Huawei is China’s winning horse and is even leading where he seemed to death: in mobiles

2025 will not be an easy year for telephony. The consultants They are checking down Growth forecasts of giants such as Apple and Samsung, hoping that the geopolitical impact of the commercial war will translate into higher prices in key markets such as the United States.

The growth perspective in global shipments is especially low, and will be mainly starring Chinese manufacturers. Among them, there is one in which all expectations are set. One with the potential to shake the industry.

All eyes put in Huawei. There is no worldwide manufacturer that grows more shipments than Huawei. It is something that We warn at the beginning of the yearin a global photograph of Canals that showed some interannual contraction for Apple and Samsung numbers (they lost 1% compared to 2024), and in which Huawei grew no less than 36%.

A wild figure, taking into account that its local rivals such as Xiaomi, Honor or Live grew by about 15%. Less than half of what Huawei was achieving.

An unstoppable trend. Ethan qiAssociate Director of Canalys, expects the Chinese manufacturer to remain a leader for 2025. Although not much further in its analysis regarding the relaxation of bottlenecks so that Huawei can stock up on critical components, there are several key points that explain why the Chinese company has all ballots to lead world growth this year.

Among them, how will tariff pressure, Chinese technological nationalism of Huawei consumers play in favor of Chinese companies, The thrust with SMIC for the manufacture of Kirin chips and the turn Towards a domestic supply chain for close the circle.

Without fear of own hardware. After the American veto, Huawei has focused all its efforts on achieving a product without external dependence. And he has achieved it. Huawei Mate 70 was the company’s first phone with Kirin 9020, A chip developed in silence and who planted the United States, a country that could not understand how were 5g chips developing despite the sanctions.

Although this processor is manufactured under the lithographic process of 7 NM of SMIC, and notably below those manufactured by TSMC with its N3E lithographythe demand for mate 70 It has been high in China. However, if Huawei wants to continue pushing on national soil, he needs to prioritize a very concrete product: the mid -range mobile.

The mid -range as a key. In Spain we are not the only ones who bet on quality-price mobiles. At the beginning of 2025, the Chinese demand of smartphones concentrated on the strip of 2,000 to 5,000 yuan (240 and 609 euros to change). Here Huawei places his Nova rangeone of its main sales engines in China.

National policies of Subsidies Sales continue to warm up of smartphones, having added two to three percentage points to their growth in the first quarter of 2025, according to estimates. Huawei, together with the support of its local suppliers and SMIC, is at its best to aim with this family of products to its national soil.

All to pure 80. Although the growth of Huawei in China will depend on a good part of the efforts that focus on their best -selling ranges, all eyes are now put on The pure huawei 80his Flagship family and a great opportunity to demonstrate what their efforts are being materialized to achieve self -sufficiency.

They will be presented on June 11, and They already have more than 200,000 reservations without even having gone to the market.

The great hope. Huawei’s role is key in China. He is not just the protagonist in the race to lead the manufacture of smartphones with SMIC, It is because of its potential to create chips for iaas his family Asce 910. This chip will play a key role in the effort for reduce national dependence with American manufacturers such as NVIDIApointing in front of their A100 and H100.

Presumably, SAQC technology will allow SMIC to manufacture 3 Nm chipswhile they would be About to achieve capacity to make 5 Nm chips No need for access to equipment extreme ultraviolet photolithography asml. A way to travel that leads to an inevitable destination: sooner or later, China will be the world chips leader.

Image | Huawei

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