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joshuaeyu

01/07/19 10:42 AM

#163987 RE: joshuaeyu #163986

How bout this for the cherry on top?

https://www.engadget.com/2018/08/30/huawei-honor-magic-2-ifa-2018/

Slider phone number will require BMG Face ID bracket for extreme precision.

This is done in Oppo Find-X and Lugee has demonstrated the exact bracket. Check my post.

https://www.hihonor.com/global/news/honor-magic2-officially-unveiled-in-china/

https://www.hihonor.com/global/news/honor-stuns-with-150--growth-in-international-sales-in-h1-2018/
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Watts Watt

01/07/19 10:58 AM

#163989 RE: joshuaeyu #163986

There is one major geo-political problem ignored in all of your projections, Joshuayeyu.

Europe and North America are concerned enough in the spy software inserted in the Hwawei devices that there will be huge macro setbacks on these numbers as indivicual European nations begin to push back on Hwawei's spygate.

This will especially impact Eontec. Eontec needs to diversify its customer base, say, to Samsung sales.
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PayMEmf

01/07/19 11:00 AM

#163990 RE: joshuaeyu #163986

Let’s have an understanding...CE is not part of the territory PLA agreement, so this would leave it open to any products sold in the world.

As per your posts 106c is a joint venture with yihao and Eontec, which tells me that the pie will be divide between the companies on CE.

It’s obvious that lqmt is moving with the general markets, This uptick in the markets/lqmt does not look as promising as one would expect, if we do hear some positive news come out in the next week or two about TW talks that happened last night and will progress tmr/tonight then we could see 20 cents at the blink of an eye, 30,40,60...?

Now the question remains will li open up the channels and begin talking about BMG in the US with closure in the TW?

Things can get real interesting real fast...but CE imo is fair game at any border crossing.
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paythejuice

01/07/19 11:00 AM

#163991 RE: joshuaeyu #163986

This would be 100mil contract. Round numbers
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handsomehank

01/07/19 11:08 AM

#163994 RE: joshuaeyu #163986

Thanks J let’s hope some of that trickles our way. Is the p30 expected to be released In NA anytime soon?
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JAG69

01/07/19 12:56 PM

#164018 RE: joshuaeyu #163986

Following this math, that equates to 240x 3rd qtr 2018 revenues.
Let thank sink in for a moment...
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Tom567

01/07/19 2:13 PM

#164029 RE: joshuaeyu #163986

20 US$ per unit? Well, I don't know but isn't it a bit too much? I would think it's at least below 10$ but of course it's fine if it's more ;)
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BBboy

01/07/19 3:19 PM

#164049 RE: joshuaeyu #163986

“$20 per unit will project $60 millions of revenue in 2019.”

That’s not including the millions that will come in from Canada, which is a huge growing market for Huawei!
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BBboy

01/08/19 10:07 AM

#164154 RE: joshuaeyu #163986

Thanks for the data Joshua:

“Here’s the data in 2018

Huawei sold 20 million units of P20
Huawei sold 200 millions cell phone
Huawei sold 25 million cell phone in Europe

Simple extrapolation will project 2.5 million units of P20 in Europe

Assuming 20% growth, 3 million units of P30 will be sold in Europe in 2019

$20 per unit will project $60 millions of revenue in 2019.”