消费电子｜华为新机展望：关注鸿蒙升级、低端布局及折叠形态创新

Core Viewpoint - Huawei is expected to continue innovating across various smart terminal products by 2025, with a focus on hardware forms, HarmonyOS upgrades, and product line layout, particularly highlighting the first HarmonyOS foldable PC, foldable smartphones, and mid-to-low-end smartphones [1] Mobile Phones - Huawei's smartphone shipment is projected to reach 60-65 million units in 2025, with a focus on HarmonyOS upgrades, AI implementation, and low-end market expansion [2] - In 2024, Huawei's smartphone shipments were approximately 48-49 million units, reflecting a year-on-year increase of 37% [2] - Key models for 2025 include Mate series (18-20 million units), Pura series (12-13 million units), Nova series (18-20 million units), and Enjoy series (12-14 million units) [2] - Foldable smartphone shipments are expected to exceed 600,000 units, with around 200,000 units for vertical foldable models and 400,000 units for horizontal foldable models [2] PC/PAD - Huawei is anticipated to launch its first HarmonyOS PC in Q2 2025, along with a foldable 2-in-1 PC/PAD product [3] - In 2024, Huawei's global tablet shipments were approximately 1.074 million units, a year-on-year increase of 29.3%, ranking third globally and first domestically [3] - The combined annual shipments of Huawei's tablets and PCs are expected to exceed 15 million units, indicating significant penetration potential for foldable PA/PAD products [3]