From Mate 30 Pro 5G to Mate 60 Pro: a technology path from China - March 2024
The current semiconductor market for mobile applications stands at $161 billion (2023), accounting for 31% of the total semiconductor devices industry.
This encompasses various components like processors, memory, sensors, and power electronics falling under the More Moore and More than Moore categories. Building upon the strength of its semiconductor supply chain. Apple is gradually increasing its handset market share by about 1% annually from 2022 to 2023, while Samsung maintained a market share slightly above 20%. The ban on Huawei has led to a redistribution among Chinese brands.
This prompts questions about China’s position in the global semiconductor industry in the post-technology-ban context and how Huawei has managed its supply chain and technology choices for its newest handsets.
Discover today the full picture of Huawei’s semiconductor supply chain transformation under the US ban, an overview written by Pierre Cambou , Principal Analyst, Global Semiconductors at Yole Group .
IS HUAWEI’S TELECOM EMPIRE IN DANGER? A HISTORICAL PERSPECTIVE…
Is Huawei, the $90 billion (2022) China-based telecom behemoth, endangered by the demise of its mobile handset business? Maybe not; as the Mate 60 Pro released in the summer of 2023 shows, its new China-based supply chain is changing the game.
A quick look at history from 2015 to 2019 shows Huawei was able to grow from 3% to 15% of the ~$480 billion (2023) mobile handset market with a successful product strategy on par with Apple.
In May 2019, the U.S. Department of Commerce placed Huawei on its entity list, barring it from sourcing advanced chip technology. Huawei had one year to sufficiently stockpile before a complete semiconductor ban was implemented.
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- Yole Group Communications Team - communications@yolegroup.com
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