① is 33% higher than at the beginning of the year! Huawei's latest adjustment of 2023 mobile phone shipments target up to 40 million units, if the new technology research and development goes smoothly, it is expected to contribute flexibility to the entire industry chain. In this article, we sort out the core changes in Huawei's mobile phone industry chain; ② has won the exclusive domestic license for the top overseas "spatial computing" technology, and in the future, we can make use of its international brand influence to create the second growth curve of VR/AR/MR business.