Huawei mobile phones recently released a remarkable goal: by 2024, they plan to ship 60 million ~ 70 million smartphones. This figure is equivalent to more than double the number of Huawei mobile phone shipments in 2022, while Huawei sold just over 30 million smartphones last year. The proposal of this goal has aroused widespread attention and discussion.
Since the beginning of this year, Huawei has repeatedly increased mobile phone shipments. It increased from 30 million units at the beginning of the year to 40 million units, mainly due to the sales of Huawei's Mate 60 series. According to an exclusive report by the IT Times, shipments of Huawei Mate 60 Pro and Pro+, which only support satellite communications, have been raised to 20 million units. It can be seen that the Mate 60 series is still the main force of Huawei's sprint sales, and it is also its masterpiece for returning to the high-end mobile phone market.
Although Huawei ranks second in China's high-end mobile phone market, there is still a large market share gap compared with the first place Apple. Apple's iPhone 15 is expected to ship between 70 million and 80 million units, and the emergence of the Mate 60 series makes Apple feel pressure.
In addition to working overtime to produce the Mate 60 series, Huawei is also preparing for 5G mid-range mobile phones. Recently, Huawei's nova 11SE obtained a network access license, although it did not mention whether the mobile phone supports 5G networks, but this undoubtedly further enhances Huawei's competitiveness in the mobile phone market.
Huawei mobile phones are fully "recovering", and there is more than the Mate 60 card in hand. According to relevant sources, as early as the end of this year, the flagship mobile phones of major mobile phone manufacturers will reach the 5.5G network speed standard, the downlink rate will reach 5Gbps, and the uplink rate will reach 500Mbps. This will usher in the 5.5G era, bringing faster connection speeds and lower latency to the industry. In the industry's view, the 5.5G era will arrive in 2024, and the maturity of terminals is an important part of the development of the industry chain.
Looking back at the development history of Huawei mobile phones, it once reached the second place in the world, but then fell to the ranks of "other". According to data from market research firm IDC, Huawei's smartphone shipments peaked at 240 million units in 2019, of which the Mate series and P series reached nearly 75 million units, and the nova series reached nearly 30 million units. In order to ensure that the shipment target of 70 million units can be achieved in 2024, Huawei has added a sufficient number of orders to the supply chain.
Supply chain sources revealed that the full series of Huawei Mate 60 and the upcoming P70 will be equipped with an under-screen optical fingerprint module. The core component of the under-screen optical fingerprint module is the under-screen optical fingerprint chip, and the main suppliers of Huawei Mate 60 series under-screen fingerprint chips include Goodix Technology, GigaDevice Innovation and Weier Co., Ltd. According to reports, the share price of Goodix Technology rose to the limit, and the share price of GigaDevice and Weier shares also rose.
In addition, Huawei's satellite communication processor suppliers are CETC's research institute and Huali Chuangtong. Recently, the shares of both companies have also risen. It can be said that the strong return of Huawei mobile phones has injected a booster into the entire industry chain.
Huawei's goal is not only the growth of shipments, but more importantly, the scientific and technological strength and innovation capabilities behind it. The success of Huawei's Mate 60 series shows that Huawei's competitiveness in the high-end mobile phone market is constantly improving. In the upcoming 5.5G era, Huawei mobile phones are expected to continue to lead, bringing users a faster and more stable network experience.
Finally, we can't help but think about the question: can Huawei mobile phones achieve the shipment target of 70 million units in 2024? What do you think is Huawei's development prospects? Welcome to leave a message to share your views and opinions.