According to news on October 9, bloggers in the digital field recently exposed a piece of news, saying that Huawei’s Kirin 9000S chip stock has reached 40 million to 45 million pieces. This news indicates that Huawei has fully prepared chip resources for its upcoming Mate60 series of smartphones to meet strong market demand.
Not only that, Kirin 9000S is not limited to the Mate60 series. According to earlier rumors, Huawei nova This processor will also be introduced in the 12 series, but the specifications may be adjusted. Therefore, Kirin 9000S is expected to become the core power of many Huawei models in the future. It is reported that the Huawei P70 series will also use the Kirin 9000S processor, further showing the importance of the Kirin 9000S in Huawei's product line.
Huawei plans to gradually reduce its purchase of Qualcomm chips. According to predictions by Tianfeng International Securities analyst Ming-Chi Kuo, starting in 2024, Huawei will stop purchasing Qualcomm chips and fully switch to its own new Kirin processors. This decision will directly affect Qualcomm's SoC shipments in the Chinese market, which is expected to be reduced by at least 50-60 million units in 2024 compared with 2023. This trend will continue, demonstrating Huawei's determination in independent chip research and development.
The market position of Huawei's mobile phones is gradually recovering, which also boosts the morale of the domestic supply chain. Industry chain insiders said that if production capacity can meet demand, global sales of the Mate60 series are expected to reach 50 million units, far exceeding the nearly 1 million units of the previous generation Mate50 series. However, it should be noted that the Mate60 series is mainly for the domestic market and has no plans to be sold in overseas markets. This move is expected to further consolidate Huawei's leading position in the domestic market.
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