Exclusive! Huawei P70, sudden good news.

  Good news for Huawei!

  On March 24,The reporter learned exclusively from Huawei Mobile Phone Supply Chain Company that the company has started to supply Huawei P70 series high-end flagship mobile phones in bulk.

  People in the industrial chain told reporters that Huawei’s P70 series shipping target guidelines are relatively optimistic. The organization suggests paying attention to Huawei P70 series industrial chain companies.

  Organization: Huawei P70 series is expected to be released in April.

  P series is Huawei’s high-end flagship mobile phone, and its main selling point is photography function. According to CITIC Futures Research Report, P70 series locates high-end camera, and is embedded with self-developed Pangu model. It is expected that AI photography will be the core highlight, so the camera components have been greatly upgraded, including lenses, spin-on filters, microprisms and motors.

  Although Huawei has not announced the release schedule of P70 series, many organizations predict that this series of products will be released in April. According to the research report of China Merchants Securities, the component industry chain of Huawei P70 series entered the stocking stage in the first quarter, and it is expected to be released in April, which is expected to become the explosion in the first half of the year.

  Debon Securities Research Report said that Huawei P70 series is expected to be released in the near future, and its product strength will be greatly improved. It is suggested to pay attention to the upgrading of camera modules, optical structural parts and other fields, as well as Huawei mobile phone industry chain company.

  Good for Huawei’s mobile phone industry chain

  In the New Year’s speech in 2024, Hu Houkun, the rotating chairman of Huawei, said that the terminal business continues to be committed to building king products and building high-end brands with temperature.

  The agency suggested paying attention to the high prosperity of Huawei’s mobile phone industry chain. The above-mentioned person from Huawei’s industrial chain company said: "The gross profit margin of our supply to Huawei has improved, which is good for us."

  Since the release of Mate60 series in the second half of 2023, Huawei’s mobile phone sales have continued to grow. According to market research firm Counterpoint Research, in the first six weeks of 2024, Huawei’s mobile phone sales ranked second in China, with a year-on-year increase of 64%.

  Analysts of the agency believe that Huawei Mate60 series continues to attract and meet strong market demand, becoming one of the few bright spots in the mobile phone market in early 2024.

  () It is expected that with the increase of Huawei’s mobile phone shipments, Huawei’s mobile phone industry chain companies will be expected to usher in revenue growth. Considering the Huawei brand "the return of the king", the relevant industrial chain may usher in a round of market.

  From the perspective of the global mobile phone market, the Jibang Consulting Report shows that the global smartphone production stopped declining for eight consecutive quarters in the third quarter of 2023, which led to a year-on-year increase of 12.1% in the fourth quarter of that year to about 337 million units.

  Ping An Securities believes that looking forward to 2024, the inventory pressure of the smart phone industry chain will be significantly eased compared with 2023, but the recovery remains to be seen; AI-enabled smartphones are gradually becoming popular.