Original title:Mr. Guo-ming: The sales of Hon. Meng's mobile phone in October is expected to reach 2.15 this year.
June 13, a few days ago, Tianfeng International analyst Guo Mingpi released the latest forecast report, Huawei mobile phone components supply situation, Huawei mobile phone shipments in 2019 were estimated.
In his report, Guo pointed out that without violating the U.S. export ban, mobile phone component suppliers are gradually resuming business relations with Huawei. According to the report, the key to these changes is: 1. The definition of export control is not very clear; 2. Huawei and suppliers are strongly motivated to restore business relations with each other; 3. Supply chain globalization and high degree of technological autonomy; 4. The focus of recent Sino-US conflict shifts to other topics.
The report predicts that,In 2019, there were two situations in which mobile phones were shipped, both of which were higher than 1.8 of the market consensus.
Guo Mingpi pointed out in his report that:Huawei may start shipping Hongmeng phones in October, and if our forecast is true and assuming that the status quo of US export controls remains unchanged, Huawei's mobile phone shipments could reach 2.15 in 2019, thanks to demand during the 4Q19 peak season.
He believes that Hongmeng mobile phone is expected to be unable to meet the application ecological needs of high-end users in the non-Chinese market in the early stage, so it will focus on the low-end market. In terms of regional shipments, Hongmeng mobile phone initial shipments mainly concentrated in Central Europe, Eastern Europe and emerging markets.
The report also said that Hua2019 mobile phone shipments may be better than market expectations, supply chain share prices have limited downside risks in the near future, and key suppliers of high-end models may rebound in the near future.