① Recently, news about the upcoming launch of the Huawei P70 phone has received widespread attention. On March 24, the Huawei Mobile Supply Chain Company confirmed that it will begin batch supply to the high-end flagship phones of the Huawei P70 series. ② Pan Yi of Tianfeng Securities believes that considering the “return of the king” of the Huawei brand and structural growth among mobile phone brands, the related industry chain is expected to usher in a double-hit market.
According to a report released by the market research agency Counterpoint Research, shipments of high-end mobile phones (600-799 US dollars) are expected to increase 17% year-on-year this year, mainly driven by Apple and Huawei. According to the latest weekly smartphone sales tracking report released by Counterpoint Research, in the first six weeks of this year, Huawei's mobile phone sales soared 64% year on year, and its market share rose from 9.4% to 16.5%, surpassing Apple and rising to second place. The gap with Vivo, which ranked number one, is only 1 percentage point.
It is worth mentioning that recently news about the upcoming launch of the Huawei P70 phone has received widespread attention. On March 24, the Huawei Mobile Supply Chain Company confirmed that it will begin batch supply to the high-end flagship phones of the Huawei P70 series. On March 26, some stores said that the Huawei P70 series can be pre-ordered in stores in early April. These actions mean that this new Huawei product is entering the market at an accelerated pace. Although Huawei has not announced the release schedule for the P70 series, several agencies predict that this series of products will be released in April. China Merchants Securities pointed out that in the first quarter of this year, the parts industry chain for the Huawei P70 series has fully entered the preparation stage, and all parties are intensively advancing related work to ensure the smooth release of new products. Pan Yi of Tianfeng Securities believes that considering the “return of the king” of the Huawei brand and structural growth among mobile phone brands, the related industry chain is expected to usher in a double-hit market.
According to the Finance Federation's theme library, among the relevant listed companies:
Crystal Optoelectronics is a leading domestic optical enterprise. Its business focuses on camera filters, thin film optical panels, automotive electronics, reflective materials, etc. The company and Huawei have business cooperation on consumer electronics products.
Dongtian Wei said that Huawei is one of the end customers of the company's products, and the company provides mobile camera filter products to Huawei through a module factory.