Guo Minghui: Raised Huawei's foldable phone Mate XT's shipment forecast for this year to 1 million units.
On September 19, Tianfeng International analyst Guo Minghao wrote that according to the latest supply chain survey data, the shipment forecast for Huawei's folding phone Mate X has been increased from 500,000 units to 1 million units this year.
Guo Mingchi, an analyst at Tianfeng International, pointed out in an article that according to the latest supply chain survey data, the shipment forecast for Huawei's foldable phone Mate XT has been raised from 500,000 units to 1 million units this year. However, attention should still be paid to whether the market demand for Mate XT can continue after it is launched, as past flagship Huawei models have experienced a rapid decline in demand after their release.
Guo Mingchi stated that he has lowered this year's global foldable phone shipment forecast from 30 million units to 15 million units due to software design not being able to effectively utilize larger screens and poor durability, coupled with low profitability of foldable phones, affecting brand manufacturers' willingness to develop and sell foldable phones.
Guo Mingchi believes that Huawei's choice to use a foldable phone as a flagship model against competitors is mainly because its processor performance is inferior to that of its competitors. However, the effectiveness and sustainability of this differentiation strategy in launching a foldable phone depend on whether Mate XT can address the aforementioned pain points of foldable phones.
Related Articles

Wondershare Technology Group (300624.SZ) has upgraded its Wondershare Filmora desktop version: free video editing, better AI results!

Cui Dongshu: By 2025, the total national second-hand car transaction volume will be 20.11 million units, an increase of 2.5% year-on-year.

Oracle’s Up-to-$50 Billion 2026 Funding Plan Signals the Next Phase of the AI Data-Center Buildout
Wondershare Technology Group (300624.SZ) has upgraded its Wondershare Filmora desktop version: free video editing, better AI results!

Cui Dongshu: By 2025, the total national second-hand car transaction volume will be 20.11 million units, an increase of 2.5% year-on-year.

Oracle’s Up-to-$50 Billion 2026 Funding Plan Signals the Next Phase of the AI Data-Center Buildout

RECOMMEND

Nine Companies With Market Value Over RMB 100 Billion Awaiting, Hong Kong IPO Boom Continues Into 2026
07/02/2026

Hong Kong IPO Cornerstone Investments Surge: HKD 18.52 Billion In First Month, Up More Than 13 Times Year‑On‑Year
07/02/2026

Over 400 Companies Lined Up For Hong Kong IPOs; HKEX Says Market Can Absorb
07/02/2026


