Ming-Chi Kuo: Huawei Mate XT's Master Edition Faces Capacity Shortages, But Innovation Advantage is Prominent

Ming-Chi Kuo: Huawei Mate XT's Master Edition Faces Capacity Shortages, But Innovation Advantage is ProminentMing-Chi Kuo, a name familiar to those in the tech industry, is a renowned analyst whose predictions about Apple product launches have consistently been accurate. In recent years, he has also started focusing on the Android market

Ming-Chi Kuo: Huawei Mate XT's Master Edition Faces Capacity Shortages, But Innovation Advantage is Prominent

Ming-Chi Kuo, a name familiar to those in the tech industry, is a renowned analyst whose predictions about Apple product launches have consistently been accurate. In recent years, he has also started focusing on the Android market. For example, earlier this year, he successfully predicted that OPPO and vivo would halt the production of their vertical foldable screen phones. Recently, Kuo expressed his views on the highly anticipated Huawei Mate XT Master Edition, and made predictions about industry trends. Here are the key points:

Huawei Mate XT Shipments Exceed Expectations, Capacity Becomes the Biggest Bottleneck

According to IT Home, Kuo expects the annual shipment target for the Huawei Mate XT to be raised from the initial 500,000 units to 1 million units. However, even a target of 1 million units may not be enough to meet market demand. Currently, the Huawei Mate XT has become a hot commodity, with high demand and limited supply. Consumer enthusiasm for this tri-fold screen phone far surpasses industry expectations, reflecting the Mate XT's market potential.

Folding Screen Phone Market Faces Challenges, Future Development Requires Breakthroughs

Kuo predicts that global shipments of folding screen phones will be revised down from an initial estimate of 30 million units to 15 million units in 2024. The main reasons for this include unresolved software compatibility issues and folding screen durability that hasn't yet reached ideal standards. Additionally, the lower profit margins of foldable screen phones have also affected brands' willingness to invest in R&D.

Huawei Mate XT Reflects a Differentiation Strategy, Leading the Industry with Innovative Technology

Kuo notes that, constrained by processor differences, Huawei adopted a differentiation strategy in the high-end market, choosing to launch a tri-fold screen phone ahead of its competitors. The success of this strategy hinges on whether the Huawei Mate XT can address the pain points of folding screen use. Kuo believes that other Android brands have not yet followed Huawei in introducing tri-fold screen phones due to concerns about durability.

The biggest problem facing the Huawei Mate XT at present is insufficient production capacity, but it excels in other aspects. Consumer passion for the product demonstrates the success of the Huawei Mate XT and highlights Huawei's strength in product innovation. The Mate XT showcases Huawei's technological prowess, such as the world's thinnest 1.9mm battery technology, which may be incorporated into the Huawei Mate X6 in the future, further expanding Huawei's dominance in the high-end market.

Huawei's Boldness and Courage Reflect Industry Leadership

Huawei's willingness to take on challenges, innovate, and ultimately bring innovative products to market demonstrates the company's boldness and courage. Other brands may have similar ideas, but due to the significant difference in brand influence compared to Huawei, they lack confidence and do not dare to attempt similar endeavors. The success of the Huawei Mate XT also confirms Huawei's leading position and showcases its industry leadership.

In conclusion, although the foldable screen phone market faces challenges, the success of the Huawei Mate XT demonstrates that a differentiated innovation strategy and leading technological capabilities can bring new breakthroughs for brands. In the future, whether Huawei can maintain its leading position will depend on its ability to continue addressing the pain points of foldable screen phones and lead the industry with more innovative technology and products.