Huawei has made a strong comeback in the cell phone market, and every new product is popular and eye-catching.

 

 

 

On December 26, 2023, at the Ask M9 and Huawei's winter full scene conference, He Gang, Chief Operating Officer of Huawei Terminal BG, released the Nova 12 series of new cell phone products. It includes three versions of nova 12 Ultra, nova 12 Pro, and nova 12. The series of products are equipped with the Hongmeng 4.0 operating system, and all of them have joined the "Pioneer Program".

 

 

 

Before the official release of the Nova 12 series, the cell phone circle crazy news, rumored that its stock far more than the Mate60 series, will reach a staggering 20-30 million. But according to the tide of electricity think tank learned from the industry chain, Nova 12 series of stocking quantity is not so exaggerated, the early actual only about 4 million.

 

 

 

When Huawei's mate 60 series was released last September, it triggered a round of hot discussions about the replacement of domestic components. According to the tide of electricity think tank from the industry chain, Nova 12 series camera core parts to achieve 100% localization, which is the first time that the Chinese brand cell phone camera supply chain to form a real "all Chinese class" lineup, has a landmark significance.

 

 

 

Specifically, Huawei Nova 12 series camera module main suppliers for the Ophiophoton / Quti / three win technology; lens main suppliers for the Ophiophoton / Dali light / jade crystal light / Sunny Optics; CMOS image sensor for the Howell sole supply; motor main suppliers for the blue electronics / than the road.

 

 

 

 

 

According to Chaodian Think Tank's years of tracking reports on cell phone camera industry chain segments, in the optical lens and module segment, with the strong performance of enterprises such as Dali Optical, Sunnyu, Ophthalmic, etc., the full replacement of domestic production has been realized three years ago; in the field of CMOS chips and motors, the Chinese power has also gradually stabilized the high end, and the space for substitution is obvious.

 

 

 

From the point of view of configuration, the imaging system of Huawei Nova 12 series is noteworthy.

 

 

 

In terms of the front lens, the Huawei nova 12 series has a front 60 million ultra-wide angle portrait lens, which supports 4K video shooting, while the Huawei nova 12 Pro and Huawei nova 12 Ultra have a front 60 million binocular stereoscopic vision imaging system with QPD all-pixel precision focusing capability.

 

 

 

As for the rear lenses, Huawei nova 12 is equipped with a 50-megapixel ultra-sensitive camera with RYYB ultra-sensitive color filter array, which realizes a large amount of light intake, while Huawei nova 12 Pro and Huawei nova 12 Ultra are built-in 50-megapixel physically variable aperture lenses with a second-generation physically variable aperture that supports intelligent adjustments from F1.4 to F4.0.

 

 

 

The cell phone market is already showing clear signs of recovery, but the battle for 2024 is bound to be even more grueling. Chaodian Intelligence believes that under the guidance of cost reduction and efficiency, branded players will decentralize more high-end flagship imaging technologies on the one hand, and on the other hand, they may once again increase the purity of localization in the supply chain resource pool.