China Mobile: Planned to purchase 1.2 million Mate60 units! Huawei's mobile phone shipment next year stands at 70 million? Securities analyst: in line with expectations

On October 12th, China Mobile Procurement and Tendering Network reported that China Mobile Communications Group Terminals Co., Ltd. recently purchased five mobile phones, including the Huawei Mate60 equity version, from Huawei Terminals Co., Ltd., with a demand for 1.2 million units. The announcement was released on October 12th and is valid for 3 days. As of the deadline for submission, it has already passed.

In addition, on October 16th, Huawei's concept of liquid cooling and overcharging changed in the afternoon, and Baiyun Electric received 2 boards. The company responded to related issues in the evening.

Huawei aims to ship 60-70 million smartphones next year? Securities analyst: in line with expectations

On October 10th, according to Interface News, Huawei aims to ship 60 to 70 million smartphones by 2024. According to relevant sources, Huawei has added a sufficient number of orders to the supply chain to ensure that this shipment number can be reached throughout 2024.

Coincidentally, Guo Mingyu, an analyst at Tianfeng International, recently stated on social media that the shipment plan of Huawei Mate60Pro in the second half of the year has increased by about 20% to 5.5 million to 6 million units, and the cumulative shipment volume after 12 months of release will reach at least 12 million units. Excluding potential non commercial risks, benefiting from the demand and market influence of Mate60Pro, Huawei's mobile phone shipments in 2023 will increase by approximately 65% year-on-year to 38 million units. Looking ahead to 2024, Huawei's mobile phone shipments are expected to reach at least 60 million units.

Image source: Daily Economic News Information Map

Both securities analysts acknowledge the above data. Almost, Huawei's internal goal is probably this. "" This is a relatively normal order data, not very high, and the market is about this expectation. "At the same time, a supply chain person also told the Daily Economic News reporter," I heard there is a high possibility

According to a report released by market research firm IDC in mid September, despite years of external factors, Huawei still ranks second in the high-end mobile phone market in China. With Huawei's return, it is expected that it will first launch an attack on Apple in the high-end market, and only when new chip solutions are gradually used online in mid to low end products will it have a greater impact on other domestic Android manufacturers.

Affected by the supply chain crisis, Huawei mobile phones have fallen from being the second largest in the world to being among the "others". According to data from market research company IDC, Huawei's smartphone shipments peaked at 240 million units in 2019 (ranking second in the world), with nearly 75 million units in the Mate+P series and nearly 30 million units in the Nova series. In 2022, the sales of Huawei smartphones were only over 30 million units (approximately 8.8 million units for the Mate+P series and 14.9 million units for the Nova series); In the first quarter of this year, Huawei ranked among the top ten globally with a shipment volume of 6.75 million units, but its market share was only 2.5%.

Nowadays, with the launch of the Huawei Mate60 series, Huawei's market share is expected to return. In a recent research report released by China Merchants Electronics, it was stated that "based on supply chain tracking, the expected inventory of core components for the Mate60 series in 2023 has exceeded 8 million. We estimate that Huawei's Mate60 series terminal shipment is expected to reach 6 million in 2023, and the overall sales of Huawei's mobile phones are expected to reach 40 million (including multiple series such as Nova) . Based on market demand trends and supply chain capacity, we estimate that the Mate/P series shipment volume is expected to approach 20 million in 2024, and the overall sales of Huawei smartphones are expected to reach 50-60 million in 2024

Huawei's concept of liquid cooling and overcharging changed in the afternoon, and Baiyun Electric has 2 connected boards! Company response

On October 16th, Huawei's concept of liquid cooling and overcharging changed in the afternoon, with Baiyun Electric's 2-board connection and Taijia's stock index rising. On the news, recently, PetroChina Shandong Sales Branch and Huawei Digital Energy signed a strategic cooperation agreement in Shenzhen. Both sides will cooperate to accelerate the construction of high-quality charging infrastructure and new energy vehicles.

On the evening of October 16th, Baiyun Electric released a notice of change. The company recently noticed that some media listed the company as a Huawei liquid cooled overcharge concept stock. The company provides Huawei with medium and low voltage complete switchgear and intelligent box type substations, which are traditional main products of the company,Not involving liquid cooling and overcharging related businesses.The proportion of related business revenue in the first half of 2023 to the operating revenue of the same period was 5.2%, indicating a relatively small business scale.

Daily Economic News Comprehensive China Mobile Procurement and Bidding Network, Daily Economic News (Reporter: Wang Jing), Interface News, Public Information

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