Shulou(Shulou.com)11/24 Report--

Thank you, Mr. Air, a netizen of CTOnews.com, for your clue delivery! CTOnews.com Sept. 14, Guo Mingyi released an analysis newsletter today, believing that Huawei's demand for Mate 60 Pro models was higher than expected, raising shipments to 6 million units in the second half of this year, an increase of 20%.

CTOnews.com quoted Guo Mingyi's newsletter: Huawei Mate 60 Pro uses a 12-layer anylayer HDI motherboard. Due to the better yield of Huatong, the proportion of shipments reaches 50-60%, further widening the gap with the second supplier founder.

Guo Mingyi believes that Huatong will become the largest motherboard supplier of Huawei's high-end P and Mate series next year, and estimates that the contribution from Huawei's high-end handsets will grow at an annual rate of 150-200% in 2024.

Huatong is expected to enter the AI server market from 2024 to expand new long-term growth momentum. If the verification goes well, Amazon / AWS will be one of the key customers of Huatong's AI server customers in 2024.

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