The Huawei Mate 80 series has caused a market sensation upon its release. The standard version starts at CNY 4,699, marking an CNY 800 reduction from its predecessor, with pre-orders surpassing 2 million units within six days. Industry forecasts suggest total shipments for the Mate 80 series will reach approximately 11 million units, significantly outpacing flagship models from other brands. Following the launch, related concept stocks have garnered widespread attention.

Sources from the smartphone supply chain reveal that AAC TECH (02018) is a core supplier for the series, providing components such as speakers, lenses, structural parts, motors, and microphones—many of which are either primary or exclusive suppliers. Notably, the highly anticipated metal structural components in the new "Pro Max" variant were co-developed by Huawei and AAC TECH, utilizing high-strength new materials and innovative structural designs to ensure durability while resolving the long-standing industry challenge of "metal signal interference."

Additionally, industry reports indicate strong involvement from AAC TECH's subsidiary, Chenrui Optics, in supplying lenses, including front-facing ToF lenses, a 13MP front main camera lens, and a 40MP ultra-wide-angle lens. On the acoustics front, the Mate 80 RS Master Edition may feature AAC TECH's next-generation "Ultimate Speaker," equipped with dual-diaphragm stereo units for powerful bass and crystal-clear treble.

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