A few days ago, Huawei and Apple synchronized official announcement, will be held on September 10, Beijing time new conference. As technology giants that have attracted a lot of attention in the market, the new conference of the two companies will also be a “competition” of innovation.

　　“The two technology giants once again coincidentally selected a similar time period to display their latest products and technological achievements, which is not only a competition between hardware performance and software ecology, but also a deeper reflection of the smartphone market and even the entire consumer electronics industry's competitive situation.” Xiao Xu, director of the Capital Enterprise Reform and Development Research Association, told the Securities Daily reporter.

　　Specifically, according to the latest announcement of Huawei terminal content, extraordinary brand new terminal and Hongmeng Zhixing will be the focus of the conference. Its warm-up poster revealed a Z-shaped folding form.On September 4, Huawei Terminal released five videos, the content of which is a non-physical unboxing video of the extraordinary witness officer, all of which point to the new debut of the new product as Huawei's first triple-folding screen phone.

　　Huawei executive director, terminal BG chairman Yu Chengdong said publicly on microblogging: “Huawei's most leading, innovative and disruptive product is here. This is an epoch-making product that others think of but can't do, and with 5 years of persistence and dedication, we have turned science fiction into reality.” Huawei terminal BG CEO He Gang even defined it as a “future-oriented super terminal”.

　　Three folding screen cell phone in recent years has attracted much attention in the market, but has been “only heard”, the new news of Huawei in the market to create waves. “The new terminal not only changes the form of the existing phone, in the image, communication, reliability, range, ecology, fast charging and other aspects have been upgraded, is Huawei in the terminal of a major breakthrough.” Huawei insiders told the “Securities Daily” reporter. In addition, it is understood that the terminal equipment unveiled at the conference is also expected to incorporate Huawei's latest technological breakthroughs in AI algorithms and large models.

　　Apple plans to launch a “special event” in the early hours of September 10, will be brought in accordance with the usual fall new products, including the iPhone 16, watches, headphones, and achieve a comprehensive update of more than 11 products, of which the mainstream model of the iPhone 16 or will be equipped with A18 chips. Overall, Apple's new cell phone will not produce too many changes in form, will continue to strengthen the A series chip in the field of mobile computing position, and further expand the AI function, content service plate.

　　In fact, the launch of Huawei and Apple's “collision gear” has occurred many times before.

　　From the direction of competition, the two technology giants from the terminal form, image and other performance to AI innovation, ecological and other aspects of the extension, behind not only the embodiment of the enterprise's independent research and development capabilities, but also industrial chain innovation, supply chain responsiveness and other aspects of the competition.

　　“It can be seen that both Huawei and Apple are meeting the increasingly diversified use needs of consumers by continuously increasing investment in R&D. Next, the competition around product differentiation strategy, supply chain management capabilities and globalization layout will continue to heat up. In the rapid development of AI, how enterprises grasp the core competitiveness in this field will be the key to determine their future market position.” Xiao Xu believes.

　　The listing of new products of the two technology giants will also drive a new round of development opportunities for cell phone industry chain enterprises. The person in charge of a Huawei cell phone supply chain company told the “Securities Daily” reporter: “The company has begun to Huawei on the Z-shaped folding cell phone parts for batch supply.”

　　Research organization Wit Display chief analyst Lin Zhi believes that Huawei's high-end cell phone sales target this year is once again high, to a certain extent, to high-end chips, hinges and other supply chain manufacturers to bring pressure, the need for industry chain companies to continue to collaborate and innovate on cost reduction and efficiency.

　　Three folding cell phone also triggered widespread concern, in the investor interactive platform, a number of listed companies responded to the relevant questions.

Jintuo shares said that some of the company's special equipment products can be applied to the component process of tri-folding screen cell phones. Kaisheng Technology revealed that the company's production of ultra-thin flexible glass can be applied to folding screen electronic products (including three folding). Fei Rongda said a few days ago, the company's heat dissipation and conductive products are applied to folding cell phones.

　　According to the supply chain sources, in order to cope with the new focus on the listing period, Huawei has previously opened the scale of the folding phone supply chain stocking, large sweeps of sensors, hinges and other key components, three folding phone at the beginning of the listing or will not be soon on the volume, but the industry chain enterprises are ready to deal with the Huawei “chasing the single”.

　　“Screen manufacturing, hinges, camera modules and other suppliers of orders, are expected to benefit from the launch of Huawei, Apple's new products. At the same time, the two tech giants are seeking to better integrate AI technology into products and solutions, which will also bring important development opportunities for semiconductors, AI algorithms, and cloud service companies.” Nail Technology founder Shaoguang Ding told the Securities Daily reporter.