Huawei drives semiconductor supply chain shipments
At the end of March, Huawei released the P30 series mobile phone in Paris, which is equipped with the latest Kirin 980 processor and 10x hybrid zoom lens. The phone is expected to begin selling this month, and Huawei's semiconductor suppliers are expected to begin supplying a large number of components in the second quarter.
The industry estimates that the P30 Pro will ship about 4 million to 6 million units this year, which will drive the shipment of related component suppliers. TSMC, MXIC, Nanya, ASE, Huatong, Unimicron, TXC, Honhai, Largan, and Yaguang are among the top ten “P30 beneficiaries”.
In recent years, due to the impact of trade wars, Huawei is actively increasing the inventory of its electronic components. Some media reported that Huawei had asked suppliers such as Murata, Rohm and Kyocera to increase supply. According to industry insiders, Huawei P30 series mobile phones will drive shipments of the semiconductor supply chain in the second quarter.