Guo Mingxi, a well-known analyst has released the latest forecast report. But he estimates the status of Huawei's cellphone components and Huawei smartphone shipments in 2019.
Meanwhile, Guo Minghao also reported in the same news, hinting that by reason of not violating the US export ban, cellphone component suppliers slowly resumed their business relations with Huawei.
The report estimates that there are two cases of Huawei cellphone shipments in 2019, which are higher than the market consensus of 1.8-210 million.
The first case states that "If it is assumed that US export controls for Huawei remain unchanged, it is estimated that the delivery of Huawei cellphones in 2019 is 2.1-220 million units."
Therefore, the second case reads "If it is assumed that US export controls for Huawei remain unchanged and Huawei starts sending mobile phones with the Ark OS operating system in October, it is estimated that Huawei cellphone shipments in 2019 will be 2.15-225 million units . "
While in the same report, Guo Mingxi showed in a report that Huawei could start sending Hongmeng smartphones in October. If the forecast comes true and considers that US export controls for Huawei remain unchanged, it will benefit from peak demand in the fourth quarter of 2019. However, Huawei smartphone shipments for 2019 can reach up to 2.15-225 million units.
He believes that Hongmeng Mobile is not expected to be able to meet the application of the ecological needs of high-end users in the non-Chinese market at first, so it will focus on the lower class market. In terms of regional shipping, actual shipments of Hongmeng Smartphones are mostly concentrated in Central and Eastern Europe and emerging markets.
In addition, the report also claims that Huawei smartphone shipments can outperform market expectations in 2019, and supply chain stock prices have limited downside risks in the future. The stock price of the main suppliers of the upper class models can recover in the not too distant.
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