Smartphone Activation Monthly Data => April Smartphone Activation Down 4% Y/Y and Down 9% M/M
In April, ~30.3 mm smartphones were activated in China, representing a ~4.4% decline year-over-year. For the period, January - April 2017, ~139 mm...
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China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
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Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
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XiaoMi Is a Threat to Amazon and Alibaba, Not Samsung
Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted...
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Huawei Might Be the Next One See Y/Y Decline After Apple and Xiaomi in China
Summary What's new? Strategy Analytics reported China smartphone shipments grew 15% y/y and 11% q/q to 121mn units in 3Q16 and Huawei maintained...
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