On September 19th, KuaiTech reported that Huawei Mate 60 Pro was launched in a low-key manner at the end of August. After the new machine was released, it caused a sensation worldwide like throwing a "nuclear bomb" in the technology industry.
Apple analyst Guo Mingyi recently posted on the X platform that Huawei's return is expected to regain its market share previously "snatched" by the iPhone, but the extent of the impact remains to be observed.
Guo Mingqian believes that "Huawei's return cannot have no impact on the iPhone", but this impact will not be reflected in the pre order of the iPhone 15 in the mainland Chinese market. The people who will pre order the iPhone are already core users or Apple fans, and these people are not currently the target customers of Huawei phones.
In contrast, although iPhone 15 has extremely high popularity, its innovation power is clearly insufficient. The situation of the Pro version seems to be a bit better, such as the first USB-C port iPhone, the first periscope iPhone, the first titanium alloy body iPhone, the first "Action Button" iPhone, the world's first 3nm chip iPhone, and so on.
From the perspective of market competition, Apple is no longer able to continue "squeezing toothpaste", and Huawei's comeback has had a significant impact on Apple. Previously, Guo Mingyi also stated that Qualcomm would become the main loser for Huawei to adopt the Kirin 9000S and new Kirin chips. Huawei expects that starting from 2024, the new model will fully adopt its own designed new Kirin processor.
