1.2 million units! China Mobile plans to purchase 5 mobile phones including Huawei Mate60 Equity Edition

China Mobile plans to purchase 1.2 million Huawei Mate60 and five other mobile phone products

China Mobile plans to purchase 1.2 million Huawei Mate60 and five other mobile phone products.

Recently, China Mobile Tendering and Procurement Network disclosed a single source procurement information announcement for five mobile product terminal procurement projects, including Huawei Mate60 Equity Edition. The announcement shows that China Mobile plans to purchase 5 mobile phone products, including Huawei Mate60 equity version, with a demand of 1.2 million units. The purchaser is China Mobile Communications Group Terminal Co., Ltd., and the supplier name is Huawei Terminal Co., Ltd. Except for the Huawei Mate60 equity version, the announcement did not disclose the models of the other four mobile phones.

The announcement date is October 12th, and the announcement is valid for 3 days from the date of publication. The contact number on the announcement by the reporter of Pengpai News has been suspended.

According to public information, the mobile rights version of the phone contains mobile preset software that can be sold through mobile channels. However, the mobile network format is not restricted and can be freely switched. Users can enjoy discounts and benefits such as phone fee refunds and traffic gifts when purchasing the phone. Last year, China Mobile's procurement and bidding website announced plans to purchase 1.5 million HONOR 60 and HONOR 60 Pro mobile phones, 2 million HONOR Magic4 mobile phones and 650000 Xiaomi 12 mobile phones.

Regarding China Mobile's plan to purchase 1.2 million Huawei smartphones this time, independent telecommunications analyst Fu Liang said on social media platforms, "There is no need to interpret it too much. China Mobile is just a channel provider, and whoever sells their phones depends on user preferences. In 2020 and 2021, during the 5G terminal shopping festival held at the same time as China Mobile Partner Conference, the top two signed phone sales exceeded 10 million

Fu Liang added, "Purchasing does not mean one-time delivery. Currently, Huawei does not have the ability to do so. China Radio and Television also sells iPhone contract phones, and pays for the phone as a gift

It is worth noting that the Huawei Mate60 series has been selling well since its release. Recently, media reports have reported that Huawei's mobile phone shipments may reach 60 to 70 million units next year. If implemented according to this target, Huawei's mobile phones will nearly double next year.

In addition, there are also media reports that the supplier of off screen optical fingerprint modules for Huawei Mate60 series products has increased their prices by 15% -20%, and some models have increased their prices by 30%. This information has also driven stocks such as Oufeiguang (002456), Huiding Technology (603160), and Huali Chuangtong (300045), which are the targets of Huawei's mobile phone supply chain, to soar.

Several supply chain managers and analysts have stated that since earlier this year, Huawei has been increasing its inventory of lenses, cameras, printed circuit boards, and other components to achieve this goal. An analyst familiar with Huawei's supply chain said that based on the current sales of the Mate60 series, the target of 60 to 70 million mobile phones next year should be achievable.

It is worth noting that although the Huawei Mate60 series was launched at the end of August, it is still popular. On the Huawei official website, consumers still need to book in advance and wait for several days to receive their phones.

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