Huawei relies on

On May 25, A-share science and technology chip stocks continued to strengthen. Huahong Corporation rose by the daily limit, SMIC rose by more than 18%, Ame Shanghai rose by more than 12%, Cambrian rose by more than 10%, Dongxin, Jiehuat, Nanochip, etc. rose sharply.

In terms of news, today, the 2026 International Circuits and Systems Symposium was held in Shanghai. According to the People's Daily, He Tingbo, director of Huawei and president of the semiconductor business unit, officially announced the "Tao (τ) Law" in a keynote speech titled "Exploration and Practice of New Paths for Semiconductors". This is the first time that China has proposed new principles to guide industry development in the global semiconductor field. It is reported that based on this law, Huawei has successfully designed and mass-produced 381 chips in the past six years.

Pan Helin, a well-known economist and member of the Information and Communications Economics Expert Committee of the Ministry of Industry and Information Technology, said: "To determine whether a semiconductor company is competitive depends on whether the field of semiconductors is related to AI. This round of semiconductor investment boom originated from the investment in computing power brought by AI, and Huawei's advantage in the chip field lies in its possession of computing power-related chips. In terms of quantity, Huawei's chip models are indeed among the best in the world, reflecting its powerful core Film design capabilities. ”

The above-mentioned report stated that this fall, Huawei will release a new Kirin mobile phone chip, which fully adopts logic folding technology and greatly improves related performance. It is worth paying attention to which product this new chip will be installed on for the first time? For this question, China Economic Times·China Times Finance contacted Huawei, and as of press time, no reply has been received.

Pan Helin analyzed in an interview with China Economic Times and Zhongshi Finance: "This mobile phone chip may be the first to match Huawei's folding screen products, and the performance of Huawei's folding screen may be significantly improved. "

According to data released by IDC, in 2025, China's smartphone market shipments were 285 million units, a year-on-year decrease of 0.6%. Huawei ranked first in the Chinese market with 46.7 million unit shipments and a 16.4% market share. This is Huawei's return to the top spot after five years.

In the folding screen mobile phone market, IDC analysis said that in 2025, China's folding screen mobile phone market will still maintain a year-on-year growth of 9.2%, with shipments of approximately 1 0.01 million units, but the growth momentum has slowed down. The market is currently showing a significant differentiation trend. With the exception of Huawei and Lenovo, most manufacturers have not seen significant breakthroughs, indicating that this market segment has entered a plateau period.

The latest data shows that in the first quarter of 2026, China’s smartphone market shipped approximately 69.04 million units, a year-on-year decrease of 3.3%. The overall performance was slightly higher than expected, mainly due to the strong pull of Huawei and Apple. Among them, Huawei shipped 13.7 million units and had a market share of 19.8%.

IDC China Research Manager Guo Tianxiang pointed out that overall, despite a slight decline in the Chinese smartphone market at the beginning of 2026, it is still expected to be the best quarter of the year. Currently, the sharp increase in storage costs and the continued high prices of other materials have put tremendous pressure on manufacturers. Faced with the dual challenges of in-depth industry adjustment and continued high costs, stable operations, improved quality and efficiency, and a safe winter will become the core development issues for domestic mobile phone manufacturers in 2026.

Looking at the whole year, Huawei 2026 Can it maintain its number one sales position in the Chinese market this year? In this regard, Pan Helin analyzed that: "Huawei is expected to maintain the first place in the Chinese market in 2026. Huawei's mobile phone ecosystem is strengthening, users show a high retention rate, and the proportion of users switching to other brands during the replacement cycle is low."