“Huawei steps up Tau chip roll-out, with Mate XT 2 on track for 1 million sales”
Key points from South China Morning Post
- Huawei ships about 100,000 Mate XT 2 trifold phones since September 12 release.
- Mate XT 2 uses LogicFolding architecture tied to Tau Scaling Law chip design.
- Tau-based Kirin 9050 Pro powers high-end Mate 90 RS Ultimate Design and Pro Max Premium.
- Memory cost surge raises production costs by over $200 per phone, impacting profitability.
- Huawei expects continued price rises but must balance profitability with market demand.