawei. I didn't take Samsung seriously at all. That's right. Huawei was sanctioned. Unexpectedly, Samsung suffered the biggest decline. The Samsung note 20 just released by Samsung did not reach the level that a flagship phone should have at all. I personally believe that the direction of tense development can only be seen after the US election. It is too early to say whether it is seizing Huawei's share or talking down Huawei. The country hasn't taken action yet, how do you know it hasn't? The mobile phone market in the second half of the year has little to do with the strength of the manufacturer's products. Everything is self-explanatory. You can understand the deeper meaning by yourself. Whether it is Huawei, Oppo, Xiaomi, or even Apple, the rise and fall is just a matter of government decrees.
Cut five cities today, ten cities tomorrow, and then have to sleep well overnight. He started to look around the surrounding areas, and the Qin soldiers arrived again. If Huawei is sanctioned today, who can guarantee that it will not be Oppo, Xiaomi, or Vivo in the future? Be more sympathetic to the enemy and less likely to add insult to injury, not only for the sake of the supply chain, but also to leave a way out for yourself.