Huawei may take a more aggressive approach in the foldable smartphone market, targeting sales of 6~7M units in Y2024.
December 15, 2023
Key Takeaways:
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In 2H23, Huawei's in-house development of its 5G AP has led to a market expansion in Huawei's premium and high-end product segments.
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Looking ahead to Y2024, Huawei is expected to take a more aggressive approach in the foldable smartphone market with the launch of new products such as P60 Pocket and Nova Pocket.
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Huawei's target sales may be set at 6~7M units in Y2024, comprising 3~4M units of in-folding models, 1.5~2.5M units of clamshell models, and 0.3~0.7M units of triple-folding models, respectively.
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Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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