Huawei doubles down on smartphones as EV sales slow — SkimNews
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- Huawei launched its Mate 90 series on Oct. 1 (China's National Day) using a self-developed "LogicFolding" chip, the company's first phone with homegrown silicon.
- Richard Yu, Huawei's consumer business chairman, said the firm aims to recover overseas smartphone share and plans to expand HarmonyOS to international markets within one to three years.
- Huawei's consumer business revenue halved to roughly $34 billion in 2021 after U.S. sanctions, then rebounded to about $51 billion in 2025 — now 39% of total revenue per CNBC calculations.
- HIMA (Harmony Intelligent Mobility Alliance), Huawei's auto tech unit, delivered just under 37,500 vehicles in September, down 29% year-over-year for a third straight monthly decline.
- BYD and Leapmotor posted 400,000-plus and 100,000-plus monthly deliveries respectively with double-digit gains, sharply outpacing Huawei's EV partnerships.
- Seres, maker of the Aito EV line co-developed with Huawei, saw Shanghai-listed shares drop more than 60% year-to-date, even as the two firms signed a new five-year cooperation deal on Oct. 1.
Why it matters: Huawei is concentrating resources on smartphones precisely as its EV-partner deliveries contract 29% and key ally Seres sheds 60% of its share price, exposing the two-front strategy's uneven execution. The Mate 90's homegrown chip and planned HarmonyOS overseas rollout show Huawei doubling down on the segment where it can sidestep U.S. supply-chain dependencies.
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