The Huawei Mate 60 series may be the first model to equip 5G in-house AP with 10~13M units of PLC shipment, which may not have significant difference compared to Mate 50 series.
September 08, 2023
Key Takeaways:
- Huawei plans to use its in-house 5G Kirin 9 series in two upcoming smartphone series: the Mate 60 and P60 Pocket.
- The product's life cycle (PLC) is projected to span across the years 2023, 2024, and likely 2025, with an estimated shipment volume of 10 to 13 million units. However, due to the component supply for the year 2023 of 4 to 7 million units, it will result in approximately 3 to 5 million device shipments for that year.
- Despite launching an in-house 5G AP, the Mate 60 series' production volume remains similar to the Mate 50 series, with PLC shipments expected in the 10-13 million unit range.
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Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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