Lin Benjian, academician of the National Academy of Engineering and vice president of TSMC, said that Huawei Mate60Pro sold one at a loss, and as a top expert in the global chip field, he did not say nonsense.
It is an indisputable fact that domestic mobile phones do not make money. Everyone knows that last quarter, our domestic mobile phones received only 3% of the profit, while Apple took 85% of the profit with only 17% of the market share, which sounds very outrageous, but it is true.
According to the latest statistics on the cost of materials for Apple's mobile phones, the cost of the iPhone 15 Pro is $523, accounting for only 47% of the retail price. The cost of replacing parts for Huawei Mate60Pro is as high as 8324 yuan, but the market is only 6999 yuan. It stands to reason that with such a high domestic production rate, can we reduce the cost of materials?
But here's the problem, my Kirin chip is special, because there is no EUV lithography machine, so I use a DUV lithography machine. Produced in a multi-** way, coupled with the problem of low yield, the cost soared all of a sudden, and it couldn't be reduced for a while.
And what about Apple?As we all know, Cook is a top-notch chain cook, whether it is a display, a camera or a battery, it can press ** to the lowest, **Shang can only accept it helplessly. In contrast, it is much more difficult for domestic mobile phones, due to the lack of self-research capabilities, they can only buy chips from Qualcomm, even if Qualcomm's chips overturn for two consecutive generations, Huolong888 and 8gen2 can only endure unsatisfactory, plus the sales volume is not high, so the price cannot be suppressed at all, and the overall retail price is sold low, and it is inevitable that you can't make money.
Then our Huawei seems to have everything now, why is there no profit?Because the production capacity has not yet risen, there is naturally no profit in the short term, Raimondo will resume the export of some chips to China after returning to China, that is, to use mass production chips like the Snapdragon series to continue to suppress Huawei, so that Huawei's R&D costs will be lost, but as long as Huawei persists, in the past two years, our Kirin 9000S series satellite call, star flash function, these big moves, to mate70, mate80,The cost will be beaten down,Naturally you will be able to make money,If our domestic manufacturers don't learn Xi from Huawei,Willing to be an assembly factory,It is inevitable that there will always be only the fate of drinking soup,Just like Lenovo,90.6 billion revenue in the first half of this year,Net profit is only 1.3 billion,Profit rate is only 1.4%, like a praying mantis that has been drilled into the nematode in its belly, no matter how much it eats, it will be eaten for the nematode, and the cranial nerve will be controlled by the nematode and become a puppet.
This is the reason why no matter how difficult Huawei's road is in the future, as long as he is not expensive, a large group of Chinese will accompany him.