Ming-Chi Kuo’s analysis: What impact will Huawei’s recovery have on consumers and Apple?

According to news on September 10, Apple analyst Ming-Chi Kuo, who has received much attention recently, commented on Huawei’s recovery. He believes that Huawei's return will have a positive impact on consumers because it will force Apple to jump out of its comfort zone and innovate more actively. This view implies that competition from Huawei will prevent Apple from continuing to launch products in a more conservative way

In the past two years, Huawei has been hit hard by supply chain problems, resulting in insufficient product supply. This dilemma is also reflected in the domestic mobile phone market, where the share of high-end mobile phones is reduced, innovation is insufficient, and homogeneity is obvious. But what’s interesting is that although the market share that Huawei was supposed to give up would have been an opportunity for other brands, since no other manufacturer was able to fill the gap, Apple seems to have benefited from this situation and maintained a relatively stable market position.

Not only that, Ming-Chi Kuo also pointed out that Qualcomm may be the main loser after Huawei’s return. He predicts that Huawei will purchase 23-25 ​​million and 40-42 million mobile phone SoCs from Qualcomm in 2022 and 2023 respectively. However, starting in 2024, Huawei plans to fully adopt its own-designed new Kirin processors, which means that Qualcomm will lose orders from Huawei and will also have to deal with the risk of declining shipments of non-Huawei Chinese brands due to increased market share.

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