According to TF International analyst Ming-Chi Kuo, there is an interesting development in the demand for mobile phone components. While other analysts are optimistic about the demand for Android smartphones, Kuo believes that the strong demand is actually for a non-iOS and Android-powered device.

Kuo points out that the Huawei Mate 60 Pro, which runs on Huawei’s own HarmonyOS, has seen stronger-than-expected demand. This has led Huawei to purchase more components for the Mate 60 line and other models, prompting Android manufacturers to do the same for their own products.

The analyst refers to this trend as “strong stock replenishment,” which is expected to continue until next month. Kuo warns that this may give the illusion of improved demand for Android phones, similar to what happened in the PC and TV industries earlier this year. Analysts predicted strong demand for those products, but it did not materialize.

In addition, the Vision Pro is currently being mass-produced, with mass shipments expected to start in early January. Kuo believes that if user feedback is positive, the Vision Pro could become the next star product in consumer electronics.