Neil Shah Profile picture
28 Jan, 22 tweets, 18 min read
@realmemobiles was the fastest-growing (+65% YoY) smartphone brand globally in 2020 and the one to watch out for.

India & Europe bright spots for Realme.

The rise of @realme and @oneplus indirectly help OPPO with global R&D scale & corporate growth!… Image
The world's second-largest smartphone market India crossed 150 million shipments in 2020.

✓ Xiaomi recaptured the top spot in Q420 (+13% YoY)
✓ Samsung slipped to 2nd spot but grew +30% YoY
✓ vivo was the top offline player in 2020 & 3rd largest brand… Image
A great growth story for @Apple in India which is going to be one of the key market this decade

@Apple captured sixth spot in Q420 +171% YoY & +93% YoY in 2020

For the first time, Apple crossed 1.5 million units in a single qrtr.…
@CounterPointTR latest assessment on Q4 & CY2020 = world's largest smartphone market, China.

🇨🇳 Market declined 15% YoY in Q4'20
🇨🇳 @HuaweiMobile led but on the verge of getting disrupted
🇨🇳 vivo, OPPO stable
🇨🇳 @Apple grew 3%YoY, @Xiaomi fastest growing… Image
🇨🇳 For the full year 2020, the market declined 2020 to one of its lowest levels in
🇨🇳 Huawei's market share is peaking at 41% for 2020
🇨🇳 Apple sees good growth thanks to 5G portfolio upgrade!… Image
Significant 5G smartphone demand in China driving global scale in just 4 quarters.

📱China’s 5G smartphone sales > 60% of total smartphone sales in Q4 2020 up from just 5% in Q4 2019

Chinese New Year & 2021 should push this to close to 80% level in 1H21…
@Apple had a mammoth holiday season Q4 2020 quarter in its home market USA as the sales went up 14% YoY while the overall market declined 6% YoY.

@SamsungMobileUS also did well in a tough market growing 5% YoY

Everyone else sea of reds!!… Image
Apple’s iPhone Super Cycle beckons starting with USA driven by 5G iPhones!!

Highest ever market share cornering two-thirds of the market!!… Image
Great insights on the state of European smartphone market in the latest @CounterPointTR assessment.

📱@Apple & @SamsungMobile led handsomely & dominating

📱@Xiaomi @oppo @realmemobiles
fastest growing brands taking share ways from Huawei & others.… Image
Pandemic asked down the Snapfish demand in Europe as the monthly demand heavy recovered to the pre-pandemic levels yet.

The second wave in 2021 will crush the demand further in Q1 2021.… Image
Some key trends coming out of the long tail markets beyondd EU 5 where brands such as @oneplus @oppo
@Xiaomi have made quick inroads at the expense of Huawei.

Fierce battle in 5G smartphone space between Android brands.…
Great post from @varun_m01 on @Lenovo Q4 2020 earnings

💰 Top line: +22% Y/Y ; Bottom line: +53% Y/Y
💻 PC & Smart Devices drove the growth, Chromebooks growth phenomenal
♟Restructuring continues to focus more on Services which is still 8% of revenues… ImageImage
@CounterPointTR latest summary of Q4 2020 smartphone market competition - globally and regionally.

@Apple & @SamsungMobile dominated most regions whereas vivo, @oppo, @Xiaomi grew share across regions… Image
"Move Over Huawei, Xiaomi Is China’s New Smartphone King"

Great piece from @WSJ @DanStrumpf on the changing dynamics in the smartphones market as Huawei's accumulated smartphone inventory dries up.…
@Huawei shares its annual performance for CY 2020

China's stellar growth driven by 5G and IoT has helped offset the decline in overseas biz & in smartphone business due to the US Trade ban.

China contributed to almost two-third of the Huawei's total CY2020 revenues

#Huawei Image
Huawei's Network, Cloud & IoT businesses has grown significantly in China last year, pandemic has been accelerating this growth and adoption of digitalization.

#DigitalTransformation Image
@Huawei to continue to focus on providing end-to-end solutions for ICT infrastructure (B2B).

(B2C) Consumer segment also will continue to be the focus despite US trade ban.

//my hypothesis is pivot to software, cloud, services strategy for B2C// Image
5G Connectivity is going to be the key pillar to drive growth for CSP customersand for @Huawei

🏭Industrial Vertical Growth
🗼Consumer FWA
👓New Applications & Services Image
@HuaweiCloud claims to be the fastest growing cloud in the world albeit on a lower base!

✔️19000+ partners
✔️1.6M developers
✔️4000+ applications

Scaling outside China will be a challenge though emerging markets in Asia, Africa and Americas will be low-hanging targets Image
@HuaweiMobile continue to make strides building the third mobile OS ecosystem with HMS & Harmony OS

✔️2.3Mn+ developers registered
✔️120K+ apps & half with HMS Core
✔️530Mn MAUs across 170 countries

#HMS #Huawei Image
Consumer business continued to contribute half of the @Huawei revenues up 3% YoY despite sanctions.

Key reasons:

✔️Strong demand for Smartphones, wearables, PCs in China offset in overseas decline.
✔️5G smartphones drove most of the revenues
✔️Supply chain diversification Image
Will be interesting to see overall Consumer BG contribution in 2021 as mobile devices volumes decline as a result of Honor spinoff, overall components inventory drying up.

Huawei Consumer BG biz revenues could be down 45-50% in 2021 - almost $30-35 Billion wiped off in 2021. Image

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More from @neiltwitz

9 Aug 19
@Huawei at #HDC2019 announced its foray into its own OS platform built ground-up called Harmony OS (HongMeng in Chinese)

1/ Harmony OS is microkernel based and cross-device which makes it promising and similar to what Google is trying with Fuchsia OS.
@Huawei @james_a3 @CounterPointTR @Tarunpathak @mobilekang @MobilePeter @HuaweiMobile @HuaweiMobileUK @HuaweiIndia @HiHonorIndia 2/ The initial OS framework runs on Linus/Unix kernel underneath but will replace it with its own microkernel

Huawei has its own compiler - Huawei Ark supports C/C++/Java/JS/Kotlin and other languages making it scalable
@Huawei @james_a3 @CounterPointTR @Tarunpathak @mobilekang @MobilePeter @HuaweiMobile @HuaweiMobileUK @HuaweiIndia @HiHonorIndia 3/ Huawei has its own IDE for developers to develop once & deploy across different devices - IoT, smartphones, Tablets, PCs, HUDs, AR/VR in future.

The distributed bus architecture makes this possible and compatibility with different apps - HTML5, Android, Linux and so forth
Read 10 tweets
3 Jan 19
Not surprising re: Apple slowdown:

1/ China smartphone market slowed down Oct-Dec, but this is small part of issue. New iPhone Xs series from design standpoint is commonplace vs competition & super expensive with base iPhone Xs 64GB starts at ~US$1250…
2/ China smartphone market demand is expected to decline `9-11% but Apple iPhones is poised to decline 15-17% YoY in 2018, hence its market share will slip in 2018.

This highlights bigger problem for Apple as China is the second largest iPhone market for Apple.
3/ Chinese brands are are out-competing/out-marketing Apple on design, mobile-first innovations & value prop which is being recognized by brand-conscious Chinese consumers.

The current iPhones are great for older gen iPhone users but not enuf to attract mature non-iPhone users.
Read 11 tweets
9 Nov 18
@Qualcomm sent across the best & clever invite ever for upcoming #SnapdragonSummit in Maui.

A XR video invite in @oculus Go Standalone VR obviously powered by Snapdragon 821.

Some indication on some powerful XR features coming to Snapdragon? 🧐

Look forward to the launch!!
Hello Maui!

Look forward to the 2nd Edition of #SnapdragonSummit
The peak arrival time for #SnapdragonSummit. Most Indian, Chinese and US media here waiting for ride to Wailea
Read 86 tweets
2 Oct 18
Read 19 tweets
12 Sep 18
@tim_cook on stage at #AppleEvent

500 million visitors come to Apple stores every year.
Nearing 2 Billion iOS Devices shipment milestone
Apple Watch is "intelligent guardian for your health"

Apple Watch Series 4

⌚️Stunningly beautiful
⌚️35% larger Display
⌚️Thus needs a complete UI redesign (Devs sigh!)
⌚️Great custom complications on watch face

Wont be surprised if Apple Watch will attract many Android users to actually adopt iPhones :)
Read 33 tweets

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