Huawei's mobile phone production capacity is climbing: the supply of Mate60 has increased, and the low-end machine has not released the 5G version

Source: Visual China

Author | Zhang Rui

Edit | Kang Xiao

Produced by | Deep Web. Tencent Xiaoman Studio

Following the release on December 26, 2023, Huawei's nova12 series phones will go on sale online on January 3 on the official website and offline flagship stores on January 5.

Compared with the previously popular Mate60, how is the sales of the Huawei nova12 series? nova12 Ultra and nova12 Pro are now accepting pre-orders for a deposit of 200 yuan, no price increase, and are sold at the original price on the official website. After the goods arrive, the user who paid the deposit will be notified to come and pick up the goods. A clerk at a Huawei flagship store in Beijing told the "Deep Web".

Huawei's core channel providers in some provinces told "Deep Web" that they have all allocated some nova12 Ultra and nova12 Pro spots, of which the 512GB version is the majority.

"It is expected that the sales volume will be similar to that of the Mate 60 Pro series, but due to the lack of distribution of nova12 Ultra and nova12 Pro in the early stage, users need to queue up for offline purchases. The above-mentioned channel provider said.

At present, an important reason for the shortage of nova12 Ultra and nova12 Pro is that these two mobile phones are not only equipped with Kirin chips, but also return to "5G speed" after a lapse of 3 years.

Although He Gang, chief operating officer of Huawei terminal BG, did not disclose the core processor of the nova12 series at the press conference, according to the "deep web", the nova12 dynamic version is still equipped with Qualcomm Snapdragon 778G 4G processor, and the nova12 Pro version is equipped with a new Kirin 8000 processor, and nova12 Ultra is equipped with a Kirin 9000SL processor.

In terms of price, nova12 vitality version 256GB and 512GB version are priced at 2499 yuan and 2799 yuan respectively, while nova12 Pro version is priced at 3999 yuan and 4399 yuan respectively, nova12 Ultra version 512GB and 1TB prices are 4699 yuan and 5499 yuan respectively.

Among the many product series of Huawei mobile phones, the nova series is positioned as a mid-range mobile phone, and nova12 is equipped with Kirin chips, which can show that the supply chain of Huawei mobile phones is gradually stabilizing.

There will be no price increase offline, and the supply of the Mate60 series will be increased

"Unlike the serious shortage in the early stage, we received a lot of Mate60 series and Mate X5 series mobile phones during the New Year's Day, and the store basically sold them at the original price, without a premium. A Huawei core channel provider revealed to the "Deep Web".

"Deep Web" visited Huawei's flagship stores in Beijing and found that in addition to the 256G configuration of Mate60Pro, some flagship stores are currently out of stock, 512G and ITB configuration of Mate60Pro Lezhen Edition (including FreeBuds 5 Ultimate earphones) can be transferred within an hour.

"At present, there is a Mate60 Pro with ITB configuration in the store, which is bare metal and sold at a low price. 512GB Mate60 Pro, the original price is 6999 yuan, and you need to add a year of broken screen insurance 499 yuan, a total of 7498 yuan. A clerk of a Huawei flagship store revealed to the "Deep Web".

In the view of the above-mentioned Huawei channel providers, compared with September and October 2023, the production capacity and stocking problems of Huawei's 5G mobile phones are gradually being solved.

At that time, many Huawei offline channel providers faced the situation of "no goods to sell". "In addition to the normal distribution of Mate60 Pro+, Mate60, Mate60Pro, Extraordinary Master and Mate X5 are generally out of stock in offline flagship stores, and the Mate60Pro with 256G configuration is especially out of stock. At that time, Huawei's offline channel provider revealed to "Deep Web".

For the shipment of Mate60 Pro, Tianfeng International analyst Ming-Chi Kuo once predicted on social platforms that Huawei's Mate60 Pro shipment plan in the second half of the year (2023) has increased by about 20% to 5.5 million ~ 6 million units, and the cumulative shipments after 12 months of sale will reach at least 12 million units.

With the ramp-up of Mate60 Pro mobile phone production capacity, Huawei has raised its mobile phone shipment target for this year.

Previously, it was reported in the media that Huawei aims to ship 60 million to 70 million smartphones in 2024. Sources said that Huawei has placed a sufficient number of additional orders to the supply chain to ensure that this shipment figure can be reached for the whole of 2024.

"5G mobile phones under 3,000 yuan"

In addition to the flagship Mate series, P series and mid-range nova series, Huawei has also launched mid-range and low-end mobile phones: Maimang series and Changxiang series.

A Huawei businessman once revealed to "Deep Web": "When Huawei distributes Mate60 series mobile phones to some channel providers, it will ask for delivery of Maimang and Changxiang series mobile phones." Since it is mainly 4G mobile phones and is not well-known, the delivery of Maimang and Changxiang series mobile phones will be at a loss. ”

Now Huawei's flagship mobile phone Mate series and mid-range mobile phone nova series have returned to "5G speed", and whether Huawei's low-end mobile phones will launch 5G mobile phones has become the focus of industry attention.

In this regard, an industry source close to Huawei told the "Deep Web", "Huawei has made it clear that it will not launch 5G mobile phones below 3,000 yuan this year." ”

The industry explained to the "Deep Web" that due to the cost and mass production of core components, Kirin chips may give priority to the supply of flagship models such as Mate60Pro and Mate X5.

As for the cost of the Mate 60 Pro, market research firm Fomalhaut Techno Solutions has estimated that "the total cost of parts for the Mate 60 Pro is $422, of which the parts made in China are worth about $198, which is about 90% higher than the Mate 40 Pro." ”

With the hot sales of the Huawei Mate 60 series and Mate X5 series, HiSilicon has returned to the top 5 in the AP (application processor) market.

According to data from Counterpoint Research, in the third quarter of 2023, Huawei HiSilicon returned to the top five in the world with a 3% revenue market share.