Analyst Ming-Chi Kuo Says "Mate 60 Pro Shipment Estimates Have Increased Significantly; Huawei's Undeniable Influence On The Industries And Stock Markets Is Coming Back" - Medium
Portfolio Pulse from Happy Mohamed
Analyst Ming-Chi Kuo reports that demand for Huawei's Mate 60 Pro has been strong since its launch, with shipment plans increasing by about 20% to 5.5–6 million units. Cumulative shipments of Mate 60 Pro are expected to reach at least 12 million units 12 months after launch. Huawei's smartphone shipments are projected to increase by approximately 65% YoY to 38 million units in 2023, and reach at least 60 million units in 2024. The strong demand for Mate 60 Pro has brought focus to Huawei's supply chain in the stock markets, including companies like SMIC, Vanchip, SG Micro, Southchip Semiconductor, Maxic, JCET, Win Semi, GlobalFoundries, Murata, HWA Create, Largan Optical, Sunny Optical, Will Semi, Smartsens, and Billu.
September 05, 2023 | 3:50 pm
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NEUTRAL IMPACT
Although MU is mentioned in the article, it does not appear to be directly impacted by the news.
MU is mentioned in the article, but there is no clear indication that it is directly impacted by the increased demand for Huawei's Mate 60 Pro.
CONFIDENCE 90
IMPORTANCE 20
RELEVANCE 20
POSITIVE IMPACT
SMIC, a foundry in Huawei's supply chain, may see increased business due to the strong demand for Mate 60 Pro.
As a foundry in Huawei's supply chain, SMIC stands to benefit from the increased demand for Mate 60 Pro. This could potentially lead to increased revenues and a positive impact on its stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80