3 6 Ke·2024-02-06 10:40Group 1 - Satellite communication has become a standard feature in high-end smartphones, with OPPO and Honor announcing new flagship models supporting satellite calls by the end of 2023, following Huawei's lead with the Mate 60 Pro [1][2] - Huawei's Mate 50 series marked a significant return to the high-end market, showcasing advancements in hardware and software, despite lacking 5G capabilities [2][3] - The introduction of satellite communication capabilities in Huawei's Mate 50 series contributed to a 15% increase in sales and a rise in market share from 7% to 9.5% [2][3] Group 2 - Huawei's Mate 60 series, featuring 5G technology and satellite communication, has led to a resurgence in the Chinese smartphone market, with a 6.6% year-on-year increase in sales in Q4 2023 [3][4] - Huawei's market share grew by 71.1% in Q4 2023, reclaiming a dominant position with a 15.2% market share, while Apple experienced a 9% decline [3][4] - The average selling price of smartphones in China has increased from 2,658 yuan in 2019 to 3,480 yuan in 2023, indicating a shift towards higher-end models [4] Group 3 - Satellite communication technology is seen as a key differentiator for high-end smartphones, with competitors like Apple and Samsung also exploring this feature, albeit at a slower pace [5][6] - The "old star new machine" model adopted by Huawei allows for rapid market entry and technology upgrades, contrasting with the "new star old machine" approach of companies like SpaceX [5][6] - The global space economy was valued at $424 billion in 2022, with satellite communication accounting for 38% of the downstream market, highlighting the growing importance of this technology [6]