Most of the results are in for mobile for last quarter, plus the earnings calls are all over. The picture is not pretty. The big picture is that low-cost Android-based suppliers, primarily in Asia, are starting to eat a lot of market share from Samsung (#1) and Apple (#2). There were about 295M smartphones shipped in Q2, a measly 2% … Read More
Tag: xiaomi
The Biggest Supplier in the Biggest Mobile Market is a Company You Have Never Heard Of
If you live in the bay area it is easy to come to the conclusion that Apple has huge market share and is in a very strong position in the mobile market. Everyone has an iPhone.
But the truth is less flattering. Yes, Apple continues to make large profits and it made record iPhone shipments. However, only 51M and Wall Street expected nearly… Read More