There is a good reason why shipments of the Huawei Mate 30 line picked up last month

There is a good reason why shipments of the Huawei Mate 30 line picked up last month
Thanks to its placement on the U.S. Commerce Department's entity list for security reasons, Chinese manufacturer Huawei is not able to access its U.S. supply chain. Luckily for the company, it had anticipated something like this happening and kept an inventory of extra parts. It also was able to obtain some of the parts it needs through the offshore units of U.S. suppliers.

But the one supplier that Huawei finds it it hard to replace is Google. Unable to get a license to use the Google Play services version of Android, the manufacturer's phones will not run Google's core Android apps like Search, the Play Store, Messages, Gmail, Maps and others. For example, Huawei's top 2019 flagship line, the Mate 30 series, runs on an open-source version of Android installed with the company's App Gallery app storefront. In China, this is no big deal since most Google apps are banned there anyway, but it has dampened global sales of the phones and will similarly impact next quarter's P40 line.

Huwaei could ship 23% fewer phones than it estimated at the beginning o the year

Any sales that Huawei might have lost globally have been partially made up for by patriotic Chinese consumers who consider the company to be the victim of bullying by the U.S. During the third quarter, the company's shipments of handsets soared 66% inside China giving the firm a mind-blowing market share of 42.4% during the three-month period. Thanks to these sales inside its home country, Huawei managed to increase global phone shipments by more than 28% year-over-year from July through September. Having delivered 66.8 million phones worldwide (18% of the global market) during Q3, Huawei trails only Samsung in global shipments of smartphones. It might not surpass Samsung this year as expected at the beginning of 2019, but it still is an amazing performance for a company crippled by a U.S. supply ban.

According to MyDrivers, the Mate 30 line, which launched in September, has shipped over 12 million units through the end of November. Last month, Richard Yu, the head of the company's consumer unit, said that global shipments of the series exceeded 7 million phones during its first 60 days. And shipments picked up speed in November with more than 5 million units delivered that month; the increase could be due to the launch of the 5G version of the Mate 30 and Mate 30 Pro. The latter models are powered by the Huawei designed Kirin 990 5G SoC which is manufactured by TSMC using its 7nm EUV process. With an integrated 5G modem, the chip carries over 10.3 billion transistors inside.

The line's premium model, the Mate 30 Pro, sports a Gorilla Glass 6 protected 6.5-inch AMOLED display; because of its waterfall curve, the screen has a resolution of 1176 x 2400. The unit comes with 8GB of memory and 256GB/512GB of storage. The cameras on the back feature a 40MP primary, an 8MP telephoto, 40MP ultra-wide and a Time of Flight (ToF) sensor. A 4500mAh capacity battery keeps the lights on.

Huawei was placed on the entity list because of a law in China that allows the government to request that the company gather intelligence on its behalf. This has led to speculation that both the manufacturer's phones and networking equipment contain a back door that sends gathered information to Beijing. Huawei has repeatedly denied this claim.

When the U.S. first announced the supply chain ban in the middle of May, many analysts expected it to severely cripple Huawei's global handset business. As it is, the firm originally expected to ship 300 million phones in 2019 and now hopes to deliver 230 million units. But the latter figure still exceeded initial estimates made during the early days of the ban and Huawei will probably consider it to be a victory for the company.

Related phones

Mate 30 Pro 5G
  • Display 6.5" 1176 x 2400 pixels
  • Camera 40 MP / 32 MP front
  • Processor HiSilicon Kirin 990, Octa-core, 2860 MHz
  • Storage 256GB + Nano Memory (NM)
  • Battery 4500 mAh
Mate 30 5G
  • Display 6.6" 1080 x 2340 pixels
  • Camera 40 MP / 24 MP front
  • Processor HiSilicon Kirin 990, Octa-core, 2860 MHz
  • Storage 128GB + Nano Memory (NM)
  • Battery 4200 mAh



1. meanestgenius

Posts: 22739; Member since: May 28, 2014

It's amazing that despite the U.S. ban that forces the Mate 30 series to not be able to use Google Mobile Services, it is still selling well. And anyone that thinks that it's a detriment to Huawei that the bulk of the sales of the Mate 30 series are coming from China is only fooling themselves. It's incredible that Huawei is still able to sell more of the Mate 30 series smartphones in a couple of months in one country than some smartphone vendors do with their flagship line all year. Imagine if there was no BS political propaganda ban and Huawei was able to freely sell their smartphones in the U.S. and had access to GMS...sales would be far greater than the +12 million that they are at now. And it's being projected that Huawei will end up selling at least 20 million of the Mate 30 series when it's all said and done. Kudos to Huawei for maintaining great sales despite what they are up against, and Kudos to them for still growing sales with their networking equipment as well and maintaining their#1 position with regards to that.

2. BearHug

Posts: 31; Member since: Jan 27, 2017

Check the data. The phenomenal growth of Huawei in China in the 3rd quarter was on the back of less sales for every other Chinese brand. In essence, they're cannibalizing other Chinese brands. How long Beijing will let that go on just to stick it to Washington remains to be seen. But eventually, there is only so much growth they can make in China before it bottoms out. Can't see how that's Kudos for Huawei. If South Korea had a billion people and an aggressively protectionist central government, Samsung would be untouchable. Likewise Apple if the US had a billion people. The CCP can prop up Huawei as much as it wants. Huawei will remain a China-only brand in the mobile phone market going forward. Kinda like WeChat in social media. And in case you didn't get the memo, no one outside of China gives a flying f*ck about China-only brands.

3. Darenn

Posts: 1; Member since: Dec 30, 2019

That could be true, but the other Chinese manufacturers now have a bigger world market to move in to. And Huawei are now leading the charge to replace US components that will benefit their fellow Chinese manufacturers. The US has shot itself in the foot, and will soon be an irrelevant entity in the global market.

7. ScottsoNJ56

Posts: 155; Member since: Oct 01, 2017

LOL That's funny

4. QuantumRazer

Posts: 211; Member since: Apr 27, 2019

Huawei's increase in sales was due to Chinese people having stronger sense of nationalism around current Huawei vs US situation, ON TOP OF THE FACT that it was already the best mobile phone company inside China in terms of both product quality and services. Their sales didn't go this high before the ban happens and it was nothing to do with Chinese government being protectionist. They heavily got criticised all over the country even by national news TV channel for allegedly suing the former employee, too. Also WeChat is a bad example here as many non-Chinese Asian people around me use WeChat to communicate with each other, even though it still hasn't reached the level of Facebook Messenger or LINE.

6. meanestgenius

Posts: 22739; Member since: May 28, 2014

Thank you, QuantumRazer. People like you and Darenn know the actual facts, as opposed to just jumping on the “let’s hate Huawei/this brand because it’s Chinese” bandwagon.

5. meanestgenius

Posts: 22739; Member since: May 28, 2014

I checked the data. All that means is that Huawei is putting out a more compelling product than the rest in China. There is only so much growth that ANY OEM can have in their home country before it bottoms out. That’s why most move to sell their products globally. And make no mistake, despite the U.S. ban, Huawei is still selling smartphones globally, including the Mate 30 series, just not in as many places globally. It’s still a Kudos for Huawei because their sales have increased. The entire population of China are not buying smartphones, much less a Huawei smartphone. The fact that many more of chosen to purchase one as well move away from other smartphones they have been using to buy a Huawei one also speaks to the strength of their products. The fact Huawei can grow sales the way they have in just one country that allowed them to sell more than any other smartphone OEM not named Samsung is incredible. And let’s not act like the other OEM’s you mentioned don’t benefit from currently being able to freely sell their products in more countries/regions than Huawei. It’s laughable that people always seem to leave that part out. Post proof that the CCP has been propping Huawei up, or you’re just blowing smoke. Huawei clearly isn’t a “China Only” brand, as they have their hands in much more than smartphones globally. Their networking equipment is arguably more important to them than their smartphones are, and they have been growing sales in that regard globally. It seems like you didn’t get that fcking memo, or you just chose to remain ignorant about it. And as Darenn in comment #3 has pointed out, Huawei is leading the charge to replace U.S. component suppliers with suppliers abroad, and other Chinese OEM’s will almost assuredly follow suit. For example, there was an article on this very site not to long ago stating that OEM’s like Xiaomi, the 4th largest smartphone OEM globally, would not only use HarmonyOS when it’s ready for smartphones, but help co-develop it. Oppo and Vivo were also on that list, iirc. That’s 3 of the top 10 largest smartphone OEM’s in the world following suit with Huawei. Let that sink in for a minute. But I guess that’s another fcking memo you didn’t receive or choose to remain ignorant about.

8. nokia4ever unregistered

The Chinese devil is less evil than the US devil although both are devils

9. meanestgenius

Posts: 22739; Member since: May 28, 2014

The U.S. IS NOT “less evil” than China. The U.S. is as evil as they come.

10. ScottsoNJ56

Posts: 155; Member since: Oct 01, 2017

Nobody is as evil as China

11. meanestgenius

Posts: 22739; Member since: May 28, 2014

“Nobody is as evil as China”......Except the U.S. government. FIFY. Again, you respond to my comments against me, but you claim I’m the one that always wants to fight? Lmao you just contradicted yourself again.

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