Another data point to think about. Huawei expecting its new high end P series & Mate series to sell 30 to 40m units next year. They sold maybe 10 million Mate 50 & P60 for the year before mate 60 release.
If they are selling 25m more high end phone next year, that is all going to be coming from Apple.
Another interesting thing is that Honor is putting more money into the fabless it setup. looks like Honor is getting more serious about designing its own chips
Of course, whether it goes all the way into designing its own soc vs just some camera or sensors chips like Oppo did is a different story.
We know Xiaomi is actually going fully into SoC
