Chip shortage causes Huawei mobile phone prices to rise: Mate 30, P40 series have increased significantly

The new round of control measures imposed by the United States on Huawei came into effect on September 15 this year. Since then, many of Huawei’s suppliers can no longer supply Huawei unless they obtain a license from the US Department of Commerce.

On September 18, the Beijing News Shell Finance reporter visited the mobile phone wholesale market in Huaqiangbei, Shenzhen. Many agents told Shell Finance reporter that Huawei’s mobile phones have indeed risen in price recently, but they can still get the goods, and said that at present The Mate 40 series has not yet been released, and if it is released, it will be actively stocked in advance.

For the reason for the price increase, agents generally believe that it is related to the shortage of Huawei’s chips, but the price has dropped recently. The quotation table provided by the agent to reporters shows that the quotations of Huawei Mate 30 series and P40 series have been reduced, but there is still a large increase compared with two months ago.

Chip shortages may cause Huawei’s mobile phone prices to generally rise

The Mate 30 and P40 series have increased significantly

Accompanying this ban is the news that Huawei mobile phones have recently raised prices. Huawei did not explain this, but judging from the quotations from dealers, Huawei’s mobile phones have indeed experienced a relatively obvious price increase recently.

According to the quotation table provided by one of the dealers to the reporter, taking the Mate 30 5G (8+256G) black as an example, the price of this model was 4390 yuan two months ago, but now it has risen to 5010 yuan, an increase of 620 yuan. It is close to the level of 5,499 yuan when it was just released at the end of September last year.

In addition, the P40 series, which is also equipped with the Kirin 990 chip, also has a price increase. Take the P40 Pro (8+256G) black as an example. Two months ago, the price of this model was 5,880 yuan, but now it has risen to 6,180 yuan. 300 yuan, which is almost the same as 6488 yuan when it was just released in April this year.

Shell Finance reporters noticed that the price increase of Huawei models equipped with Kirin 990 chips is higher. The dealers said that this may be related to the shortage of chips, but they all said that they can still get the goods at present, but the cost of getting the goods has increased.

The release date of the high-end flagship model Mate 40 in the second half of this year has not yet been determined. According to Huawei’s release rules, the Mate 40 will release its own HiSilicon self-developed chip Kirin 9000 before the release, but this chip has not yet been released. Yu Chengdong, CEO of Huawei’s consumer business, said on Weibo on September 14, “Please wait a little longer, everything will arrive as scheduled”, in order to appease consumers’ expectations.

“Isn’t it said that the Kirin 9000 of Mate 40 is an out-of-print chip? It is estimated that the channel price will not be low at that time.” A dealer told reporters that if the Mate 40 is released, it will actively stock up, and I believe this model will be very popular.

However, Huawei’s Mate 40 series this year will face Apple’s challenge – this year, Apple will release the company’s first 5G mobile phone iPhone 12 series, which is believed to be expected to drive a large number of Apple users to switch phones. Wedbush’s earlier research report pointed out that China is still a key factor in Apple’s success secret, and it is estimated that about 20% of iPhone upgrades in the next year will come from this region. “We believe that 60 million to 70 million iPhones in China alone are in a window of upgrade opportunities in the next year, and despite the competitive pressure from domestic manufacturers, Apple will be aggressive at all price points (SE, iPhone 12) , to strengthen its foundation.”

After the ban came into effect, many suppliers applied to the US for export licenses

Since the beginning of this year, the US government has gradually escalated its suppression of Huawei, which has had a certain impact on its consumer business. On May 16 this year, the U.S. Department of Commerce officially upgraded Huawei’s export control. Not only was Huawei unable to import components from U.S. manufacturers, but equipment or manufacturers containing U.S. technology also needed a license from the U.S. Department of Commerce to produce chips for Huawei.

Since then, Huawei has turned to cooperate with chip companies such as MediaTek, hoping to purchase other chip companies to meet consumer business needs, but this plan has failed again – the third wave of the US government’s crackdown has updated the ban rules, non-US Companies and off-the-shelf chips are also included in the ban on exports to Huawei, leaving Huawei only one month.

After the ban came into effect on September 15, many of Huawei’s suppliers have stopped supplying it, but many companies are actively applying for export licenses from the US Department of Commerce. At present, SMIC, MediaTek, Micron, etc. have all publicly stated that these companies have applied to the United States to continue supplying Huawei in accordance with regulations, and South Korean media have also reported that Samsung and SK Hynix have recently submitted formal applications to the U.S. Department of Commerce .

However, the market is not optimistic about the approval of these companies’ applications, so Huawei is also actively looking for other solutions and development ideas. At this year’s developer conference, Yu Chengdong proposed for the first time that Huawei will launch a software and hardware two-wheel drive system. Scenario smart ecology, this statement is different from the previous “1+8+N” strategy that favors hardware.

In order to cope with the risk of Google’s Android system and GMS deactivation, Huawei pushed the Hongmeng system and HMS (Huawei Mobile Services) to replace it, and made it clear that Huawei mobile phones will fully support the Hongmeng system next year. The purpose of these measures is to keep Huawei mobile phones in overseas markets. share. Hope to outperform in the third quarter. At the same time, OPPO has also reached a group-level cooperation with Vodafone. As it gradually reaches cooperation with more large-scale channel providers, growth can be expected in the future. “

In the past, when Apple and Huawei’s new phones were released in September, the original old models often began to cut prices and clear stock, but this year, Huawei’s Mate 30 series and P40 series were uncharacteristically, and prices began to increase to varying degrees in August. What do you think about this?

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