華為發表 Mate 90 手機，倚重自研晶片設計因應美國限制

潘澈、Eduardo Baptista 報導By Che Pan and Eduardo Baptista

北京，10月1日（路透社）—— 華為技術週四發表 Mate 90 智慧手機系列，押注自家作業系統與重新設計的晶片架構，以在美國限制先進半導體出貨的情況下提升效能。BEIJING, Oct 1 (Reuters) - Huawei Technologies unveiled its Mate 90 smartphone series on Thursday, betting on its in-house operating system and redesigned chip architecture to boost its performance in the face of US curbs on shipments of advanced semiconductors.

華為消費者業務負責人余承東週二在發表會前對記者表示，該公司在先進晶片供應方面仍面臨限制。Speaking to reporters on Tuesday ahead of the launch, Huawei consumer business chief Richard Yu said the company still faces constraints in the supply of advanced chips.

余承東說：「中國的先進半導體產能仍非常有限，華為的昇騰 AI 晶片也會使用同一批產能。」"Advanced semiconductor capacity remains very limited in China, and Huawei's Ascend AI chips also draw on that same capacity," Yu said.

「即使智慧手機價格上漲已抑制手機出貨量，智慧手機晶片的產能仍然吃緊。」"The capacity for smartphone chips remains tight, even though rising smartphone prices have curbed shipment volumes (for handsets)."

這次發表將考驗華為能否在美國限制下持續推進其智慧手機產品線；這些限制使華為取得尖端晶片製造工具的管道受限，迫使該公司發展其他方法來提升處理器效能。The launch will test whether Huawei can keep advancing its smartphone lineup despite US restrictions that have limited its access to cutting-edge chipmaking tools, forcing the company to develop alternative ways to boost processor performance.

Mate 90 系列接續2025年11月發表的 Mate 80 產品線。包括 Mate 90 Pro Max 在內的高階機型，搭載華為麒麟 9050 Pro，這是一款採用華為稱為「LogicFolding」技術打造的系統單晶片。The Mate 90 series succeeds the Mate 80 line launched in November 2025. Premium models, including the Mate 90 Pro Max, are powered by Huawei's Kirin 9050 Pro, a system-on-chip built with a technique Huawei calls "LogicFolding".

這項方法以三維方式重新配置晶片內部布線，而非傳統平面的二維布局，可讓處理密度更高、速度更快——不過生產時需要更多晶圓。The method restructures a chip's internal wiring in three dimensions rather than the conventional flat, two-dimensional layout, allowing for denser, faster processing — though it requires more wafers to produce.

華為輪值董事長徐直軍上月在上海一場媒體活動中表示，受產能限制影響，該公司昇騰 950 AI 晶片的供應無法滿足中國國內需求。Eric Xu, Huawei's rotating chairman, said at a media event in Shanghai last month that supply of the company's Ascend 950 AI chips could not meet domestic demand due to capacity constraints.

余承東表示，中國先進晶片製造仍仰賴深紫外光（DUV）微影機；他並表示，極紫外光（EUV）技術雖然「有價值」，但中國製造商仍在朝這項技術努力。Yu said China's advanced chipmaking still relies on deep ultraviolet (DUV) lithography machines, and that while extreme ultraviolet (EUV) technology is "valuable", Chinese manufacturers are still working towards it.

余承東表示，華為未來智慧手機將採用更多以 LogicFolding 技術打造的晶片。Huawei would use more chips built with the LogicFolding technique in future smartphones, Yu said.

華為未透露麒麟 9050 Pro 的製造商。外界普遍認為，中國最大邏輯晶圓代工廠中芯國際（SMIC）生產華為 Mate 系列所用的麒麟晶片，以及其昇騰 AI 處理器。Huawei did not disclose who manufactures the Kirin 9050 Pro. Semiconductor Manufacturing International Corp (SMIC), China's top logic foundry, is widely believed to produce the Kirin chips used in Huawei's Mate series as well as its Ascend AI processors.

中芯國際未回應採訪請求。SMIC did not respond to a request for comment.

華為最新手機搭載其自研、不含 Android 的 HarmonyOS 7 作業系統；華為表示，該系統支援超過45萬個應用程式與服務。Huawei's latest phones run on its homegrown, Android-free HarmonyOS 7 operating system, which Huawei says supports more than 450,000 apps and services.

配備 16GB 記憶體與 512GB 儲存空間的 Mate 90 Pro Max 售價為人民幣9,999元（1,491美元），比前代同規格版本上市時高出人民幣2,000元。標準版與 Pro 版起售價分別為人民幣5,999元與6,999元。The Mate 90 Pro Max with 16 GB of memory and 512 GB of storage will be priced at 9,999 yuan ($1,491), 2,000 yuan more than the same version of its predecessor at launch. The standard and Pro models start at 5,999 yuan and 6,999 yuan, respectively.

華為表示，最高階的 Mate 90 機型整體效能較上一代旗艦機提升31%。Huawei said the top-end Mate 90 models deliver a 31% increase in overall performance over the previous flagship generation.

手機售價上漲HIGHER PRICES FOR HANDSETS

中國智慧手機製造商正面臨記憶體與零組件成本上升，因此調漲價格，並將更多出貨轉向高階機型。Chinese smartphone makers are grappling with rising memory and component costs, leading them to raise prices and shift more shipments toward premium models.

余承東表示，記憶體價格上漲使每支手機成本平均增加200美元，壓縮華為的利潤率。Yu said rising memory prices had added an average of $200 to the cost of each handset, weighing on Huawei's profit margins.

余承東說：「我們也不得不漲價，但漲幅較慢。」"We have to increase prices as well, yet at a slower pace," Yu said.

研究公司國際數據資訊（IDC）表示，今年1月至8月，中國國內智慧手機出貨量年減7%，但華為在中國的出貨量增加13%。China's domestic smartphone shipments fell 7% year-on-year between January and August, even as Huawei's shipments in the country rose 13%, according to research firm International Data Corporation (IDC).

IDC 數據顯示，第二季中國智慧手機平均售價年增11.3%至543美元，而華為智慧手機平均售價下降14.7%至628美元。The average selling price of smartphones in China climbed 11.3% year-on-year in the second quarter to $543, while the average price of Huawei smartphones declined 14.7% to $628, IDC data showed.

蘋果對上華為摺疊機APPLE VS HUAWEI FOLDABLE

蘋果上月發表首款摺疊手機 iPhone Duo，進入這個長期由三星電子與華為等中國競爭對手主導的品類。Apple announced its first foldable phone, the iPhone Duo, last month, entering a category long dominated by Samsung Electronics and Chinese rivals such as Huawei.

余承東表示，他歡迎蘋果進入這個市場。Yu said he welcomed Apple's entry to the market.

余承東說：「我非常高興看到同業推出類似產品。」"I am very pleased to see the launch of a similar product by our peers," Yu said.

他說，華為目前在中國摺疊手機市場市占率約75%。Huawei currently holds about a 75% share in China's foldable phone market, he said.

余承東說：「在9月10日至13日期間，蘋果 Duo 發表後，我們的 Pura X Max 摺疊手機銷售量立即較前一週暴增76%。」他並補充，尺寸與 iPhone Duo 相近的 Pura X Max 自4月上市以來，在中國出貨量已突破120萬支。"Between September 10 and 13, our Pura X Max foldable phone sales shot up 76% week-on-week right after Apple Duo's launch," Yu said, adding that shipments of the Pura X Max, which is similar in size to the iPhone Duo, had topped 1.2 million units in China since its April release.

Counterpoint Research 數據顯示，蘋果2026年 iPhone Duo 出貨量預計將達600萬支，其中中國——全球最大摺疊手機市場——將占近四分之一。Apple is expected to ship 6 million iPhone Duo units in 2026, with China — the world's largest market for foldable phones — accounting for nearly a quarter of that total, according to data from Counterpoint Research.

（1美元 = 人民幣6.7045元）($1 = 6.7045 yuan)

（潘澈、Eduardo Baptista 報導；Anne Marie Roantree、Tom Hogue 編輯）(Reporting by Che Pan and Eduardo Baptista; Editing by Anne Marie Roantree and Tom Hogue)