Huawei Technologies has set an ambitious goal to increase its smartphone shipments by more than 20% in the current year, aiming to produce as many as 60 million units, up from less than 50 million last year, according to sources briefed on the matter [1]. This growth target comes despite a persistent shortage of memory chips, which industry sources say could pose a significant challenge to Huawei’s plans [1]. The company’s efforts to boost its overseas presence were highlighted by a recent product launch event in Malaysia [1].
Huawei’s determination to ramp up shipments signals its confidence in overcoming supply chain obstacles and regaining market share lost due to years of U.S. export controls [1]. One source noted that "Huawei’s revenues are nearly back to pre-US-clampdown levels amid the AI boom," indicating a recovery is underway, though supply chain risks remain [1]. In response to ongoing trade restrictions, Huawei has announced a new Kirin chip for its phones, designed to mitigate the effects of the U.S. clampdown and demonstrate the company’s commitment to innovation [1].
Market observers are closely monitoring Huawei’s progress. Achieving a 20% growth rate and reaching 60 million units shipped would represent a significant turnaround for the company, especially as competition intensifies and memory supply remains tight [1]. While no explicit trading advice or technical chart data was provided, the sentiment among suppliers and market analysts is described as cautiously optimistic regarding Huawei’s growth prospects [1]. The realization of these targets is seen as heavily dependent on resolving memory chip supply issues and sustaining momentum in overseas markets [1].
CONCLUSION
Huawei’s pursuit of a 20% increase in smartphone shipments, despite ongoing memory chip shortages and past U.S. sanctions, signals renewed confidence and a potential market rebound. Market sentiment is cautiously optimistic, but the company’s success will hinge on overcoming supply chain constraints and expanding its international footprint.