According to recent statistics released by authoritative data organization IDC, Samsung's handset shipments reached 79.8 million units in the second quarter of 2017, ranking the first with a market share of 23.3%. Apple's iPhone shipments reached 41 million with a market share of 12%, ranked second; Huawei handset shipments of 38.5 million, the market share of 11.3%. Huawei and Apple's shipments gap of only 2.5 million.According to Taiwan's electronic Times website August 10 quoted cell phone supply chain sources Said in the third quarter Huawei's high-end P-series and M-series smartphones, as well as the price-performance glory series of sales were all very strong. In the third quarter, Huawei surpassed Apple in probability.
However, Huawei handsets may surpass Apple in shipments in the next quarter, according to IDC data. In the second quarter, shipments of smartphones in China decreased by 0.4% YoY, while Huawei's shipments achieved a sustained and robust growth of 22.6% , Shipments reached 38.5 million since the growth rate from the point of view, Huawei handsets catch up with Apple should only be a matter of time, but the biggest gap between Huawei and Apple, where exactly?
Huawei shipped more than Apple, there are still uncertainties, more likely to exceed in the third quarter, Apple again in the fourth quarter and overtake, so this shipping rankings battle is of little significance because iPhone8 release Soon, Apple is currently in the Chinese market is at a low ebb.
For the moment, the gap between Huawei's handsets and Apple's profits is huge. In terms of net profit, the net profit of the three major business lines of Huawei's carriers, enterprises and terminals was 37.1 billion yuan in 2016, according to the data released by the market research firm StrategyAnalytics The total operating profit of the global smartphone market was 53.7 billion U.S. dollars in 2016. Among them, the operating profit of Apple's iPhone was as high as 44.9 billion U.S. dollars, accounting for 79.2% of the total.
According to the report of Strategy Analytics, Huawei, OPPO and Vivo accounted for less than 5% of the total smart phone revenue in the world last year. Huawei's operating profit of smart phone business last year was 929 million U.S. dollars, accounting for about 1.6% of the global total, in terms of net profit, Apple profits 45 times Huawei, Huawei said that beyond Apple, is not it ridiculous?
Yu Chengdong also said that in order to ensure the quality of the case, try to improve the Huawei cell phone business net profit.And Apple's control of the supply chain, as well as in the closed hardware and software integration of the brand premium ability, and in boosting the price and To reduce the cost of production to achieve a balance between.But how to improve the profit of Huawei, the problem of opening up new profit margins outside the hardware has become Huawei's new challenges.
The biggest gap is well known is the operating system.We find that in recent years, talked about the mobile phone market competition, the industry more and more taboo to talk about the operating system, and mobile phone manufacturers claim that the highlights of the feature and make it clear that to challenge the apple, but also Deliberately avoided.But if the operating system does not take the initiative, now or in the future for a long period of time, Android mobile phone manufacturers camp will not compete with Apple in the same camp, because the operating system is the core of the top-level design and platform strategy is high The platform strategy of the dimension is a hardware strategy that decides the dimensionality.
But the reality is also cruel, the current intelligent machine has developed to a very mature stage, domestic manufacturers have been unable to build an operating system as the core platform to compete with Apple, to re-develop an operating system has been very unrealistic, not to mention the operating system Based on the construction of a set of integrated hardware and software ecology, Moreover, the defeat of iOS will not be another iOS. Therefore, manufacturers, including Huawei, almost all focus on the competition in the hardware capabilities.
The new Apple operating system game rules change the entire ecosystem and the interests of the game pattern, connecting software developers, hardware manufacturers and parts suppliers, advertisers, offline physical retailers, payment, channel providers, and promote software Service revenue has become Apple's second-largest profit growth.
Data show that Apple's service revenue in the past four quarters total revenue reached 27.804 billion US dollars, its fourth-quarter revenue has exceeded the total business of 27.64 billion US dollars of facebook revenue, it will be able to rank among the Fortune 100 companies 97. And in the software service revenue level, Apple is equivalent to rely on the operating system to build a stable growth of the vault, in this regard Huawei will continue to constitute an insurmountable advantage.
Therefore, Huawei surpasses Apple, even at the level of shipments beyond, but not deserved to be complacent, more need to think about how to break away from the competition at the operating system level and hardware level to build a new competitive dimension, from the present to Look, both from the profit, operating system top discourse, hard and soft integration capabilities and the ability of the ecological chain, especially the software service capabilities, Huawei and Apple have a great gap, and these gaps, Huawei may even want to catch up, but also Can not start, because it has missed the best outlet and the underlying technical capabilities, which is particularly worthy of reflection of domestic mobile phone.