Huawei's automotive business ushered in new news.
On February 21, the Weibo accounts "Huawei Intelligent Car Solution" and "Mengshi Technology" both released a warm-up Weibo: "New Year is a new friend, and there will be a happy event the next day".
In the field of consumer electronics, Huawei has also made a strong comeback.
Today, the International Data Corporation (IDC) released the quarterly tracking report on China's tablet in the fourth quarter of 2023, which shows that in the fourth quarter of 2023, Huawei surpassed Apple to become the No. 1 tablet market in China's tablet market shipments, which is the first time since 2010 that China's quarterly tablet shipments have seen the replacement of the No. 1 brand.
Huawei joins forces with Mengshi Technology?
According to public information, Mengshi Technology is a luxury electric off-road brand of Dongfeng Motor, and its products are all hard-core off-road vehicles with strong off-road performance. Some analysts said that this implied that the two sides should join forces.
*:Weibo. On January 20 this year, Huawei's Intelligent Vehicle Solution Official Weibo and VOYAH Official Weibo both announced: "See you on Monday!" ”
According to public information, VOYAH is a high-end smart electric vehicle brand, originated from Dongfeng Motor, as China's "new force in car manufacturing", VOYAH fully integrates Dongfeng Motor Group's more than 54 years of car-making technology and superior resources to provide users with a "reliable" and "luxurious" travel experience.
On January 22, VOYAH and Huawei simultaneously announced the details of "See you on Monday". According to the news, VOYAH and Huawei recently officially signed a strategic cooperation agreement. Based on their respective strengths, the two parties will jointly create the ultimate intelligent travel experience based on user needs. Through the innovation and exploration of cooperative models in multiple fields, we will accelerate the large-scale commercialization of intelligent technology.
Recently, Huawei has frequently announced cooperation with car companies. On the evening of November 26 last year, Changan Automobile, a listed company, issued an announcement on the signing of the "Memorandum of Investment Cooperation".
According to the announcement, on November 25, 2023, Chongqing Changan Automobile Co., Ltd. (hereinafter referred to as "Changan Automobile") signed a "Memorandum of Investment Cooperation" with Huawei Technologies (hereinafter referred to as "Huawei") in Longgang District, Shenzhen, Guangdong Province. After negotiation between the two parties, Huawei intends to establish a company engaged in the R&D, design, production, sales, and service of automotive intelligent systems and component solutions (hereinafter referred to as the "Target Company"), and Changan Automobile intends to invest in the Target Company and carry out strategic cooperation, and the two parties will jointly support the Target Company to become an industry leader in automotive intelligent systems and component solutions based in China, facing the global industry, and serving the industry. The memorandum of cooperation signed this time is a document of intent.
Huawei grew against the trend and surpassed Apple to take the first place
In the field of consumer electronics, Huawei's performance is also very outstanding.
Judging from the Chinese tablet market in 2023, Huawei and Xiaomi have become rare brands that have achieved the best share. According to IDC data, Apple's tablet market share in China in 2023 will be 336%, down 28 percentage points, Huawei's tablet market share is 265%, an increase of 2 year-on-year5 percentage points, Xiaomi tablet market share is 104%, year-on-year **25 percentage points.
In the fourth quarter of 2023, Huawei completed its "counterattack" against Apple. According to IDC data, in the fourth quarter of 2023, Huawei's tablet market share in China will reach 308%, a significant increase of 9 from the same period in 20226 percentage points, Apple's tablet market share is 305%, down 6. from the same period in 20227 percentage points.
Why can Huawei's tablet market share increase rapidly? It is also inseparable from a series of technological innovations. For example, in October 2023, Huawei released the industry's first flexible OLED tablet, the MatePad Pro132. This product is combined with M-Pencil (3rd generation) to become the first Starlight terminal product.
It is understood that as a new generation of short-range wireless connection technology independently developed by Huawei, Starlight technology has the advantages of "faster and lower energy consumption" compared with Bluetooth and WiFi, and is expected to lead the transformation of wireless connection technology. According to the research report of China Galaxy ** Research Institute, compared with traditional wireless connections, Starlight has reduced power consumption by 60%, the data transmission rate has reached 6 times, the delay has been reduced to 1 30, and the number of connections has reached 10 times.
A little bit of innovation has brought a better user experience, and has become a surging driving force for Huawei's tablet PC market share increase. "After a development stage in 2023 that focuses on high cost performance, it is foreseeable that 2024 will be a year when mainstream brands will pay more attention to user experience and brand sustainability," said Gan Miao, senior research manager at IDC China. High-quality products will not only meet the higher needs of users, but also bring more benign net profit contributions to enterprises. ”
The tablet market has "cooled", and the average price has declined
Despite Huawei's good performance, China's tablet market as a whole has seen a "cooling" in 2023. According to IDC data, shipments in China's tablet market in 2023 will decrease by 4 percent year-on-year compared to 20225%。
Previously, from 2021 to 2022, China's tablet shipments were 21 year-on-year8% and 52%, so it can be said that the domestic tablet market is currently in a continuous adjustment cycle.
From the point of view, the average unit price of domestic tablet computers is also declining. According to IDC data, the average unit price of China's tablet market in the fourth quarter of 2023 decreased by 25%。
In terms of price segments, in the fourth quarter of 2023 compared with the same period in 2022, the share of tablet products below 2,000 yuan increased significantly, accounting for 339% rose to 415%, the market share of the ** segment above 4,000 yuan declined rapidly, accounting for 255% down to 18%.
However, IDC believes that the development momentum of China's tablet industry is still good, benefiting from the positive impact of internal and external factors, whether it is from the changes in market participants or from the level of product shipments, which are different from the industry development during the epidemic last year, and tablet computers are becoming one of the personal mobile computing terminals out of the home.
New technologies drive tablet iteration, and the industrial chain has the opportunity of "domestic substitution".
In the new year, the technology trend of China's tablet industry will focus on improving the basic capabilities of system software, using AIGC-based artificial intelligence generation technology, and launching more intelligent system-level combination products. Gan Miao, senior research manager at IDC China, said.
In addition to AI technology, the tablet industry is also undergoing a "screen revolution". Tianfeng ** research report said that in 2024, Apple's sales of iPads with OLED screens are expected to become a test bed for the OLED market of IT products, which may drive other manufacturers to mass-produce OLED screen tablets one after another.
According to Qunzhi Consulting, the growth of the OLED tablet panel market will accelerate the innovation of OLED technology, and it is expected that the global OLED tablet panel shipments will account for 17 in 20289%, and the OLED production capacity area** will increase nearly 10 times by 2028.
OLED equipment is mainly divided into front-end equipment (mainly including film formation, etching, stripping, cleaning, testing, etc.), mid-end equipment (mainly including evaporation, deposition, packaging, etc.), and back-end equipment (mainly including binding, lamination, testing, etc.).
Tianfeng ** research report said that the technical threshold of back-end equipment is lower than that of front-end and middle-end equipment, and it is expected to achieve localized substitution as soon as possible. Among the domestic back-end equipment manufacturers, the first supplier of laminating equipment has Liande Equipment, Zhiyun Shares, etc., the first supplier of binding equipment has Liande Equipment, Zhiyun Shares, etc., and the leading supplier of testing equipment has Jingce Electronics, Huaxing Yuanchuang, etc.
According to the data of Zhiyan Consulting, back-end equipment accounts for about 14% of the investment of OLED panel factories. Zhiyan Consulting believes that compared with the traditional LCD screen assembly line, the back-end equipment required in OLED assembly has higher requirements, and the value of core equipment will increase from about 40 million yuan to about 80 million yuan.
Editor-in-charge: Ye Shuyun.
Proofreading: Zhu Tianting.
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