Finance Times News, Huawei Mate series finally returned after two years, and the Mate 50 market exceeded expectations and became very popular. At 10:8 on September 21, three new Huawei Mate 50 series products were officially launched. The hot-selling models on the online platform were sold out within 10 seconds. At 18:8 on the same day, major platforms launched the second wave of sales, and the hot-selling models were also "sold in seconds".
offline, many stores across Huawei have also queued up to pick up their phones. Many popular models in stores have been sold out, especially Porsche models, which are hard to find. Some scalpers who get their phones even raised the price to 25,000 yuan to find buyers to sell, which is more than twice as high as the original price of 12,999 yuan.
According to Huawei, during the pre-sale stage, the pre-order volume of Huawei Mall and major e-commerce platforms has exceeded one million units, of which Huawei Mate50Pro has become the hottest model in the series, and the Kunlun Glass Edition model orders have exceeded 50%. According to relevant sources in the industry chain, due to the hot sales on the first day, Huawei has begun to urgently increase the production of Mate50 series mobile phones.
Huawei Mate50 series mobile phones are best-selling, which may benefit Huawei's supply chain-related companies.
Due to the US sanctions, Huawei vigorously purchased various products produced by mainland crystal oscillator companies a few years ago. There were previous market rumors that since 2020, Huawei has begun to vigorously purchase various crystal oscillators produced by Taijing Technology, and send a specialized technical team to Taijing Technology to assist in the problem every month. There are even reports that Huawei has become the top three customers of Taijing Technology and will surely become a leading customer in the future.
So, does Taijing Technology have business dealings with Huawei?
On November 26, 2021, Taijing Technology answered the question of investors' concern on the investor relations platform, "Huawei is one of the company's customers." On March 8, 2022, Taijing Technology once again generously admitted on the investor relations platform that "Huawei is one of the company's high-quality customers."
In recent years, Taijing Technology has increased its penetration into major customers such as Huawei. On February 23, 2022, Taijing Technology stated on the investor relations platform that in 2021, the company's customer structure will be further upgraded, and the terminal customers will be improved, covering top high-quality companies in various industries, such as Huawei. In the WIFI market, after the development and promotion of solution providers, corresponding to downstream customers such as Huawei, the number of these customers will further increase penetration, and the potential of end customers will be greater, and the volume will also show a gradual release pattern. Corresponding to the headphone market, the company has passed the certification of the planner and has increased the penetration of major customers such as Huawei.
This year, Taijing Technology continues to increase its cooperation with Huawei. At the 2022 semi-annual performance briefing held by Taijing Technology on September 23, 2022, an investor asked: "How far has the company cooperated with Huawei this year? How many custom figure numbers have they customized?" Taijing Technology replied: "The company is the only qualified mainland crystal supplier for terminals and technologies. It has matched more than dozens of material numbers, and the details are inconvenient to disclose publicly."
It is worth noting that Huawei has a very large demand for crystal oscillator in . , according to the news about Taiwan Crystal Technology, Huawei provided more than NT$500 million in the first half of 2020 alone. In addition, the purchase amount of crystal oscillator of Huawei and ZTE exceeded 2 billion yuan a few years ago. In the future, with the efforts of Huawei's smart cars, the procurement volume of automotive-specific crystal oscillator will also increase significantly.
As Taijing Technology discloses Huawei customers, it can be inferred that the cooperation between the two parties has become increasingly mature. Crystal oscillator is an indispensable key component for all artificial intelligence and information technology. Taijing Technology has good technology and product reserves, and continues to pay close attention to emerging market demands and seize development opportunities.
