Research Reports

Overview

Summary
In the past, Huawei had maintained a strong position in the global smartphone market, stably ranking among the top three in market share, thanks to the differentiation advantage of its self-developed Kirin SoC chip. However, since May 2019, Huawei has been heavily impacted by the US sanctions and has been unable to access high-end 5G chips. As a result, Huawei's market share in the smartphone industry has experienced a significant decline.  The market initially believed that the US sanctions would severely impact Huawei and its smartphone supply chain, potentially pushing Huawei into a dire situation. However, Huawei has made a comeback by launching the new Mate 60 Pro, which supports 5G technology. This comeback is a testament to the Nietzsche saying, "What doesn't kill me makes me stronger."

Table of Contents
1. Huawei Kirin chip makes a comeback in a dire situation

2. A product launch event without the highly anticipated smartphone

3. Analysis of Huawei's New Smartphone
  (1) Analysis of Huawei Mate 60 Pro and Mate 60 RS
  (2) Examining the innovation bottlenecks in smartphone development revealed during Huawei's latest
  device launch
  (3) Examining Huawei's new devices to understand changes in its supply chain before and after the ban

4. TRI's View
  (1) Huawei will continue to adopt a low-key strategy, and its future smartphones will no longer make high-
  profile appearances at product launches
  (2) The development of smartphones has reached a mature stage, and brands are facing innovation
  bottlenecks
  (3) The increase in localization ratio in China is expected to be a key development direction for Huawei's
  smartphone supply chain

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