iPhone 15 exceeding sales expectations in China with many retailers selling out in minutes

Is Huawei actually competitive in China with iPhone 15 models?

Benchmarks for the Mate 60 come in kind of like an iPhone XR, which is late 2018, though in fairness, the Mate 60 has a long feature list, topped off with an option for satellite voice com, though I doubt that will actually be a big seller.

It's safe to state that Huawei is more likely to take share away from Chinese OEM's than Apple.

13,999 yuan makes me feel better about 1,486.44.

BOOM. Useless analists predicting doom and gloom for the new models have been proved wrong - AGAIN. They will never understand Apple. 

tmay said:

Is Huawei actually competitive in China with iPhone 15 models?

Benchmarks for the Mate 60 come in kind of like an iPhone XR, which is late 2018, though in fairness, the Mate 60 has a long feature list, topped off with an option for satellite voice com, though I doubt that will actually be a big seller.

It's safe to state that Huawei is more likely to take share away from Chinese OEM's than Apple.

Every Mate 60 Pro purchase has the potential to take share away from Apple, especially those who had switched from Huawei over the last few years. 

Every Mate X3 and X5 also has potential to take share away from Apple, simply because Apple is not offering a folding or flip option. 

There are no 'safe bets' though, just lots of rumours. Apple has pent up demand which is normal for its sole, pre-Christmas phone releases. 

Huawei has returned to its pre-sanctions release cycle which means at least two flagship series per year (and possibly four). 

The Mate series is the business series and the P series is the photography series. 

There is yet another launch event on the 25th of September and rumours of an RS phone to complete the late 2023 phone launches. 

Unless China sales pick up in general, it's clear Huawei will be clawing back share from all flagship vendors and that includes Apple. 

Just how much is the question. 

Rumours have claimed Huawei has massively increased its original projections. There is no way to know for sure. 

Competitiveness isn't only a question of processor performance. That has been clear for years, so while it will be a factor for some, for others it won't. 

Yes, satellite voice calling is a new advance and Huawei has had to ask users not to use it on planes (aviation regulations) after people started posting videos of themselves on social media using satellite voice calling while in flight. It's been getting a lot of attention but isn't the only new feature. 

We won't know how things are playing out in terms of share until around Q2 next year, and a lot could happen (politically speaking) between now and then. Assuming there are no major changes to that side of things, the real show should begin around MWC2024. 

avon b7 said:

tmay said:

Is Huawei actually competitive in China with iPhone 15 models?

Benchmarks for the Mate 60 come in kind of like an iPhone XR, which is late 2018, though in fairness, the Mate 60 has a long feature list, topped off with an option for satellite voice com, though I doubt that will actually be a big seller.

It's safe to state that Huawei is more likely to take share away from Chinese OEM's than Apple.

Every Mate 60 Pro purchase has the potential to take share away from Apple, especially those who had switched from Huawei over the last few years. 

Every Mate X3 and X5 also has potential to take share away from Apple, simply because Apple is not offering a folding or flipping option. 

There are no 'safe bets' though just lots of rumours. Apple has pent up demand which is normal for its sole, pre-Christmas phone releases. 

Huawei has returned to its pre-sanctions release cycle which means at least two flagship series per year (and possibly four) . 

The Mate series is the business series and the P series is the photography series. 

There is yet another launch event on the 25th of September and rumours of an RS phone to complete the late 2023 phone launches. 

Unless China sales pick up in general, it's clear Huawei will be clawing back share from all flagship vendors and that includes Apple. 

Just how much is the question. 

Rumours have claim Huawei has massively increased its original projections. There is no way to know for sure. 

Competitiveness isn't only a question of processor performance. That has been clear for years so while it will be a factor for some, for others it won't. 

Yes, satellite voice calling is a new advance and Huawei has had to ask users not to use it on planes (aviation regulations) after people started posting videos of themselves on social media using satellite voice calling while in flight. It's been getting a lot of attention but isn't the only new feature. 

We won't know how things are playing out in terms of share until around Q2 next year, and a lot could happen (politically speaking) between now and then. Assuming there are no major changes to that side of things, the real show should begin around MWC2024. 

Politically speaking, the U.S. is going to close the loopholes that have allowed continued DUV sales thru the end of the year, which is technology behind the Kirin 9000S, so it will get more and more difficult, and expensive, for SMIC to evolve the Kirin.

I get that Chinese people want to support the home team, ie Huawei, but Huawei sure is taking a hit on SOC performance, hence why I don't think that Apple is going to be impacted by Huawei much, if at all.