"Now Huawei Mate60 series are sold at a premium, ranging from several hundred to several thousand. For example, the newly launched extraordinary master high-end model, currently to 17,000 yuan can be bought in the market. Mate60 Pro sold the best, to increase the price of 1,000 yuan to get in stock." On October 6, a mobile phone shop owner in a third-tier city introduced the latest market of Huawei mobile phones to a reporter from the 21st Century Business Herald.

Since the launch of Mate60, "one machine is difficult to find" has become the norm, and new machines continue to sell during the Mid-Autumn Festival and National Day golden Week, and the market can get the spot price openly. Also popular is Apple's latest iPhone15 series, the shopkeeper told reporters that to buy the iPhone15 Pro Max, according to the color will also float hundreds to thousands of dollars.
On the other hand, in the first-tier city of Shanghai, Huawei and Apple are both protagonists of the golden Autumn. The 21st Century Business Herald reporter visited and observed that on October 8, after the festival, there were still many customers in the Huawei authorized experience store in Baoshan Paris Spring to ask about the new machine and experience various new functions.
According to the staff, "Neither the Mate60 nor the Mate60 Pro are available in stock and can only be booked in advance." The Mate60 Pro 1TB RAM will arrive the fastest, taking about 2 to 3 weeks. "The Mate60 Pro 256GB RAM is the slowest to arrive and will take at least a month to arrive in store if ordered now."
In the Apple experience store opposite Huawei, the staff said that the current iPhone15 standard version is in stock, iPhone15 Plus and Pro Max store are out of stock, booking at least 1 month, and can not guarantee the color. Scalpers outside the store told reporters that as long as the price can be given priority to get goods, such as booking primary color titanium iPhone15 Pro Max, need to increase the price of 200 to 500 yuan.
The popularity of Huawei and Apple is evident, and in contrast, the mobile phone market is still at the bottom this year, and the expected big recovery has not yet arrived. As the "ballast stone" in consumer electronics, Apple and Huawei are regarded as industry benchmarks, and the industry is also looking forward to the head manufacturers to drive the market up.
Huawei Apple backwardation, supply chain overtime
In the domestic high-end market, the choice of replacement basically points to Huawei and Apple, in the early sales of new machines, spot buying spree continues.
"Want a reservation? I came here because a friend said it was in stock." On October 8, in the Guangzhou Zhengjia Huawei Experience store, a customer was disappointed to leave after hearing that the new machine generally takes 75-90 days to pre-order. Because the waiting period is too long, "it will be next year", some users choose to leave the store, and others choose to go to the next Samsung and other brand stores to experience and consider.
A sales staff of the store told the 21st Century Business Herald reporter that if you want to buy spot, you can choose concentric package, package needs to match the latest release of watches and headphones, Mate60 Pro version is currently purple and white in stock, if there are other brands of mobile phones can be evaluated to replace the old with the new price.
He further introduced that in the concentric package, offline stores can have richer collocation choices than online. The top meal is 2899 (watch) +2499 (headset) +6999 (512G memory Pro version); 1688 (watch) +999 (headset) +6999 (512G memory Pro version) is the lowest configuration, but also more people with the package, only offline can buy.
In the Suning store, the clerk told reporters that the current Mate60 Pro version only 512G memory white version, can increase the price of 1000 yuan booking, the next day can get. Judging from the reporter's visit, the high-end models that can achieve premium sales are almost only Apple and Huawei.
Not far from Guangzhou Tianhuan Square, the Apple flagship store is also crowded, the reporter found at the scene, the new 15 series of new machines are mostly young people looking, the previous series is mostly older people in the exchange of machines in the inquiry, but gathered more people. Shanghai Apple store also showed the same trend, the day many parents with children to buy, the store staff in the introduction of the iPhone 15, Plus and Pro Max new machine mentioned that the main force to buy is mainly young people, middle and high school and college students will basically choose iPhone 15.
If you buy from the official store or official website, consumers must accept the wait. As of press release on October 8, Apple's official website and JD.com's flagship store page show that in addition to the standard version of iPhone 15, other versions need to wait until the end of the month, and the waiting time for iPhone 15 Pro Max is up to one month. Huawei's official website and JD.com's flagship store page show that the Mate60Pro series needs to be booked 75 days in advance.
Therefore, in the open market, the price increase to take spot has become the practice.
Behind the rush to buy Huawei and Apple, the domestic supply chain is also working overtime. Although it has passed the peak season of stocking, but from the point of view of Foxconn and other mobile phone manufacturing, National Day overtime is still the norm. Of course, Foxconn's various plants, production lines in the plant operation situation is different, some busy, some idle.
During the National Day, a manpower company told the 21st Century Business Herald reporter that Kunshan Foxconn orders more, recently continued to recruit, the hourly wage is 36 yuan, the monthly comprehensive income is about 8000 yuan, and the daily wage of 20 days short-term workers is 290 yuan.
At the same time, the manufacturing base also has a lot of short-term demand, and the price also fluctuates with monthly supply and demand and working patterns. For example, starting from October 9, the latest short-term hourly worker recruitment policy of Foxconn iDPBG in Zhengzhou Port District is that the work dispatch cycle will last until November 15, with an hourly wage of 24-25 yuan. On September 27, before the holiday, Foxconn iDPBG in the Port area also carried out a wave of price increases, with the maximum hourly wage of 28 yuan and the maximum return fee of 9,000 yuan.
High-end market tussle continues, the industry is still waiting to recover
With the return of Huawei mobile phones and the "raid" of sales, the attention of the market has been focused on Huawei and Apple, especially in the high-end field, and the competition between the two sides has been ringing again. Huawei's domestic appeal is needless to say, and Apple is also increasing its marketing efforts in the Chinese market.
IDC China senior analyst Guo Tianxiang told the 21st Century Business Herald reporter that Huawei has been in short supply. For Apple, according to the data before the October holiday, the sales of the iPhone15 series in the first week of sales were lower than the first week of the iPhone14 series last year.
He further stated that; "Among them, the sales gap between iPhone15 Plus and iPhone14 Plus is not large, the demand for iPhone15 and iPhone15 Pro is lower than that of iPhone14 and iPhone14 Pro, and the demand for iPhone15 Pro Max is better, but due to supply restrictions, Except for the blue version, all the other colors are in short supply. "Apple is expected to have a 33.4% share of China's high-end phone market in the fourth quarter of this year, up from 29.5% in the same period last year."
In addition to the upsurge of Huawei and Apple's new machines, OPPO, vivo, Xiaomi, Honor and other head manufacturers have also launched an offensive. For example, OPPO vertical small folding sales are growing rapidly this year; vivo official experience store staff told the 21st Century Business Herald reporter, the small folding screen vivo X Flip is the choice of most consumers, sales during the holiday season is quite good, after the holiday line began to promote the vivo S17 series; The offline staff of Xiaomi Home Jing 'an Great Finance City introduced more about the MIX Fold 3 and Xiaomi's latest Leica image competition.
It can be seen that the domestic Android mobile phone camp is constantly sprinting towards the high-end, especially in the first and second tier markets, the folding screen has become the main model to push. However, in the third and fourth tier cities, the overall price of the folding screen is still high, in the market up to 5,000 yuan, the straight plate machine is still more popular, a number of shop owners told reporters: "Overall, the mid-end price is still the main sales of mobile phones, especially OPPO and vivo in the price range of 2000-3000 yuan is quite popular, more than 5000 yuan of high-end mobile phones, the first choice is Huawei and Apple, both of the user stickability is very high, the number of folding machine buyers is small."
Visiting the market, on the one hand, it still takes time for domestic Android phones to establish a high-end brand image, and high-end folding screens also need to be further popularized.
On the other hand, the mobile phone market as a whole is still depressed, such as in third - and fourth-tier cities, even the National Day, summer holidays and other peak seasons, the number of buyers is also decreasing. When asked about the profit of mobile phones this year, the shopkeeper sighed to reporters: "Profit? Forget about profits, it's good to be alive in the mobile world right now. Mobile phone brand stores can still make money now, completely at the original price, not subject to market fluctuations. The mobile phone store where our store is located has been cut in size by half and half. In 2015, 2016, a mobile phone can have 500 yuan, 700 yuan profit, now business is difficult."
Shop owners in the third-tier cities are also a microcosm of the mobile phone channel, in recent years, under the influence of multiple factors, many stores have been closed, and some chain dealers have also been hit hard, especially in the past three years, Huawei mobile phone project losses, to keep the store is not easy. Even some dealers bluntly, repressed for three years, they look forward to Huawei's return to pull the domestic market, and at present, as soon as they arrive, they are optimistic about Huawei's power.
Guo Tianxiang pointed out that with the launch of new products, I hope that the fourth quarter of China's smartphone market can enter a significant recovery trend, but the rebound may also be lower than previously expected, the overall Chinese smartphone market is still full of uncertainty.