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OPPO Increases 2020/2021 Production Plan in Response to Huawei Shortfall
In response the Huawei’s troubles, OPPO has ordered its contract manufacturers to make 110m in 2H20; combined with the 60m units ordered in the 1st half the 2020 shipments would result in 170m up from the previous forecast of 125m. Huawei is currently the top smartphone vendor in China accounting for a 40-50% share, followed by Oppo, Vivo and Xiaomi. Apple holds about 10% and Samsung only about 1%. Samsung Electronics and Apple are also poised to compete for the high-end smartphone share to be relinquished by Huawei, particularly in markets other than China. The competition between Samsung and Apple - following Huawei's forced retreat from the handset market due to the US trade sanctions - will not only affect the foundry businesses at TSMC and Samsung itself but also related supply chain makers in Korea, Taiwan and China, said the sources. Samsung’s supply chain, consisting mostly of Korea-based firms, will gain more orders at the expense of their counterparts in Taiwan and China. Samsung's foundry business will also gain a boost for mobile chip orders from its smartphone unit, narrowing its market share against TSMC. Apple supply chain will benefit TSMC, while handset parts and components makers in Taiwan and China will also land more windfall orders from Apple.
Whether WeChat will be available on App Store in China or pre-installed in new iPhone devices will be crucial to Apple's chances of gaining a greater presence in China.
In response the Huawei’s troubles, OPPO has ordered its contract manufacturers to make 110m in 2H20; combined with the 60m units ordered in the 1st half the 2020 shipments would result in 170m up from the previous forecast of 125m. Huawei is currently the top smartphone vendor in China accounting for a 40-50% share, followed by Oppo, Vivo and Xiaomi. Apple holds about 10% and Samsung only about 1%. Samsung Electronics and Apple are also poised to compete for the high-end smartphone share to be relinquished by Huawei, particularly in markets other than China. The competition between Samsung and Apple - following Huawei's forced retreat from the handset market due to the US trade sanctions - will not only affect the foundry businesses at TSMC and Samsung itself but also related supply chain makers in Korea, Taiwan and China, said the sources. Samsung’s supply chain, consisting mostly of Korea-based firms, will gain more orders at the expense of their counterparts in Taiwan and China. Samsung's foundry business will also gain a boost for mobile chip orders from its smartphone unit, narrowing its market share against TSMC. Apple supply chain will benefit TSMC, while handset parts and components makers in Taiwan and China will also land more windfall orders from Apple.
Whether WeChat will be available on App Store in China or pre-installed in new iPhone devices will be crucial to Apple's chances of gaining a greater presence in China.
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