Technology Media and Telecoms Report Huaweis P 30

Technology, Media and Telecoms Report Huawei’s P 30 series looks to continue last year’s momentum April 6, 2019 Anna Ahrens Senior Research Analyst, Mobile Handsets +49 173 759 0531 anna. ahrens@ihsmarkit. com Confidential. © 2019 IHS Markit TM. All Rights Reserved.

Key Take-aways • Huawei underlines the importance of the European market, to its business, by hosting the P 30 series launch event in Paris. Huawei continues to highlight Paris‘ background as design center. • P 30 series continue to be photography-focused phones. The target audience of the phones are creative and active social network users. • The P 20, last year, was successful for Huawei with 30. 8 million devices shipped in 2018, according to IHS Q 4 Smartphone Model Market Tracker. With the P 30 series, Huawei is well positioned to improve on last year‘s performance. • Huawei includes a host of photography innovations in the P 30 -series, further showcasing its capabilities in this space: • Innovative periscopic zoom enabling up to 10 times lossless optical zoom and 50 times digital zoom (in P 30 pro), combined with a 40 MP telefoto lens. • A new RYYB sensor design with two yellow pixels, replacing the traditional RGGB sensor of common sensors, to further drive low-light photography. • To. F depth sensing camera for bokeh effects in portait mode. • Besides an innovative camera, the P 30 -series features other Huawei hardware strongsuits: processor, battery life with fast and wireless charging options. • Priced around € 250 above the price of P 20 series, the P 30 series fits into Huawei‘s stategy to expand its market share in the hight-end and premium segments. TM 2017 IHS Markit TM 2018 Confidential. © 2019. All Rights Reserved. 2

Huawei hosted its P 30 -series launch event on the 26 th of March in Paris` Conversion Centre under the slogan Rewrite the Rules of Photography Image credit: IHS Markit TM 2017 IHS Markit TM 2018 Confidential. © 2019. All Rights Reserved. 3

P 30 Pro and P 30 – photography remains focus of the P-series P 30 pro P 30 Image credit: IHS Markit 2017 IHS Markit TM. All Rights Reserved. Confidential. © 2019 4

Comparison P 30 Pro vs. P 20 Pro Comparison P 30 vs. P 20 P 30 P 20 Launch 2019, March, Paris 2018, March, Paris Display OLED 6. 1“ 85, 5 %Screen to body ratio 1080 x 2340, 422 ppi 19. 5: 9 HDR 10 DCI – P 3 Drop notch 6. 64 mm OLED 5. 8“ 80. 4% Sreen-to body ratio 1080 x 2240, 429 ppi 18. 7: 9 OS Android 9. 0 EMUI 9. 1 Android 8. 1 EMUI 8, 1 Hisilicon Kirin 970 (10 nm) Chipset Hi. SIlicon Kirin 980 (7 nm) Hisilicon Kirin 970 (10 nm) Octa-Core Octa-core CPU Octa-Core Octa-core GPU Mali G 76 MP 10 Mali G 72 MP 12 Memory card NM up to 256 GB No Memory 128/256/512 GB, 8 GB RAM or 128 GB, 6 GBRAM 64/128/256 GB, 6 GB RAM or 128/256 GB, 8 GB RAM Memory 64/128/256 GB, 8 GB RAM or 128 GB, 6 GB RAM 64/128 GB, 4 GB RAM or 6 GB RAM (China) Main camera Quad 40 MP wide 20 MP ultrawide Periscope 8 MP 5 x. OZ TOF 3 D sensor Leica optics Triple 40 MP wide 20 MP B/W wide 8 MP telephoto, 3 x OZ Main camera Triple 40 MP wide 16 MP ultrawide 8 MP telephoto 3 x. OZ TOF 3 D Leica optics Dual 12 MP wide 20 MP B/W wide, 2 x zoom Front camera 32 MP wide HDR 24 MP wide Sensors Fingerprint sensor under display Fingerprint sensor front mounted Battery 4200 m. A Fast charging 40 W Fast wireless charging/reverse charging 4000 m. A Fast charging 22. 5 W Battery 3650 m. A Fast charging 22, 5 E 3400 m. A Fast charging 22. 5 W Colors Aurora, Amber Sunrise, Breathing Crystal, Black, Pearl White Black, Gold Colors Aurora, Amber Sunrise, Breathing Crystal, Black, Pearl White Twilight, Black, Midnight Blue, Pink Gold Price 880 EUR 620 EUR Price 680 EUR 440 EUR P 30 Pro P 20 Pro Launch 2019, March, Paris 2018, March, Paris Display OLED 6. 47“, 88%Screen to body ratio 1080 x 2340, 398 ppi 19. 5: 9 HDR 10 DCI – P 3 Drop notch 6. 64 mm OLED 6, 1“, 82% Sreen-to body ratio 1080 x 2240, 480 ppi 18. 7: 9 OS Android 9. 0 EMUI 9. 1 Android 8. 1 EMUI 9 Chipset Hi. SIlicon Kirin 980 (7 nm) CPU 2017 IHS Markit TM. All Rights Reserved. Confidential. © 2019 Rectangular notch Leica optics 5

P 30 Pro – pushes mobile photography forward and highlights Huawei’s capabilities • The first smartphone to introduce RYYB sensor. The new sensor uses two yellow pixels instead of two green sensors in existing RGGB sensors. • The yellow spectrum is wider and enables more data to be collected from the same scene. • The P 30 Pro should have improved low-light performance. Huawei claims expanded sensitivity to ISO 409, 600, compared to ISO 102, 400 in P 20 Pro. RYYB sensor versus RGGB sensor photography in a smartphone. • A prism element bends the light at a 90 -degree angle to maximize focal length while minimizing the camera bump. The phone features 5 x optical zoom, 10 x hybrid zoom and 50 x digital zoom. Periscope lens in P 30 pro Image credit: IHS Markit 2017 IHS Markit TM. All Rights Reserved. Confidential. © 2019 • Folded optics zoom: enables lossless optical zoom Image credit: Huawei 6

Huawei lead the triple camera trend in 2018 • Huawei first launched a triple camera with the P 20 - series in early 2018. • Huawei lead the triple camera trend in 2018, by launching several triple camera devices, like Honor Magic 2 and Nova 4, in addition to the Mate 20 series towards the end of 2018. • Now, triple cameras make up 3% of the market in Q 4 2018, with Huawei shipping 94% of the units with this configuration. Other OEMs are adding triple cameras to their respective portfolios this year. • Huawei introduced a four camera array in P 30 pro, following the market trend of increasing number of cameras in the smartphones. Smartphone Shipment Share by No. of Camera on the Back 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Q 1'16 Q 2'16 Q 3'16 Q 4'16 Q 1'17 Q 2'17 Q 3'17 Q 4'17 Q 1'18 Q 2'18 Q 3'18 Q 4'18 Source: Smartphone Intelligence Service TM 2017 IHS Markit TM 2018 Confidential. © 2019. All Rights Reserved. Single Dual Triple Quad © 2019 IHS Markit 7

Huawei expands its presence in the high-end segment with Mate and P-series phones • Huawei expands its shipments in the high-end segment and now has 7% market share in this segment in the 4 th quarter 2018. • Strong sales of its latest flagship, Mate 20 -series as well as P 20 -series phones, enhanced its presence in the high-end segment. • Huawei shipped 2. 5 m units of Mate 20 Pro in the quarter and continued shipping 1. 8 m units of P 20 Pro. • With the new higher priced P 30 series Huawei intends to further extend its share of high-end phones this year. High-end Smartphone Market Share by OEM 100% 90% 0% 9% 1% 1% 0% 13% 29% 80% 2% 4% 6% 4% 7% 17% 40% 34% 22% 26% 67% 66% 16% 70% 60% 50% 40% 87% 82% 78% 68% 30% 60% 58% 74% 20% 10% 0% Q 4 2016 Q 1 2017 Q 2 2017 Q 3 2017 Q 4 2017 Q 1 2018 Q 2 2018 Q 3 2018 Q 4 2018 Apple Samsung Source: Smartphone Intelligence Service TM 2017 IHS Markit TM 2018 Confidential. © 2019. All Rights Reserved. Huawei LG vivo Oppo Others © 2019 IHS Markit 8

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