It was reported on August 31 that with the U.S. ban on Huawei on September 15, the development of Huaweis mobile phone business has attracted the attention of the industry.
Guo Mingzhen, a well-known electronic industry analyst, said that no matter whether Huawei can acquire mobile phone parts after September 15, Huaweis competitiveness and market share in the mobile phone market will be negatively affected. The best scenario is that Huaweis market share is reduced, and the worst scenario is Huaweis withdrawal from the mobile phone market.
Guo Mingzhen further said that due to the high specification and unit price of Huawei mobile phone parts, in the process of market share transfer in Chinas mobile phone market, even if existing Huawei suppliers can obtain orders from other brands, there is still a risk of downward revision in revenue and profit. The market share will eventually achieve a new balance point, but the technology upgrading trend of specific parts will also be significantly slowed down due to the decline of Huaweis mobile phone competitiveness.