At the beginning of this year, Huawei released the P20 series of mobile phones, which made the camera performance stunning. It became the NO.1 of the camera phone. In addition, in June, Huawei released the GPU Turbo technology, which once again shocked people inside and outside the industry. The action gave Huawei the highest aura.
In the previous market research firm Trendforce's global smartphone market share forecast for the second quarter, Apple's second-quarter share is expected to fall to 11.4%, ranking to third. And Huawei, which was third in the first quarter, Its share is 11.7%, and will rise to 12.0% in the second quarter, surpassing Apple's second place in the world, and about 8% off the first Samsung.
It is not difficult to see that Huawei's momentum is extremely fierce. In addition, it is reminiscent of the words that Yu Chengdong said in the past, 'Huawei's three years of super apples, five years of super Samsung', Yu Chengdong has repeatedly shouted in public The slogan of this. Seeing that the three-year deadline is approaching, has Huawei surpassed Apple?
According to IDC's annual report, a world-renowned research organization, Huawei ranked third in the global smartphone market (154.2 million) last year, second only to Apple (215.8 million) and Samsung (311.4 million). There is still a gap of more than 60 million shipments with the third gap. However, after Huawei briefly surpassed Apple in the last two months, a lot of analysis is optimistic that Huawei can achieve a true transcendence in 2018.
Of course, the shipment volume is not equal to the sales volume. The shipment volume generally refers to the number of smartphones that mobile phone manufacturers ship to operators and channel distributors, while the sales volume refers to the number of mobile phones that consumers actually purchase. Considering the actual sales volume is difficult. Tracking, usually the major market research institutions and mobile phone manufacturers' own statistics are shipment data.
However, sales and shipments cannot be completely determined to be weak and weak. As a technology company, technology reserves (patents) are also important reference. Huawei founder Ren Zhengfei said that 70% of Huawei's annual R&D investment is for product development. 20%~30% is used for research and innovation, and Huawei's R&D investment should remain between US$10 billion and US$20 billion in the next few years.
In April this year, Huawei officially announced that as of December 31, 2017, Huawei had a total of 74,307 patents granted; of which, 64,091 were applied for Chinese patents, and 48,758 were foreign patent applications, of which more than 90% were invention patents. R&D investment is very fierce. In last year's global R&D investment list, Huawei's R&D investment of 10.363 billion euros exceeded Apple's 9.5 billion euros, ranking sixth. At the same time, in terms of R&D investment growth rate Huawei's R&D investment growth rate is 29%, which also exceeds Apple's 25% growth rate.
Mobile phone sales growth exceeds Apple, R&D investment exceeds Apple, does it mean that Huawei has surpassed Apple? The answer is obvious, and it is not. Although domestic users nowadays, Huawei has become a domestic glory, and products have been recognized, seemingly very beautiful. But when it comes to profit and market dominance, the gap between Huawei and Apple is very large.
According to a study by Strategy Analytics: In 2016, Apple achieved a 79% profit in the global smartphone market. Specifically, the total profit of the global smartphone market in 2016 was $53.7 billion, and Apple's iPhone received 449. The profit of 100 million US dollars, while the overall net profit of Huawei (including Huawei's mobile phone business) is only 37.052 billion yuan, and the conversion to US dollars is less than 6 billion US dollars.
It can be clearly seen from the above data that Apple's profit is equal to about 7 Huawei's profits, and the gap is very huge. This is why Huawei has invested heavily in research and development in recent years. Only by holding key technologies in its own hands can it dominate the market. At present, Huawei's anti-super horn has blown, this is a good phenomenon, but if you want to surpass Apple, you still need to go a long way.
