A few days ago, Fomalhaut Techno Solutions, the Nikkei News and Market Research Company, dismantled Huawei Mate 60 Pro.
The report shows that the localization rate of Huawei mobile phone parts is getting higher and higher. The value of local parts in Mate 60 Pro accounted for 47%, which is 18 percentage points higher than the Mate 40 Pro of the same price three years ago.
According to disassembly, the Huawei Mate 60 Pro uses chips designed and MSI designed and SMIC.Fomalhaut Executive MINATAKE KASHIO pointed out that SMIC used the US export regulations to restrict the old devices that were not covered for manufacturing.Equal circuit scale equivalent to the 7nm process.
Fomalhaut predicts that the total cost of Mate 60 Pro components will be $ 422 (about 3081 yuan). Among them, the cost of components made in China is about 198 US dollars, which is about 90%higher than the cost of Mate 40 Pro three years ago.
The main reason for the increase in domestic shares is that Huawei transferred OLED panel suppliers from South Korea's LG Display (LGD) to BOE, which is also a cost of cost.
In addition, Huawei's touch -screen component three years ago was supplied by the US Synaptics, but Mate 60 Pro turned to Chinese manufacturers, which is also one of the main factors for the increase in domestic rates.
In addition, the share of Japanese components in Huawei Mate 60 Pro accounted for only 1%, which is significantly reduced compared to 19%of the Mate 40 Pro.However, because Huawei changed the supplier of CIS from Sony to Samsung, the share of South Korean parts increased by 5 percentage points to 36%.