Huawei Fallout—Game-Changing New China Threat Strikes At Apple And Samsung

Zak Doffman Contributor Cybersecurity

Absent a U.S. backtrack, a huge Huawei-shaped hole will open up in next year’s global smartphone sector, a sales game-changer for the industry. A blacklist-induced shortage of chipsets looks set to send Huawei sales plummeting when current stockpiles run down. While this appears to be a stunning opportunity for Apple and Samsung, that’s under threat. China inc. is confident that Huawei’s recipe for success can be replicated and is moving quickly to do so.

First out of the blocks to rinse and repeat Huawei’s “premium smartphones for less” strategy has been the much smaller Xiaomi, which beat Huawei in Europe for the first time in the second quarter this year, its revenues soared 65% as Huawei shrunk. Xiaomi moved into third place, behind Samsung and Apple. More notably, Xiaomi saw exports of premium devices (€300 plus) up more than 99% year-on-year.

Xiaomi has positioned itself as Huawei’s likely Chinese export successor, but that’s about to change. China’s Oppo is only just behind Xiaomi for overall global sales, but much larger in China itself. Counterpoint highlights Oppo as the other Chinese brand to watch. “Geopolitical policies and political affairs among nations are affecting the smartphone market in many ways—we see players like Samsung, Apple, Xiaomi and Oppo benefiting the most.” Oppo is part of BBK, which also has Vivo in its stable, and is a serious competitor to Apple and Samsung globally…...More Here

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