The most powerful mobile phone in history is the leader, and this company is the core supplier
First, the development of smart phones has entered a mature period and is becoming more and more high-end
Although China's smartphone market fell by 16% year-on-year in 2022, hitting a decade low, the market share of high-end smartphones has steadily increased since 2014 and has now reached 26%, but compared with developed countries, the domestic high-end smartphone market potential is still very large.
According to statistics, as of 2022, the market share of high-end smartphones in foreign developed countries will exceed 50%, and it is expected that by 2035, China's high-end smartphone share will exceed 40%, further highlighting the space for market growth.
As a traditional high-end mobile phone leader, Huawei has independent chip independent research and development capabilities, and the "1+8+N" strategy has a comprehensive ecological layout, and high-end models are expected to contribute to the entire industry chain.
Second, the light boat has passed the 10,000 mountains, and Huawei mobile phones are on the road of return
During the 618 period, China's smartphone sales fell 8% year-on-year due to weak customer demand, but Huawei's mobile phone sales increased significantly compared with last year, up 52% year-on-year.
In the second quarter of 2023, Huawei's mobile phone market share increased by 76.1%, ranking second in the high-end market share. Hongmeng ecological devices exceed 700 million, API calls exceed 59 billion times a day, and the number of active users of development tools exceeds 400,000.
The space of folding mobile phones is unlimited in the future, some institutions predict that the shipment CAGR 2022-2027 is 27.6%, Huawei is the leading enterprise in the domestic market of folding mobile phones, the share of the first two years is more than 50%, further formalizing the leading market of Huawei folding screens, and the technology incremental space of folding screens is extremely high.
Ning Caishen also screened the suppliers of Huawei mobile phones for everyone to screen
The first one: Dafu Technology
In 2017, the company made a historic breakthrough in delivery, quality, etc., and won 6 awards including Excellent Supplier and Excellent Quality Award, all of which were the only winners in the RF category.
The second company: Amway shares
Huawei Mate30/40/50 series of some high-tech materials are provided by the company. At the same time, the company actively participates in the development of new products with Huawei, and the cooperation situation depends on various factors such as relevant market demand, product theme and so on.
The third one: Hongrida
Some of the company's precision connectors and institutional products are applied to Huawei's mobile phones, laptops, and smart wearables through customer channels and terminals.
The fourth one: Digital China
Huawei, one of Huawei's core partners, signed the Strategic Cooperation Framework Agreement with the Xiamen Municipal People's Government to carry out strategic cooperation in the fields of Kunpeng Supercomputing Center, autonomous and controllable server and PC production base, smart city, operation headquarters, and capital cooperation
This content only represents personal views, for reference only, not recommended, the market is risky, investment needs to be cautious! #股票#