余承东任华为终端公司董事长！孟晚舟、徐直军等卸任华为终端董事

Core Viewpoint - Huawei Terminal Co., Ltd. has undergone significant management changes, with Yu Chengdong replacing Guo Ping as chairman, alongside the departure of several other executives, indicating a potential shift in company strategy and leadership dynamics [1][2]. Company Changes - Guo Ping has stepped down as chairman, with Yu Chengdong taking over the role, while Meng Wanzhou and Xu Zhijun have also resigned from their director positions [1]. - The company was established in November 2012, with a registered capital of 606 million RMB, focusing on the development, production, and sales of communication and electronic products [1]. Market Position - Huawei continues to dominate the Chinese foldable smartphone market, holding nearly 70% market share as of Q3 2025, with a reported shipment of 2.63 million units, reflecting a year-on-year growth of 17.8% [5]. - The launch of the new Mate 80 and Mate 80 Pro series at a starting price of 4,699 RMB was announced during Huawei's product launch event on November 25 [5]. Industry Outlook - Global foldable smartphone shipments are projected to reach 70 million units by 2027, with a compound annual growth rate (CAGR) exceeding 40%, according to TrendForce [6]. - Counterpoint Research forecasts an even more optimistic scenario, predicting shipments will hit 101.5 million units by 2027, with an annual growth rate of 49.48% [6].