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手机业"年度旗舰大战"拉开帷幕 产业链有望迎来景气复苏

The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.

cls.cn ·  Oct 18, 2024 07:46

The "annual flagship battle" in the smart phone industry has kicked off. In addition to Huawei, top smart phone brands such as Vivo, OPPO, and Honor have all released new flagship phones in October.

The "annual flagship battle" in the smart phone industry has kicked off. In addition to Huawei, top smart phone brands such as Vivo, OPPO, and Honor have all released new flagship phones in October. The reporter has learned that Huawei's Mate 70 series smart phones have entered the full production stage and are expected to be officially launched in November this year.

According to IDC data, in the first half of 2024, Huawei once again became the top smart phone market shipper in China with a market share of 17.5%. The year-on-year growth rates of smartphone shipments in the first and second quarters were 110.0% and 50.2% respectively, leading the industry in growth rate. Futubull Securities stated that with supply chain stability and R&D breakthroughs, Huawei's smart phone shipments are expected to reach 80-90 million units by 2025. In addition, the arrival of HarmonyOS NEXT will help boost Huawei's sales.

According to the Financial Data Center, among related listed companies:

Xiamen Hongxin Electronics Technology Group Inc. has supplied a large number of core screen soft boards for H company's Mate 60 series phones and Mate Pad Pro, securing a significant proportion of the supply position.

Materials from Xiangyuan New Materials have been used in the full range of HUAWEI phones and other consumer electronics products.

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