Core Viewpoint - The focus of the consumer electronics supply chain is on mobile imaging technology, with Huawei's recent patent application for an innovative optical lens and camera module expected to enhance its competitive edge in the high-end smartphone market [1][5]. Group 1: Patent and Technology Development - Huawei has applied for a patent for an optical lens that features a "one base, dual lens structure," allowing for light path switching between two focal lengths while sharing a single CMOS sensor and stabilization module [1]. - The new imaging solution is anticipated to debut in the Huawei Pura80 series, showcasing advancements in mobile photography technology [1]. Group 2: Market Position and Sales Performance - Huawei's sales revenue increased by 28.5% year-on-year, with a market share of 19.4%, making it the leading smartphone brand in China, driven by the nova 13 series and Pura 70 series [5]. - The total sales volume of the Pura series is approximately 13 million units, with expectations to exceed 15 million units over its lifecycle [5]. Group 3: Competitive Landscape and Challenges - The high-end market remains competitive, with Huawei facing challenges related to the HarmonyOS 5 upgrade cycle and intensified price competition from other leading smartphone brands [6]. - The ongoing "national subsidy competition" in the consumer electronics market may further complicate Huawei's positioning in the high-end segment [6].