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Bottom line: Apple will continue discounting its iPhones in China to stop its sinking market share, which could slow but not halt its decline in the face of growing competition from the likes of Huawei.
Following a break of a month, I'm returning to my writer's seat with discussion of the China outlook for tech giant Apple (Nasdaq: AAPL), which has turned to a very un-Apple-like strategy of discounting its products in the world's largest smartphone market. China has been a fickle place for Ap...
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Bottom line: The US case against Huawei's CFO is likely to end with her release on technical grounds as part of a deal between the US and China, though the company could still face punishment for illegally selling US products to Iran.
It's a few days old by now, but I wanted to begin the new week by sharing some of my thoughts on the recent blow-up involving telecoms equipment giant Huawei's CFO, who was detained in Canada at Washington's request. At this point I mostly want to give my views ...
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Bottom line: Huawei's new push into India looks like a smart and well-timed move to take advantage of the country's emerging middle class, and could help it take the global smartphone crown by the end of next year.
As it creeps up on its goal of becoming the world's largest smartphone maker, the controversial Huawei appears to finally be waking up to the potential of the fast-growing India market. That's the key takeaway from some Indian media reports last week, which quoted a company executi...
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Bottom line: Huawei could challenge Samsung for the global smartphone crown in as little as a year, though a potential Achilles heel could be the "outing" of its surging Honor brand that most may not associate with the Chinese parent.
Smartphone pioneer Apple (Nasdaq: AAPL) has just reported its latest quarterly results, which means that all the data tracking firms can simultaneously release their own industry data showing the latest trends. Those trends show that Apple's sales were basically...
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Bottom line: A brouhaha involving Lenovo's branding as unpatriotic for not supporting homegrown technology is likely to blow over quickly, and spotlights China's continued reliance on foreign technology.
In a story that looks like a something from the McCarthy era, embattled PC maker Lenovo (HKEx: 992) has landed at the center of a controversy that's seeing it branded by some as a traitor for choosing foreign technology over a homegrown Chinese alternative. This kind of thing isn't at all tha...
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Bottom line: A US investigation of Huawei into possible illegal sales of US-made equipment to Iran is old news, and may be getting dredged up now to give Washington leverage in its ongoing trade frictions with China.
Some might argue that US sanctions against telecoms equipment maker ZTE (HKEx: 763; Shenzhen: 000063) are just the prelude to a much bigger story that could now be sharping up, with word that ZTE's much larger rival Huawei is being probed in a similar case. The subject at the hea...
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Bottom line: Huawei's strong revenue and profit growth for 2017 are coming largely on the back of its home China market, which should continue to boost the company as Beijing aggressively pushes upcoming 5G services.
Telecoms giant Huawei is in the headlines as the new week begins, with word that the company has rekindled its profit growth in its latest reporting year. Unlike other companies, Huawei isn't publicly traded and thus isn't required to release any financials, which always means we...
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Bottom line: Xiaomi's taking of the India smartphone crown and attendance at a major trade show next week are aimed at boosting its profile in the run-up to its IPO.
Hype is building in the run-up to what's likely to be one of the largest high-tech IPOs this year, with word that smartphone maker Xiaomi has snatched the India crown from a fading Samsung (Seoul: 005930) and is also making its first visit to the world's top telecoms trade show next week. Both events are important milestones for...
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Bottom line: Huawei's latest big financial commitment to the UK is mostly for show, but Britain could still emerge as a winner over the longer term if Huawei conducts more R&D work in its British labs.
- Huawei gives $4.2 billion gift to UK
After getting the cold shoulder from the US for its smartphones, telecoms superstar Huawei is turning increasingly to Europe, and specifically to Britain, for consolation. That's the key takeaway from the latest reports that say Huawei ...
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Bottom line: Huawei's decision to go ahead with a US market entry for its latest high-end phone, despite collapse of a tie-up with AT&T, is likely to produce very limited results due to lack of a carrier partner.
- Huawei goes solo into US
If you can't get a serious business partner, at least get a pretty face. That seems to be the message coming from a frustrated Huawei, which has announced it has signed on "Wonder Woman" star and model Gal Gadot as chief experience offic...
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Bottom line: Apple should be able to extend its return to growth in China into at least one more quarter, while Xiaomi should also be able to continue posting strong double-digit growth for the next year.
- Apple returns to China growth
Apple (Nasdaq: AAPL) has just released its latest quarterly results that show China is back on a growth track, quieting skeptics who had said its latest iPhone was debuting to mostly snoozes in the world's largest smartphone market. On a br...
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Bottom line: Huawei could overtake Apple as the world's second largest smartphone seller in the next 1-2 years, while it could also pose a challenge in global cloud services over the next 5 years.
- Huawei takes a shot at the cloud
We'll begin the new week with a couple of items from Huawei that show how the company that began as a telecoms network builder looks set to unseat fading PC giant Lenovo (HKEx: 992) as China's global leader in consumer tech. The first of those h...
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