As analysts worry about the challenges facing Huawei to launch its flagship smartphones in Europe, it turns out that the firm’s Chinese sales – surprise! – are booming. According to new data from research firm Canalys, Huawei’s smartphone shipments in China surged to 37.3 million in the second quarter, up 31% year-on-year. That pushed its market share up to 33%, from 25% in the same period last year.
This being a zero-sum game, Huawei’s competitors saw their smartphone shipments in China fall 6% in the second quarter. Applewas a big decliner, down 14%,but it was the other Chinese brands that felt the crunch hardest: Oppo, Vivo and Xiaomi tumbledby 18%, 19% and 20%, respectively.
There is no guess as to why this happened. Huawei, brilliantly, played the nationalism card. Buying their phones has become a patriotic act of duty in the context of the US-China trade war. But they executed well, also. “Huawei’s core strategy remains investing in aggressive offline expansion, and luring consumers from rival brands, while unleashing a wave of marketing spend to support new channels and technologies,” said Canalys analyst Mo Jia.