Guo Mingyi: Huawei's return is expected to recover the market share previously "robbed" by iPhone, but the specific degree of impact still needs to be observed.

CTOnews.com September 19 news, Guo Mingyi said in an article on the X platform yesterday that Huawei's return is expected to recover the market share previously "robbed" by iPhone, but the extent of the impact still needs to be observed.

▲ figure source Guo Mingyi X platform account CTOnews.com found that Guo Mingyi believes that "Huawei's return can not have an impact on iPhone", but this impact will not be reflected in the pre-order of the mainland market of iPhone 15. The people who will pre-order iPhone are already core users or Apple fans, who are not Huawei's current target customers.

Guo Mingyi also said that some shopping sites iPhone pre-order figures will be distorted, because advance orders do not have to pay a deposit, so it can not reflect the real pre-order needs of users.

One also mentioned that Apple's demand for two standard iPhone 15 models is "about the same" as last year, while iPhone 15 Pro demand is weaker than last year, as more high-end users switch to pre-order iPhone 15 Pro Max this year.

However, the waiting time of the iPhone 15 Pro Max is obviously longer than that of other handsets. In addition to the strong demand, due to the late mass production time of the iPhone 15 Pro Max, the current shipments are relatively small, and the current production problems are significantly more serious than other models.

Referenc

IPhone 15 final forecast inspection / Thoughts on the iPhone 15 first weekend pre-order