Concerns about "Chinese Galapagos,"...
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Concerns about "Chinese Galapagos," the world's number one business smartphone, have risen sharply
Huawei China's smartphone sales in the second quarter of 2020 (April-June) became the world's highest for the first time. It is the first time in nine years that manufacturers other than Samsung Electronics of South Korea and Apple of the United States have become the leaders in the global market on a quarterly basis.
Supported by the fast-recovering Chinese market
According to British research firm Canaris, Huawei's global sales for the same period were 55.8 million units, down about 5% from the same period last year. However, Samsung Electronics, which had been the leader until now, was affected by the pandemic (global epidemic) of the new coronavirus infection (COVID-19) and struggled in the Western and Japanese markets on the main battlefield. The company's sales volume remained at 53.7 million units, which is about 30% lower than the same period of the previous year, and Huawei has risen to the top.
Huawei is intensifying its shift to the Chinese market following the effects of Western sanctions on China. China was the first in the world to curb corona infections and the domestic economy recovered, minimizing sales declines. Huawei also fell 27% in overseas markets, but increased 8% in domestic markets to prevent sales from bottoming out.
On the other hand, "weaknesses" are also highlighted. It is highly dependent on the home country (China) market. In the quarter, about 75% of the company's smartphone sales came from the domestic market, which is 11 points higher than the 64% in the same period of the previous year.
Huawei was added to the export ban blacklist by the US government in May 2019, making it impossible to implement Google's mobile app. Huawei has released the same type of application, but it is a fatal handicap in overseas markets such as Europe, America and Japan that Google search, maps (maps), video portal "YouTube" etc. can not be used. Become.
On the other hand, in China, the use of the Google app is prohibited in principle, so the presence or absence of the app does not affect sales. Under these circumstances, Huawei smartphones are becoming more and more dependent on the Chinese market.
＞ Next page To Ninomai, a Japanese mobile phone maker
