Huawei Mate40 and the iPhone12

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The iPhone 12 and Huawei Mate 40 series, which were originally planned to be unveiled at the end of September and early October, failed to appear on time. When will it debut?

Huawei quietly released a Kirin blessing poster on the occasion of the Mid-Autumn Festival, suggesting that the Kirin 9000 and Mate40 series will be unveiled soon. When the iPhone 12 was unveiled, news has also been revealed recently that the iPhone 12 may be released on October 13, and will accept user reservations on October 16, and will officially go on sale on October 20.

Summarizing the news received so far, I predicts that the Huawei Mate40 series is likely to be released about a week later than the iPhone12. It will be released on October 22 and will be officially launched at the end of October. It was almost on the same stage, the same heavyweight, the same star, which mobile phone would you choose to start with.

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From the configuration point of view, the iPhone 12 and Huawei Mate40 are the only two smartphones using TSMC’s most advanced 5nm process this year. The Kirin 9000 is Huawei’s breakthrough 5G chip this year. Although there are no specific parameters to refer to. However, it can be seen from the naming of 9000 that Kirin 9000 has made a breakthrough compared with the previous Kirin chips. However, after Kirin 9000, we may not be able to see the new Kirin chips again for a period of time. The combination of 9000 and Huawei Mate40 can even be described as a “swan song”. For some time in the future, we will no longer be able to see the newly launched Huawei mobile phones with Kirin chips.

The iPhone 12 is Apple’s first 5G mobile phone, and it is the expectation of many fruit fans.

One is “expectation” and the other is “sweet sing”, which is equally eye-catching. However, due to the impact of chip production capacity, the output of Huawei’s Mate40 series has been greatly affected. Although TSMC is constantly rushing to work for Huawei, the Kirin 9000 series only produced more than 8.8 million chips before September 15th, and the 5nm process capacity of the back-end Semiconductor Manufacturing Company on September 15 was all occupied by Apple to produce more A14 chips. The processor is out.

According to the most ideal data, the output of Huawei Mate40 series is only more than 8 million units. According to the sales of Huawei Mate30, more than 8 million Mate40 can only be sold by Huawei for more than three months. After three months, there will be no new Huawei Mate40 with Kirin 9000.

The insufficient production capacity of Huawei Mate40 may give the iPhone 12 series an opportunity to further expand its market share. Earlier news showed that TSMC has produced 80 million A14 chips for Apple. The output of iPhone 12 is likely to reach about 70 million. The first batch of iPhone 12 series will reach tens of millions, which will completely crush the smartphone market. It can be seen from the number of the first batch of supply markets that Apple values ​​the iPhone 12. Apple has also launched a richer model and price combination, except for the iPhone 12 Max, iPhone 12 Pro, and iPhone. The 12 Pro Max version satisfies more high-end users. There are also iPhone 12, mini versions, and even the third-generation iPhoneSE. It can be said that Apple has changed its marketing strategy of only entering the high-end market. End-to-end comprehensive coverage of users, in order to inspire more old users such as iPhone6, iPhone7, iPhone8 and other old users to trade in new phones.

If the Huawei Mate40 equipped with Kirin 9000 chip is really as mentioned above, the output will be at most 8 million units, which will form a huge gap compared with the total number of iPhone 270 million units.

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Digital Nomad

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