Start supplying!, Huawei News Huawei Mobile | Industry Chain | Huawei

Release time:Apr 13, 2024 23:30 PM

On June 25th, Huawei Supply Chain announced that the company had supplied high-end flagship smartphones for the Mate60 to Huawei. Institutional analysis indicates that the Mate60 series, which will be released in the second half of this year, will once again become the focus of market attention.

In early June, Huawei recently raised its target for mobile phone shipments in 2023 to 40 million units, while at the beginning of the year, Huawei set this target at the level of 30 million units. Industry insiders believe that this is a positive signal for Huawei's mobile phone business to emerge from a downturn.

Huawei Supply Chain Company has supplied Mate60 mobile phones

Huawei's mobile phone business mainly includes high-end models P series, Mate series, as well as mid to low-end models Nova series and Changxiang series. AVIC Securities stated that with the continuous launch of new products, Huawei's mobile phone shipments have shown a recovery trend in recent times. From the third quarter of 2022 to the first quarter of 2023, in the context of a declining global mobile phone shipment market environment, Huawei has experienced three consecutive quarters of growth against the trend.

From March to April this year, Huawei released three new phones within a month, including the P60 high-end flagship phone, Mate X3 foldable screen phone, and Nova 11 mid-range flagship phone. Industry insiders believe that the pace of Huawei's new product releases is expected to return to normal in 2023.

Huatai Securities stated that assuming the release time of Huawei's new product remains unchanged from the past, it is expected that the high-end model Mate60 will be released in the second half of the year.

Huawei's mobile phone industry chain is expected to gradually recover

China Merchants Securities stated that the recovery of demand for mobile phone replacement is slow, but there are also some positive signals, such as the stabilization of the decline in smartphone production. According to Guoyuan International Research Report, from February to April this year, the cumulative year-on-year growth rates of China's smartphone production were -14.1%, -13.8%, and -11.2%, respectively, with a clear narrowing trend in the decline. Currently or already at the bottom of the industry, it is expected to gradually recover in the future.

From an industry perspective, IDC data shows that global smartphone shipments in the first quarter of 2023 reached 270 million units, a year-on-year decrease of 15% and a month on month decrease of 11%. Puyin International believes that the shipment volume of smartphones in the second quarter still faces downward pressure, and industry demand continues to be weak. However, it is expected that the smartphone industry will begin to experience a mild recovery in the third quarter, and we look forward to seeing an upward trend in demand in the smartphone industry in the third and fourth quarters. We maintain a cautious and optimistic attitude towards the improvement in shipment volume in the third quarter.

Market research firm Canalys predicts that global smartphone shipments will drop to 1.13 billion units in 2023, a year-on-year decrease of 5.2%. Huaxin Securities predicts that the smartphone market will remain in a short-term downturn in the first half of 2023, and there will be some recovery in the second half of the year.

Institutions are optimistic about investment opportunities for the recovery of Huawei's mobile phone chain. According to a research report by AVIC Securities, the Mate60 series, which will be released in the second half of this year, will once again become the focus of market attention, and Huawei's mobile phone industry chain is expected to gradually recover.

Bank of China Securities stated that it is optimistic that Huawei's smartphone sales across the entire range will return in the future, driving long-term opportunities for supply chain enterprises.

Huatai Securities believes that Huawei's increase in mobile phone shipment targets and the smooth release of high-end models are expected to have a driving effect on the upstream industry. It is recommended to pay attention to investment opportunities for RF, antenna, and filter suppliers in Huawei's mobile phone industry chain.

Two women were stabbed to death and reported to have committed a crime 4 days before the follow-up visit for schizophrenia. Suspect of a bloody murder case in a Hong Kong shopping mall appeared in court today. Male | Last Friday | Murder case
Two women were stabbed to death and reported to have committed a crime 4 days before the follow-up visit for schizophrenia. Suspect of a bloody murder case in a Hong Kong shopping mall appeared in court today. Male | Last Friday | Murder case

According to Hong Kong's Wen Wei Po, a bloody knife stabbing case occurred at Hollywood Square in Diamond Hill last Friday. The police arrested a 39 year old man on suspicion of stabbing two young women, one of whom was stabbed over 30 times. The suspect appeared in the Kwun Tong Magistrates Court this morning. The police at the Kwun Tong Magistrate's Court temporarily charged the suspect with two counts of murder last Sunday. The suspect appeared in court this morning at the Kwun Tong Magistrate's Court. Acting Chief Magistrate Zheng Jihang, after listening to the opinions of both the prosecution and defense, decided to postpone the hearing for two weeks until 9:30 am on June 19th, waiting for two psychiatric expert reports to be obtained. The defense did not object. Zheng Jihang approved the application, and the defendant needs to be temporarily detained at Xiaolan Mental Hospital. When the suspect appeared in court, he wore black framed glasses, a light gray shirt, and camouflage green shorts, and was able to answer the judge's questions normally. accordingly

Secretary of the Provincial Party Committee: The focus of Henan's "summer harvest" has shifted to agricultural machinery in the northern region of Henan Province. | Support | Science | Organization | Province | Northern Henan | Summer Harvest | Rush Harvest
Secretary of the Provincial Party Committee: The focus of Henan's "summer harvest" has shifted to agricultural machinery in the northern region of Henan Province. | Support | Science | Organization | Province | Northern Henan | Summer Harvest | Rush Harvest

Currently, the highly anticipated summer harvest work in Henan has shifted its focus to the northern region of Henan. According to the Henan Daily client, on June 4th, Lou Yangsheng, Secretary of the Henan Provincial Party Committee, presided over a special video scheduling meeting on the "Three Summers" work in the province, listened to the situation report, analyzed and judged the situation, and arranged and deployed the next steps of work. Governor Wang Kai made specific arrangements. On the evening of May 31, 2023, in Xiafutou Village, Xuliang Town, Boai County, Jiaozuo, Henan Province, villagers braved light rain in the wheat fields to harvest wheat. Visual China Map Lou Yangsheng pointed out that the current summer harvest battle in the province has entered the decisive stage. Doing a good job in summer harvest in northern Henan Province is related to the summer grain yield and seed safety. We should focus on seizing opportunities and make every effort to organize the wheat harvesting work in the northern Henan region, minimize losses, and protect the interests of farmers to the greatest extent possible. Accurate forecasting is essential

Xinhua All Media+| Welcome home! What innovative technologies are protecting the return journey of Shenzhou 15? Spaceship | Shenzhou | Technology
Xinhua All Media+| Welcome home! What innovative technologies are protecting the return journey of Shenzhou 15? Spaceship | Shenzhou | Technology

On June 4th, the return capsule of the Shenzhou-15 manned spacecraft successfully landed at the Dongfeng landing site. Astronauts Fei Junlong, Deng Qingming, and Zhang Lu all safely and smoothly exited the spacecraft, and the Shenzhou-15 manned flight mission was a complete success. What innovative technologies are there to safeguard the return journey of Shenzhou 15 in this mission? On June 4th, the return capsule of the Shenzhou-15 manned spacecraft successfully landed at the Dongfeng landing site. Xinhua News Agency reporter Lian Zhen photographed that "the sky and the ground" ensure the high-precision return of spacecraft. For the Shenzhou series spacecraft, the return and re-entry GNC technology is directly related to the life safety of astronauts. Taking the success of this return mission as a symbol, China has comprehensively upgraded its GNC system since the Shenzhou-12 manned spacecraft, which features autonomous rapid rendezvous and docking, autonomous adaptive prediction and re-entry return guidance, and has completed a comprehensive update and replacement

The Chinese naval fleet has arrived! Assembly | Navy | Chinese Fleet
The Chinese naval fleet has arrived! Assembly | Navy | Chinese Fleet

At noon today, a Chinese naval fleet consisting of Zhanjiang and Xuchang ships arrived at the assembly area of the "Comodo-2023" multinational maritime joint exercise. It is understood that the assembly anchorage for this exercise is 3 nautical miles long and 1.5 nautical miles wide, capable of anchoring up to 50 ships. Naval vessels from various countries participating in the exercise will also arrive at the anchorage today to complete the assembly of the "Komodo 2023" multinational maritime joint exercise, which is held every two years by the Indonesian Navy. This year is already the fourth edition of the exercise. The exercise will be held from June 5th to 8th in the city of Jakarta, South Sulawesi Province, Indonesia, including the port and sea phases. In the coming days, participating navies from various countries will participate in ship reading style search and rescue exercises, maritime interception and damage management exercises, aerial exercises, and other course objectives exercises

New comment: Donkey like "morale" limit pulls US debt "bomb" fuse hard to dismantle US | debt | morale
New comment: Donkey like "morale" limit pulls US debt "bomb" fuse hard to dismantle US | debt | morale

On the evening of June 1st, the US Senate passed a bill on the federal government's debt ceiling and budget, and the flame of the US debt bomb was temporarily extinguished at the last moment. The two parties in the United States have staged an extreme tug of war over the US debt bomb. Some experts believe that the US debt crisis is the result of the reckless politics promoted by the US dollar hegemony, and the underlying cause of this crisis is the highly polarized political system of the US. Since the end of World War II, the US Congress has adjusted the debt ceiling more than a hundred times. The recurring debt crisis will not only have a catastrophic impact on the US economy and people's livelihoods, but also continuously erode the value of US dollar assets such as government credit and US bonds, bringing significant and far-reaching impacts to the global economic landscape. 【