The shipments of the nova 12 series were more than 10 million units;
This is another revelation, the shipment of folding screen mobile phones is 7 million to 10 million units......
According to Taiwanese media citing supply chain sources, Huawei has set a very positive goal for folding screen mobile phones this year, from 2.6 million units last year to 7 million-10 million units, a maximum increase of three times.
Supply chain sources say that Huawei has "fired on all cylinders", and recently issued an "order chasing order" to the supply chain, and vigorously "sweeped" key components of CMOS image sensors (CIS).
Why should we focus on the folding screen mobile phone market?
There is no hatred for no reason, and there is no love that does not know life and death.
In the "life and death game" with the United States, Huawei has a shortage of chips, but it still maintains the update and iteration of mobile phone products.
Especially in the research and development of folding mobile phones, it has not fallen behind at all.
Like what......
A lot of effort has been put into the "waterdrop hinge", quad folding, ultra-thin Type-C devices, ultra-light concave body structure, etc., which caused discussion some time ago.
Huawei's "love" folding screen, the reason is in the market prospect.
In the third quarter of 2023, a data report released by IDC shows that China's folding screen mobile phone market continues to maintain rapid growth.
Shipments reached 1.96 million units, up 90.4% year-on-year.
Compared with the sluggishness of the overall smartphone market, a year-on-year increase of 90.4% is not an exaggeration.
In the case of "lack of cores", Huawei still ranks first in China's folding screen mobile phone market with a market share of 31.7%.
It is worth mentioning that Samsung, which is almost nowhere to be seen, ranks third in the Chinese market with a market share of 15.4%.
Furthermore.
IDC predicts that in 2023, global folding screen mobile phone shipments will increase by 50.5% year-on-year to 21.4 million units, much higher than the overall mobile phone growth rate of -4.7%.
Foldable screen phones have become the biggest bright spot in the weak mobile phone market.
Huawei's position in foldable phones
Samsung is the world's top folding screen mobile phone, and in Q4 2022, Samsung's folding screen mobile phone market share has reached 83%.
In Q4 of 2023, Samsung's market share will be halved to only 42%, while Huawei's market share will rise sharply to 21% with the strength of the Mate X5.
IDC data shows that in 2022, Huawei's market share in the folding screen mobile phone market in the Chinese market was once close to 50%.
Folding screen mobile phones, how will consumers choose Huawei?
After Huawei was sanctioned, there was a saying "Huawei fell, Apple was full". The high-end market share that Huawei was forced to give up was almost all eaten by Apple.
In other words, there are two players in China's high-end market, Huawei and Apple.
Of course, there are exceptions.
That is the folding screen mobile phone market.
That's right, Apple is not present in this market.
Some people say that the folding screen supply chain and folding screen form have not met the requirements, so Apple has not released a folding mobile phone so far.
Whatever the reason, Apple is indeed absent.
Under the double-layer BUFF of "high price" + "Apple absence", Huawei's folding screen mobile phone has an "enviable" innate advantage in the domestic market, even if it has the highest "15999".
The pain points of folding screen mobile phones have not been completely eliminated
According to the complaint data of a certain platform, problems such as cracks, screen failures, after-sales warranties, and hinges of folding screen mobile phones still exist.
These problems also prevent consumers from further "getting closer" to folding screen phones, and more importantly, price.
In 2019, Huawei applied for a 209-page patent for a waterdrop hinge, with 105 drawings and hundreds of complex parts. Compared with the U-shaped hinge structure, the parts used are even several times higher.
The bending radius is larger, which further improves the crease, but with it comes a higher cost.
According to DSCC data, the labor and raw material costs of folding screens are 69% higher than those of straight phones, of which the screen and hinge are the main sources of cost increases.
In 2023, Huawei's folding screen mobile phone sales will be around 2.6 million units, and it will be difficult to triple or even reach 10 million units.
Addressing these pain points is critical.
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