There used to be a saying in the industry that Apple is the moat of the smartphone industry. As long as Apple can stabilize the high-end, everyone can develop under Apple's umbrella, and the technological direction led by Apple can often lead the trend. , allowing many companies that "dare not innovate" or "cannot innovate" to directly follow Apple's lead and launch more competitive products. Many people may question this, why is Huawei the moat for domestic manufacturers?
Why can Huawei build this moat?
One chip
Seeing this, everyone’s first reaction should be that Huawei’s Kirin chips are not sold outside? How could it be a moat?
Looking at the problem this way means that your perspective is too one-sided.
Qualcomm invests billions of RMB in research and development expenses for its flagship chips every year. According to Xiaomi, the gross profit of the Snapdragon 8 series chips is only 60. Yes, you heard it right, it is "only" 60%. 60. The moat that Qualcomm has spent billions of dollars on has only earned you 300 yuan for every 855 sold. Moreover, it is an exclusively supplied product with a technology monopoly.
If you think Qualcomm’s pricing is conscience, you are wrong. Qualcomm is a world-renowned patent troll company. It can drive many manufacturers crazy with its CDMA patents from N years ago. Some time ago, nearly 5 billion US dollars was obtained from Apple.
Are you telling me about such a corporate conscience?
So it is obvious that the only reason why Qualcomm sets the price this way is because Huawei forced it. 2. Brand
This question seems the most hypocritical, but it is also the most real.
Because of Huawei's success in the communications and terminal fields, many people are willing to believe that Chinese brands have the ability to make high-end and easy-to-use products.
9102 years later, how many people are still blowing Japanese toilets? Are they pro-Japanese? No, it’s because the product is easy to use.
Once such a stereotype is established, it will be difficult to break unless the product overturns over the years.
Just like a joke that has always been made in the mobile phone circle in the past, if other mobile phones are stuck, it is because the mobile phone is not working, and if the Apple phone is stuck, it is because the signal is not good. Huawei has been very hard-core and persisted from generation to generation, creating series such as the Mate and P series with huge reputations. While boosting Huawei's own reputation, it also made everyone believe in domestic products. 3. Supply chain Everyone likes to criticize BOE’s screens and thinks Samsung’s screens are better. But does anyone remember the green, hairy AMOLED screen of the Galaxy S2? Samsung will unswervingly use its own screens in its flagship products until it becomes the industry benchmark. As for BOE's screens, only Huawei dares to sell them on products priced at RMB 5,000. How dare you put 1080P BOE on a product costing RMB 5,000. But BOE will definitely thank Huawei. 4. Technology Leadership Many of Huawei's technologies require the world's top experts and billions of R&D investments to obtain, which happens to be what China's manufacturing industry lacks most.