Thread by @neiltwitz

@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!

counterpointresearch.com/apple-shipped-…

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

counterpointresearch.com/resilient-indi…

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.

counterpointresearch.com/resilient-indi…

@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

counterpointresearch.com/chinas-smartph…

🇨🇳 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!

counterpointresearch.com/chinas-smartph…

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

counterpointresearch.com/chinas-smartph…

@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!!

counterpointresearch.com/us-smartphone-…

Apple’s iPhone Super Cycle beckons starting with USA driven by 5G iPhones!!

Highest ever market share cornering two-thirds of the market!!

counterpointresearch.com/us-monthly-sma…

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.

counterpointresearch.com/european-smart…

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.

counterpointresearch.com/european-smart…

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.

counterpointresearch.com/smartphone-mar…

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

counterpointresearch.com/lenovo-riding-…

@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

counterpointresearch.com/mobile-infogra…

"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.

wsj.com/articles/move-…

@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

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

#DigitalTransformation

@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//

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

@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

@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

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

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.