According to Huawei's official online store, the pre-orders for the Huawei Mate X2 Master Edition, which began at 12:08 PM on September 7, have exceeded 3 million, reaching 3.421 million.

（Source:華為商城）

The Huawei Mate X2 Master Edition is set to be officially launched at a Huawei press conference today, September 10, with the pricing details expected to be revealed during the event. The phone is scheduled to go on sale officially on September 20 at 10:08 AM.

Opportunities in the Supply Chain Amidst Surge in Market Demand

In the second quarter of 2024, Huawei maintained its leading position in the Chinese foldable screen smartphone market, commanding a 41.7% market share. The extraordinary pre-order volume of over 3 million units for this three-foldable phone is particularly notable, especially given the decelerating growth rate in the smartphone market. This achievement not only underscores Huawei's significant advancements in the foldable device sector but also further consolidates its market leadership. Additionally, it has stimulated increased demand across its supply chain, thereby creating new opportunities and challenges for investors.

For investors, the robust pre-sales performance of Huawei's three-foldable phone not only signals a positive market trend but also presents valuable opportunities to explore investment prospects within the supply chain. Key investment areas to consider include:

• Display Manufacturers: As foldable screen technology becomes more widespread, the demand for AMOLED screens is expected to rise, which will directly benefit manufacturers in this sector.
• Semiconductor Chip Suppliers: High-performance chips are crucial for the seamless operation of the three-foldable phone. Consequently, the technology and production capacity of chip suppliers will significantly impact the product's market competitiveness.
• New Materials and Precision Components Suppliers: To achieve a lighter and more durable design, the use of new materials and precision components is necessary, making them essential for the three-foldable phone.
• Battery Technology Companies: With enhanced device functionalities, there is an increasing demand for extended battery life. Therefore, innovations in battery technology will play a critical role in the supply chain.

In summary, the surge in pre-orders for Huawei’s three-foldable phone not only validates Huawei's innovative capabilities but also injects new growth momentum into the consumer electronics supply chain. Investors should closely monitor developments within the relevant supply chains, seize investment opportunities, and carefully assess potential risks to achieve stable investment returns.