According to Counterpoint's mobile phone sales report data, smartphone sales in China increased 1.5% year on year in the first quarter of 2024, achieving positive year-on-year growth for the second consecutive quarter. Huawei stood out from all mobile phone brand manufacturers in the first quarter, with a year-on-year increase of 69.7%. Huawei's growth is largely due to the boom in sales of its 5G-enabled Mate 60 series. Coupled with the well-known popularity of its own brand, its share of the high-end market above $600 has increased dramatically.

According to a research report released by Open Source Securities, global mobile phones are expected to recover moderately in 2024, mainly driven by Huawei, folding screens, and AI. According to Counterpoint's forecast, global smartphone shipments are expected to grow 3% to 1.2 billion units in 2024, with growth mainly driven by the low- to mid-range price segment of 150-249 US dollars and the high-end price segment of 600-799 US dollars. The middle- and low-end price segments are mainly benefiting from the recovery of purchasing power in markets such as India, the Caribbean, and Africa, while the increase in high-end prices mainly comes from Apple and Huawei phones. In terms of innovation, the iteration of folding screen phones and the introduction of AI phones will continue to stimulate demand for mobile phones.

According to the Finance Federation's theme library, among the relevant listed companies:

Anjie Technology provides precision functional parts and precision structural parts for smartphone terminal products, and is an accessory provider for Huawei phones.

Lansi Technology is a leading glass cover. In the field of consumer electronics, the company has become a one-stop ODM precision manufacturing platform providing a full range of services such as design, R&D, production, and system assembly. It has rapid R&D and mass production capabilities, and has entered the industrial chain of companies such as Apple, Huawei, and Xiaomi.