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TrendForce expects the smartphone market to slowly recover in 2021, but Huawei won’t benefit
After a dismal year, the global smartphone market will slowly start recovering in 2021, predicts TrendForce. But Huawei won’t benefit and, in fact, will fall out of the research firm’s list of the world’s top six smartphone makers by production volume.
In 2020, global smartphone production dropped 11% year-over-year to 1.25 billion units. This year, TrendForce expects it to increase by 9% to 1.36 million units, as people replace old devices and demand grows in emerging markets. But even that slight recovery is contingent on how the pandemic continues to impact the economy and the global chip shortage that is currently causing production delays across almost the entire electronics industry.
In 2020, the top six smartphone brands in order of production volume were Samsung, Apple, Huawei, Xiaomi, OPPO and Vivo. But this year TrendForce expects Huawei to slip out of that ranking, with the new top-six list comprising Samsung, Apple, Xiaomi, OPPO, Vivo and Transsion.
Those six companies are expected to account for 80% of the global smartphone market in 2021, while Huawei will come in at seventh place.
The main reason for Huawei’s drop is the divestment of its budget smartphone brand, Honor. Huawei confirmed in November that it is selling Honor to a consortium of companies to save the division’s supply chain from the impact of United States government trade restrictions.
The spin-out was meant to shield Honor from the sanctions that have hurt Huawei’s business. But “it remains to be seen whether the ‘new’ Honor can capture consumers’ attention without the support from Huawei. Also, Huawei and the new Honor will be directly competing against each other in the future, especially if the former is somehow freed from the U.S. trade sanctions at a later time,” said TrendForce’s report.
In a previous report published shortly after Honor’s sale was announced, TrendForce predicted that the deal, along with the global chip shortage, meant Huawei would take just 4% of the market in 2021, compared to the 17% it held in 2019, and estimated 14% in 2020. Apple is expected to take away some market share from Huawei’s high-end smartphones, while Xiaomi, OPPO and Vivo will also benefit. TrendForce expects the newly spun-out Honor to take 2% market share in 2021.
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Known for 5G mmWave testing solutions, Taiwan’s TMYTEK sets its sights on base stations
TMYTEK recently raised a Series A+ round of about $10 million for products that make it easier to test 5G millimeter wave equipment. So far, the company’s clients include KDDI, NTT DoCoMo and research institutions. But the Taiwanese startup has aspirations to sell its own base stations, too, competing with well-established players like Nokia, Ericsson, Samsung and Huawei. TMYTEK plans to use its expertise, gleaned from helping other researchers develop 5G infrastructure, to create what its chief executive officer describes as a “complete 5G industrial chain.”
Its latest funding round was led by TMYTEK’s manufacturing partner Inventec, one of the largest OEMs in Taiwan, and brings the startup’s total funding so far to $13.3 million. Other investors included Taisic Materials, ITEQ, Tamagawa Electronics and Taiwan’s National Development Fund. TMYTEK also recently took part in SparkLabs Taipei’s accelerator program.
Co-founder and chief executive officer Su-Wei Chang told TechCrunch that it plans to raise a Series B next to develop and commercialize its base stations. To get ready for its base station business, TMYTEK recently joined the O-RAN Alliance, founded by some of the world’s biggest telecoms to create more interoperable mobile networks, in a bid to encourage the development of new technology and faster deployment.
Chang said TMYTEK’s base in Taiwan gives it a strategic advantage. 5G manufacturing is an important part of Taiwan’s economy, with exports reaching record highs during the second half of 2020, thanks in part to demand for 5G-related equipment and technology for smartphones, autonomous vehicles and smart devices.
Chang studied at University of Massachusetts Amherst and when TMYTEK was founded six years ago, he was often asked why he didn’t stay in the United States, where it would have been easier to secure startup funding. But being in Taiwan puts the company closer to many important markets, including Japan, where 30% of its current business comes from, and gives TMYTEK a good foundation to expand into the U.S. and European market, he said.
It has also given the company a supply chain advantage. TMYTEK has manufacturing partners across Asia, including Inventec in Taiwan, and factories in Vietnam and Thailand, in addition to China. Chang said this means TMYTEK was not limited by the COVID-19 pandemic or the U.S.-China trade war.
Before launching TMYTEK in 2014, Chang and co-founder Ethan Lin both worked at Academia Sinica, one of the top research institutions in Taiwan, where they focused on millimeter waves even though at the time most researchers were more interested in the mid-band spectrum.
But as more devices and applications began to crowd the 4G spectrum, mmWave became less niche. With Qualcomm’s launch of next-generation 5G mmWave hardware and chips, and more carriers launching mmWave coverage, mmWave is poised to become mainstream.
Millimeter waves offer powerful signals with wide bandwidth and low latency, but drawbacks include difficulty traveling through obstacles like buildings. It also has a limited range, which is why millimeter waves need more base stations. Beamforming, which directs signals toward a specific device, and antenna array, or multiple antennas that work like a single antenna, are used to extend its coverage.
Making mmWave development faster
One of the main challenges for the millimeter wave market, however, is the lack of R&D tools to speed up their development and time to market, resulting in higher costs and slower deployment.
To keep up with market opportunities, TMYTEK transitioned from design and manufacturing projects for clients to offering 5G-focused solutions like the BBox, which stands for “beamforming box.” The BBox was created after a professor at National Taiwan University told Chang that his team was working on antenna design, but didn’t have the resources to work on beamforming technology, too. It lets researchers create 16 beams and control the signal’s amplitude and phase with software, so they can test how it works with antennas and other hardware more quickly. TMYTEK claims the BBox can save researchers and engineers up to 80% in time and cost.
Chang said TMYTEK realized that if researchers at NTU, one of Taiwan’s largest research universities, needed a solution, then other labs did, too. So far, it has delivered 30 sets to companies including KDDI, NTT DoCoMo, Fujitsu, several Fortune 500 companies and research institutions.
While the BBox was created for antenna designers, the company also began exploring solutions to help other designers, including algorithm developers who want to test beam tracking, communicate with base stations and collect data.
TMYTEK vice president Ethan Lin holds the antenna-in-package for its XBeam millimeter wave testing solution (Image Credits: TMYTEK)
For that scenario, TMYTEK created the XBeam, which it describes as a “total solution,” and is meant for the mass production phase, testing modules, smartphones and base stations before they are shipped. Traditional solutions to test modules rely on mechanical rotators, but Chang said this is more suited to the research and development process. The XBeam, which is based on the BBox, electronically scans beams instead. The company claims the XBeam is up to 20 times faster than other testing solutions.
TMYTEK created the XBeam’s prototype in 2019 and launched the commercialized version in November 2020.
The BBox and XBeam will help TMYTEK build its own base station business in two ways, Chang said. First, having its own solutions will allow TMYTEK to test base stations and bring them to market faster. Second, the startup hopes building a reputation on effective research and development tools will help it market its base stations to private and public networks. This is especially important to TMYTEK’s ambitions since their base stations will be up against products from major players like Nokia, Ericsson, Samsung and Huawei.
“Our advantage at TMYTEK is that we’re doing the design and we have good partners for manufacturing. Inventec, our investor, is a top five manufacturer in Taiwan,” he said. “And TMYTEK also builds our own testing solution, so our value is that we can provide a total solution to our customers.”
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OnePlus’ latest concept phone changes color to ‘breathe’ with the user
Back in January, OnePlus showed off its first concept phone. The aptly (if plainly) named Concept One sported color-shifting glass, giving the effect of an “invisible camera” on the rear of the device. The concept wasn’t particularly useful — if anything it was a fun diversion from boring old phone updates.
From that standpoint, the OnePlus 8T Concept is more of the same. It’s not particularly useful as far as smartphone updates go — and more to the point, there’s absolutely zero guarantee this technology will ever make it onto an actual phone. Once again, the headlining technology has more to do with how the phone looks than how it actually functions.
The big thing here is something called ECMF, or Electronic Color, Material and Finish. Basically it’s a color-changing film that coats the phone. It has metal oxide, which activates when voltage is applied, changing the glass from dark blue to light silver.
Image Credits: OnePlus
OnePlus says, “Our designers took inspiration for these colors from the multi-hued flowing water in the hot springs of Pamukkale, Turkey. Nature has perfected many designs, and by drawing inspiration from Pamukkale and other natural elements, we can craft new interaction experiences that are more natural, intuitive, and effortless.”
As for the utility of such technologies, OnePlus suggests a coat that changes color to notify the user of incoming calls. Weirder still is a future that uses mmWave technology to capture a user’s breathing pattern, “enabling the color to change in sync and effectively making the phone a biofeedback device.”
As far as new phone features, this one is firmly in the “why not” column.
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2021 holds even more Samsung foldables
The foldable category got off to a famously rocky start. Fifteen months after the release of the first Galaxy Fold, Samsung has had time to work out some of the issues with the original device, giving the world the better-received Galaxy Z Flip and Z Fold 2 this year.
Likely due to various stumbles from mobile manufacturers, the form factor has yet to redefine the industry in a meaningful way — but meaningful change takes time. And in case there was any doubt surrounding Samsung’s commitment to foldable displays, Mobile president TM Roh penned a letter on the company’s site, noting an expansion of the portfolio next year.
Whether that means an additional device or something more meaningful remains to be seen, though it does seem to suggest the arrival of at least one more affordable model. Price has certainly been a major hurdle for the adoption of these products. In the letter, Roh notes that he/the company will be “sharing more in January” — perhaps an allusion to CES or a standalone Samsung event. Roh adds:
True to our heritage of staying ahead of the curve with trailblazing mobile tech, we’ll be expanding our portfolio of foldables, so this groundbreaking category is more accessible to everyone. And while we’re already known for our revolutionary cameras, we’ll never stop trying to outdo ourselves — so be on the lookout for super-intelligent, pro-grade camera and video capabilities in 2021. We’ve also been paying attention to people’s favorite aspects of the Galaxy Note experience and are excited to add some of its most well-loved features to other devices in our lineup.
Nothing particularly earth-shattering. With the race to 5G devices in the rear-view, the focus is seemingly back on cameras, in addition to folding screens. More after the holidays, no doubt.
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Android’s winter update adds new features to Gboard, Maps, Books, Nearby Share and more
Google announced this morning Android phones will receive an update this winter that will bring some half-dozen new features to devices, including improvements to apps like Gboard, Google Play Books, Voice Access, Google Maps, Android Auto and Nearby Share. The release is the latest in a series of update bundles that now allow Android devices to receive new features outside of the usual annual update cycle.
The bundles may not deliver Android’s latest flagship features, but they offer steady improvements on a more frequent basis.
One of the more fun bits in the winter update will include a change to “Emoji Kitchen,” the feature in the Gboard keyboard app that lets users combine their favorite emoji to create new ones that can be shared as customized stickers. To date, users have remixed emoji more than 3 billion times since the feature launched earlier this year, Google says. Now, the option is being expanded. Instead of offering hundreds of design combinations, it will offer more than 14,000. You’ll also be able to tap two emoji to see suggested combinations or double tap on one emoji to see other suggestions.
Image Credits: Google
This updated feature had been live in the Gboard beta app, but will now roll out to Android 6.0 and above devices in the weeks ahead.
Another update will expand audiobook availability on Google Play Books. Now, Google will auto-generate narrations for books that don’t offer an audio version. The company says it worked with publishers in the U.S. and U.K. to add these auto-narrated books to Google Play Books. The feature is in beta but will roll out to all publishers in early 2021.
An accessibility feature that lets people use and navigate their phone with voice commands, Voice Access, will also be improved. The feature will soon leverage machine learning to understand interface labels on devices. This will allow users to refer to things like the “back” and “more” buttons, and many others by name when they are speaking.
The new version of Voice Access, now in beta, will be available to all devices worldwide running Android 6.0 or higher.
An update for Google Maps will add a new feature to one of people’s most-used apps.
In a new (perhaps Waze-inspired) “Go Tab,” users will be able to more quickly navigate to frequently visited places — like a school or grocery store, for example — with a tap. The app will allow users to see directions, live traffic trends and disruptions on the route, and gives an accurate ETA, without having to type in the actual address. Favorite places — or in the case of public transit users, specific routes — can be pinned in the Go Tab for easy access. Transit users will be able to see things like accurate departure and arrival times, alerts from the local transit agency, and an up-to-date ETA.
Image Credits: Google
One potentially helpful use case for this new feature would be to pin both a transit route and driving route to the same destination, then compare their respective ETAs to pick the faster option.
This feature is coming to both Google Maps on Android as well as iOS in the weeks ahead.
Android Auto will expand to more countries over the next few months. Google initially said it would reach 36 countries, but then updated the announcement language as the timing of the rollout was pushed back. The company now isn’t saying how many countries will gain access in the months to follow or which ones, so you’ll need stay tuned for news on that front.
Image Credits: Google
The final change is to Nearby Share, the proximity-based sharing feature that lets users share things like links, files, photos and and more even when they don’t have a cellular or Wi-Fi connection available. The feature, which is largely designed with emerging markets in mind, will now allow users to share apps from Google Play with people around them.
To do so, you’ll access a new “Share Apps” menu in “Manage Apps & Games” in the Google Play app. This feature will roll out in the weeks ahead.
Some of these features will begin rolling out today, so you may receive them earlier than a time frame of several “weeks,” but the progress of each update will vary.
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Google launches Android Enterprise Essentials, a mobile device management service for small businesses
Google today introduced a new mobile management and security solution, Android Enterprise Essentials, which, despite its name, is actually aimed at small to medium-sized businesses. The company explains this solution leverages Google’s experience in building Android Enterprise device management and security tools for larger organizations in order to come up with a simpler solution for those businesses with smaller budgets.
The new service includes the basics in mobile device management, with features that allow smaller businesses to require their employees to use a lock screen and encryption to protect company data. It also prevents users from installing apps outside the Google Play Store via the Google Play Protect service, and allows businesses to remotely wipe all the company data from phones that are lost or stolen.
As Google explains, smaller companies often handle customer data on mobile devices, but many of today’s remote device management solutions are too complex for small business owners, and are often complicated to get up-and-running.
Android Enterprise Essentials attempts to make the overall setup process easier by eliminating the need to manually activate each device. And because the security policies are applied remotely, there’s nothing the employees themselves have to configure on their own phones. Instead, businesses that want to use the new solution will just buy Android devices from a reseller to hand out or ship to employees with policies already in place.
Though primarily aimed at smaller companies, Google notes the solution may work for select larger organizations that want to extend some basic protections to devices that don’t require more advanced management solutions. The new service can also help companies get started with securing their mobile device inventory, before they move up to more sophisticated solutions over time, including those from third-party vendors.
The company has been working to better position Android devices for use in workplace over the past several years, with programs like Android for Work, Android Enterprise Recommended, partnerships focused on ridding the Play Store of malware, advanced device protections for high-risk users, endpoint management solutions, and more.
Google says it will roll out Android Enterprise Essentials initially with distributors Synnex in the U.S. and Tech Data in the U.K. In the future, it will make the service available through additional resellers as it takes the solution global in early 2021. Google will also host an online launch event and demo in January for interested customers.
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Gartner: Q3 smartphone sales down 5.7% to 366M, slicing COVID-19 declines in Q1, Q2
We are now into the all-important holiday sales period, and new numbers from Gartner point to some recovery underway for the smartphone market as vendors roll out a raft of new 5G handsets.
Q3 smartphone figures from the analysts published today showed that smartphone unit sales were 366 million units, a decline of 5.7% globally compared to the same period last year. Yes, it’s a drop; but it is still a clear improvement on the first half of this year, when sales slumped by 20% in each quarter, due largely to the effects of COVID-19 on spending and consumer confidence overall.
That confidence is being further bolstered by some other signals. We are coming out of a relatively strong string of sales days over the Thanksgiving weekend, traditionally the “opening” of the holiday sales cycle. While sales on Thursday and Black Friday were at the lower end of predicted estimates, they still set records over previous years. With a lot of tech like smartphones often bought online, this could point to stronger numbers for smartphone sales as well.
On top of that, last week IDC — which also tracks and analyses smartphones sales — published a report predicting that sales would grow 2.4% in Q4 compared to 2019’s Q4. Its take is that while 5G smartphones will drive buying, prices still need to come down on these newer generation handsets to really see them hit with wider audiences. The average selling price for a 5G-enabled smartphone in 2020 is $611, said IDC, but it thinks that by 2024 that will come down to $453, likely driven by Android-powered handsets, which have collectively dominated smartphone sales for years.
Indeed, in terms of brands, Samsung, with its Android devices, continued to lead the pack in terms of overall units, with 80.8 million units, and a 22% market share. In fact, the Korean handset maker and China’s Xiaomi were the only two in the top five to see growth in their sales in the quarter, respectively at 2.2% and 34.9%. Xiaomi’s numbers were strong enough to see it overtake Apple for the quarter to become the number-three slot in terms of overall sales rankings. Huawei just about held on to number two. See the full chart further down in this story with more detail.
Also worth noting: overall mobile sales — a figure that includes both smartphones and feature phones — were down 8.7% 401 million units. That underscores not just how few feature phones are selling at the moment (smartphones can often even be cheaper to buy, depending on the brands involved or the carrier bundles), but also that those less sophisticated devices are seeing even more sales pressure than more advanced models.
Smartphone slump: It’s not just COVID-19
It’s worth remembering that even before the global health pandemic, smartphone sales were facing slowing growth. The reasons: after a period of huge enthusiasm from consumers to pick up devices, many countries reached market penetration. And then, the latest features were too incremental to spur people to sell up and pay a premium on newer models.
In that context, the big hope from the industry has been 5G, which has been marketed by both carriers and handset makers as having more data efficiency and speed than older technologies. Yet when you look at the wider roadmap for 5G, rollout has remained patchy, and consumers by and large are still not fully convinced they need it.
Notably, in this past quarter, there is still some evidence that emerging/developing markets continue to have an impact on growth — in contrast to new features being drivers in penetrated markets.
“Early signs of recovery can be seen in a few markets, including parts of mature Asia/Pacific and Latin America. Near normal conditions in China improved smartphone production to fill in the supply gap in the third quarter which benefited sales to some extent,” said Anshul Gupta, senior research director at Gartner, in a statement. “For the first time this year, smartphone sales to end users in three of the top five markets i.e., India, Indonesia and Brazil increased, growing 9.3%, 8.5% and 3.3%, respectively.”
The more positive Q3 figures coincide with a period this summer that saw new Covid-19 cases slowing down in many places and the relaxation of many restrictions, so now all eyes are on this coming holiday period, at a time when Covid-19 cases have picked up with a vengeance, and with no rollout (yet) of large-scale vaccination or therapeutic programs. That is having an inevitable drag on the economy.
“Consumers are limiting their discretionary spend even as some lockdown conditions have started to improve,” said Gupta of the Q3 numbers. “Global smartphone sales experienced moderate growth from the second quarter of 2020 to the third quarter. This was due to pent-up demand from previous quarters.”
Digging into the numbers, Samsung has held on to its top spot, although its growth was significantly less strong in the quarter. Even with that slump, Samsung is still a long way ahead.
That is in part because number-two Huawei, with 51.8 million units sold, was down by more than 21% since last year. It has been having a hard time in the wake of a public relations crisis after sanctions in the US and UK, due to accusations that its equipment is used by China for spying. (Those UK sanctions, indeed, have been brought up in timing, just as of last night.)
That also led Huawei earlier this month to confirm the long-rumored plan to sell off its Honor smartphone division. That deal will involve selling the division, reportedly valued at around $15 billion, to a consortium of companies.
It will be interesting to see how Apple’s small decline of 0.6% to 40.6 million units to Xiaomi’s 44.4 million, will shift in the next quarter, on the back of the company launching a new raft of iPhone 12 devices.
“Apple sold 40.5 million units in the third quarter of 2020, a decline of 0.6% as compared to 2019,” said Annette Zimmermann, research vice president at Gartner, in a statement. “The slight decrease was mainly due to Apple’s delayed shipment start of its new 2020 iPhone generation, which in previous years would always start mid/end September. This year, the launch event and shipment start began 4 weeks later than usual.”
Oppo, which is still not available through carriers or retail partners in the US, rounded out the top five sellers with just under 30 million phones sold. The fact that it and Xiaomi do so well despite not really having a phone presence in the US is an interesting testament to what kind of role the US plays in the global smartphone market: huge in terms of perception, but perhaps less so when the chips are down.
“Others” — that category that can take in the long tail of players who make phones, continues to be a huge force, accounting for more sales than any one of the top five. That underscores the fragmentation in the Android-based smartphone industry, but all the same, its collective numbers were in decline, a sign that consumers are indeed slowly continuing to consolidate around a smaller group of trusted brands.
| Vendor | 3Q20
Units |
3Q20 Market Share (%) | 3Q19
Units |
3Q19 Market Share (%) | 3Q20-3Q19 Growth (%) |
| Samsung | 80,816.0 | 22.0 | 79,056.7 | 20.3 | 2.2 |
| Huawei | 51,830.9 | 14.1 | 65,822.0 | 16.9 | -21.3 |
| Xiaomi | 44,405.4 | 12.1 | 32,927.9 | 8.5 | 34.9 |
| Apple | 40,598.4 | 11.1 | 40,833.0 | 10.5 | -0.6 |
| OPPO | 29,890.4 | 8.2 | 30,581.4 | 7.9 | -2.3 |
| Others | 119,117.4 | 32.5 | 139,586.7 | 35.9 | -14.7 |
| Total | 366,658.6 | 100.0 | 388,807.7 | 100.0 | -5.7 |
Source: Gartner (November 2020)
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Verizon partners with Apple to launch 5G Fleet Swap
Apple and Verizon today announced a new partnership that will make it easier for their business partners to go all-in on 5G. Fleet Swap, as the program is called, allows businesses to trade in their entire fleet of smartphones — no matter whether they are currently a Verizon customer or not — and move to the iPhone 12 with no upfront cost and either zero cost (for the iPhone 12 mini) or a low monthly cost.
(Disclaimer: Verizon is TechCrunch’s corporate parent. The company has zero input into our editorial decisions.)
In addition, Verizon also today announced its first two major indoor 5G ultra wideband services for its enterprise customers. General Motors and Honeywell are the first customers here, with General Motors enabling the technology at its Detroit-Hamtramck Assembly Center, the company’s all-electric vehicle plant. To some degree, this goes to show how carriers are positioning 5G ultra wideband as more of an enterprise feature than the lower-bandwidth versions of 5G.
“I think about how 5G [ultra wide band] is really filling a need for capacity and for capability. It’s built for industrial commercial use cases. It’s built on millimeter wave spectrum and it’s really built for enterprise,” Verizon Business CEO Tami Erwin told me.
It’s important to note that these two projects are not private 5G networks. Verizon is also in that business and plans to launch those more broadly in the future.
“No matter where you are on your digital transformation journey, the ability to put the power of 5G Ultra Wideband in all of your employees’ hands right now with a powerful iPhone 12 model, the best smartphone for business, is not just an investment for growth, it’s what will set a business’s future trajectory as technology continues to advance,” Erwin said in today’s announcement.
As for 5G Fleet Swap, the idea here is obviously to get more businesses on Verizon’s 5G network and, for Apple, to quickly get more iPhone 12s into the enterprise. Apple clearly believes that 5G can provide some benefits to enterprises — and maybe more so than to consumers — thanks to its low latency for AR applications, for example.
“The iPhone 12 lineup is the best for business, with an all-new design, advanced 5G experience, industry-leading security and A14 Bionic, the fastest chip ever in a smartphone,” said Susan Prescott, Apple’s vice president of Markets, Apps and Services. “Paired with Verizon’s 5G Ultra Wideband going indoors and 5G Fleet Swap, an all-new device offer for enterprise, it’s now easier than ever for businesses to build transformational mobile apps that take advantage of the powerful iPhone 12 lineup and 5G.”
In addition, the company is highlighting the iPhone’s secure enclave as a major security benefit for enterprises. And while other handset manufacturers launch devices that are specifically meant to be rugged, Apple argues that its devices are already rugged enough by design and that there’s a big third-party ecosystem to ruggedize its devices.
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Smartphone shipments dip in China for Q3, led by Huawei decline
China was the first major global smartphone market to rebound from the early days of the COVID-19 pandemic. Stringent lockdown measures were able to help the country recover from the virus relatively quickly during the first wave, as sales started to return well ahead of other areas.
In Q3, however, things have begun to decline again. New numbers from Canalys point to an 8% drop between quarters — and a 15% drop year-over-year. The firm chalks much of the slowdown to longtime market leader Huawei’s ongoing issues with the U.S. government. The problems had a kind of cascading effect that served to impact the number two companies, Vivo and Oppo.
Image Credits: Canalys
“Huawei was forced to restrict its smartphone shipments following the August 17 US sanctions which caused a void in channels in Q3 that its peers were not equipped to fill. Huawei is facing its most serious challenge since taking the lead in 2016,” analyst Mo Jia said in a release. “If the position of the US administration does not change, Huawei will attempt to pivot its business strategy, to focus on building the [Harmony] OS and software ecosystem, as the Chinese government is eager to nurture home-grown alternatives to global platforms.”
Huawei dropped 18% in Mainland China, year-over-year. Vivo and Oppo posted similar declines at 13% and 18%, respectively. Xiaomi was able to make up ground at third place, gaining 19% y-o-y per the figures. Apple, meanwhile, remained relatively steady, in spite of the delated launch of the iPhone 12. Huawei’s continued struggles could provide a vacuum for the competition to fill.
Analyst Nicole Peng notes that the arrival of the 5G handset put the U.S. company in a strong position, looking forward: “iPhone 12 series will be a game changer for Apple in Mainland China. As most smartphones in China are now 5G-capable, Apple is closing a critical gap, and pent-up demand for its new 5G-enabled family will be strong.”
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TCL announces a $400 5G handset
What’s most remarkable about the push for 5G is how quickly the prices came down on handsets sporting the next-gen wireless technology. The push toward affordable 5G devices is clearly as much an indicator as the current state of the smartphone space as anything — people just aren’t upgrading devices as quickly as they used to. And even more to the point, they’re reluctant to pay $1,000 when they do.
Qualcomm’s Snapdragon 765G has been a piece of that puzzle. And unsurprisingly, the mid-tier chip found in TCL’s new $400 5G handset. Of course, TCL is positioning it as “under-$400” with that $399.99 price tag, which is technically correct — the best kind of correct.
It’s also not really right to say that the TCL 10 5G UW’s a “premium blend of performance, power, stylish design and 5G connectivity that until now has only been available on more expensive flagship smartphones.” Affordable 5G handsets aren’t an entirely new phenomenon — nor are affordable 5G handsets with decent specs and design. But even so, the price point is still notable at this stage in the 5G upgrade cycle — which, frankly, is why we’re writing about it here.
The price/5G combo is the main thing to like here, coming in at even less than, say, the OnePlus Nord, a recent high-water mark in the 5G/price point combo. And there are a few other things that should appeal to potential buyers, as well, including a 4,500mAh battery coupled with reverse charging for other devices. There are three rear-facing cameras: a 48-megapixel main, an eight-megapixel ultra wide and a five-megapixel macro, the latter of which is starting to appear on more phones.
It arrives October 29, and is, notably, a Verizon (TechCrunch’s parent company) exclusive here in the U.S., using the carrier’s mmWave technology.
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