Following the launch of the flagship new product in September, on the morning of October 31st, Apple and Huawei, two consumer electronics giants, faced each other head-on again.
According to the latest news, on October 31st, Apple officially released three M3 chips: M3, M3 Pro, and M3 Max.
Apple and Huawei face off again
Previously, according to Apple's official news, on the morning of October 31st Beijing time, Apple held a press conference and there were speculations that Apple would release a Mac Book Pro equipped with an M3 chip.
Renowned analyst Guo Mingming stated in an article that the focus of this press conference is estimated to be the M3 series chips, which may include M3, M3 Pro, and M3 Max chips.
During the same period, Huawei will also hold a nova new product launch event, at which time the nova 11 SE will be officially released. Currently, this model has opened reservations with major e-commerce platform merchants.
As early as this spring, He Gang, the CEO of Huawei's BG terminal, stated in an interview that Huawei has overcome many difficulties in recent years. As various supplies have stabilized, the pace of Huawei's product release has finally returned to normal.
Afterwards, since the beginning of this year, Huawei's product releases, especially new mobile phone releases, have indeed returned to normal. At the end of August this year, Huawei's flagship "flagship dish" Mate 60 series arrived as scheduled in the autumn, followed by the nova series update.
According to data from international research institution Counterpoint, in the third quarter of 2023, smartphone sales in China decreased by 3% year-on-year, with a narrowing year-on-year decline, indicating that the market may have bottomed out and signs of market recovery are approaching. Thanks to the newly launched Mate 60 series, Huawei's smartphone sales in the third quarter increased by 37% year-on-year. In addition, Huawei sold 1.6 million Mate 60 Pro units within six weeks, More than 400000 of them were sold within two weeks.
The report also shows that in the third quarter, Apple's market share in the Chinese mobile phone market was poor, mainly due to early channel price reductions, untimely official price adjustments, and poor sales performance.
Apple iPhone 15 official price drops for the first time
It is worth mentioning that with the recent opening of the e-commerce "Double Eleven" shopping festival, Apple has quietly launched this big promotion battle through official channel price reductions.
On October 31st, the reporter noticed that Apple JD's self operated flagship store offered a coupon discount of up to 801 yuan for iPhone 15 series phones; Starting from 8pm on October 31st, the official flagship store of Apple Tmall offers a 700 yuan discount coupon for iPhone 15/Plus; The iPhone 15 Pro/Pro Max offers a 500 yuan coupon. In addition, channels such as Changhang Apple authorized franchise stores have also conducted price reductions and promotions. Among them, iPhone 15/Plus offers a discount of 800 yuan; IPhone 15 Pro Max offers a discount of 500 yuan.
Compared to last year, Apple has increased its discounts this year. On October 31st last year, Apple announced a price reduction on its official WeChat account: the iPhone 14/Plus coupon was reduced by 550 yuan, and the iPhone 14 Pro/Pro Max coupon was reduced by 350 yuan, both of which support 12 interest free periods.
In the report just released by Counterpoint on the 27th, Ivan Lam, a senior analyst at the institution, also provided a detailed explanation of the reasons for the decline in iPhone sales in the third quarter of this year. She stated that the main reason was the early price reduction in channels, while the official subsequent price adjustments failed to save sales in a timely manner due to missing the time window. In addition, the iPhone 15 series did not perform as well as the iPhone 14 series due to limited supply during its initial release.
But now the official online channel of iPhone 15 has lowered its price for the first time, clearly in order to seize the market and increase sales.
However, on the morning of October 31st, a reporter from Securities Times · e Company found on Apple's official website in China that the price of iPhone 15 on Apple's official website has not been adjusted, indicating that Apple has only adjusted prices for some official e-commerce channels.
On the other hand, according to enterprise investigations, recently Huawei Technology Co., Ltd. applied to register the "Far ahead" trademark, which is internationally classified as a means of transportation and scientific instruments. The current trademark status is awaiting substantive review.
It is reported that "far ahead" is an adjective mentioned multiple times by Yu Chengdong, Huawei's executive director, CEO of terminal BG, and CEO of intelligent vehicle solution BU, at the Huawei Mate 40 series press conference at the end of 2020. According to statistics, he said "far ahead" 14 times throughout the entire press conference, and then the term became popular and became a hot topic on the internet.
In addition, on the occasion of the Double Eleven, other mobile phone manufacturers have quietly joined the battle without gunpowder. Most of them have launched new phones or are about to launch new phones, such as OPPO's Find N3, vivo's upcoming vivo X100, and some manufacturers have adopted pricing strategies, such as realme.
Faced with the "Double Eleven" battle in consumer electronics, some industry insiders point out that it is not clear who will be "far ahead" next quarter.
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