Vertical Divider

Roundup of Smartphone News-Huawei
December 08, 2019
 
YTD, Huawei smartphones are up 26.9%, even after it was blacklisted by the US government and the entire industry is down 2.3%.  However, losing access to Google's OS in new smartphones will be devasting as newly released models cannot access YouTube and Google Maps in overseas markets. Huawei delayed the overseas launch of the Mate 30. But, its market share in China is expected to rise to 50% in 2019 and 55% in 2020 on the back of a nationalistic marketing campaign. Assuming 2020 smartphone sales in China at 380mn units and Huawei holds a 55% market share, Huawei's domestic shipments will be 210m units, but its export volume will could plunge to 10mn from 60mn units, creating a void that Samsung and Apple might fill. The problem is that if Huawei represents 210mn smartphone sales in China, other players such as Apple, OPPO, vivo and Xiaomi will have to compete over the remaining 170mn market. Shipments of OPPO, Vivo, and Xiaomi will likely fall in 2020 due to the preference given to Huawei by consumers. Overseas, OPPO and vivo have a negligible market share except in Southeast Asia, and Xiaomi's market share is low except for India.