It is really not easy to buy Mate60 now. All lines are out of stock and OEMs are working hard to produce. According to industry chain sources,Shipments of Huawei Mate60Pro and Mate60Pro+ have been raised to 20 million units. Huawei previously said that the cumulative shipment of Mate series mobile phones has reached 100 million units.
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At present, the supply of Huawei Mate60 is still far from meeting the reservation volume, and there are out-of-stock and out-of-stock situations both online and offline. Staff at many Huawei offline stores said that if you pre-order now, the phone will arrive as early as October, and you may even have to wait two months to receive the phone.
Regarding the hot sales of Mate60, dealers said that if production capacity is sufficient, global sales of the Mate60 series are expected to reach 50 million units.
Ming-Chi Kuo, an analyst at Tianfeng International, wrote that due to better-than-expected demand for Huawei Mate 60 Pro, its shipment forecast for the second half of 2023 has been raised by 20% to approximately 6 million units. Looking forward to 2024, Huawei will launch new high-end P series and Mate series, with estimated parts procurement volume of 30 million to 40 million units.
Ming-Chi Kuo pointed out that Huawei Mate60Pro uses a 12-layer anylayer HDI motherboard. Because Huatong has a better production yield, the shipment proportion is about 50-60%, which is significantly higher than the second supplier Founder. Huatong is expected to be the largest motherboard supplier for Huawei's new high-end P and Mate series in 2024, and the contribution from Huawei's high-end mobile phones is expected to increase by at least 150-200% YoY in 2024.