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In September, Huawei’s new generation flagship mobile phone officially debuted on the market, and Huawei’s industry chain continues to be hot. As an end customer closely related to inductor and transformer companies, what impact will Huawei’s trends have on the industry?

The Mate 60 pro is on sale before it is released, and the front is “hard-core” against Apple. There is no doubt that Huawei is the hottest topic in the industry in September. While Huawei has returned strongly with many products, Huawei’s industrial chain has also gradually become the most sustainable sector in the near future. “Magnetic Components and Power Supply” reporters found that within a few days after the release of Huawei Mate 60, many Huawei concept stocks rose rapidly, and listed companies closely related to Huawei’s industrial chain were also intensively investigated by institutions.

In the Huawei Mate 60 pro supplier information released by Cailian News Agency, a reporter from “Magnetic Components and Power Supply” found among the 46 supply chains recently disclosed by the media that its structural parts suppliers include magnetic materials company Dongmu Co., Ltd. It is understood that the products supplied by Dongmu Co., Ltd. include Huawei mobile phone MM structural parts, wearable device components, 5G routers, etc.

At the same time, the rising market popularity of Huawei’s industrial chain also indicates the progress and breakthroughs of China’s manufacturing industry. It is reported that the localization rate of Huawei Mate 60 series mobile phones has reached about 90%, and at least 46 of them have supply chains from China, giving strong confidence in the substitution of domestic products for Chinese manufacturing.

With the popularity of Huawei’s industrial chain, investors are paying close attention to the situation of enterprises in the inductor and transformer industry in Huawei’s industrial chain. Recently, companies such as Fenghua Hi-Tech and Huitian New Materials have answered relevant questions.

Among unlisted companies, there are also many inductor and transformer companies that are among Huawei’s suppliers, including MingDa Electronics   According to the relevant person in charge, the company has supplied relevant chip inductors products to Huawei, which can be used in Huawei Mate 60 mobile phone chargers. Due to good sales in the terminal market, the current demand for chip inductor products has expanded from 700,000 to 800,000 pcs to 1 million pcs.

More than consumer electronics,  new energy invisible overlord.

It is not difficult to see from the responses of the above inductor transformer companies that in addition to traditional business, the business carried out by inductor transformer companies and Huawei is more concentrated in the fields of new energy and energy storage.

In fact, around 2010, Huawei was the first to enter the photovoltaic inverter field due to the huge profits in the photovoltaic market and the lack of industry concentration.