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華為當紅,小米退熱

華為當紅,小米退熱

Scott Cendrowski 2015年07月26日
在中國智能手機品牌霸主的爭奪戰中,電信設備巨頭華為一馬當先,而新人小米卻遭遇了一些問題。

????隨著其他中國智能手機制造商的殺入,圍繞全世界估值最高的初創公司、中國智能手機制造商小米(Xiaomi)的熱度開始消散。其中勢頭最猛的當屬華為(Huawei)。

????電信設備巨頭華為更為人所知的,是其4G設備而不是智能手機。公司在今天宣布,在推出一批廣受好評的中高端智能手機后,上半年公司手持設備業務收入增長87%,達到72億美元。據集邦科技(TrendForce)統計,第二季度,華為以18.3%的市場份額,繼續成為中國智能手機制造商中的領頭羊,排在第二和第三位的分別是小米與聯想(Lenovo)。

????據IDC統計,第一季度,中國市場國內外品牌中,華為的市場份額排在第三位,僅次于蘋果(Apple Inc. )與三星電子(Samsung Electronics)。IDC尚未公布第二季度的數據。華為在今天表示,根據另外一家研究機構的市場份額數據,其在第二季度的中國市場已經超越了蘋果與三星。華為的智能手機銷往一百多個國家,在歐洲的銷售額增長速度更是創下紀錄。

????集邦科技的分析師寫道:“華為在海外市場不錯的銷售記錄和與電信運營商穩定的關系,使其成為排在首位的中國智能手機品牌。”分析師預測,華為將成為首家在今年出貨量達到一億臺的中國智能手機制造商。

????另外一家中國智能手機制造商也制定了在今年實現出貨量一億臺的目標:小米。但毫無疑問,小米在2015年上半年的表現要遜色不少。

????兩個月前,一篇博客文章詳細介紹了小米Note頂配版主板過熱的問題。小米的公關部門一直在努力平息這篇文章帶來的影響。小米稱只有一位用戶出現了上述問題。但即便如此,在這則破壞性的新聞之前,今年早些時候已經有中國競爭對手在搶占小米的市場份額,盡管小米的智能手機售價低至100美元。小米今年上半年的手機出貨量僅有3,500萬臺,而不久之前小米剛剛預測年出貨量將達到一億臺。集邦科技估計,小米今年的出貨量將增長15%,達到7,000萬臺——雖是不錯的業績,但根本達不到小米向全世界宣布的業績爆發。

????華為的增長肯定搶占了小米的銷售額,甚至可能給蘋果帶來壓力。在第一季度,蘋果在中國仍占有最大的市場份額,但其昨天公布的iPhone手機銷售業績令人失望,因為大中華區不再是iPhone手機的首要市場。但蘋果在中國市場的業績依舊強勁,在北京街頭,iPhone手機隨處可見。但蘋果也面臨日益殘酷的競爭,華為便是一個強大的中國挑戰者。

????今年早些時候,《財富》雜志曾介紹過中國智能手機制造商的崛起,包括華為,因為其在進軍新市場,并且贊助了AC米蘭等足球隊。在美國,華為僅供在線銷售的智能手機業務啟動,去年,更是進入了國際品牌集團(Interbrand)的全球百大品牌排行榜,排在科羅娜(Corona)和喜力(Heineken)之間。

????中國的智能手機制造商或許最終將取代蘋果和三星,成為中國和世界市場中的佼佼者。(財富中文網)

????譯者:劉進龍/汪皓

????The excitement surrounding the world’s highest-valued startup, Chinese smartphone maker Xiaomi, is starting to dim as the rest of China’s smartphone makers move in. Most aggressively, Huawei.

????The telecom equipment giant better known for 4G equipment than smartphones said today that its handset business revenue increased by 87% in the first half of the year, to $7.2 billion, on a wave of recent well-reviewed, mid-and high-priced smartphones. Huawei retained its top spot leading other Chinese smartphone makers in China with 18.3% market share in the second quarter, according to TrendForce, ahead of No. 2 Xiaomi and No. 3 Lenovo.

????Huawei was third in China market share behind Apple Inc. AAPL -4.74% and Samsung Electronics SSNLF -3.23% in the first quarter among both foreign and domestic brands, according to IDC, which hasn’t released second-quarter figures. Huawei said today it passed Apple and Samsung in China during the second quarter, according to another researcher’s market share figures. Huawei sells smartphones in more than 100 countries and posted some of its strongest sales growth in Europe.

????“Huawei is the No. 1 Chinese smartphone brand because of its decent sales record in the overseas market and stable relations with telecom operators,” wrote TrendForce analysts today, who expected Huawei to become the first Chinese smartphone maker to reach 100 million phone shipments this year.

????There was another Chinese smartphone maker whoplanned to hit 100 million phones shipped this year: Xiaomi.

????It has had a decidedly less glamorous first half of 2015.

????Two months ago Xiaomi’s PR worked hard to contain the fallout from blog stories which detailed chips overheating in the Xiaomi Mi Note Pro. Xiaomi said it was one user who experienced problems. Even so, the damaging news was preceded by Chinese competitors winning market share earlier in the year from Xiaomi, which sells smartphones for as little as $100. Xiaomi shipped only 35 million phones in the first half of the year, after making its 100 million forecast for the year. TrendForce estimates Xiaomi’s shipments to grow by 15% this year to 70 million— respectable, but hardly the breakout year Xiaomi was broadcasting to the world.

????Huawei’s ascent probably ate into some of Xiaomi’s sales and may put pressure on Apple, which led China’s market share rankings in the first quarter but just released disappointing quarterly iPhone sales yesterday as the greater China market fell from being its top market for iPhones. Still, Apple has been on a roll in China, and on the streets of Beijing, the iPhone is ubiquitous. But Apple is facing more competition, and Huawei is one of the formidable Chinese challengers.

????Fortune wrote about the rise of Chinese smartphone makers including Huawei earlier this year, as it expanded into new markets and sponsored soccer teams such as A.C. Milan. In the U.S. it launched a smartphone line sold only online and last year cracked Interbrand’s list of 100 top global brands, ranking between Corona and Heineken.

????The country’s smartphone makers might finally be ready to overtake the China’s top market share—and the world’s— from Apple and Samsung.

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