Huawei’s tri-foldable phone, the Mate XT, storms global markets at €3,499 ($3,662), defying U.S. technology restrictions that have shadowed the Chinese tech giant since 2019. Launched in Kuala Lumpur, the device features a 10.2-inch screen and triple hinge design aimed at redefining innovation in a sector dominated by Apple and Samsung. Analysts view this move as both a symbolic victory and a high-stakes gamble.
Bryan Ma of IDC called Huawei a lone innovator:
‘Huawei stands alone despite no access to Google services or advanced chips. Their resurgence is a victory.’Yet steep pricing and persistent software limitations may curb mainstream appeal. The Mate XT’s launch in September 2023 coincided with Apple’s iPhone 16 debut, signaling Huawei’s intent to clash directly with industry titans.
Huawei holds 49% of China’s foldable market and 23% globally but faces supply chain constraints and U.S.-enforced app restrictions. TrendForce analyst Ruby Lu warns:
‘Without Google Mobile Services, global growth faces headwinds.’The company countered with tablets, earbuds, and wearables, but software gaps linger.
Critical challenges include:
- Premium pricing limiting mass adoption
- App ecosystem gaps versus rivals
- Global chip supply uncertainties
IDC projects foldable shipments to hit 45.7 million by 2028. While Samsung leads with 33% market share, Apple’s absence leaves room for disruption. Huawei’s ultra-thin 3.6mm tri-foldable could pressure rivals to accelerate R&D, especially if Apple enters the race.
The U.S.-China tech war looms large. Huawei’s 2019 blacklisting barred access to Google apps and U.S. components. Chinese officials accuse America of stifling competition. Yet Mate XT’s splash underscores Huawei’s ability to innovate under sanctions, leveraging domestic chip production and alternative software solutions.
Analysts debate whether this move strengthens Huawei’s foothold or highlights vulnerabilities. With foldables expected to drive future premium smartphone growth, Huawei’s tenacity may redefine industry power dynamics if Apple joins the foldable arena.