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据媒体报道指高通已获得许可向华为供应芯片,不过仅限于4G芯片,这样对于华为来说其实意义有限,无助于华为手机的发展。
在海外市场,4G手机还有很大的市场,三星、苹果和其他中国手机品牌在中国以外的市场销售的手机主要还是4G手机,这是因为海外市场只有有限的国家商用5G网络。
当前中国已经进入5G时代,中国销售的手机已有六成为5G手机,随着支持5G的iPhone12上市,5G手机占国内手机市场的份额将进一步上升至七成以上,留给4G手机的空间已经相当有限。
高通获得许可向华为供应4G手机芯片,这意味着华为可以在海外市场销售4G手机,然而华为手机在海外市场的销售持续萎缩,主要原因是它与拥有安卓系统的谷歌合作出现障碍,华为手机无法搭载谷歌GMS服务,缺乏谷歌GMS服务的华为手机难以获得海外消费者的支持。
正是由于华为手机与谷歌合作出现障碍,从去年三季度起它就将业务重心转回国内市场,而它在国内市场销售的手机占起手机出货量的比例近七成,可以说它在国内市场的发展是生存的希望。
然而正如上述,国内市场已进入5G时代,4G手机占国内手机市场的比例将仅剩下三成左右,未来随着5G手机的价格进一步下降至千元以内,4G手机在国内手机市场必然会进一步萎缩,如此一来即使高通向华为供应4G手机芯片,对于华为手机来说也没有太大意义。
业界普遍预期,随着华为手机的萎缩,小米将取代华为进入世界前三,三季度的数据显示小米手机出货量同比猛增超过四成,两者的出货量差距已缩短到一成以内,即使高通向华为供应4G手机芯片,似乎也无法阻止这种趋势,似乎华为手机四季度跌出全球前三已是必然的结果。
2019年手机业务贡献的营收占华为营收的比例已超过半数,可以说手机业务已成为华为的主要业务,今年三季度华为手机的出货量同比大跌超过两成,如果华为手机继续萎缩下去,对华为公司的打击将是比较大的。
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柏铭科技 BMtech007