2024-09-27
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at huawei's autumn full-scenario new product launch conference held recently, yu chengdong, huawei's managing director and chairman of terminal bg, announced that the pure-blood version of harmonyos next will start public testing on october 8, mate x5 series, matepad pro 13.2 series, mate 60 series it is the first batch of public testing equipment.
(photo source: photographed by lei technology)
at the previous developer conference, yu chengdong said that the mate 70 series will launch harmonyos next. now the pure-blood hongmeng is about to open public beta, which also marks the imminent arrival of the mate 70 series.
sure enough, the financial associated press recently reported that the huawei mate 70 series has entered the mass production stage of the entire machine and is tentatively scheduled to be released in november. sources in the supply chain said that parts are already being supplied and are expected to be released as soon as the end of october. currently, a large number of complete machines have been produced.
canalys data shows that in the second quarter of this year, apple ranked first in the domestic mobile phone market above us$600 (approximately rmb 4,200) with a share of 52%, while huawei ranked second with a share of 30%. the shares of other brands were all in the 4% and below.it can be said that huawei is the only brand among domestic mobile phone manufacturers that can compete with apple.
(image source: canalys)
some time ago, the iphone 16 series was released, and countless apple fans cheered, while some netizens scoffed, thinking that the new phones were not innovative at all. now, huawei's top flagship mate 70 series is also about to be released. two flagship phones that were launched at about the same time are competing. can huawei gain the upper hand this time?
configuration upgrade,
the “decisive masterpiece” between huawei and apple
judging from the renderings, the appearance of the mate 70 series continues the consistent family design of the mate series, which is generally consistent with the mate 60 series. the front uses a three-hole design to take into account 3d face recognition, and the back is the classic "star ring" "camera module.
(source: internet)
in terms of hardware configuration, according to @digitalchat.com, the mate 70 series will be equipped with a 1.5k ltpo screen, a self-developed processor, omnivision technology's ov50k ultra-large variable aperture cmos, and the battery capacity will not exceed 6000mah.
(source: weibo screenshot)
the blogger also said that the screen size of the mate 70 series is 6.7-6.8 inches, which is larger than the pura 70 series. unfortunately, huawei's self-developed ultrasonic screen fingerprint unlocking speed is not low and has power consumption advantages, but this year's new machine cannot keep up, and it may still use tof 3d face unlocking + short focus screen fingerprint unlocking solution.
(source: weibo screenshot)
in terms of chips, although some news has been circulated on the internet, the reliability cannot be determined, and huawei maintains extremely high confidentiality on it. the information currently available is that the chip may be named "kirin 9100", the process has been upgraded, and its performance will surprise consumers.
finally, there is the camera module. in fact, as early as 2020, the xiaomi mi 10 extreme commemorative edition used the ov48c sensor developed by omnivision technology. however, in the following years, the flagship models of domestic mobile phone manufacturers failed to use omnivision cmos as the main model. photography caused haowei cmos to be a flash in the pan in the flagship phone market. fortunately, huawei, which has long been committed to supporting the domestic supply chain, has extended a helping hand.
the mate 50/60 series have used omnivision cmos, and the pura 70/70 pro/70 pro+ released in april this year uses ov50h as the main camera. the mate 70 series will be equipped with an ov50k main camera. the sensor is 1/1.3 inches in size, supports lofic technology, and has a large variable aperture. based on this sensor, the mate 70 series is likely to remain at the top of the dxomark imaging rankings.
(photo source: photographed by lei technology)
taken together, the upgrade of the mate 70 series is not small, especially in terms of imaging. if it can stay at the same price as the mate 60 series, domestic sales will most likely be able to compete with the iphone 16 series.
however, the two major brands huawei and apple have the same problem, that is, because their products are too popular, supply often exceeds demand in the early stages of launch, and scalpers take the opportunity to speculate and drive up prices. for example, the mate xt and iphone 16, which went on sale some time ago, require additional money to purchase on the first day of sale.
faced with the scalpers disrupting the market, huawei and apple's counterattack method is very simple, that is, to increase stocking.in early september, the number of iphone 16 series in stock exceeded 88 million units, so that some versions of the iphone 16 series were sold out soon after they went on sale, and only a small number of versions required extra money to buy. the first sale of mate xt required tens of thousands of yuan to buy it, but now you can get it by adding thousands of yuan.
(source: xianyu screenshot)
according to reports from the supply chain, a lot of mate 70 series machines have been produced, and it is estimated that they will be easier to buy than previous generations of products on the day of first sale.but consumers need to think carefully about whether they should buy the mate 70 series. after all, starting from the mate 70 series, huawei will enter a new era.
pure blood hongmeng era,
huawei has opportunities and challenges
for the pure-blood harmonyos next, xiaolei is both looking forward to and feeling nervous. the reason for looking forward to it is that harmonyos next will give up support for android applications and become a truly authentic domestic system. the reason for being nervous is because he is worried that the native harmony application ecosystem will not be able to satisfy the requirements. user demand affects the sales of the mate 70 series.
taking pc products as an example, there are currently many domestic systems such as deepin, ubuntu kylin, and uos, but none of them can compare with windows and macos.the core reason is not that these systems are not easy to use, but that the application ecosystem is too small to meet the various needs of users.
(source: tongxin)
at the developer conference in june, huawei stated that the number of hongmeng native applications has reached 5,000, of which 1,500 have been launched. at the huawei connect 2024 conference in september, huawei stated that more than 10,000 applications and meta-services have been put on the harmonyos next application market, covering 18 vertical fields and able to meet 99.9% of users’ usage time.
harmonyos next can adapt to mainstream social communications, business office software, and audio-visual entertainment at the first time, and users will have no problems in daily use. just for some niche software or games, adaptation may not be completed for the time being.the progress of harmonyos next's application ecosystem development has exceeded xiaotong's expectations, but it is still dwarfed by the number of two to three million apps on android and ios platforms.
more importantly, adapting harmonyos next to native applications requires a certain amount of manpower and material resources. some smaller software development companies and individual developers may be reluctant to launch harmonyos next versions for their applications.
but for developers, while there are risks in adapting native applications to harmonyos next, it is also a big opportunity.the harmonyos next platform has a small application ecosystem, which means there are fewer similar products and will be less competitive, forming a blue ocean market. entering the market as soon as possible will help seize opportunities and the market.
(source: huawei)
in addition, in addition to giving up compatibility with android applications, harmonyos next also has a major feature of one-time development and multi-deployment. at this stage, in addition to being launched on mobile phones, the applications developed by developers may also cover many platforms such as pcs, cars, tablets, smart watches, etc. adapting applications to different platforms also requires manpower and material resources.harmonyos next can improve development efficiency and save resources required to adapt to multiple platforms.
as of today, there are more than 900 million devices equipped with hongmeng ecosystem. the huge market is the guarantee for developers’ profits. previously, harmonyos next did not open public beta. developers can also make money from huawei users through android applications. however, in the future, only by developing native harmony applications can they make money from huawei users.
a huge and temporarily competitive market is bound to attract more developers. after harmonyos next launches public beta and the mate 70 series is launched, i believe more developers will join the harmonyos next ecosystem.
(photo source: photographed by lei technology)
as for purchasing opinions, if you rarely play games and your mobile phone is mainly used for daily audio-visual entertainment, office work, and communication, the mate 70 series is worth buying. if you play a lot of games and don’t have a spare phone or tablet dedicated to playing games, it is recommended to first check whether there are native versions of hongmeng for your frequently played games before considering it.
after the release of the mate 40 series, the mate series stopped updating for a while, but huawei showed us its resilience. starting from the mate 50 series, the product has returned to being updated once a year, and each generation can bring surprises. idc data shows that based on the hot sales of mate, pura (p), nova and other series, huawei mobile phones returned to the first place in the country with a share of 17.5% in the first half of this year.
after the arrival of the pure-blood hongmeng era, huawei users may enter a period of pain, but in the long run, the benefits outweigh the disadvantages for the development of huawei's mobile phone business.as huawei's latest generation flagship, the outstanding performance of the mate 70 series has also given the majority of huawei users confidence. in 2025, the domestic high-end mobile phone market is likely to return to the situation in 2019 or 2020, with huawei and apple equally or even better.
huawei mate returns to its peak,
the supply chain is the hero behind the scenes
when the mate series was discontinued, huawei was in an extremely difficult situation, and hardware procurement became a problem, but these difficulties and obstacles did not defeat huawei. so far, the mate 50/60/70 series has resumed stable updates, and huawei’s mobile phone sales have returned to no. 1 in china.behind the success is not only huawei's efforts, but also the progress of upstream supply chain manufacturers.
in an era when flagship phones of other brands were generally equipped with samsung screens, and were even ashamed to be equipped with domestic screens, huawei firmly supported domestic screen manufacturers, and many flagship phones were equipped with boe screens. while sony is the first choice for cmos in domestic flagship phones and samsung is the second choice, huawei insists on cooperating with omnivision. many flagship phones are equipped with omnivision cmos and use omnivision cmos as the main camera.huawei's long-term support for the domestic supply chain has gradually come to fruition and has been fed back to huawei to help it tide over the difficulties.
(photo source: photographed by lei technology)
the pure-blood harmonyos next is another challenge faced by huawei, but this time the challenge is no longer hardware, but the software ecosystem.the mate 70 series is equipped with harmonyos next for the first time, which also shows us huawei’s courage and confidence.although the current harmony ecosystem is not yet complete, huawei has laid a solid foundation for entering the harmonyos next era and the upcoming mate 70 series.
in addition to mobile phones, tablets, cars and other products, hongmeng pc has also exposed some news. yu chengdong recently stated that the existing huawei pcs may be the last batch of computers equipped with windows system, and pcs equipped with hongmeng operating system will be launched in the future.
after applying harmony os to all devices, huawei's "1+8+n" strategy will reach the milestone of "maturity" and become the second manufacturer after apple to base all-end devices on an exclusive system and ecosystem. harmonyos next will be developed once and deployed on multiple devices. the characteristics will also give huawei equipment an advantage over apple products.
of course, all of this is still inseparable from the support of domestic software and hardware manufacturers. only hardware manufacturers can continue to supply huawei and help huawei achieve mass production of equipment. software developers continue to develop applications for harmonyos next and improve the ecosystem of the system. huawei only then can we have a chance to become the second apple.huawei never wins alone, but has always joined forces with all partners to achieve win-win cooperation.