- Tram Ho
2019 sees a lot of important hardware products from Apple launch. Earlier this year, Tim Cook’s company unexpectedly revived the iPad Air and iPad Mini – two tablet lines that had been neglected for half a decade. In the middle of the year, Apple ended the life of the controversial “trash” Mac Pro when returning to the old box design. At the end of the year, AirPods Pro was born, marking a new chapter for the headset that spawned the booming True Wireless category.
But of course referring to Apple is the iPhone. This year, the iPhone 11 Pro is a sad story: the third quarter sales (the quarter on the shelves) has continued to decline. That’s probably a pretty sad surprise for Apple, because from the improved camera quality with Deep Fusion to the first battery life that makes Android smartphones “smell”, iPhone 11 Pro has received the Praised by both the press and iFan. Even the iPhone 11 Pro is so attractive that even if it just leaked through rumors, Wall Street is ready to bring Apple back to the trillion milestone.
And then when information on iPhone sales decline was announced by Tim Cook, Apple remained stagnant at over trillion. By the end of the year, Apple’s market capitalization remained at a record $ 1.2 billion, crushing Amazon, Microsoft and all the other big guys. The simple reason is because Apple has changed successfully: every quarter, the revenue from services (apps, games, music, movies …) keeps growing. By the end of the third quarter – the last quarter of the fiscal year 2019, this new business segment also reached over 12 billion USD, higher than Mac and iPad combined.
A new road is opening up before Apple. And by 2020, when an iPhone is full of new breakthroughs, Apple will probably reverse the downturn of the iPhone? Let’s wait and see.
If you only look at the ledger, 2019 is a disaster year for Samsung when the profits of all quarters are slightly more than half. After 2018 sublimation, the golden goose of Samsung is a semiconductor segment that has plummeted without braking. The bet on flexible displays (in the component market) even failed when Samsung’s display segment suffered a loss.
But ironically, it is also a necessary nudge for Samsung to return to focus on the area it is storming in the global market: smartphones. The renewed focus on the mobile market has enabled Samsung to make a dramatic reform in history. In the low-end segment, the Galaxy J series was discontinued to replace it with the brand new Galaxy M series. In the mid-range segment, the A series is applied a new naming mechanism and an unprecedented long product list.
The most important reorganization is probably done on the Galaxy A80 and A90: A80 has a unique “acrobatic” camera mechanism that has never been seen before, and the A90 is Samsung’s first mid-range product. equipped with the most powerful configuration. As well as prioritizing creativity for mid-range smartphones, while devaluing the configuration, Samsung is clearly showing its desire to maintain its market share. The number of options for Samsung is more than ever, and the sweet fruits have begun to bloom: in the context of the market continues to decline, smartphone sales continue to increase in the second and third quarter.
Most importantly, like the lower segments, Samsung’s high-end segment in 2019 also witnessed an unprecedented boom. After the boring Galaxy S9 / Note9, the S10 and Note10 are not only refreshed in shell or configuration, but also witnessed two new members: the “soft” price Galaxy S10e and the Galaxy Note10 Plus for Note lovers. . A version of Note10 Lite is on the verge of launching to continue its “affordable price” approach. And most importantly, in December 2019, after a lot of problems, Galaxy Fold was officially launched, its own 24/7 support service and folding screen experience were waiting for users. Rumors have it that the Galaxy Fold 2 is now in development – Samfan has the right to believe that a new chapter in smartphone history will soon start.
If the other giants had a bittersweet 2019, Google is quite special when experiencing 2019 … gentle. In the software field, Android goes from snacking to numbering, and along with Apple’s touch-sensitive learning mechanism. In the hardware sector, the Laptop Dream continued when Google lifted the Pixelbook Go screen at $ 650, nearly the same as the Surface Pro 7. The IoT field witnessed a small adjustment when the Google Home speaker was renamed Nest Home. by the name of its subsidiary Google. Perhaps, the search giant wants to create a unified and strong image in the smarthome field.
With the phone, in early Pixel 3a launched and became the first Pixel smartphone to enter the mid-end segment with a weaker configuration than competitors. The Pixel 4, though continuing the tradition of doing crazy things through computer photography, is ultimately not well received. The search giant has actually tried to bring the radar sensor to the new Pixel generation, but probably not many users really want to use smartphones in a way … waving their hands from afar.
If you have to choose a new product, it is probably Stadia, the “game streaming” service that allows users to play games using the hardware power of Google’s cloud. However, like the Pixel 4 or Pixelbook Go, Stadia is not convincing: the price is not cheap ($ 130 for the controller with Chromecast Ultra), the game is not free and the connection quality is still not enough to replace the PC or console. At the same time, Google products continue to be discontinued. The bad guys this year are Inbox and YouTube Gaming. In the middle of the year, YouTube also had a scandal when a bad guy inserted Momo horror picture
The biggest event of Google this year will probably be the departure of founders Sergey Brin and Larry Page as leaders of the parent company (Alphabet), making way for Sundar Pichai to take supreme power. Having been the leader of Google since 2016, Pichai is clearly not a bad CEO by keeping the company’s revenue and profit year by year. But, compared to rivals, Google is still gentle – until now, in the Big Four of the US technology village, only Google has never reached the trillion mark.
After a very successful year with the goal of overthrowing Apple from the No. 2 position in the world, Huawei entered 2019 full of confidence. By the end of the first quarter, the success of the P30 series despite the fuss surrounding the color quality of the RYYB sensor helped Huawei determine the No. 2 position absolutely when removed from Apple to more than 20 million units. shipped (IDC data). Then, on May 23, President Trump banned American companies from cooperating with business entities on the “black list” on charges of affecting national security. Among them is Huawei: losing the right to cooperate with Google, Huawei is forced to switch to using “homemade” Android instead of Android pre-installed Google Play, Gmail and other Google applications.
Huawei’s path of global expansion seems to be over, but something unexpected happened when Huawei’s smartphones continued to boom. It was not until the third quarter of the global data was released that people understood why this strange phenomenon: because Huawei was considered the focus of the US-China war, the Chinese turned to support No. 1 smartphone company. at home, driving Huawei’s domestic sales boom. P30 sold 16 million units in half a year, Mate 30 sold 7 million units within 2 months. The founder, Ren Zhengfei, even joked that President Trump kept banning Huawei.
Of course, that does not mean that Mr. Trump has not dealt a blow to China. Although Huawei has achieved strong growth momentum (and thus maintained its global position), overall Chinese smartphone sales have generally remained unchanged and even dropped by 3%. Huawei’s growth in its home country has been the price of other compatriots. In return, OPPO, Vivo and Xiaomi lessened a rival on the global battlefield.
When the last month of the year only started a few days, Xiaomi fans received a shocking news: the founder, CEO and also the face of the company, billionaire Lei Jun will resign as chairman in his home country of China. Just a few days earlier, Xiaomi announced its third-quarter results, officially confirming that Xiaomi’s growth momentum has officially ended. In terms of sales, Xiaomi decreased by 7.8% compared to 2018. In terms of sales, the total number of Xiaomi smartphones shipped in the third quarter of 2019 decreased by more than 1 million units compared to the same period in 2018. Previously, ” Apple of China ”also saw declining figures in Q2.
To find out why Xiaomi is so hard, look at Xiaomi’s product list in 2019. The Mi 9 versions have absolutely no innovation compared to their competitors. Mi Watch shamelessly copies Apple Watch. Mi Mix Alpha strives to reach the premium price bracket with an unprecedented nonsense feature (the screen surrounding the phone). The only significant creations are the Mi CC9 Pro (Mi Note 10) with 108MP sensor camera, but that is the sensor purchased from … Samsung. In essence, Xiaomi is still a poorly creative smartphone company, using a price / configuration framework as a key competitive weapon.
Clearly, up to this point, that strategy has no longer worked. In its home country of China, Xiaomi was mercilessly crushed by Huawei. In the international market, Xiaomi has had to fend off the back Samsung, just as well as an emerging but terrifying opponent, Realme. Xiaomi executives, especially Lei Jun, are still trying to uphold the slogan “Internet company”, but not in a single quarter has Xiaomi’s Internet revenue exceeded 10% of its total revenue.
Xiaomi is in need of change more than ever. But at least 2019 of Apple China is not the only sad signal. In all three quarters of the year, Xiaomi was profitable, not losing money. The “AIoT” segment proved to be quite successful in achieving its smart TV sales in the top 5 in China; many smart devices besides smartphones and laptops also achieved positive results. The vision of using low-cost phones as a springboard for sales seems to be going well, even if it is on a different business rather than an Internet service like Lei Jun still boasts.
Ever since Satya Nadella took over at Microsoft five years ago, the journey of the software giant has been a marvel. And 2019 is the miraculous triumph for that revival journey: On April 25, Microsoft officially became the third trillion giant in the history of American technology, linking Amazon and Apple. At one point, Microsoft even surpassed both rivals to lead the world in market capitalization.
What Microsoft does shows why Wall Street’s faith is so great: the cloud – the key to Microsoft’s “revival” – continued to grow strongly during the first three quarters of the year. In a step that surprised fans, Microsoft even signed a contract with rival Sony to bring the PlayStation platform to the Azure cloud. While rival AWS (cloud of Amazon) struggled to keep up the growth, Microsoft launched a blow when winning a $ 10 billion contract with the Pentagon.
The most surprising is the miraculous speeding phase on the hardware field. In an event that was only meant to update the Surface, Microsoft unveiled the foldable tablet concept called Surface Duo, promising to take PC history to the next chapter when the product officially opens in 2020. More surprisingly, Microsoft also cooperated with Google to develop a folding Android smartphone, full of Microsoft applications / services and Google Play market. “It’s a real Surface device,” Panay Panos, vice president of hardware, said in a statement.
It’s a pity for Microsoft that not everything is going smoothly: in the same event Surface Duo and Surface Neo, Microsoft also unveiled a Surface Pro X with the ambition to realize the Windows on ARM dream. When Surface Pro X officially hit the shelves, this tablet quickly received a lot of criticism for its poor performance and battery life or unchanged weight compared to Surface Pro 7. Because SQ1 was taken care of by Microsoft itself In the interest of developing together with Qualcomm, perhaps the failure of Pro X will officially be the stopping point for Windows on ARM. There is no need to be too worried, because at least 2019 they still have 2 dreams to start.
As the most successful brand of BKK Electronics (OPPO, Vivo, OnePlus), OPPO spent 2019 in two important directions. In the lower segment, OPPO has promoted the development of the Realme sub-brand and did not hesitate to affirm the gradual transfer of the entire low / mid-range segment to the brand. Thanks to the outstanding efforts in 2019, Realme has been able to reach the top 7 of the world in the third quarter with sales of 10 million units worldwide. This sub-brand poses a huge threat to Xiaomi when it uses the same devaluation tactics that brought “China’s Apple” to the world map in the early 2010s. Particularly noteworthy, Realme has special discounted smartphones such as Realme X2 Pro for only 2699 Yuan (about 9 million VND) but still has the first-class Snapdragon 855 chip.
In the high-end segment, OPPO proves its ability to compete fairly with big players through OPPO Reno 10X Zoom, a smartphone that opens a new design style, shark fin front camera and maximum zoom rear camera. 60X. The previously successful F series was completely retired to replace with Reno products, and only half a year later, Reno 2 debuted with 3 products at the same time. And that effort paid off: when mid-range / low-priced sales were reoriented to Realme, OPPO’s sales remained almost unchanged, showing that old users are actively upgrading to new ones. New Reno.
The Surface is one of the notable battles of Intel and Qualcomm, but that’s not all. This year, the silicond war saw a lot of notable changes, including the event that Apple and Qualcomm began to make peace in the patent war in May. This handshake helped Qualcomm to return to a among top-notch customers, at the same time helping iPhone 11s escape last year’s unstable connectivity problem.
On the day of this announcement, Intel also announced that it would withdraw from the 5G war on mobile phones and sell all of the next-generation modem chips (on smartphones) to Apple. Obviously, Tim Cook’s company is still not happy with what it receives from Qualcomm, and the battle between Apple and the Android-based chip firm will surely be on a reboot.
But even in the event of a major Apple comeback, Qualcomm doesn’t need to be too worried when all Android brands have entered the 5G war: Samsung Galaxy S10, Xiaomi Mi 9, OPPO Reno are just a few of the few. number of the first models are set on the new generation of connectors. Even Qualcomm has a reason to be even more excited when the rare smartphone company that doesn’t use Qualcomm modem is Huawei being put on the US commercial blacklist. While still far behind the A13 iPhone chip in performance, the gap between Snapdragon 855 and Apple chip in the past year has been significantly shortened, and so Qualcomm has the right to expect the beautiful things that are ahead. 5G revolution.
Source : Techtalk