Yu Chengdong blew the cow, once again realized. Back in 2016, Mr Yu boasted that Huawei’s smartphone shipments would surpass Apple’s in three years, surpass Samsung Electronics and eventually become the world’s number one smartphone player in five years, when almost everyone thought it was impossible. But in 2020, a sudden outbreak makes it impossible. Huawei’s smartphone shipments have overtaken Samsung to become the world’s No.
For the first time in history, Huawei’s handset shipments surpass Samsung’s
This latest figure, from Counterpoint Research, a well-known market research firm, points to a time period of April 2020.
To Mr Lei’s bewilderment, however, Counterpoint Research appears to have given two different smartphone market share figures in different media reports, although they point to the same conclusion: Huawei has overtaken Samsung.
The first data was cited by reports from Zhitong Finance, China Daily and other media.
According to the data, global smartphone shipments in April 2020 were 69.37 million, down 41% year-on-year, mainly due to market closures in multiple countries.
Huawei’s share of the global smartphone market was 21.4% in April, while Samsung’s share fell to 19.1%.
As a result, Huawei’s smartphone shipments will officially surpass Samsung’s to become the world’s No.
Huawei is also the first to surpass Samsung in the history of the global smartphone market.
Samsung’s handset shipments to Huawei fell to Huawei, mainly because Samsung’s largemarket market in India was closed due to health events that led to a sharp drop in sales of Samsung phones in India, according to Zhitong Financial.
In addition, Zhitong Financial said that Samsung has a large number of factories in India, the outbreak of health incidents in India led to Samsung mobile phone factories had to stop production, Samsung’s production capacity has also been greatly affected.
Of course, while Samsung’s smartphone business is being affected globally, Huawei’s smartphone business is changing positively as China’s epidemic prevention and control progresses.
China Daily also cited data from Counterpoint Research that said Huawei’s market share in the global smartphone market increased from 17% in March to 21.4% in April.
Obviously, this is a bright achievement for Huawei.
The problem is that Huawei is too dependent on the Chinese market.
However, the same claim edited source for Counterpoint Research, butmedia reports on the topic cite different data.
According to a monthly market test report by Counterpoint Research, Huawei’s market share in April 2020 will be 19 percent, compared with 17 percent for Samsung, according to a report bymedia outlet Android Authority.
Lei Feng Netnote: From Android Authority
It could also point to the conclusion that Huawei has overtaken Samsung in the global smartphone market.
In the report, Android Authority quoted Neil Shah, vice president of Counterpoint Research, as saying that Huawei was able to achieve such a result largely because of the Chinese market.
Neil Shah said Huawei’s sales had exploded as both the demand and supply ends of China’s smartphone market returned to normal.
He also said Samsung’s key markets, such as India, the United States, Latin America and parts of Europe, had almost zero smartphone sales in April 2020 compared with Huawei’s situation, all of which were severely blocked by the outbreak.
That’s why Samsung’s Galaxy S20 series is also badly selling.
However, in terms of overall market dynamics, Huawei’s ability to overtake Samsung in April has been a big support for the Chinese market.
According to data released by the China Information and Communications Institute, China’s domestic smartphone shipments reached 41.278 million units in April 2020, up 14.2% year-on-year, with 48 new models on the market.
These are all positive results under the control of the epidemic.
In this context, Huawei’s smartphone shipments are naturally high, as is the case, with the Chinese market contributing up to 76% of Huawei’s global smartphone sales in April 2020, according to China Daily.
So, on the one hand, Huawei should be grateful to the Chinese market;
Because, from the overall data, Huawei this time over-Samsung, to a certain extent, accounted for the Chinese and foreign outbreak prevention and control situation of the huge difference between the cheap.
The fate of a smartphone maker
In the past two years, Huawei has been at the forefront of the boom, and its smartphone business has been on the rise.
Before the U.S. ban, Huawei’s smartphone business was in high spirits.
In an april 2018 interview after the P20 launch, Yu Chengdong, CEO of Huawei’s consumer business, said that only two or three mobile phone makers around the world, including Huawei, will eventually be left with, and that they will be second in the global market by 2019 at the latest.
He added that Huawei is the number one in the world and that history is inevitable .
Soon, data from IDC showed that Huawei was the second-largest global player to surpass Apple in Q2 and Q3 in 2018, and then in the fourth quarter of 2019, Huawei shipped 240.6 million smartphones, well above Apple’s 191 million units and a 50 million-unit gap with Samsung’s 295.7 million units.
Overall, Huawei did achieve the second-highest global market performance in 2019.
But in the process, factors outside the market have emerged – on May 15, 2019, the US issued a ban on Huawei, which is no longer able to carry GMS on its handsets, a major blow to Huawei’s overseas handset business.
So, in the remaining two quarters of 2019, Huawei has done two things: one is to continue to focus on the domestic mobile phone market, with Q3 shipments accounting for as much as 42.4%, making it a one-size-old company, and second, building HMS in overseas markets to compensate for the lack of GMS.
Among them, the support of the Chinese market has become Huawei’s mobile phone business in 2019 to hold the world’s second important help.
Yu Chengdong was outraged by the achievement, saying in an interview:
If it wasn’t for a trade war, we would be the world’s number one handset manufacturer.
Still, under the political cloud of the U.S.-China trade war, Huawei’s mobile phone performance in the domestic and foreign markets continues to be severely unbalanced and has generally declined, with IDC data showing that Huawei’s global shipments fell 17.1 percent in the first quarter of 2020.
But no one expected that the new crown pneumonia outbreak would also be added to the variables, and in April 2020 it helped Huawei overtake Samsung as the world’s No. 1 – although the number one title is likely to be short-lived.
So the fate of a smartphone manufacturer, of course, depends on self-struggle, but also to take into account the course of history.
In any case, given the dual uncertainties of the Sino-US trade war and the new Crown pneumonia outbreak, it is hard for Huawei to achieve the world’s largest shipment in April 2020.
But in Lei Feng’s view, Huawei’s smartphone business still faces a number of crises.
On the one hand, Huawei’s overseas smartphone business is bound to take a hit in the absence of GMS, and HMS, while largely a substitute, will take a long time to compete with GMS.
On the other hand, the U.S. government’s upgrade ban, which began to crack down on Huawei’s semiconductor business and supply chain, has led to a supply problem with The Company’s Kirin mobile phone processor chips, raising concerns about the future of the mobile phone business.
For Huawei’s smartphone business, I’m afraid it’s still a long way off.