Core Viewpoint - The launch of Huawei's Mate 80 series has generated significant market excitement, with a starting price of 4699 yuan, which is 800 yuan lower than the previous generation, and over 2 million pre-orders within 6 days [1] Group 1: Product Launch and Market Response - The Mate 80 series is expected to have a total inventory of around 11 million units, significantly higher than other flagship models from competing brands [1] - The introduction of the "Pro Max" model features a metal structural component co-developed by Huawei and AAC Technologies, addressing the long-standing issue of "metal shielding signals" while ensuring durability [3] Group 2: Supply Chain and Component Details - AAC Technologies is a core supplier for the Mate 80 series, providing various components such as speakers, lenses, structural parts, motors, and microphones, with many being sole suppliers [1] - The optical products from AAC Technologies' subsidiary, Chengrui Optics, have a high participation rate, covering front ToF lenses, a 13MP front main camera, and a 40MP ultra-wide-angle lens [3] - The Mate 80 RS Extraordinary Master may feature AAC Technologies' new generation "ultimate speaker," which utilizes a dual-diaphragm stereo unit for enhanced sound quality [3]
瑞声科技（02018）为Mate 80全系列核心供应商