News on September 14th, recently, the famous industry analyst Ming-Chi Kuo released an analysis report on Huawei Mate 60 Pro, which attracted widespread attention in the market. According to Ming-Chi Kuo's observations and predictions, the market demand for Huawei Mate 60 Pro has exceeded previous expectations, so Huawei has decided to increase shipments in the second half of this year, planning to reach 6 million units, an increase of 20% from before
It is understood that Huawei Mate 60 Pro uses an advanced 12-layer anylayer HDI motherboard technology. One of the key features is the use of Huacan's advanced technology, which allows the motherboard's manufacturing yield to be significantly improved. Due to the high yield rate in the manufacturing process, the proportion of Huatong motherboards in Huawei mobile phones has increased accordingly, reaching between 50% and 60%. This increased proportion further widens the gap between Huatong and the second supplier Founder
Analyst Ming-Chi Kuo is also optimistic about Huatong’s prospects. It is believed that Huatong is expected to become Huawei's high-end P series and Mate next year Main motherboard supplier for series mobile phones. According to Guo Mingchi's prediction, revenue from Huawei's high-end mobile phones will achieve an annual growth rate of 150% to 200% in 2024.
In addition, Huatong also plans to enter the artificial intelligence (AI) server market starting in 2024 and regards this as the driving force for the company's future long-term growth. If all goes well, Amazon/ AWS is expected to become one of Huatong's key customers in the AI server market in 2024. This plan is expected to bring wider market opportunities and growth space to Huatong.
Ming-Chi Kuo’s analysis brief triggered widespread speculation and concern about the future development of Huawei and Huatong. Huawei Mate 60 Pro The high demand and Huatong's strong performance in the high-end motherboard market indicate that the two companies are expected to continue to maintain their competitive advantages in the future and promote the further development of China's technology industry.
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