On March 10, the reporter visited Huawei's official flagship stores in JD.COM, Tmall and Suning, and found that Huawei Mateboos had been sold out after the last three shipments.
After that, the reporter logged into platforms such as idle fish and found a lot of information about buying Huawei MateXs at a high price and transferring it to scalpers. The price of scalpers is generally around 30,000 yuan, which is close to 40,000 yuan, which is close to twice the official 16999 yuan. Many electronic product lovers also laughed and called it the best digital asset management product in 2020.
I am a lover of electronic products, especially mobile phones. After the release of Huawei in February last year, I paid attention to folding mobile phones. Idle fish paid a premium of 5000 yuan to buy Huawei Mate. Zhang Ming (pseudonym), a consumer of xs, told reporters that the current delivery price of scalpers is expected to be around 26,000 yuan.
Zhang Ming said that he hoped that Huawei Mate Chief Xs would be fresh at the beginning. The scalper used software to empty this mobile phone and sell it at a high price to get a high return.
It is worth mentioning that Huawei MateXs started booking around February 26th 10. By the evening of March 4th, the total booking volume of MateXs in Huawei Commercial Street, JD.COM and Tmall exceeded 6,543,800+units, including 640,000 units in Huawei Commercial Street, 300,000 units in JD.COM and 6,543,800 units in Tmall.
But by the evening of March 10, it had been sold for several days. Tmall, one of the three major sales platforms, shows that the monthly sales volume of Huawei Materxs is only 19 1. Compared with the difference in booking volume and sales volume, many consumers speculate that Huawei is carrying out hunger marketing.
In general, Huawei MateXs is out of stock or a supply chain problem. Its hinge design is very complicated and the yield is very low. We expect the rate of return to be lower than 30%. This is an optimistic estimate. The quality of the hinge directly affects the overall quality of the body, and the yield does not rise, which directly leads to insufficient supply. Sun Yanbiao, president of the First Mobile Phone Industry Research Institute, said in an interview with reporters on March 10.
The report released so far by CITIC Securities (24.500, -0.56, ta-2.23%) shows that the mobile phone technology of folding screen is more complicated, and components such as modules, structural parts and batteries increase the overall BOM cost. From a technical point of view, folding screen technology is more complicated than flexible organic light emitting diodes. From flat screen to folding screen, the industrial chain still faces a series of problems such as covering materials, packaging, hinges, auxiliary components and costs.
Sun Yan said: For Huawei and Samsung, the folding mobile phone has been prepared for one year, and the important reason for being eager to sell it is that this product actually represents the direction of future mobile phones. Whoever breaks through will be ahead of other manufacturers in this technology for at least 6 months to 9 months. Judging from the current situation, other mobile phone manufacturers may be ahead for more than 9 months. These leaders have brought many technical improvements to the brand and the whole product line.
We expect the supply of folding mobile phones to increase, which may eventually reach next year, because from now on, this yield is a problem that cannot be solved in the short term, he added.