The Barcelona Global Mobile Congress (MWC 2018) is officially launched today, not very lively. No, Yu Chengdong, the head of Huawei's mobile phone, said at the global mobile conference that Huawei could become the second-largest maker of smartphones in the next two years and sooner or later become the industry leader.
Such a hot speech, immediately attracted the media to report. But is it really appropriate to advertise your goals in public?
Huawei mobile phone this year and next two years Ultra Apple? I think it's hanging.
According to IDC's latest 2017 global fourth-quarter handset Sales report data, 2017 Q4 Global mobile phone shipments fell sharply by 6.3%. The 2017 year-round smartphone shipments were 1.472 billion, compared with 1.473 billion last year, down 1%.
Handset manufacturers in the rankings, Samsung first, Apple second, Huawei third. On shipments, Samsung 2017 shipments are 3.173
Billion, up 1.9% from the previous year; in 2017, Apple shipped 2.158 units a year, up 0.2%, second; Huawei mobile phones in 2017 shipments for 153 million, ranked third.
That is, in 2017, the gap between Huawei mobile phone and Apple is 60 million, the gap with Samsung is 160 million. Let's take a look at Huawei's 2017-year-old handset sales composition. According to the Sun Big data show that 2017 Huawei mobile phone shipments in 153 million, while the data show that the Glory brand 2017 shipments accounted for the total number of Huawei mobile phone shipments of more than 60%, which means that the Glory brand last year shipped more than 90 million. The reality is that Huawei hand shipments are probably 5000多万部.
From here we can also see that the glory of Huawei mobile phone to the top of the domestic first important factor. But we know that the glory as Huawei in the low-end market layout products, the first two years of growth due to the domestic market dividend. With the saturation of the domestic market, the development of glory itself has reached the bottleneck stage.
Therefore, Huawei mobile phones in the 2018 want to get more help from the glory, especially the data on the promotion, the hope is not big.
in the event of a limited growth in glory shipments, Huawei's mobile phone itself is sluggish, Yu Chengdong's desire to overtake the iphone for the next two years is probably a bit dangling, not to mention more than Samsung.
Second, Huawei mobile phone sales even more than Apple?
So what if Huawei phones are selling more than Apple phones? To tell the truth, compared to the Apple mobile phone, Huawei in addition to localization, the national sentiment has some advantages, in the product experience, product innovation on the place than the Apple mobile phone?
with Huawei's mobile phone now pushing AI as an example, its Kirin NPU is the integration of the AI IP that was developed by the Cambrian Company, which was hatched by the Chinese Academy of Sciences. Although some people will say, buy is also a kind of ability, this does not deny, but the AI function of Huawei Mobile phone, you hear what more powerful innovation is praised by everyone? Engaged in a half-day AI, the main point of transmission is still better photographed.
That's not as straightforward as competitors saying their "soft selfies are clearer" and "backlit and clear."
And even if Huawei phones sell more than Apple phones, it's tens of millions of of the volume of Huawei's mobile phone and the number of millions of shipments on its glory mobile phone. What is the profit of Huawei?
According to Yu Chengdong's own saying, "If your market share is below 10%, you can't make a profit." At least 10% above, you can make ends meet. And more than 15%, you can make money. ”
Yes, you may earn more than 15%, but it is a problem to make.
Third, Yu Chengdong will be ren continued to Dazoigu?
Do you remember the news that Yu Chengdong was criticized by Ren in early 2017? At last year's CES 2017 exhibition, Yu Chengdong once disappointed: "The problem of capacity is always understandable." If we have to criticize something, it is to criticize our profitability or insufficient, the profit growth is too slow, too much profit has been made by the channel, we have become a channel business. This is always more unsatisfactory. ”
Profitability is a matter of particular concern to any business leader, and as Yu Chengdong himself has said, the profits of Huawei's mobile phones have grown too slowly and too much profit has been earned by channel traders.
This problem existed in the 2017, in 2018, and in the future for a long time to come. Yu Chengdong Understand one thing, mobile phone sales can not be separated from channels, channels to make money should be, no channels, how to Huawei billion sales? Sales and profits, market share and brand competitiveness, they are a combination of contradictions.
Also last year, in an internal e-mail, Ren pointed out that "the end of the Samsung, the Apple," and so on, whether in public, or private occasions, can not be said at once. Who said once on a penalty of 100 yuan, CBG Human Resources department set up a number to save the fine, as your dinner, drink coffee funds. I believe you will not deliberately say so, but may be the media to exaggerate the fact of speculation, we do not use false content to glory. If you have to say something for sale, I understand it, but avoid too many enemies. "
Although Yu Chengdong this time did not say to destroy the Apple, put out Samsung, but Yu Chengdong this year and two years than Apple, sooner or later become the industry boss slogan-style marketing, this goal when the practice of advertising, a bit done.
Look, Huawei mobile phone Yu Chengdong again started big mouth, this time will be Ren continued to face it?