➀ Huawei's next flagship SoC is expected to use a 5nm Kirin chip, potentially closing the gap with Apple and Qualcomm's 3nm process nodes; ➁ The Chinese government and SMIC are reportedly fully supporting the development of this new chip; ➂ Huawei's past success with the 5nm Kirin 9000 5G AP shows that the company can compete with the industry's leading manufacturers.
Recent #Huawei news in the semiconductor industry
➀ Academician Sun Ninghui criticizes Huawei's closed and monopolistic approach; ➁ Huawei's strategy is to concentrate resources to maximize technology and benefits; ➂ The risk of relying on a single company for technological breakthroughs and industry chain is significant; ➃ Huawei's consumer business was severely impacted during the U.S. sanctions; ➄ Open ecosystem and collaboration with more enterprises are needed for domestic technology development.
➀ This article presents the top five wearable device suppliers in Q1 2024 based on shipment volume, market share, and year-over-year growth, with Apple leading the list. ➁ Xiaomi, Huawei, and Samsung are also highlighted, showcasing significant growth rates. ➂ The article is sourced from IDC's Worldwide Quarterly Wearables Tracker.
➀ Hands-on with Huawei's China-exclusive Mate XT Ultimate Design; ➁ Triple folding capabilities and different screen sizes; ➂ Huawei's engineering and display quality; ➃ Price and availability in China
➀ Keli Sensing has signed a contract with Huawei for 6-axis force sensors for embodied intelligent robots; ➁ Huawei's embodied intelligence team is focused on commercializing advanced research results and is actively recruiting talents; ➂ Keli Sensing has expanded its business to include over 20 types of sensors and has established a global network of over 500 enterprises.
➀ Huawei has launched the Mate XT, its first tri-fold smartphone after 5 years of research and development; ➁ The phone has already attracted nearly 7 million pre-orders, with an initial stock of 500,000 units; ➂ The cost of the tri-fold screen is high, with Huawei planning to improve efficiency and reduce costs; ➃ Huawei has adopted the 'Tiangong Hinge System' for its thin and stable design; ➄ The camera module is supplied by several major companies, with Huawei also introducing its in-house CMOS sensor for the first time.
➀ The release of Huawei's Mate XT brings a new breath of fresh air to the increasingly homogenized smartphone brand launch events; ➁ The Mate XT achieves a technological breakthrough by reducing the single-layer thickness to the industry's lowest 3.6mm and the overall folded thickness to only 12.8mm; ➂ The 'Z-fold' design of the Mate XT presents challenges in screen design and production due to the need to accommodate both compression and stretching forces on the screen.
➀ Huawei's new three-foldable phone, MateXT, is priced starting at 19,999 yuan for the 256GB version, 21,999 yuan for the 512GB version, and 23,999 yuan for the 1TB version. It is scheduled to be released on September 20th. The phone features a 10.2-inch screen and is the thinnest foldable phone with a thickness of 3.6mm when unfolded. It is designed for business professionals and offers various usage scenarios, including scanning boarding passes, browsing information, viewing reports, and watching movies. The phone's AI features include AI summarization, translation, and photo editing. Huawei has achieved a breakthrough in the folding screen hinge system and battery space optimization.
➀ Huawei's three-fold phone reservation numbers exceeded 3 million as of September 9; ➁ Huawei Mate XT Extraordinary Master is the first commercial triple folding smartphone; ➂ Lens Technology exclusively assembled the glass fiber back cover and camera components for MateXT; ➃ Damascus steel, a new material developed by Lens Technology and Huawei, is used for the camera metal parts; ➄ The production process for folding phones has become very mature; ➅ Huawei Mate XT introduces a new aspect ratio display suitable for movie-level playback scenes.
➀ Huawei is launching a revolutionary product, a three-foldable phone, after a five-year development period; ➁ The smartphone industry is experiencing a resurgence, driven by the replacement cycle of phones and the integration of AI technology; ➂ The foldable phone market is growing rapidly, with a 125% year-on-year increase in sales in the second quarter of 2024; ➃ Huawei is heavily investing in foldable phone technology, seeing it as a key to competing in the high-end market.
➀ The Huawei Mate XT Master Edition has exceeded 2.38 million pre-orders since its reservation began on September 7th. The phone is expected to be officially launched on September 20th. ➁ Both online and offline channels have seen strong demand. The phone is available in two colors and two storage options. ➂ There are speculations that the phone's price could exceed 20,000 yuan, making it Huawei's most expensive phone to date. The high pre-order numbers have sparked discussions about potential scalping activities.
➀ Huawei's performance dominates the stock market from late August to the end of the year, with significant impacts on related industries. ➁ In 2024, Huawei reported a 34.3% increase in sales revenue to 417.5 billion yuan, driven by strong smartphone sales and other tech products. ➂ Huawei's upcoming events include the Huawei HiSilicon Connect conference, featuring new technologies like StarFlash, and a series of product launches, including a revolutionary tri-fold smartphone.
➀ Pixel Upgrade: Mate 70 Pro features a 6000MP main camera, 4800MP ultra-wide, and 4800MP telephoto, supporting 5x optical and 100x digital zoom. ➁ Diamond Module: The camera layout adopts a diamond pattern for enhanced aesthetics and grip. ➂ One-Inch Large Sensor: Standard and Pro versions use advanced sensors like OV50H and OV50K, with LOFIC technology and a large variable aperture. ➃ Telescopic Lens: Mate 70 series may introduce the ultra-convergent telescopic lens from Pura70 Ultra, enhanced by XMAGE imaging technology.
➀ Huawei HiSilicon is predicted to potentially become independent from Huawei Group, similar to the independent Huawei Car BU, aiming to empower the national chip industry. ➁ The company plans to hold a Global Connectivity Conference on September 9, 2024, featuring new chip releases, StarFlash, HarmonyOS, and a white goods summit. ➂ HiSilicon is set to open its chips to global manufacturers, moving beyond exclusive supply to Huawei.
➀ Huawei's upcoming triple-fold screen technology could revolutionize the mobile device market by introducing a new form factor that combines the efficiency of large screens with the portability of smaller devices. ➁ The evolution of foldable screens from simple to triple-fold designs represents a significant shift in how users interact with information, potentially leading to a 'display everything' era. ➂ Huawei's commitment to long-term innovation and its extensive experience in foldable technology position it as a leader in this new wave of mobile terminal evolution.
➀ Huawei reported a sales revenue of 417.5 billion RMB for the first half of 2024, a 34.3% increase year-over-year. ➁ The company's net profit margin stood at 13.2%. ➂ Xu Zhijun, Huawei's Rotating Chairman, emphasized the company's commitment to high-quality development and enhancing its competitive edge in products and solutions.
➀ China's semiconductor industry is estimated to be only 3 years behind TSMC in terms of technology and production capabilities. ➁ The latest Huawei smartphone, Pura 70 Pro, uses a 7nm processor manufactured by SMIC, which performs similarly to TSMC's 5nm processors. ➂ Despite U.S. export restrictions, China has been steadily improving its semiconductor production technology by procuring non-restricted equipment and focusing on domestic production.
➀ Huawei's P series has seen significant advancements, notably with the P30's introduction of advanced zoom capabilities. ➁ The Mate series has also experienced substantial growth, with the Mate 40 achieving record sales. ➂ Chinese suppliers have become highly competitive, with domestic companies like Sunny Optical and O-Film Tech playing crucial roles in Huawei's supply chain.
➀ Huawei's HiSilicon unit is set to hold a conference in September, sparking rumors of a potential sanctions-busting tech breakthrough. ➁ The event has led to a surge in stock prices of some Chinese tech companies, with Shenzhen Huaqiang and Huizhong Instrumentation seeing significant gains. ➂ HiSilicon's market share in the global application processor market dropped to zero in 2022 but has since re-emerged with the launch of Huawei's 5G-capable Mate 60 series.
➀ Huawei's new AI chip, Ascend 910C, is compared to NVIDIA's mid-to-low-end chips, but not yet capable of challenging high-end models. ➁ NVIDIA's path to the Chinese market is blocked by Huawei's strategy. ➂ The pricing of Huawei's 910C chip is expected to be around $30,000, which is competitive against NVIDIA's similar offerings at nearly $40,000.