Huawei Mate70 Series: The End of the Supply and Demand Struggle? Victory for the Waiters?

Huawei Mate70 Series: The End of the Supply and Demand Struggle? Victory for the Waiters?Since its release in Autumn 2024, the Huawei Mate70 series, a flagship high-end smartphone from a domestic Chinese manufacturer, has been incredibly popular, experiencing a persistent "one-machine-hard-to-find" situation. Scalpers jacking up prices, channel price markups, consumers queuing overnight, and booming overseas purchasing the supply and demand struggle surrounding the Mate70 series has lasted nearly half a year

Huawei Mate70 Series: The End of the Supply and Demand Struggle? Victory for the Waiters?

Since its release in Autumn 2024, the Huawei Mate70 series, a flagship high-end smartphone from a domestic Chinese manufacturer, has been incredibly popular, experiencing a persistent "one-machine-hard-to-find" situation. Scalpers jacking up prices, channel price markups, consumers queuing overnight, and booming overseas purchasing the supply and demand struggle surrounding the Mate70 series has lasted nearly half a year. Even the subsequent release of a "premium" version by Huawei failed to alleviate the scarcity. However, multiple signals from the supply chain and distribution channels recently indicate a turning point the Mate70 series is expected to become available at its original price and even offered in stock within the near future, finally bringing victory to those who waited.

The initial market performance of the Mate70 series can only be described as "insane." The severe price gouging stood in stark contrast to the product's powerful marketing hype. However, limitations in Kirin chip production capacity, 5G radio frequency module supply, and the production pace of core components like Kunlun glass forced Huawei to adopt a "small steps, fast pace" supply strategy. While this strategy ensured positive product reviews, it also directly led to a severe supply and demand imbalance in distribution channels, with markups on some versions exceeding 1500 yuan.

So, what are the reasons behind the Mate70 series finally achieving its original price? We believe at least three factors can be analyzed:

1. Improved Kirin 9020 Chip Yield and Supply Chain Stability

The core reason for the Mate70 series' production limitations was the yield curve of the Kirin 9020 chip. Over time, the chip yield has steadily improved. Coupled with the stable supply of domestically produced 5G radio frequency front-end modules, the overall assembly efficiency has significantly increased from the initial stage, ultimately resolving the production bottleneck. This provides a solid foundation for the original price supply.

2. Shifting Market Demand and New Product Release Expectations

The 2025 consumer electronics market is about to enter a new cycle, with user attention gradually shifting towards the upcoming Huawei Pura80 series. Although Huawei hasn't officially announced the release date of the Pura80 series, supply chain sources indicate that it will feature advanced technologies such as a large-sensor main camera and a double-layer OLED screen. This has undoubtedly fueled consumer anticipation for the new phone and reduced interest in the Mate70 series, easing the supply and demand pressure to some extent.

3. Huawei's Tiered Supply Strategy and "Price for Volume" Approach

Facing increasingly saturated high-end market demand, Huawei is optimizing its inventory structure through a tiered supply strategy, prioritizing the supply of the standard Mate70 version and gradually reducing channel allocations for the Mate70 Pro+ and Mate70 RS versions. This "price for volume" strategy not only accelerates capital recovery but also frees up market space for subsequent new product launches, representing an effective market strategy adjustment.

The Mate70 series escaping the price gouging cycle reflects not only the changing trajectory of a single product's market but also signifies the industry's maturation. For consumers who haven't upgraded yet, patiently waiting for in-stock availability and making rational choices based on their needs is recommended.

It's worth mentioning that the Huawei Mate70 series itself boasts impressive capabilities. The Mate70 Pro+, for example, features the Kirin 9020 processor, which not only supports 5G-A technology but also offers excellent power consumption control and performance. In terms of imaging, the RYYB lens technology, Hongfeng imaging, and the large-sensor main camera ensure an excellent photographic experience. More importantly, it can be upgraded to HarmonyOS NEXT, with a well-established ecosystem further enhancing user experience.

The return to the original price for the Huawei Mate70 series reflects the dynamic balance of supply and demand in the consumer electronics industry and reveals three golden rules of high-end market competition:

1. Technological Scarcity Determines Short-Term Price Premium: The exclusive period for innovative features such as satellite communication and StarFlash technology directly impacts the ability of the Mate70 Pro+ and Mate70 RS versions to maintain premium pricing.

2. Supply Chain Resilience Builds Long-Term Competitiveness: Huawei's domestic substitution strategy gradually overcomes "choke points," laying the foundation for sustained and stable supply.

3. Product Timing Influences User Expectations: As the release window for the next-generation flagship Pura80 series approaches, consumers' tolerance for premium pricing on existing models inevitably decreases.

For consumers, the "original price supply" means no longer paying extra for brand premiums; for Huawei, stable supply capabilities will help consolidate its high-end market position.

In conclusion, the "one-machine-hard-to-find" situation for the Huawei Mate70 series is coming to an end. The arrival of original price supply is positive for both consumers and Huawei. Ultimately, did the waiters truly win? This depends on consumers' final purchasing choices and the market's response to Huawei's subsequent product strategies. However, the shift in the Mate70 series' supply and demand relationship is undoubtedly a positive signal for the entire industry's development. Perhaps this is not just the story of the Huawei Mate70 series, but a microcosm of the maturing Chinese high-end smartphone market. Let's wait and see what changes unfold in this market.