“新鸿蒙+新麒麟”双轮驱动 华为携产业链发力手机高端市场

Core Viewpoint - Huawei's recent launch of the Mate 80 series and Mate X7 has garnered significant attention due to its integration of the latest HarmonyOS 6 and the new Kirin 9030 series processors, aiming to capture a larger share of the high-end smartphone market amidst a challenging industry landscape [2][3][4]. Group 1: Product Launch and Features - The Mate 80 series and Mate X7 were officially launched on November 25, featuring the latest HarmonyOS 6 and Kirin 9030 processors, with a focus on performance improvements and innovative technologies [2][3]. - The Mate 80 Pro Max shows a performance increase of 42% compared to its predecessor, while the Mate 80 RS and Mate X7 also exhibit similar performance enhancements [3][4]. - The Mate 80 series has been priced lower than its predecessor, with the starting price set at 4699 yuan, which is 800 yuan less than the previous model, indicating a strategic move to attract consumers despite rising global storage chip prices [2][4]. Group 2: Market Position and Competition - Counterpoint's data indicates a 2.7% year-on-year decline in China's smartphone sales in Q3 2025, highlighting the competitive pressures in the market [2]. - Huawei's market share in the high-end smartphone segment (priced above $600) reached 34.4% in Q3 2025, compared to Apple's 48%, showing a significant increase from 21.4% in 2023 [4][6]. - The successful launch of the new devices is expected to help Huawei recover lost ground in the high-end market, particularly as chip supply issues are resolved [4][6]. Group 3: Ecosystem Development - The HarmonyOS 6, launched on October 22, 2025, introduces a new architecture for efficient device collaboration and enhanced security features, positioning Huawei's ecosystem as a competitive alternative to Android and iOS [5][6]. - Huawei has developed 300,000 applications and services in collaboration with ecosystem partners, with major apps like Alipay and WeChat now fully supporting HarmonyOS [6]. - The number of devices running HarmonyOS 5 and 6 has surpassed 27 million, growing at a rate of 100,000 devices per day, indicating a robust expansion of the ecosystem [6]. Group 4: Industry Impact and Supply Chain - The dual breakthroughs in chip and operating system technology are invigorating the supply chain, with companies like O-film and Lingyi iTech ramping up production to meet anticipated demand [7]. - O-film has confirmed its strong technical capabilities in 3D ToF technology, which is integrated into the Mate 80 series, and is prepared to meet customer orders [7]. - Other suppliers, including Changxin Technology, are also positioned to support Huawei's new devices, reflecting a collaborative effort within the industry to enhance product offerings [7].