Physix FrontierPhysix Frontier · News Briefing Card (CNBC Tech · Oct 8, 2026)
Huawei Launches Mate 90 With In-House Chip, Eyes Overseas Return
KEY FACTS
- Huawei unveiled its Mate 90 series on October 1, the first phones to carry its in-house LogicFolding chip.
- Huawei executive Yu Chengdong said the company aims to rebuild overseas market share and plans to bring HarmonyOS abroad within the next one to three years.
- Before US sanctions in 2019, Huawei shipped more than 240 million smartphones and targeted 300 million that year; overseas annual sales now stand at only a few million units.
- Huawei's consumer business revenue grew from about $34 billion in 2021 to about $51 billion in 2025, accounting for 39% of total revenue.
- Huawei signed a five-year cooperation agreement with Seres to jointly build the Aito business team.
KEY DATA
about $51 billion2025 consumer business revenue
about $34 billion2021 consumer business revenue
at least $6.7 billion2025 automotive business revenue
slightly under 37,500 unitsSeptember HIMA deliveries
PHYSIX OBSERVATION
Huawei is doubling down on self-developed chip phones while both its handset and auto markets come under pressure, and the signal is clear: chip self-reliance is its trump card for reclaiming the market. But overseas annual sales of only a few million units and three straight months of decline in the auto business show the fallout from sanctions and domestic competition are far from over. For users, the pace of HarmonyOS ecosystem expansion overseas will determine whether Huawei devices can truly return to the global stage.
Source: CNBC Tech report