Today, I saw a netizen comment that sparked heated discussions in the industry, he said, "Why is Huawei sanctioned for three years, there is no innovation in the mobile phone circle, all of them are rotten, as soon as Huawei comes out, manufacturers suddenly seem to be able to develop themselves overnight, what chips, glass, hinges, star flashes, systems, just one satellite is missing, all manufacturers erupted more technology overnight than the sum of the three years, it's incredible." This passage seems to be a question, but in fact it is more of an answer, only when Huawei is not there, can we see what Huawei's role is?And one of the most important for the industry is the leading role of the leader.
Huawei proves the true value of a leader
In fact, I said this as early as three years ago, in the first quarter of the first year after Huawei was sanctioned, we could see that the development of the industry was confused, everyone did not know what the direction was, and they were not sure whether the focus they chose was correct, so there were many tentative measures. And these measures have been a lot in the past few years, and the final result is that some people are grasping fast charging, some people are taking pictures, some people are engaging in co-branding, some people are working on systems, and some people are working on chips, or a little bit of everything.
In fact, these directions are basically Huawei's previous core competition points, and every time Huawei's photos, chips, systems or co-branding, it will form a big sensation, but other manufacturers have no way to form this kind of momentum. The most typical is probably the tide of research and development of self-developed chips, and the final result is that someone has made a charging chip, and OPPO's chip design company Zeku, which has invested tens of billions, was stopped halfway, and all employees were disbanded.
And even if Huawei's chips are sanctioned, it still maintains a strong leadership ability, and this leadership is even very obvious in design. For example, last year, the Huawei Mate 50 series adopted the design of Paris studs, and this year this design has become the standard configuration of industry flagships.
For example, in 2019, the Huawei Mate 30 series continued the symmetrical design language of the Mate 20, with cameras arranged in a black ring in an orderly and symmetrical manner, and a decorative halo design outside the ring, which also became the design language of each flagship in the next two years, and the large black circular symmetrical camera became the standard design of the industry's flagship. A similar tribute is also available in a large number of back case colors, and even plain leather. Therefore, although Huawei has slowed down in technological breakthroughs after being sanctioned, it has actually been leading the industry in aesthetic design.
The reason behind this is probably that when Huawei was the industry leader, many new technologies and new hardware were the market demand proposed by Huawei. Once Huawei doesn't take the lead, everything in the industry depends on randomness, and no one can provoke this girder, so they will naturally be confused. Another similar situation even includes the new version of the Android system, because Huawei stopped optimizing Android, which led to a lot of problems with the new version of Android from other manufacturers at that time, and everyone began to redo their new systems, which probably has a lot to do with this.
Returning to technology leadership, the industry has started a technology blowout
After Huawei achieved a breakthrough in chips, the law of industry development has finally returned, so it is not surprising that there is a technology blowout in the entire industry. For example, in terms of reliability, the hinge technology in the field of Kunlun glass and folding screen mobile phones has also been quickly popularized in the industry after Huawei launched corresponding products or technologies. Of course, there may still be some gaps between the final product and Huawei, such as Huawei's latest folding screen product Mate X5, which is still far ahead in thickness and weight, and only the glory of the same door can have comparable products, which are expected to lead the industry for more than a year.
In the past two years, Huawei's main satellite communication function, from one-way message to two-way message to voice call, has been leading until now, and the three iterations have been devolved to the nova series products, and there is no second company in the industry that can do it. However, it is reported that next year, OPPO's next-generation Find X7 flagship product Find X7 and Honor's Magic 6 will be expected to support satellite communications, and it may take a lot of time for satellites to follow up.
Of course, in the field of chips and operating systems that Huawei has been working hard to develop, various manufacturers have also made their own R&D investment, and they probably have some functional chip products and system products based on the deep improvement of Android.
In the field of imaging, they are also basically equipped with Leica, Zeiss, Hasselblad and other co-brands, which can be regarded as following Huawei's road to success, but Huawei has now begun to launch its own image brand XMAGE, and I believe that other manufacturers in the industry will follow the same path in the future.
So in the end, you will find that as soon as Huawei is back on track, everyone's direction is clear all of a sudden, and the ** chain behind it is also clear, and then everyone's development direction can be better focused. If it weren't for Huawei's return and return, probably everyone would think that the current situation should be the norm in the industry, and only after experiencing this round of changes from Huawei can everyone truly gain insight into the logic behind the development of the industry.
With the full return of Huawei's mobile phones, the entire mobile phone industry has also begun to enter the rhythm of recovery. Industry insiders**China's smartphone market is expected to achieve its first sales in ten quarters**, and at this point in time, I believe it has a lot to do with Huawei's return. Because the technological innovation of the entire industry under the leadership of Huawei has begun to emerge in large numbers, the product power and marketing power of various mobile phone products have increased, and users who have been waiting for a long time have naturally begun to change to new ones, which is very solid and effective for the industry.
How the lead is built
In fact, the conditions for Huawei's mobile phone innovation are still more stringent than those of other manufacturers, such as the chip field is basically completely self-developed, and the system software is also self-developed, and there is no way to directly use the products of advanced foreign manufacturers.
This kind of difficulty feels suffocating when you think about it, but Huawei has not only achieved innovation in various dimensions, but also achieved leadership and independence in all dimensions, in chips, systems, communications, imaging, appearance design, reliability, folding screen technology, etc., it has created a number of industry-leading black technologies, which is not only a huge effort, but also a huge investment.
Recently, the European Commission released the "2023 EU Industrial R&D Investment Scoreboard", and the report also announced the list of the top 50 enterprises in R&D investment. The list shows that the United States alphabet, meta, Microsoft, and Apple occupy the top 4, and Huawei takes 2092.5 billion euros in fifth place.
It is precisely because of Huawei's long-term technological leadership that it has established strong brand trust in the minds of consumers and recognized Huawei's technological leadership in the industry, so it attaches more importance to and recognizes Huawei's technology roadmap. This naturally strengthens the user's purchase choice, so other manufacturers in the mobile phone industry are touching Huawei's ass to cross the river in the technical direction, which is naturally the most labor-saving and reasonable approach.
After the follow-up of friends, they will invest more resources in the promotion and iteration of technology, and it is naturally easy to form a joint force for promotion, and eventually make these innovative technologies and designs popular and become the mainstream of the industry. It is precisely because of the strong influence of the Huawei brand that these innovations can be quickly seen and popularized, benefiting a wider range of users. Huawei is like the head goose in the wild goose, and following the head goose is naturally more clear and effort-saving.
Now that 2023 has come to an end, the most difficult days have passed, and I believe that in 2024, inspired by Huawei's return, more innovations will emerge in the mobile phone industry, and the entire market will enter a comprehensive recovery.