Core Insights - Huawei's mobile phones face challenges in overseas markets due to the inability to pre-install Google Mobile Services (GMS) since the US sanctions in May 2019, impacting their sales significantly [4][8] - Despite the challenges, Huawei's high-end devices like the Mate XT and Pura80 series are performing well in the Gulf Cooperation Council (GCC) countries, indicating a shift towards premium offerings from Chinese brands [4][10] - The wearable segment, particularly the WATCH GT series, has seen significant success for Huawei, with over 54 million units shipped, showing less impact from the sanctions compared to smartphones [5] Huawei's Market Position - Huawei's foldable smartphones captured a 45% market share in Q2, 2023, marking a 13 percentage point increase year-on-year, while competitors like Motorola and Samsung saw fluctuations in their market shares [10] - The use of GBox, a tool allowing users to access Google services in a modified environment, has provided a workaround for Huawei users, although it does not fully replace the native GMS [10] Competitor Landscape - Samsung and Apple maintain strong positions in the Middle East, with Samsung holding a 34% market share and achieving a 39% growth rate [14] - Chinese brands like Xiaomi, Transsion, and Honor are also gaining traction, with Honor experiencing a remarkable 95% growth, increasing its market share from 6% to 10% [14] - OPPO is strategically enhancing its overseas market presence, focusing on mid-to-high-end products, while Vivo reported a 13% growth in overseas sales, indicating a competitive landscape among Chinese manufacturers [14][17] Future Outlook - Huawei's future in the global market may hinge on the success of its HarmonyOS, which aims to establish a new application ecosystem, potentially allowing it to reclaim its position as a leading smartphone manufacturer [19]
“如果华为手机能用Google Play，全球第一不会是三星苹果”
Guan Cha Zhe Wang·2025-10-13 04:19