Jefferies analyst Edison Lee and others said Apple's iPhone sales in China have intensified the decline and may fall further this year。According to industry data, Apple's new iPhone series had a bad start to sales in China last year, with year-on-year declines recently widening to 30%。The rest of China's mobile phone market saw growth in December, especially Huawei, which launched the Mate 60 device series.。Apple saw a double-digit drop in sales in December, and Jefferies predicts a similar decline in 2024.。

On December 29, Huawei's rotating chairman Hu Houyi's New Year's speech。In this New Year's address, Hu Houyu revealed that Huawei is expected to achieve sales revenue of more than RMB 700 billion in 2023.。

The latest data released by research firm Counterpoint shows that the Chinese smartphone market is showing signs of recovery, with total Chinese smartphone shipments up 11% in October。Huawei was the best performing mobile phone brand in October, with sales surging 83%。

According to reports, in August 2023, Baidu placed an order with Huawei for 1600 Huawei Ascend 910B AI chips to replace NVIDIA chips for its 200 servers.

On October 17, according to the latest report from research firm Counterpoint, the global smartphone market shrank by 8% year-on-year in the third quarter of this year, the lowest level in a decade.。

Since June this year, TSMC's share price has been in a pattern of falling and falling.。TSMC's share price has now fallen 11% from its June high, wiping $77 billion off its market value.。You know, TSMC's market capitalization at the time of its IPO was only $45 billion, and its total revenue in fiscal 2022 was only $76 billion, so it can be said that TSMC lost its total revenue for the entire fiscal 2022 in just a few months.。Even if you look at all of Asia, there is no stock that has lost more than TSMC。However, as an artificial intelligence year, sitting on Apple, Qualcomm, Nvidia and other well-known enterprises contract orders TSMC, how can there be a rare plunge?？One theory is that TSMC's plunge may be related to the maturity of related industrial chains in China, including the emergence of the Huawei Mate 60 series。As we all know, Huawei has been sanctioned by the United States in the past three years, which has also led to TSMC's inability to supply its own semiconductor products to this important customer.。Originally, Americans thought that as long as the chip is cut off, Huawei can no longer make decent mobile phone products in the short term, as a result, the emergence of the Huawei Mate 60 series completely shattered the beautiful fantasy of the old beauty.。Who would have thought that Huawei not only used the 5-nanometer process of the Kirin 9000S chip, but also after three years in the mobile phone products again equipped with 5G technology, which means that in China, it is likely to have produced a relatively mature industrial chain, can help Huawei effectively deal with the risk of "stuck neck" of the United States.。Learned apprentice starved to death master, Huawei built a 5-nanometer chip can be anxious to destroy TSMC, because this will mean that TSMC will permanently lose Huawei this important customer, making its already grim financial performance worse.。From January to August this year, TSMC's cumulative revenue fell by more than 5%, and August's revenue created TSMC's worst financial performance since its inception.。

According to industry sources, Huawei has been hoarding parts and the company aims to double smartphone shipments to 60 million to 70 million units next year.。Since earlier this year, Huawei has been increasing its inventory of lenses, cameras, printed circuit boards and other components to achieve this goal, according to multiple supply chain sources and analysts.。Huawei also asked Qualcomm, its only supplier of 4G mobile chips in the United States, to ship full-year orders by June.。Bryan Ma, vice president of device research at IDC, said: "Huawei's goals for the next two years are high, and we expect them to grow upward, supported by domestic demand, and Huawei may take some of China's high-end handset market share from Apple.。"

Recently, rumors about "Huawei rejects Foxconn endorsement" have been circulating on the Internet.。On the evening of October 8, Huawei Group's official account "Ju Factory A Hua" issued a statement to refute the rumor, saying: "The online rumor 'Huawei issued a statement to reject Foxconn's OEM request' is purely a rumor, the rumor maker is groundless, nothing is wrong, in multiple platforms, accounts push the same information spread, do not believe it, decisively report。According to the screenshots of the official rumor-mongering content, the titles and contents released by multiple rumor-mongering self-media accounts are almost the same, and the content is also decently related to "analysis," seemingly "professional" is actually just for eyeball, earn traffic.。

Since Huawei's Mate60 series went on sale on August 29, consumers have shown great enthusiasm for it, with online pre-sales selling out in an instant, and offline stores welcoming queues to pick up machines.。According to media reports, a supply chain source revealed that in order to ensure the stability of supply, Huawei has urgently increased orders to the supply chain.。Industry insiders believe that the best-selling Huawei Mate60 series will help boost the confidence of domestic brands and drive the recovery of the entire consumer electronics industry, making many listed companies benefit a lot from the industry chain.。

On September 25, Beijing time, Huawei's autumn new product launch conference came as scheduled, including the new MatePad Pro, smart screen V5 Pro, FreeBudsPro 3 and many other new products all appeared, but only the missing Huawei mobile phone products, it is surprising。After the press conference, "Huawei press conference, not to mention mobile phones" entry, directly rushed to the micro-blog hot search.。So why didn't Huawei mention the phone at the press conference?？According to the information collected, there are two reasons。First, Huawei's mobile phone series products in this release belong to its "Pioneer Plan" products, which have been on sale before the conference, and many users have already started Huawei's Mate60 series and X50 series.。Although there is some truth in this statement, but also can not withstand the sophisticated, after all, Huawei before the conference is still hiding a blockbuster product - plans to go on sale on September 28 Mate 60 RS, if the previous product is not mentioned because it has been on the shelves, then why, even the unreleased Mate 60 RS is not good introduction？The second more reliable reason is that Huawei is deliberately reducing the presence of mobile phone products.。Perhaps even Huawei did not expect that the launch of the Mate60 series and X50 series will be so popular, at the press conference, Yu Chengdong had personally, now Huawei's mobile phone products are in serious short supply, every day need to work overtime to produce。Huawei's success represents the bankruptcy of the U.S. sanctions program.。In this way, Huawei, which has just gotten better, will be in trouble again, which Huawei does not want to see.。So, do not mention the phone, it is helpless ah!

On September 25, Yu Chengdong, managing director of Huawei, CEO of Terminal BG and chairman of Smart Car Solutions BU, introduced the latest progress of Hongmeng System at Huawei's autumn full-scene new product launch: after the release of HarmonyOS 4, more than 60 million users have been upgraded in just over a month, making it the fastest upgraded version of HarmonyOS in history.。Yu Chengdong announced that the native application of Hongmeng is fully launched, and the developer preview version of HarmonyOS NEXT will be open to developers in the first quarter of 2024.。

On September 19, in response to rumors that Glory will return to Huawei, Glory CEO Zhao Ming made a rumor.。He said that the return of glory to Huawei is absolutely impossible。"Huawei is its most respected and expected opponent, and the glory is to turn itself into a qualified and excellent competitor of Huawei."。For the external "Huawei's return to glory after the most serious impact," Zhao Ming believes that there is no need to worry about.。In his view, the lack of 5G Huawei also launched the Mate 50 series, P60 series and other products, and glory has long been fully competitive, from the current market share point of view, glory has not occupied the disadvantage。"Huawei's return to the industry is full of competitiveness and challenges, to do a challenging thing is to let the glory team blood boil, for the former Huawei identity, we hope to compete with Huawei with the best products and status。"Zhao Ming said。

On September 14, according to Huawei's official news, Huawei's autumn full-scene new product launch conference will be held at 14: 30 on September 25.。Already on sale Huawei Mate60 series, Huawei MateX5 two flagship or will officially debut。Subsequently, Huawei Managing Director and CEO Yu Chengdong also forwarded the above-mentioned Weibo for the first time, with a caption saying, "Good show, one by one, we'll see you on September 25!" The mass market is expecting more amazing debuts of Huawei's new products! In addition, it is worth noting that September 25 is also the day Huawei Meng Wanzhou returned home by plane, and on the evening of September 25, 2021, Meng Wanzhou arrived at Shenzhen Baoan。

US Eastern time on September 12, apple autumn conference will be held heavy。The conference is just around the corner, so let's take a look at the four highlights of this Apple Fall conference.。First, the iPhone 15 series color geometry？Apple's new iPhone series will undoubtedly be the biggest highlight of this fall conference。According to the report, the iPhone 15 series will launch four models: iPhone 15, iPhone 15 Plus, iPhone 15 Pro and iPhone 15 Pro Max。All four models will adopt the "Smart Island" design to achieve "full system landing"。The iPhone 15 series will switch to USB-C to C braided data cable, we are concerned about the main color is basically determined: Titan gray and deep space blue。Second, is there an Ultra?？According to Apple's well-known analyst Mark Gurman, this time Apple will introduce the ultra-high-end model iPhone 15 Ultra in the iPhone 15 series, replacing the previous Pro Max model.。However, according to the iPhone 15 case models that have appeared on Chinese online shopping platforms, the Ultra and Pro Max are divided into two categories, suggesting that Apple may launch the Pro Max in addition to the Ultra model as the top of the iPhone 15 series.。Third, how much the Pro series price increase？As the iPhone 15 Pro series will be equipped with TSMC's latest 3nm process A17 chip, the body material will also use a new, lighter titanium alloy frame, ushered in a wave of price increases is almost a certainty。Analysts expect the iPhone 15 Pro to start at $1,099 (currently around 8,012 yuan), while the iPhone 15 Pro Max could rise to $1,199 (currently around 8,741 yuan).。Fourth, is there a second-generation Apple WatchUltra?？From the spy point of view, Apple will definitely launch the Apple Watch Series 9 equipped with S9 chips at this conference, but there are very few revelations about the Apple Watch Ultra。Some analysts doubt that Apple will update the product regularly every year, more likely like every 18 to 24 months, just like the current iPad.。

Recently, Glory CEO Zhao Ming expressed "joy and congratulations" on Huawei's return to mobile phones in an interview during the Berlin Electronics Show, saying that Huawei's return to mobile phones has filled the competition with more possibilities and more charm.。"Happy for them, congratulations to my old colleagues.。In such a way, with the national people and the media are very attention to the way presented。Really happy for them.。Zhao Ming said that everyone said that the mobile phone industry is a bit boring, and now a return of manufacturers and brands that bring more possibilities is also good for the entire industry.。

Without a little precaution, at 12: 08 on August 29, Huawei Mall suddenly announced the launch of the "HUAWEI Mate 60 Pro Pioneer Program."。"Pioneer Program" refers to the early sales of the Mate 60 series, pre-release part of the quota, consumers pay the full amount and pre-emptively experience the new machine activities.。Due to the main "grab fresh," the release of the new machine quota will not be too much, Huawei also did not disclose the phone parameters in the letter and official channels。Soon, the first batch of users to get the Mate 60 Pro released news, according to these lucky owners revealed that Huawei's Mate 60 Pro processor for the Kirin 9000S, using 5 nm process to build, equipped with 1 2.62GHz super core, and 3 2.15GHz Big Core + 4 1.53GHz small core, performance is quite powerful。At the same time, the uplink and downlink of the new machine can reach 582Mbps and 115Mbps respectively, which is already in line with the 5G standard.。This shows that after three years, Huawei finally once again equipped with Kirin flagship processor and 5G technology in the Mate series。On the screen, according to the official website, Mate 60 Pro has adopted a centered three-hole scheme, which is somewhat similar to the "ellipsis" and is very novel.。However, the Mate 60 Pro did not use everyone's ideal 2K screen, but switched to 6.82-inch FHD + 2720 * 1260 pixel OLED screen, slightly sorry。It is worth looking forward to, Mate 60 Pro is also equipped with a satellite call function, the official said that its "no ground network, but also can make and answer satellite phones, but also free to edit satellite news," is one of its highlights.。In terms of price, Mate 60 Pro running memory is only 12GB optional, storage space is 256GB, 512GB and 1TB three versions, currently only 12 + 512GB on sale, the price is 6999 yuan。It has been reported that starting in the second half of this year, Huawei will resume its one-year dual flagship strategy, in addition to the P60 series launched in the first half of the year, the Mate series is also about to usher in an update, and is scheduled for mid-September, the same period as Apple's release.。The Mate 60 Pro launched half a month in advance, is it to avoid the iPhone 15 edge？