Cook officially announced that China has become the world's largest iPhone market.
As we all know"Superconducting quantum wafers"Quantum wires can be carried on substrates, and their design philosophy is very different from traditional silicon-based wafers, so they do not require advanced manufacturing process equipment.
Luckily, China has a strip called"Goku"But this can't be the key to breaking the game, quantum wafers can't replace traditional silicon-based wafers, so they can't solve mobile phones"Lack of cores"problems.
As of now, the iPhone has become one of the largest brands in the world, with an annual revenue of about $400 billion, so national manufacturers can't wait.
Since 1993, Apple has been stationed in the mainland for 30 years, and the current CEO Cook also announced a blockbuster news at the celebration party: shipments from the mainland have surpassed the US market and become the world's largest iPhone market!
According to the statistics of teardown data, an iPhone has at least five chips, and the iPhone13 and above series can even reach an astonishing ten, including A series chips, M12 sports chips, W1 W2 wireless chips, S4 independent smart chips and T2 security chips.
You know, in the past ten years, Apple has sold about 3800 million mobile phones, which means that the chips that were once cut off by Chinese companies will eventually pass"Mobile phone carrier"Back in the hands of the Chinese people, the preliminary calculation is about 3 billion high-end chips, which is more serious than the chip supply outage.
In contrast, domestic mobile phone shipments were even worse, with shipments of about 1 in the second quarter of this year300 million units, a year-on-year decrease of 74%, while the iPhone is the main high-end 5G market, with 575% of the market share tops the list.
Not long ago, still affected by the divestment of the American technology company Marvell, Apple made an important decision to seek a new reliable and low-risk market"Next stop"Settled in India.
But Foxconn, Apple's royal foundry, had to follow Apple south, and its $300 billion production capacity was either moved to India or 320,000 Chinese workers were unemployed.
Huawei's return is still a reversal of the status quo.
As we all know, Huawei's mobile phone shipments have surpassed Apple to rank second in the world, but its chips have been cut, the terminal business has collapsed, and it has even been sold"Survive with a broken arm"The glory brand of the iPhone has allowed the iPhone to be at the top of domestic production.
However, Huawei announced the blockbuster news some time ago, and Huawei mobile phones realized"Comeback", from"Alternative"It returned to the top five domestic mobile phone shipments and had a market share of 13%, second only to Xiaomi.
At present, Huawei is gradually getting rid of the impact of chips**, and it is expected that it will still maintain a recovery trend in the future, and with the increasing centrality of domestic brands, it is not impossible for Huawei to return as the king.
To sum up, Huawei's mobile phone market share is low, mainly due to the tight chip inventory, but as far as the current situation is concerned, Huawei may have found a solution, and the next step will be to hit the top of the domestic mobile phone shipment list, surpassing the iPhone in the high-end market, and returning to the top is just around the corner.