The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.

① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.

cls.cnDec 8 19:04 ET

How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.

① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.

cls.cnDec 5 21:39 ET

The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.

① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.

cls.cnDec 5 19:02 ET

The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.

①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.

cls.cnNov 27 19:03 ET

jilin oled material tech: Photoresist PSPI material is currently being tested by the top panel manufacturers to advance the transformation of 6th generation line evaporation source equipment|Direct coverage of earnings conference

① Jilin OLED Material Tech is laying out 8.6-generation AMOLED linear evaporation source equipment. Its chairman and general manager, Xuan Jingquan, stated that the promotion of high-generation equipment in the market is progressing in an orderly manner, with some revenue from the transformation of 6-generation evaporation source equipment already confirmed this year; ② In recent years, Jilin OLED Material Tech has extended its business into the fields of packaging materials and photoresists. Its photoresist PSPI material has begun to supply and is advancing testing work with leading panel companies.

cls.cnNov 21 03:57 ET

The Huawei Mate brand ceremony will be held on November 26, and industry chain companies are welcoming development opportunities.

① Huawei Terminal announced that the Huawei Mate brand ceremony will be held on November 26 at 14:30. Meanwhile, the Huawei Mate 70 series of phones has officially debuted, and reservations for the new devices in the series are now open. ② Open-source securities pointed out that with the stabilization of the supply chain and breakthroughs in research and development, Huawei's phone shipment volume is expected to reach 80 million to -90 million units by 2025.

cls.cnNov 19 19:01 ET