Latest news: In the third quarter of last year, Huawei successfully broke through the blockade and launched the self-sufficient Kirin 9000S chip. But in the past period of time, its production capacity and supply have been relatively tight.

TechInsights released a research report stating that the supply issue with the Kirin 9000S is expected to be alleviated in the coming months.

Not long ago, the Huawei Nova 12 series was the first to apply the new Kirin 5G chip. The latest Huawei nova 12 Pro and Ultra are equipped with new Kirin 8000 chips and Kirin 9000SL chips (both based on the Kirin 9000S), with prices starting at 3999 yuan and 4399 yuan respectively.

TechInsights stated that in this situation, we believe Huawei will have a solid recovery in 2024 and reshuffle the Chinese smartphone operating system market, seizing market share from Apple and Android manufacturers.

The institution predicts that Harmony OS will replace Apple iOS as the second largest smartphone operating system in China in 2024.

Previously, South Korean media The Elec reported that due to strong demand for the Mate 60 series, Huawei has set a target of 100 million smartphone shipments in 2024, which is 40% higher than previously predicted by institutions. This also proves that the production capacity of the new Kirin chip will far exceed expectations.

Guo Minggui, an analyst at Tianfeng International Securities, previously stated that starting from 2024, Huawei's new models will fully adopt its own designed Kirin processor, and Qualcomm will completely lose Huawei orders at that time.