Author: Richard Guppy


Publication Date: Aug 04 2016


Pages: 23


Report Type: SCI-m Intelligence



 Strategic CI

SCIm China Watch: Huawei - Mobile OEM




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Report Summary:

Huawei is a true privately-owned, state technology champion of China, and the world’s number one in the telecom network equipment and services sector.  Arguably now the number one smartphone vendor in the Chinese market, it is intent on growing its smartphone volumes from 100 million to 200 million.  This Dossier assesses the nature of Huawei’s smartphone business and its prospects for reaching its 200m goal.  



Table of Contents

1. Executive Summary 4
1.1 Huawei is the world’s #1 telecom network vendor. 4
1.2 Huawei’s smartphone business has risen to the top in China. 4
1.3 Huawei is positioned to grow internationally. 4
1.4 5G is a great opportunity for Huawei. 4
1.5 Serious challenges remain: no easy path to the desired goal. 4
2. Chinese OEM Landscape 5
2.1 Huawei is rated as ‘secure’ for China and ‘somewhat secure’ for International. 5
3. Corporate Profile 6
3.1 Huawei is a major Chinese corporation. 6
3.2 Huawei is consistently profitable. 6
3.3 Huawei is traditionally a carrier network equipment company. 7
3.4 Huawei’s Consumer business saw massive growth in 2015. 8
3.5 Huawei is developing its Enterprise business. 9
3.6 Huawei is developing Network and Enterprise ecosystems. 9
3.7 Huawei is also addressing the Consumer ecosystem. 10
3.8 Huawei is reported to be developing its own OS. 10
4. Tiers 11
4.1 Huawei covers a wide range of tiers. 11
4.2 Huawei is on a mission to grow ASP and move up-tier. 11
5. Segments 12
5.1 Huawei operates two smartphone brands aimed at different segments. 12
5.2 The Honor brand is for online products and channels. 13
6. Channels 14
6.1 Chinese operators have been key for Huawei. 14
6.2 Retail and Online channels are growing in importance. 14
7. Geographic Markets 15
7.1 Huawei continues to ship most smartphone volume to China. 15
7.2 Outside China, Huawei’s key markets are Europe, AME and other APAC. 15
7.3 Weaknesses remain in North America. 16
7.4 In terms of Huawei Consumer revenues, China rose during 2015. 16
8. Strategies 17
8.1 Huawei has the scale, technology and low cost to chase Samsung. 17
9. SWOT 19
9.1 Strengths 19
9.2 Opportunities 19
9.3 Weaknesses 20
9.4 Threats 20
9.5 Schematic of Huawei’s competitive challenges. 21
10. Conclusion 22
10.1 Huawei scaled via its global network business, expanding into Enterprise. 22
10.2 Huawei is emerging as a world smartphone OEM thanks to its China position. 22
10.3 Huawei is positioned to chase Samsung in smartphones. 22
10.4 Huawei still faces substantial challenges. 22
10.5 Android is a specific risk factor. 22
11. Contact the author of this report: 23

 


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